Legacy Advisory Services, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    exton, PA
  • CIK
    0002068847
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

45

$126.12M
SHV, KRE, SGOV, USMV
13F-HR
Aug 14, 2025
000117266125003440

50

$118.43M
SHV, KRE, TLT, USMV
13F-HR
May 19, 2025
000117266125002415
Legacy Advisory Services, Llc 13F Filings