§ 13F · FUND PROFILE
Legacy Advisory Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $132.8T (13F)Positions · 51Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$216.3B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | 245K | $26.9T | 20.2% | −3% |
| 2 | SPYM | SPDR SERIES TRUST | 254K | $20.4T | 15.3% | ±0% |
| 3 | SGOV | ISHARES TR | 166K | $16.7T | 12.5% | −1% |
| 4 | USMV | ISHARES TR | 130K | $12.2T | 9.2% | +1% |
| 5 | QUAL | ISHARES TR | 39K | $7.8T | 5.9% | ±0% |
| 6 | IWX | ISHARES TR | 68K | $6.2T | 4.7% | +1% |
| 7 | IVV | ISHARES TR | 8K | $5.8T | 4.4% | +1% |
| 8 | MGC | VANGUARD WORLD FD | 21K | $5.2T | 3.9% | ±0% |
| 9 | IWM | ISHARES TR | 16K | $4.0T | 3.0% | ±0% |
| 10 | SPTM | SPDR SERIES TRUST | 31K | $2.6T | 1.9% | ±0% |
§ 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 $132845.1 trillion in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q2 2024
Steady book
+0 buys · −0 exits · 0 changed