§ 13F · FUND PROFILE
Legacy Advisory Services, LLC.
AUM · $142M (13F)Positions · 54Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | 209K | $23M | 16.3% | −8% |
| 2 | SPYM | SPDR SERIES TRUST | 242K | $21M | 15.0% | +1% |
| 3 | SGOV | ISHARES TR | 158K | $16M | 11.2% | −4% |
| 4 | USMV | ISHARES TR | 122K | $12M | 8.3% | +10% |
| 5 | QUAL | ISHARES TR | 47K | $10M | 7.3% | +6% |
| 6 | IWX | ISHARES TR | 64K | $7M | 4.7% | +1% |
| 7 | IVV | ISHARES TR | 8K | $6M | 4.3% | −6% |
| 8 | IWM | ISHARES TR | 17K | $5M | 3.6% | −1% |
| 9 | DYNF | BLACKROCK ETF TRUST | 69K | $5M | 3.3% | +1% |
| 10 | IQLT | ISHARES TR | 93K | $5M | 3.2% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Advisory Services, LLC is a Other fund managing $142 million in assets. The fund runs a portfolio of 54 positions.
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