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Legacy Advisory Services, LLC

Q1 2026 13F Holdings

  • Location
    exton, PA
  • Num holdings

    49

  • Value ($000)

    $130,982

  • Date Filed
    05/12/2026
  • Form type
    13F-HR
  • CIK
    0002068847
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SHV

ISHARES TR

TRUST ISHARE 0-1
464288679
$25.25M
19 %

228,697

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$18.33M
14 %

239,526

S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$16.63M
13 %

165,198

U
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$10.25M
8 %

110,547

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$8.58M
7 %

44,714

I
IWX

ISHARES TR

RUS TP200 VL ETF
464289420
$5.83M
4 %

62,891

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$5.65M
4 %

8,646

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$4.28M
3 %

17,244

I
IQLT

ISHARES TR

MSCI INTL QUALTY
46434V456
$4.12M
3 %

89,208

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$3.97M
3 %

68,237

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