§ 13F · FUND PROFILE
Legacy Advisory Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $133M (13F)Positions · 51Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | 229K | $25M | 19.3% | −6% |
| 2 | SPYM | SPDR SERIES TRUST | 240K | $18M | 14.0% | −6% |
| 3 | SGOV | ISHARES TR | 165K | $17M | 12.7% | −1% |
| 4 | USMV | ISHARES TR | 111K | $10M | 7.8% | −15% |
| 5 | QUAL | ISHARES TR | 45K | $9M | 6.5% | +14% |
| 6 | IWX | ISHARES TR | 63K | $6M | 4.4% | −7% |
| 7 | IVV | ISHARES TR | 9K | $6M | 4.3% | +2% |
| 8 | IWM | ISHARES TR | 17K | $4M | 3.3% | +5% |
| 9 | IQLT | ISHARES TR | 89K | $4M | 3.1% | NEW |
| 10 | DYNF | BLACKROCK ETF TRUST | 68K | $4M | 3.0% | NEW |
§ 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 $133 million in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed