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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Legacy Advisory Services, LLC

Quarter ended Q4 2025 · Filed January 23, 2026 · Accession 0001172661-26-000299

Total Value
$133.0M
Positions
50
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (50)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464288679244,533$26.9M20.25%
2SPDR SERIES TRUST78464A854253,869$20.4M15.31%
3ISHARES TR46436E718166,080$16.7M12.53%
4ISHARES TR46429B697130,020$12.2M9.20%
5ISHARES TR46432F33939,218$7.8M5.86%
6ISHARES TR46428942067,824$6.2M4.68%
7ISHARES TR4642872008,493$5.8M4.37%
8VANGUARD WORLD FD92191087320,674$5.2M3.90%
9ISHARES TR46428765516,424$4.0M3.04%
10SPDR SERIES TRUST78464A80531,068$2.6M1.93%
11ISHARES TR46428944614,295$2.4M1.83%
12ISHARES TR46428757218,743$2.4M1.78%
13ISHARES TR46428986731,629$2.1M1.55%
14SPDR SERIES TRUST78468R80410,785$1.9M1.42%
15VANGUARD SCOTTSDALE FDS92206C6649,166$912,2000.69%
16BROADCOM INCAVGO2,524$873,4330.66%
17SHOPIFY INCSHOP5,063$814,9910.61%
18EAST WEST BANCORP INCEWBC6,824$766,9490.58%
19BLACKROCK INCBLK642$687,4260.52%
20VANGUARD WORLD FD9219108161,581$652,6930.49%
21VISA INCV1,845$647,0400.49%
22WALMART INCWMT5,657$630,2610.47%
23AUTONATION INCAN3,034$626,4600.47%
24VANGUARD SCOTTSDALE FDS92206C4097,700$613,9030.46%
25SPDR S&P 500 ETF TRSPY880$599,7600.45%
26FIDELITY COMWLTH TR3159128086,409$585,7830.44%
27MEDTRONIC PLCMDT6,016$577,9150.43%
28PIMCO ETF TR72201R7756,086$566,4510.43%
29ISHARES TR46435G2686,870$514,8220.39%
30T-MOBILE US INCTMUSZ2,406$488,5140.37%
31DISNEY WALT CO2546871064,197$477,5440.36%
32VANGUARD BD INDEX FDS9219378275,715$450,3990.34%
33EATON CORP PLCETN1,230$391,7670.29%
34CARPENTER TECHNOLOGY CORPCRS1,210$380,8660.29%
35COMCAST CORP NEWCCZ12,270$366,7430.28%
36CROCS INCCROX4,041$345,5860.26%
37PIMCO ETF TR72201R7833,534$335,0930.25%
38MARRIOTT INTL INC NEW5719032021,009$313,0320.24%
39SPDR SERIES TRUST78464A38312,195$273,3500.21%
40MARSH & MCLENNAN COS INC5717481021,368$253,8450.19%
41ENTERPRISE PRODS PARTNERS L2937921077,878$252,5690.19%
42ISHARES INC4642865252,047$243,1260.18%
43SPDR SERIES TRUST78464A2849,669$241,1330.18%
44CLOUDFLARE INCNET1,175$231,6510.17%
45PROLOGIS INC.PLDGP1,757$224,3350.17%
46AES CORPAES15,393$220,7360.17%
47ISHARES TR46435U5564,506$217,0760.16%
48ROCKET LAB CORPRKLB3,100$216,2560.16%
49SELECT SECTOR SPDR TR81369Y8031,502$216,2430.16%
50REDDIT INCRDDT875$201,1360.15%