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CIK: 0002068847
Total reported value
$139.3M
$139.3M
54 檔
59.2%
At the close of Q2 2026, Legacy Advisory Services, LLC disclosed equity holdings valued at approximately $139.3M, spread across 54 reported holdings.
In Q2 2026, Legacy Advisory Services, LLC displayed an active expansion posture, initiating 8 new positions and adding to 22 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 | 16.26% | -8.06% | -8.46% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 15.00% | -2.67% | +1.22% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 11.19% | -6.96% | -4.44% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 8.29% | -2.72% | +10.47% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.29% | -2.62% | +5.50% | |
| 6 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 4.70% | -1.63% | +1.05% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.30% | +3.19% | -5.60% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.63% | -2.47% | -0.55% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.30% | +1.44% | +0.87% | |
| 10 | IQLT | Ishares Msci International Q | ETF-Other | 3.23% | -2.29% | +3.95% | |
| 11 | IOO | Ishares Global 100 ETF | ETF-Other | 2.29% | -0.99% | +19.46% | |
| 12 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 1.99% | -0.54% | +4.75% | |
| 13 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 1.92% | -0.90% | +8.58% | |
| 14 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.69% | -1.05% | +0.77% | |
| 15 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.64% | +0.08% | -0.01% | |
| 16 | SHYM | Ishares Short Duration High | ETF-Other | 1.27% | -0.09% | -0.37% | |
| 17 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.11% | -0.01% | -9.11% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | +0.35% | +95.20% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.54% | -0.23% | +414.09% | |
| 20 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.51% | -0.29% | +3.56% | |
| 21 | CROX | Crocs Inc | Stock-Consumer Disc | 0.50% | -0.03% | +1.14% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | -0.01% | +0.44% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.23% | +2.33% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | -0.11% | +18.75% | |
| 25 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.41% | +0.13% | — | |
| 26 | EWBC | East West Bancorp Inc | Stock-Financials | 0.39% | -0.02% | +1.07% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.04% | +4.10% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.37% | +0.21% | -1.66% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | +0.06% | -5.95% | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 0.37% | -0.02% | -1.61% | |
| 31 | AN | Autonation Inc | Stock-Consumer Disc | 0.32% | -0.06% | +1.16% | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.29% | +0.01% | -8.56% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.28% | -0.28% | EXIT | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 0.28% | +0.01% | -6.54% | |
| 35 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.27% | -0.01% | — | |
| 36 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.26% | — | — | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.25% | -0.25% | EXIT | |
| 38 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.24% | +0.01% | -0.02% | |
| 39 | VST | Vistra CORP | Stock-Utilities | 0.22% | -0.03% | -8.57% | |
| 40 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.21% | -0.21% | EXIT | |
| 41 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.21% | -0.01% | -6.06% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.21% | -0.01% | -7.58% | |
| 43 | EPD | Enterprise Products Partners | Stock-Energy | 0.20% | — | -8.82% | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.20% | +0.10% | — | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.20% | +0.01% | — | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.19% | -0.03% | — | |
| 47 | GLW | Corning Inc | Stock-Tech | 0.18% | -0.18% | EXIT | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | -0.17% | EXIT | |
