Legacy Advisory Services, LLC — Q2 2025 13F Holdings

Name: Legacy Advisory Services, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002068847

Total reported value

$131.0M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SHV	Ishares 0-1 Year Treasury Bo	ETF-Gov Bonds	22.72%	-0.98%	+10.14%
2	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	14.30%	-1.31%	-1.94%
3	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	13.37%	—	+193.77%
4	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	9.34%	-1.37%	+18.13%
5	QUAL	Ishares Msci USA Quality Fac	ETF-Other	5.65%	+0.69%	+0.20%
6	IWX	Ishares Russell Top 200 Valu	ETF-Other	4.48%	-0.23%	-2.34%
7	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	4.11%	-0.06%	+19.69%
8	MGC	Vanguard Mega Cap ETF	ETF-Other	3.64%	-2.37%	-3.57%
9	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	2.78%	+0.22%	-10.25%
10	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-Other	1.74%	-1.72%	-9.79%
11	IWL	Ishares Russell Top 200 ETF	ETF-Other	1.73%	—	-1.16%
12	IOO	Ishares Global 100 ETF	ETF-Other	1.58%	—	+5.32%
13	AOR	Ishares Core 60/40 Balanced	ETF-Other	1.55%	+0.13%	—
14	LGLV	Spdr US Lc Low Vol Idx	ETF-Other	1.50%	+0.47%	+0.30%
15	VTWO	Vanguard Russell 2000 ETF	ETF-Small Cap	0.64%	-0.69%	EXIT
16	EWBC	East West Bancorp INC	Stock-Financials	0.56%	-0.23%	—
17	AVGO	Broadcom INC	Stock-Tech	0.55%	-0.23%	+0.16%
18	BLK	Blackrock INC	Stock-Financials	0.53%	-0.52%	EXIT
19	V	Visa Inc-class A Shares	Stock-Financials	0.52%	-0.49%	EXIT
20	AN	Autonation INC	Stock-Consumer Disc	0.48%	-0.11%	—
21	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	0.47%	-0.46%	EXIT
22	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	0.46%	—	-7.54%
23	SHOP	Shopify INC - Class A	Stock-Tech	0.46%	-0.15%	-7.32%
24	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.46%	-0.12%	+0.21%
25	TMUS	T-mobile US INC	Stock-Comm Services	0.45%	—	—
26	BOND	Pimco Active Bond Exchange-t	ETF-Other	0.44%	-0.16%	—
27	WMT	Walmart INC	Stock-Consumer Staples	0.44%	—	-0.02%
28	MDT	Medtronic plc	Stock-Healthcare	0.42%	—	—
29	DIS	Walt Disney Co/the	Stock-Comm Services	0.41%	—	-0.21%
30	ONEQ	Fidelity Nasdaq Comp Indx	ETF-Tech	0.41%	-0.20%	—
31	SMMD	Ishares Russell 2500 ETF	ETF-Other	0.37%	—	-7.62%
32	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.35%	-0.34%	EXIT
33	ETN	Eaton Corporation plc	Stock-Industrials	0.35%	—	—
34	CMCSA	Comcast Corp-class A	Stock-Comm Services	0.34%	-0.28%	EXIT
35	CROX	Crocs INC	Stock-Consumer Disc	0.32%	+0.11%	—
36	CRS	Carpenter Technology	Stock-Industrials	0.26%	-0.29%	EXIT
37	HYS	Pimco 0-5 Year H/y CORP Bond	ETF-Corp Bonds	0.26%	-0.25%	EXIT
38	MRSH	Marsh & Mclennan Cos	Stock-Financials	0.24%	—	+0.44%
39	MAR	Marriott International -cl A	Stock-Consumer Disc	0.22%	—	—
40	SPMB	Ss Spdr P Mort Back Bond ETF	ETF-Other	0.21%	-0.21%	EXIT
41	NET	Cloudflare INC - Class A	Stock-Tech	0.20%	-0.17%	EXIT
42	EPD	Enterprise Products Partners	Stock-Energy	0.19%	—	-8.44%
43	ACWV	Ishares Msci Global Min Vol	ETF-Other	0.19%	-0.18%	EXIT
44	HYMB	Ss Spdr N Ice Hy Muni ETF	ETF-Other	0.18%	-0.18%	EXIT
45	AES	Aes CORP	Stock-Utilities	0.13%	-0.17%	EXIT