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Legacy Advisory Services, LLC

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13F filer, CIK 2068847, Exton, PA

Legacy Advisory Services, LLC reported $132,845,083 across 51 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-30. Its ten largest share positions make up 81.15% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-004508

Period
2025-09-30
Reported value
$133M
Holdings
51
Top 10 weight
81.15%
New
6
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYMadded+5,582$437K
USMVadded+3,268$311K
RDDTnew+1,275$293K
XLKnew+751$212K
ARTYnew+4,506$206K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SHVreduced-7,247-$801K
IOOreduced-21-$2.52K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-004508, largest first. % of portfolio is the value over $132,578,251, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,761 shares; 2025Q1: 235,605 shares; 2025Q2: 259,486 shares; 2025Q3: 252,239 shares 252,239$27.9M21.02%-7,247Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,201 shares; 2024Q4: 303,478 shares; 2025Q1: 253,044 shares; 2025Q2: 248,124 shares; 2025Q3: 253,706 shares 253,706$19.9M14.99%+5,582Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,025 shares; 2025Q2: 167,525 shares; 2025Q3: 167,685 shares 167,685$16.9M12.74%+160Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,509 shares; 2024Q4: 98,281 shares; 2025Q1: 106,270 shares; 2025Q2: 125,541 shares; 2025Q3: 128,809 shares 128,809$12.3M9.24%+3,268Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,900 shares; 2024Q4: 32,716 shares; 2025Q1: 38,907 shares; 2025Q2: 38,985 shares; 2025Q3: 39,151 shares 39,151$7.61M5.74%+166Timeline
IWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,569 shares; 2024Q4: 67,539 shares; 2025Q1: 68,771 shares; 2025Q2: 67,162 shares; 2025Q3: 67,461 shares 67,461$5.93M4.47%+299Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,251 shares; 2024Q4: 7,081 shares; 2025Q1: 6,967 shares; 2025Q2: 8,339 shares; 2025Q3: 8,409 shares 8,409$5.63M4.25%+70Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,130 shares; 2024Q4: 29,129 shares; 2025Q1: 21,179 shares; 2025Q2: 20,422 shares; 2025Q3: 20,666 shares 20,666$5.04M3.8%+244Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,810 shares; 2024Q4: 17,347 shares; 2025Q1: 18,106 shares; 2025Q2: 16,250 shares; 2025Q3: 16,424 shares 16,424$3.97M3%+174Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,094 shares; 2024Q4: 31,184 shares; 2025Q1: 32,515 shares; 2025Q2: 29,332 shares; 2025Q3: 31,197 shares 31,197$2.52M1.9%+1,865Timeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,156 shares; 2024Q4: 18,887 shares; 2025Q1: 14,435 shares; 2025Q2: 14,267 shares; 2025Q3: 14,287 shares 14,287$2.37M1.79%+20Timeline
IOOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,923 shares; 2024Q4: 18,972 shares; 2025Q1: 17,568 shares; 2025Q2: 18,502 shares; 2025Q3: 18,481 shares 18,481$2.22M1.67%-21Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,779 shares; 2025Q2: 31,779 shares; 2025Q3: 31,779 shares 31,779$2.05M1.54%0Timeline
LGLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,736 shares; 2024Q4: 10,794 shares; 2025Q1: 10,781 shares; 2025Q2: 10,813 shares; 2025Q3: 10,844 shares 10,844$1.93M1.46%+31Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,532 shares; 2024Q4: 11,506 shares; 2025Q1: 10,228 shares; 2025Q2: 9,228 shares; 2025Q3: 9,228 shares 9,228$903K0.68%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 3,204 shares; 2025Q1: 2,514 shares; 2025Q2: 2,518 shares; 2025Q3: 2,521 shares 2,521$832K0.63%+3Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,000 shares; 2025Q1: 5,463 shares; 2025Q2: 5,063 shares; 2025Q3: 5,063 shares 5,063$752K0.57%0Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 637 shares; 2025Q1: 636 shares; 2025Q2: 638 shares; 2025Q3: 640 shares 640$746K0.56%+2Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,958 shares; 2024Q4: 4,958 shares; 2025Q1: 6,994 shares; 2025Q2: 6,994 shares; 2025Q3: 6,994 shares 6,994$745K0.56%0Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,952 shares; 2025Q1: 1,725 shares; 2025Q2: 1,595 shares; 2025Q3: 1,650 shares 1,650$664K0.5%+55Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 2,886 shares; 2025Q1: 3,034 shares; 2025Q2: 3,034 