Q3 2026 13F · SEC CIK 2068847

Legacy Advisory Services, LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $139.3M
Reported positions: 80
Holdings vs S&P 500, 3 yrs: —
Assets under management: $156.9M

Legacy Advisory Services, LLC is a wealth manager that reported 80 positions worth $139.3M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Spdr Series Trust (SPLG, 12.3%), Ishares Tr (SHV, 8.2%), Ishares Tr (IVV, 7.5%).

Legacy Advisory Services, LLC holdings largest 50 of 80 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legacy Advisory Services, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	12.3%	15.0%	191,471	-21.0%	$17.2M
SHVIshares Tr	8.2%	16.3%	103,560	-50.5%	$11.4M
IVVIshares Tr	7.5%	4.3%	13,634	+67.0%	$10.4M
USMVIshares Tr	5.6%	8.3%	79,587	-34.8%	$7.8M
DYNFBlackrock ETF Trust	4.7%	3.3%	95,426	+38.6%	$6.6M
QUALIshares Tr	4.7%	7.3%	29,292	-37.9%	$6.5M
SGOVIshares Tr	4.2%	11.2%	58,595	-62.9%	$5.9M
IVWIshares Tr	3.3%	—	32,422	—	$4.6M
IWXIshares Tr	3.1%	4.7%	39,042	-38.6%	$4.3M
IVEIshares Tr	2.5%	—	15,025	—	$3.4M
GSUSGoldman Sachs ETF Tr	2.1%	—	27,267	—	$2.9M
ACWXIshares Tr	1.8%	—	33,103	—	$2.5M
MGCVanguard World Fd	1.7%	1.6%	8,469	-0.3%	$2.4M
IUSBIshares Tr	1.7%	—	52,283	—	$2.3M
BAIBlackrock ETF Trust	1.6%	—	46,186	—	$2.2M
COROBlackrock ETF Trust	1.5%	—	58,792	—	$2.1M
IWLIshares Tr	1.4%	2.0%	10,627	-30.6%	$2.0M
BLCRBlackrock ETF Trust	1.3%	—	37,760	—	$1.8M
IOOIshares Tr	1.3%	2.3%	12,564	-47.3%	$1.8M
BTHMBlackrock ETF Trust	1.2%	—	37,657	—	$1.7M
HYMUBlackrock ETF Trust II	1.2%	1.3%	76,758	-4.3%	$1.6M
IWMIshares Tr	1.2%	3.6%	5,826	-66.0%	$1.6M
VBILVanguard Instl Index Fd	1.1%	1.1%	20,221	-2.6%	$1.5M
IEMGIshares Inc	1.1%	—	18,661	—	$1.5M
LGLVSpdr Series Trust	1.0%	1.9%	8,141	-45.9%	$1.4M
SPMOInvesco Exch Traded Fd Tr II	0.9%	—	8,649	—	$1.3M
EFVIshares Tr	0.9%	—	16,554	—	$1.3M
IQLTIshares Tr	0.9%	3.2%	26,470	-71.5%	$1.3M
MSFTMicrosoft Corp	0.9%	0.6%	2,517	+14.5%	$1.3M
SHLDGlobal X Defense Tech ETF	0.8%	—	19,594	—	$1.2M
GSIEGoldman Sachs ETF Tr	0.8%	—	25,339	—	$1.2M
LMUBIshares Tr	0.8%	—	24,608	—	$1.1M
AVEMAmerican Centy ETF Tr	0.8%	—	11,484	—	$1.1M
EFGIshares Tr	0.7%	—	8,253	—	$989K
NVDANvidia Corporation	0.7%	0.4%	4,163	+31.7%	$951K
MUBIshares Tr	0.7%	—	9,186	—	$929K
AORIshares Tr	0.6%	1.7%	13,082	-62.1%	$896K
GSLCGoldman Sachs ETF Tr	0.6%	—	6,027	—	$874K
XTENBondbloxx ETF Trust	0.6%	—	20,554	—	$871K
AAPLApple Inc	0.6%	0.4%	2,416	+31.8%	$805K
SHOPShopify Inc	0.5%	0.4%	5,063	+0.0%	$751K
IALTBlackrock ETF Trust	0.5%	—	25,122	—	$750K
AVGOBroadcom Inc	0.5%	0.5%	1,888	+2.9%	$663K
CROXCrocs Inc	0.5%	0.5%	5,542	-6.4%	$650K
MRKMerck & Co Inc	0.4%	0.4%	4,099	+0.0%	$596K
GOVTIshares Tr	0.4%	—	24,402	—	$534K
SCHZSchwab Strategic Tr	0.4%	—	24,064	—	$532K
EWBCEast West Bancorp Inc	0.4%	0.4%	4,156	-4.1%	$515K
WMTWalmart Inc	0.4%	0.4%	4,758	-2.4%	$495K
ETNEaton Corp PLC	0.4%	0.4%	1,138	-6.9%	$489K

What Legacy Advisory Services, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.9% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$139.3M	80
Q2 2026	$142.1M	54
Q1 2026	$131.0M	49
Q4 2025	$133.0M	50
Q3 2025	$132.6M	50
Q2 2025	$126.1M	45
Q1 2025	$118.4M	50

Questions about Legacy Advisory Services, LLC's portfolio

What stocks does Legacy Advisory Services, LLC own?

Legacy Advisory Services, LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 80 positions worth $139.3M. The largest are Spdr Series Trust (SPLG) at 12.3%, Ishares Tr (SHV) at 8.2%, Ishares Tr (IVV) at 7.5%, Ishares Tr (USMV) at 5.6% and Blackrock ETF Trust (DYNF) at 4.7%.

What did Legacy Advisory Services, LLC buy last quarter?

In Q3 2026, Legacy Advisory Services, LLC added Ishares Tr (IVV) (+67.0% shares), Blackrock ETF Trust (DYNF) (+38.6% shares) and Apple Inc (AAPL) (+31.8% shares), compared with its Q2 2026 filing.

What did Legacy Advisory Services, LLC sell last quarter?

In Q3 2026, Legacy Advisory Services, LLC cut from its top 50 Vanguard World Fd (MGK), cut from its top 50 Ishares Tr (SMMD), cut from its top 50 State Str Spdr S&p 500 ETF T (SPY), cut from its top 50 Autonation Inc Com (AN), cut from its top 50 Union Pac Corp (UNP), Ishares Tr (IQLT) (-71.5% shares), Ishares Tr (IWM) (-66.0% shares) and Ishares Tr (SGOV) (-62.9% shares), compared with its Q2 2026 filing.

When is Legacy Advisory Services, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Legacy Advisory Services, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Legacy Advisory Services, LLC manage?

Legacy Advisory Services, LLC reported $156.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $139.3M.