Legacy Advisory Services, LLC
CIK: 0002068847SEC EDGAR →
Portfolio Value
$133.0B
Holdings
50
As of
Q4 2025
New Positions
50
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 244,533 | $26.9B | 20.25% |
| 2 | SPDR SERIES TRUST | 253,869 | $20.4B | 15.31% |
| 3 | ISHARES TR | 166,080 | $16.7B | 12.53% |
| 4 | ISHARES TR | 130,020 | $12.2B | 9.20% |
| 5 | ISHARES TR | 39,218 | $7.8B | 5.86% |
| 6 | ISHARES TR | 67,824 | $6.2B | 4.68% |
| 7 | ISHARES TR | 8,493 | $5.8B | 4.37% |
| 8 | VANGUARD WORLD FD | 20,674 | $5.2B | 3.90% |
| 9 | ISHARES TR | 16,424 | $4.0B | 3.04% |
| 10 | SPDR SERIES TRUST | 31,068 | $2.6B | 1.93% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (50)
$26.9B · 245K shares
$20.4B · 254K shares
$16.7B · 166K shares
$12.2B · 130K shares
$7.8B · 39K shares
$6.2B · 68K shares
$5.8B · 8K shares
$5.2B · 21K shares
$4.0B · 16K shares
$2.6B · 31K shares
$2.4B · 14K shares
$2.4B · 19K shares
$2.1B · 32K shares
$1.9B · 11K shares
$912.0M · 9K shares
$873.0M · 3K shares
$814.0M · 5K shares
$766.0M · 7K shares
$687.0M · 642 shares
$652.0M · 2K shares
$647.0M · 2K shares
$630.0M · 6K shares
$626.0M · 3K shares
$613.0M · 8K shares
$599.0M · 880 shares
$585.0M · 6K shares
$577.0M · 6K shares
$566.0M · 6K shares
$514.0M · 7K shares
$488.0M · 2K shares
$477.0M · 4K shares
$450.0M · 6K shares
$391.0M · 1K shares
$380.0M · 1K shares
$366.0M · 12K shares
$345.0M · 4K shares
$335.0M · 4K shares
$313.0M · 1K shares
$273.0M · 12K shares
$253.0M · 1K shares
$252.0M · 8K shares
$243.0M · 2K shares
$241.0M · 10K shares
$231.0M · 1K shares
$224.0M · 2K shares
$220.0M · 15K shares
$217.0M · 5K shares
$216.0M · 2K shares
$216.0M · 3K shares
$201.0M · 875 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 31 | $122.9B | 92.4% |
| Unknown | 2 | $2.7B | 2.0% |
| Technology | 3 | $1.9B | 1.4% |
| Communication Services | 4 | $1.5B | 1.2% |
| Consumer Cyclical | 3 | $1.3B | 1.0% |
| Industrials | 2 | $771.0M | 0.6% |
| Consumer Defensive | 1 | $630.0M | 0.5% |
| Healthcare | 1 | $577.0M | 0.4% |
| Energy | 1 | $252.0M | 0.2% |
| Real Estate | 1 | $224.0M | 0.2% |
| Utilities | 1 | $220.0M | 0.2% |