Legacy Advisory Services, LLC
Q4 2025 13F Holdings
- Locationexton, PA
- Num holdings
50
- Value ($000)
$133,025
- Date Filed01/23/2026
- Form type13F-HR
- CIK0002068847
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | TRUST ISHARE 0-1 | 464288679 | $26.94M | 20 % | 244,533 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $20.37M | 15 % | 253,869 | ||
ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $16.67M | 13 % | 166,080 | ||
ISHARES TR | MSCI USA MIN VOL | 46429B697 | $12.24M | 9 % | 130,020 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $7.79M | 6 % | 39,218 | ||
ISHARES TR | RUS TP200 VL ETF | 464289420 | $6.23M | 5 % | 67,824 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $5.82M | 4 % | 8,493 | ||
VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | $5.19M | 4 % | 20,674 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | $4.04M | 3 % | 16,424 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A805 | $2.56M | 2 % | 31,068 |
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