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CIK: 0002068847
Total reported value
$142.1M
$142.1M
51 檔
59.5%
According to the latest 13F quarterly dataset, Legacy Advisory Services, LLC managed an equity portfolio of $142.1M at the end of Q3 2025, spanning 51 distinct U.S. exchange-listed positions.
Legacy Advisory Services, LLC executed strategic sector rebalancing during Q3 2025, establishing 7 new positions while fully exiting 6 holdings and trimming 13 positions.
In terms of portfolio concentration, the top 5 core holdings (including SHV, SPYM, SGOV) accounted for 59.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
ONEQ
市值: $571.2K
Top Position Liquidated / Trimmed
TLT
前期市值: $11.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 20.98% | -3.01% | -2.79% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 14.96% | +1.00% | +2.25% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 12.71% | -1.51% | +0.10% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 9.22% | +0.46% | +2.60% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.73% | +0.74% | +0.43% | |
| 6 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 4.46% | +0.25% | +0.45% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.24% | -0.01% | +0.84% | |
| 8 | MGC | Vanguard Mega Cap ETF | ETF-Other | 3.80% | +0.11% | +1.19% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.99% | +0.37% | +1.07% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.89% | — | +6.36% | |
| 11 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 1.79% | +0.20% | +0.14% | |
| 12 | IOO | Ishares Global 100 ETF | ETF-Other | 1.67% | +0.45% | -0.11% | |
| 13 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.54% | +0.01% | — | |
| 14 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 1.45% | +0.03% | +0.29% | |
| 15 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.68% | — | — | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.06% | +0.12% | |
| 17 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.57% | -0.05% | — | |
| 18 | BLK | Blackrock Inc | Stock-Financials | 0.56% | — | +0.31% | |
| 19 | EWBC | East West Bancorp Inc | Stock-Financials | 0.56% | +0.04% | — | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.50% | +0.07% | +3.45% | |
| 21 | AN | Autonation Inc | Stock-Consumer Disc | 0.50% | -0.04% | — | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | — | +0.11% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | +0.09% | +0.21% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.46% | — | +3.04% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.05% | +0.16% | |
| 26 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.43% | -0.39% | EXIT | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 0.43% | -0.07% | — | |
| 28 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.43% | +0.03% | — | |
| 29 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.43% | -0.13% | +0.12% | |
| 30 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.38% | +0.07% | +0.16% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.36% | -0.03% | — | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 0.35% | +0.03% | — | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.34% | — | +0.97% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.29% | — | +0.64% | |
| 35 | CROX | Crocs Inc | Stock-Consumer Disc | 0.25% | +0.13% | — | |
| 36 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.25% | — | +1.73% | |
| 37 | CRS | Carpenter Technology | Stock-Industrials | 0.22% | — | — | |
| 38 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.22% | — | — | |
| 39 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.21% | — | — | |
| 40 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.21% | -0.02% | +0.44% | |
| 41 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.20% | — | +0.94% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | — | — | |
| 43 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.20% | +0.01% | — | |
| 44 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.19% | — | +5.18% | |
| 45 | EPD | Enterprise Products Partners | Stock-Energy | 0.19% | -0.05% | — | |
| 46 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.18% | — | +7.53% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.16% | +0.20% | NEW | |
| 48 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.16% | +0.08% | — | |
| 49 | AES | Aes CORP | Stock-Utilities | 0.15% | — | — | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.15% | +0.16% | NEW |
According to official SEC Form 13F filings, Legacy Advisory Services, LLC reported a total U.S. public equity portfolio value of $142.1M across 51 disclosed positions in Q3 2025.
During Q3 2025, Legacy Advisory Services, LLC's top holdings by market value included SHV (21.0%)、SPYM (15.0%)、SGOV (12.7%). The largest single position, SHV, represented 21.0% of total portfolio value.
In Q3 2025, Legacy Advisory Services, LLC made 43 total portfolio adjustments, initiating 7 new buys, adding to 17 positions, trimming 13 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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