Legacy Advisory Services, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$131.0M
Q ending 2026-03-31
Prior quarter
$133.0M
Q ending 2025-12-31
Change
-1.5% QoQ · +10.6% YoY
Positions
49
reported holdings
Largest positions
All 49 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | SHV | Shares | $25.2M | 229K |
| Spdr Series Trust | SPYM | Shares | $18.3M | 240K |
| Ishares Tr | SGOV | Shares | $16.6M | 165K |
| Ishares Tr | USMV | Shares | $10.3M | 111K |
| Ishares Tr | QUAL | Shares | $8.6M | 45K |
| Ishares Tr | IWX | Shares | $5.8M | 63K |
| Ishares Tr | IVV | Shares | $5.6M | 9K |
| Ishares Tr | IWM | Shares | $4.3M | 17K |
| Ishares Tr | IQLT | Shares | $4.1M | 89K |
| Blackrock Etf Trust | DYNF | Shares | $4.0M | 68K |
| Spdr Series Trust | LGLV | Shares | $2.5M | 14K |
| Ishares Tr | IOO | Shares | $2.4M | 20K |
| Ishares Tr | IWL | Shares | $2.3M | 15K |
| Ishares Tr | AOR | Shares | $2.2M | 34K |
| Vanguard World Fd | MGC | Shares | $2.0M | 8K |
| Blackrock Etf Trust Ii | SHYM | Shares | $1.8M | 81K |
| Vanguard Instl Index Fd | VBIL | Shares | $1.7M | 23K |
| Vanguard World Fd | MGK | Shares | $618K | 2K |
| Shopify Inc | SHOP | Shares | $601K | 5K |
| Walmart Inc | WMT | Shares | $582K | 5K |
| Ishares Tr | SMMD | Shares | $579K | 8K |
| Broadcom Inc | AVGO | Shares | $566K | 2K |
| Nvidia Corporation | NVDA | Shares | $539K | 3K |
| Merck & Co Inc | MRK | Shares | $524K | 4K |
| T-Mobile Us Inc | TMUS | Shares | $508K | 2K |
| Crocs Inc | CROX | Shares | $486K | 6K |
| Autonation Inc | AN | Shares | $473K | 2K |
| Apple Inc | AAPL | Shares | $473K | 2K |
| Medtronic Plc | Shares | $465K | 5K | |
| East West Bancorp Inc | EWBC | Shares | $458K | 4K |
| Eaton Corp Plc | Shares | $444K | 1K | |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $437K | 672 |
| Microsoft Corp | MSFT | Shares | $417K | 1K |
| Union Pac Corp | UNP | Shares | $408K | 2K |
| Disney Walt Co | DIS | Shares | $405K | 4K |
| Pimco Etf Tr | BOND | Shares | $359K | 4K |
| Silgan Hldgs Inc | SLGN | Shares | $348K | 9K |
| Marriott Intl Inc New | MAR | Shares | $330K | 1K |
| Vistra Corp | VST | Shares | $328K | 2K |
| Enterprise Prods Partners L | EPD | Shares | $328K | 9K |
| Vanguard World Fd | VIS | Shares | $323K | 1K |
| Oracle Corp | ORCL | Shares | $320K | 2K |
| Schwab Strategic Tr | SCHD | Shares | $312K | 10K |
| Fidelity Comwlth Tr | ONEQ | Shares | $310K | 4K |
| Spdr Series Trust | SPTM | Shares | $281K | 4K |
| Paramount Skydance Corp | PSKY | Shares | $271K | 30K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $239K | 1K |
| Prologis Inc. | PLD | Shares | $217K | 2K |
| Ishares Tr | ARTY | Shares | $210K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.