Legacy Advisory Services, LLC

Est. AUM

$131.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	TRUST ISHARE 0-1	$25.2M	228697	19.27%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$18.3M	239526	14.00%	SOLE
3	ISHARES TR	0-3 MNTH TREASRY	$16.6M	165198	12.70%	SOLE
4	ISHARES TR	MSCI USA MIN VOL	$10.3M	110547	7.83%	SOLE
5	ISHARES TR	MSCI USA QLT FCT	$8.6M	44714	6.55%	SOLE
6	ISHARES TR	RUS TP200 VL ETF	$5.8M	62891	4.45%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$5.6M	8646	4.31%	SOLE
8	ISHARES TR	RUSSELL 2000 ETF	$4.3M	17244	3.27%	SOLE
9	ISHARES TR	MSCI INTL QUALTY	$4.1M	89208	3.15%	SOLE
10	BLACKROCK ETF TRUST	ISHARES US EQUIT	$4.0M	68237	3.03%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$2.5M	13865	1.88%	SOLE
12	ISHARES TR	GLOBAL 100 ETF	$2.4M	19964	1.84%	SOLE
13	ISHARES TR	RUS TOP 200 ETF	$2.3M	14626	1.79%	SOLE
14	ISHARES TR	CORE 60/40 BALAN	$2.2M	34218	1.68%	SOLE
15	VANGUARD WORLD FD	MEGA CAP INDEX	$2.0M	8496	1.53%	SOLE
16	BLACKROCK ETF TRUST II	SHORT DURATION H	$1.8M	80500	1.35%	SOLE
17	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$1.7M	22849	1.32%	SOLE
18	VANGUARD WORLD FD	MEGA GRWTH IND	$618K	1682	0.47%	SOLE
19	SHOPIFY INC	CL A SUB VTG SHS	$601K	5063	0.46%	SOLE
20	WALMART INC	COM	$582K	4681	0.44%	SOLE
21	ISHARES TR	RUSEL 2500 ETF	$579K	7583	0.44%	SOLE
22	BROADCOM INC	COM	$566K	1827	0.43%	SOLE
23	NVIDIA CORPORATION	COM	$539K	3090	0.41%	SOLE
24	MERCK & CO INC	COM	$524K	4356	0.40%	SOLE
25	T-MOBILE US INC	COM	$508K	2417	0.39%	SOLE
26	CROCS INC	COM	$486K	5853	0.37%	SOLE
27	AUTONATION INC	COM	$473K	2424	0.36%	SOLE
28	APPLE INC	COM	$473K	1864	0.36%	SOLE
29	MEDTRONIC PLC	SHS	$465K	5365	0.35%	SOLE
30	EAST WEST BANCORP INC	COM	$458K	4287	0.35%	SOLE
31	EATON CORP PLC	SHS	$444K	1242	0.34%	SOLE
32	STATE STR SPDR S&P 500 ETF T	TR UNIT	$437K	672	0.33%	SOLE
33	MICROSOFT CORP	COM	$417K	1126	0.32%	SOLE
34	UNION PAC CORP	COM	$408K	1683	0.31%	SOLE
35	DISNEY WALT CO	COM	$405K	4199	0.31%	SOLE
36	PIMCO ETF TR	ACTIVE BD ETF	$359K	3893	0.27%	SOLE
37	SILGAN HLDGS INC	COM	$348K	8960	0.27%	SOLE
38	MARRIOTT INTL INC NEW	CL A	$330K	1009	0.25%	SOLE
39	ENTERPRISE PRODS PARTNERS L	COM	$328K	8661	0.25%	SOLE
40	VISTRA CORP	COM	$328K	2181	0.25%	SOLE
41	VANGUARD WORLD FD	INDUSTRIAL ETF	$323K	1035	0.25%	SOLE
42	ORACLE CORP	COM	$320K	2177	0.24%	SOLE
43	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$312K	10158	0.24%	SOLE
44	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$310K	3656	0.24%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$281K	3549	0.21%	SOLE
46	PARAMOUNT SKYDANCE CORP	COM CL B	$271K	30028	0.21%	SOLE
47	MARSH & MCLENNAN COS INC	COM	$239K	1375	0.18%	SOLE
48	PROLOGIS INC.	COM	$217K	1641	0.17%	SOLE
49	ISHARES TR	FUTURE AI & TECH	$210K	4506	0.16%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.