| 49 | PSKY | Paramount Skydance Cl B | Stock-Comm Services | 0.16% | +0.01% | -20.91% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.16% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1% | +1.22% | Add |
| 2 | QUAL | Ishares Msci USA Quality Fac | +0.7% | +5.50% | Add |
| 3 | USMV | Ishares Msci USA Min Vol Fac | +0.5% | +10.47% | Add |
| 4 | IOO | Ishares Global 100 ETF | +0.5% | +19.46% | Add |
| 5 | IWM | Ishares Russell 2000 ETF | +0.4% | -0.55% | Trim |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.3% | +0.87% | Add |
| 7 | MSFT | Microsoft CORP | +0.3% | +95.20% | Add |
| 8 | IWX | Ishares Russell Top 200 Valu | +0.3% | +1.05% | Add |
| 9 | RKLB | Rocket Lab CORP | +0.2% | NEW | New buy |
| 10 | IWL | Ishares Russell Top 200 ETF | +0.2% | +4.75% | Add |
| 11 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | NEW | New buy |
| 12 | XLK | Ss Technology Select Sector | +0.2% | NEW | New buy |
| 13 | CAT | Caterpillar Inc | +0.2% | NEW | New buy |
| 14 | GLW | Corning Inc | +0.2% | NEW | New buy |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | NEW | New buy |
| 16 | LLY | Eli Lilly & Co | +0.2% | NEW | New buy |
| 17 | ATR | Aptargroup Inc | +0.1% | NEW | New buy |
| 18 | CROX | Crocs Inc | +0.1% | +1.14% | Add |
| 19 | MGC | Vanguard Mega Cap ETF | +0.1% | -0.01% | Trim |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +18.75% | Add |
| 21 | IQLT | Ishares Msci International Q | +0.1% | +3.95% | Add |
| 22 | ARTY | Ishares Future Ai & Tech ETF | +0.1% | -0.02% | Trim |
| 23 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +414.09% | Add |
| 24 | SMMD | Ishares Russell 2500 ETF | +0.1% | +3.56% | Add |
| 25 | AVGO | Broadcom Inc | +0.1% | +0.44% | Add |
| 26 | EWBC | East West Bancorp Inc | 0% | +1.07% | Add |
| 27 | NVDA | Nvidia CORP | 0% | +2.33% | Add |
| 28 | LGLV | Spdr US Lc Low Vol Idx | 0% | +8.58% | Add |
| 29 | ETN | Eaton Corporation plc | 0% | -1.61% | Trim |
| 30 | ONEQ | Fidelity Nasdaq Comp Indx | 0% | — | Unchanged |
| 31 | AOR | Ishares Core 60/40 Balanced | 0% | +0.77% | Add |
| 32 | AAPL | Apple Inc | 0% | -1.66% | Trim |
| 33 | MAR | Marriott International -cl A | 0% | — | Unchanged |
| 34 | SCHD | Schwab US Dvd Equity ETF | 0% | +10.23% | Add |
| 35 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | -6.06% | Trim |
| 36 | IVV | Ishares Core S&p 500 ETF | 0% | -5.60% | Trim |
| 37 | UNP | Union Pacific CORP | 0% | -8.56% | Trim |
| 38 | MRSH | Marsh & Mclennan Cos | 0% | +0.58% | Add |
| 39 | PLD | Prologis Inc | 0% | -1.46% | Trim |
| 40 | ORCL | Oracle CORP | 0% | -7.58% | Trim |
| 41 | VST | Vistra CORP | 0% | -8.57% | Trim |
| 42 | DIS | Walt Disney Co/the | 0% | -2.26% | Trim |
| 43 | MRK | Merck & Co. Inc. | 0% | -5.95% | Trim |
| 44 | AN | Autonation Inc | 0% | +1.16% | Add |
| 45 | EPD | Enterprise Products Partners | -0.1% | -8.82% | Trim |
| 46 | PSKY | Paramount Skydance Cl B | -0.1% | -20.91% | Trim |
| 47 | WMT | Walmart Inc | -0.1% | +4.10% | Add |
| 48 | SHOP | Shopify Inc - Class A | -0.1% | — | Unchanged |
| 49 | MDT | Medtronic plc | -0.1% | -6.54% | Trim |
| 50 | SHYM | Ishares Short Duration High | -0.1% | -0.37% | Trim |
According to official SEC Form 13F filings, Legacy Advisory Services, LLC reported a total U.S. public equity portfolio value of $139.3M across 54 disclosed positions in Q2 2026.
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 59.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
RKLB
市值: $305.0K
Top Position Liquidated / Trimmed
TMUS
前期市值: $507.6K
During Q2 2026, Legacy Advisory Services, LLC's top holdings by market value included SHV (16.3%)、SPYM (15.0%)、SGOV (11.2%). The largest single position, SHV, represented 16.3% of total portfolio value.
In Q2 2026, Legacy Advisory Services, LLC made 54 total portfolio adjustments, initiating 8 new buys, adding to 22 positions, trimming 21 holdings, and fully liquidating 3 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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