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Legacy Advisory Services, LLC

Q2 2026 13F Holdings

  • Location
    exton, PA
  • Num holdings

    54

  • Value ($000)

    $142,058

  • Date Filed
    07/21/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SHV

ISHARES TR

TRUST ISHARE 0-1
464288679
$23.1M
16 %

209,359

K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$21.31M
15 %

242,446

S
SGOV

ISHARES TR

0-3 MTH TREASURY
46436E718
$15.89M
11 %

157,858

U
USMV

ISHARES TR

MSCI USA MIN ETF
46429B697
$11.78M
8 %

122,116

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$10.35M
7 %

47,174

I
IWX

ISHARES TR

RUS TP200 VL ETF
464289420
$6.68M
5 %

63,553

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$6.11M
4 %

8,162

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$5.15M
4 %

17,149

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$4.68M
3 %

68,828

I
IQLT

ISHARES TR

MSCI INTL QUALTY
46434V456
$4.59M
3 %

92,729

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