Institutional Manager · CIK 0002068847
Legacy Advisory Services, LLC
Exton, PA · File #028-25615
Latest AUM
$133.0M
Positions
50
Top-10 Concentration
81.1%
Filings
10
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202550 pos · $133.0M
- 13F HOLDINGS REPORTQ/E Sep 202551 pos · $132.8M
- 13F HOLDINGS REPORT (Amended)Q/E Sep 202548 pos · $109.3M
- 13F HOLDINGS REPORTQ/E Sep 202546 pos · $94.8M
- 13F HOLDINGS REPORTQ/E Sep 202549 pos · $116.4M
- 13F HOLDINGS REPORTQ/E Sep 202549 pos · $116.4M
- 13F HOLDINGS REPORTQ/E Sep 202547 pos · $105.5M
- 13F HOLDINGS REPORTQ/E Sep 202551 pos · $117.3M
- 13F HOLDINGS REPORTQ/E Jun 202545 pos · $126.1M
- 13F HOLDINGS REPORTQ/E Mar 202550 pos · $118.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288679 | 244,533 | $26.9M | 20.25% |
| 2 | SPDR SERIES TRUST | 78464A854 | 253,869 | $20.4M | 15.31% |
| 3 | ISHARES TR | 46436E718 | 166,080 | $16.7M | 12.53% |
| 4 | ISHARES TR | 46429B697 | 130,020 | $12.2M | 9.20% |
| 5 | ISHARES TR | 46432F339 | 39,218 | $7.8M | 5.86% |
| 6 | ISHARES TR | 464289420 | 67,824 | $6.2M | 4.68% |
| 7 | ISHARES TR | 464287200 | 8,493 | $5.8M | 4.37% |
| 8 | VANGUARD WORLD FD | 921910873 | 20,674 | $5.2M | 3.90% |
| 9 | ISHARES TR | 464287655 | 16,424 | $4.0M | 3.04% |
| 10 | SPDR SERIES TRUST | 78464A805 | 31,068 | $2.6M | 1.93% |
| 11 | ISHARES TR | 464289446 | 14,295 | $2.4M | 1.83% |
| 12 | ISHARES TR | 464287572 | 18,743 | $2.4M | 1.78% |
| 13 | ISHARES TR | 464289867 | 31,629 | $2.1M | 1.55% |
| 14 | SPDR SERIES TRUST | 78468R804 | 10,785 | $1.9M | 1.42% |
| 15 | VANGUARD SCOTTSDALE FDS | 92206C664 | 9,166 | $912,200 | 0.69% |
| 16 | BROADCOM INC | AVGO | 2,524 | $873,433 | 0.66% |
| 17 | SHOPIFY INC | SHOP | 5,063 | $814,991 | 0.61% |
| 18 | EAST WEST BANCORP INC | EWBC | 6,824 | $766,949 | 0.58% |
| 19 | BLACKROCK INC | BLK | 642 | $687,426 | 0.52% |
| 20 | VANGUARD WORLD FD | 921910816 | 1,581 | $652,693 | 0.49% |