shares; 2025Q3: 3,034 shares 3,034$664K0.5%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,123 shares; 2025Q1: 1,838 shares; 2025Q2: 1,841 shares; 2025Q3: 1,843 shares 1,843$629K0.47%+2Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 894 shares; 2025Q1: 936 shares; 2025Q2: 938 shares; 2025Q3: 940 shares 940$626K0.47%+2Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,097 shares; 2024Q4: 6,766 shares; 2025Q1: 7,306 shares; 2025Q2: 7,378 shares; 2025Q3: 7,602 shares 7,602$608K0.46%+224Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 7,138 shares; 2025Q1: 5,649 shares; 2025Q2: 5,648 shares; 2025Q3: 5,657 shares 5,657$583K0.44%+9Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,406 shares; 2025Q2: 2,406 shares; 2025Q3: 2,406 shares 2,406$576K0.43%0Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,585 shares; 2024Q4: 4,584 shares; 2025Q1: 6,016 shares; 2025Q2: 6,016 shares; 2025Q3: 6,016 shares 6,016$573K0.43%0Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,409 shares; 2025Q3: 6,409 shares 6,409$571K0.43%0Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,071 shares; 2025Q3: 6,078 shares 6,078$567K0.43%+7Timeline
SMMDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,457 shares; 2024Q4: 7,900 shares; 2025Q1: 7,411 shares; 2025Q2: 6,846 shares; 2025Q3: 6,857 shares 6,857$506K0.38%+11Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,202 shares; 2024Q4: 8,038 shares; 2025Q1: 4,206 shares; 2025Q2: 4,197 shares; 2025Q3: 4,197 shares 4,197$481K0.36%0Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,279 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares 1,230$460K0.35%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,764 shares; 2024Q4: 3,809 shares; 2025Q1: 5,532 shares; 2025Q2: 5,586 shares; 2025Q3: 5,640 shares 5,640$445K0.34%+54Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,252 shares; 2024Q4: 8,293 shares; 2025Q1: 12,017 shares; 2025Q2: 12,097 shares; 2025Q3: 12,175 shares 12,175$383K0.29%+78Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,041 shares; 2025Q2: 4,041 shares; 2025Q3: 4,041 shares 4,041$338K0.25%0Timeline
HYSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 3,289 shares; 2025Q1: 3,348 shares; 2025Q2: 3,410 shares; 2025Q3: 3,469 shares 3,469$332K0.25%+59Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,291 shares; 2025Q1: 1,207 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares 1,209$297K0.22%0Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,275 shares 1,275$293K0.22%newTimeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares 1,290$277K0.21%0Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,346 shares; 2025Q1: 1,350 shares; 2025Q2: 1,356 shares; 2025Q3: 1,362 shares 1,362$274K0.21%+6Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,555 shares; 2024Q4: 11,716 shares; 2025Q1: 11,786 shares; 2025Q2: 11,895 shares; 2025Q3: 12,007 shares 12,007$269K0.2%+112Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,009 shares; 2025Q3: 1,009 shares 1,009$263K0.2%0Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,952 shares; 2025Q1: 1,952 shares; 2025Q2: 1,968 shares; 2025Q3: 2,070 shares 2,070$248K0.19%+102Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,604 shares; 2025Q2: 7,878 shares; 2025Q3: 7,878 shares 7,878$246K0.19%0Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,964 shares; 2025Q1: 9,013 shares; 2025Q2: 9,093 shares; 2025Q3: 9,778 shares 9,778$244K0.18%+685Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 751 shares 751$212K0.16%newTimeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,506 shares; 2024Q4: 14,506 shares; 2025Q1: 14,505 shares; 2025Q2: not reported; 2025Q3: 4,506 shares 4,506$206K0.16%newTimeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,393 shares; 2025Q2: 15,393 shares; 2025Q3: 15,393 shares 15,393$203K0.15%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 515 shares; 2025Q1: 538 shares; 2025Q2: not reported; 2025Q3: 265 shares 265$202K0.15%newTimeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,870 shares; 2025Q2: not reported; 2025Q3: 1,748 shares 1,748$200K0.15%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
TSLATESLA INC COMput600$267Knew

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-004508 base2025-10-30acceptance time not in the bulk data set