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Disclosery

13F-HR filed by Legacy Advisory Services, LLC

Legacy Advisory Services, LLC filed this 13F-HR for the quarter ended 2023-12-31, filed 2025-10-17, with 46 holding rows worth $94,808,856.

Accession
0001172661-25-004316
Filer
CIK 2068847
Filed
2025-10-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2023

A holdings report, 46 entries on the cover page, a total value of $94,808,856 stated on the cover page (in dollars after the unit check, H1), rows summing to $94,808,856 with VALUE read as dollars as filed, 13F file number 028-25615. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS336,147$18,790,602dollars as filed
ISHARES TR46428743220 YR TR BD ETF93,387$9,234,066dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS80,542$6,284,725dollars as filed
ISHARES MORNINGSTAR GROWTH ETF464287119ETF90,452$6,134,431dollars as filed
ISHARES TR464289420RUS TP200 VL ETF80,612$5,656,556dollars as filed
MGC921910873COM30,245$5,119,932dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF32,919$4,843,701dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS8,243$3,937,119dollars as filed
Microsoft Corp594918104COM10,380$3,903,222dollars as filed
INVESCO QQQ TR46090E103COM8,619$3,529,720dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF30,864$3,212,956dollars as filed
iShares S&P 500 Growth ETF464287309SHS41,134$3,089,190dollars as filed
ISHARES TR464289446RUS TOP 200 ETF18,655$2,146,953dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS32,443$1,896,314dollars as filed
Apple Inc037833100COM8,702$1,675,322dollars as filed
SPDR SERIES TRUST78468R804ST STR R1K LOWV9,431$1,367,519dollars as filed
VANECK ETF TRUST92189F676COM6,644$1,161,922dollars as filed
iShares Global 100 ETF464287572SHS13,343$1,074,414dollars as filed
Walt Disney Co254687106COM9,572$864,219dollars as filed
SCHWAB STRATEGIC TR808524664ARIEL OPPOR ETF34,949$815,448dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS2,193$569,159dollars as filed
Visa Inc92826C839COM2,151$560,131dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS7,152$557,141dollars as filed
KLA CORP482480100COM942$547,585dollars as filed
ISHARES TR46435G268RUSEL 2500 ETF8,701$535,716dollars as filed
BLACKROCK INC CL A COM09247X101COM641$519,999dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM5,949$460,313dollars as filed
TRACTOR SUPPLY CO COM892356106Stock2,059$442,747dollars as filed
AUTONATION INC COM05329W102Stock2,933$440,478dollars as filed
SPY78462F103SHS923$438,730dollars as filed
TARGA RES CORP COM87612G101Stock4,564$396,467dollars as filed
Merck & Co.,Inc.58933Y105COM3,628$395,525dollars as filed
SCHD808524797COM5,151$392,143dollars as filed
Walmart Inc.931142103COM2,463$388,236dollars as filed
Medtronic PlcG5960L103COM4,661$383,989dollars as filed
EAST WEST BANCORP INC COM27579R104Stock5,324$383,062dollars as filed
Broadcom Inc.11135F101COM327$364,934dollars as filed
Comcast Corp20030N101COM8,277$362,930dollars as filed
Caterpillar Inc.149123101COM1,081$319,619dollars as filed
Eaton Corp. PlcG29183103COM1,300$313,066dollars as filed
PIMCO ETF TR72201R7830-5 HIGH YIELD3,054$284,283dollars as filed
Vanguard Short-Term Bond ETF921937827SHS3,683$283,664dollars as filed
Marsh & McLennan Companies,Inc.571748102COM1,327$251,419dollars as filed
SPDR Portfolio Mortgage Backed Bond ETF78464A383SHS11,287$249,108dollars as filed
SPDR SERIES TRUST78464A284NUVEEN ICE HIGH7,948$201,081dollars as filed
SOLID POWER INC CLASS A COM83422N105Stock20,000$29,000dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-004316this filing2025-10-17acceptance time not in the bulk data set