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CIK: 0002068847
Total reported value
$142.1M
$142.1M
50 檔
59.1%
In Q4 2025, Legacy Advisory Services, LLC's U.S. equity holdings reached a combined market value of $142.1M, distributed across 50 disclosed stock positions.
In Q4 2025, Legacy Advisory Services, LLC displayed an active expansion posture, initiating 1 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 20.25% | -3.01% | -3.06% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 15.31% | +1.00% | +0.06% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 12.53% | -1.51% | -0.96% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 9.20% | +0.46% | +0.94% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.86% | +0.74% | +0.17% | |
| 6 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 4.68% | +0.25% | +0.54% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.37% | -0.01% | +1.00% | |
| 8 | MGC | Vanguard Mega Cap ETF | ETF-Other | 3.90% | +0.11% | +0.04% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.04% | +0.37% | — | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.93% | — | -0.41% | |
| 11 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 1.83% | +0.20% | +0.06% | |
| 12 | IOO | Ishares Global 100 ETF | ETF-Other | 1.78% | +0.45% | +1.42% | |
| 13 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.55% | +0.01% | -0.47% | |
| 14 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 1.42% | +0.03% | -0.54% | |
| 15 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.69% | — | -0.67% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | +0.06% | +0.12% | |
| 17 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.61% | -0.05% | — | |
| 18 | EWBC | East West Bancorp Inc | Stock-Financials | 0.58% | +0.04% | -2.43% | |
| 19 | BLK | Blackrock Inc | Stock-Financials | 0.52% | — | +0.31% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.49% | +0.07% | -4.18% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | — | +0.11% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.05% | — | |
| 23 | AN | Autonation Inc | Stock-Consumer Disc | 0.47% | -0.04% | — | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.46% | — | +1.29% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | +0.09% | -6.38% | |
| 26 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.44% | +0.03% | — | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 0.43% | -0.07% | — | |
| 28 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.43% | -0.13% | +0.13% | |
| 29 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.39% | +0.07% | +0.19% | |
| 30 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.37% | -0.39% | EXIT | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.36% | -0.03% | — | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.34% | — | +1.33% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.29% | +0.03% | — | |
| 34 | CRS | Carpenter Technology | Stock-Industrials | 0.29% | — | +0.08% | |
| 35 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.28% | — | +0.78% | |
| 36 | CROX | Crocs Inc | Stock-Consumer Disc | 0.26% | +0.13% | — | |
| 37 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.25% | — | +1.87% | |
| 38 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.24% | +0.01% | — | |
| 39 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.21% | — | +1.57% | |
| 40 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.19% | -0.02% | +0.44% | |
| 41 | EPD | Enterprise Products Partners | Stock-Energy | 0.19% | -0.05% | — | |
| 42 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.18% | — | -1.11% | |
| 43 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.18% | — | -1.11% | |
| 44 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.17% | — | -8.91% | |
| 45 | PLD | Prologis Inc | Stock-Real Estate | 0.17% | -0.02% | +0.51% | |
| 46 | AES | Aes CORP | Stock-Utilities | 0.17% | — | — | |
| 47 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.16% | +0.08% | — | |
| 48 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.16% | +0.21% | NEW | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.16% | +0.20% | NEW | |
| 50 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.15% | — | -31.37% |
According to official SEC Form 13F filings, Legacy Advisory Services, LLC reported a total U.S. public equity portfolio value of $142.1M across 50 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SHV, SPYM, SGOV) accounted for 59.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
RKLB
市值: $216.3K
Top Position Liquidated / Trimmed
TSLA
前期市值: $266.8K
During Q4 2025, Legacy Advisory Services, LLC's top holdings by market value included SHV (20.3%)、SPYM (15.3%)、SGOV (12.5%). The largest single position, SHV, represented 20.3% of total portfolio value.
In Q4 2025, Legacy Advisory Services, LLC made 36 total portfolio adjustments, initiating 1 new buys, adding to 21 positions, trimming 12 holdings, and fully liquidating 2 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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