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Legacy Advisory Services, LLC

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13F filer, CIK 2068847, Exton, PA

Legacy Advisory Services, LLC reported $133,024,692 across 50 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-23. Its ten largest share positions make up 81.08% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-000299

Period
2025-12-31
Reported value
$133M
Holdings
50
Top 10 weight
81.08%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RKLBnew+3,100$216K
USMVadded+1,211$114K
XLKadded+751$108K
IVVadded+84$57.5K
IWXadded+363$33.3K

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-7,706-$849K
LLYexited-265-$202K
SGOVreduced-1,605-$161K
RDDTreduced-400-$91.9K
SPYreduced-60-$40.9K

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, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-000299, largest first. % of portfolio is the value over $133,024,692, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,761 shares; 2025Q1: 235,605 shares; 2025Q2: 259,486 shares; 2025Q3: 252,239 shares; 2025Q4: 244,533 shares 244,533$26.9M20.25%-7,706Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,201 shares; 2024Q4: 303,478 shares; 2025Q1: 253,044 shares; 2025Q2: 248,124 shares; 2025Q3: 253,706 shares; 2025Q4: 253,869 shares 253,869$20.4M15.31%+163Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,025 shares; 2025Q2: 167,525 shares; 2025Q3: 167,685 shares; 2025Q4: 166,080 shares 166,080$16.7M12.53%-1,605Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,509 shares; 2024Q4: 98,281 shares; 2025Q1: 106,270 shares; 2025Q2: 125,541 shares; 2025Q3: 128,809 shares; 2025Q4: 130,020 shares 130,020$12.2M9.2%+1,211Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,900 shares; 2024Q4: 32,716 shares; 2025Q1: 38,907 shares; 2025Q2: 38,985 shares; 2025Q3: 39,151 shares; 2025Q4: 39,218 shares 39,218$7.79M5.86%+67Timeline
IWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,569 shares; 2024Q4: 67,539 shares; 2025Q1: 68,771 shares; 2025Q2: 67,162 shares; 2025Q3: 67,461 shares; 2025Q4: 67,824 shares 67,824$6.23M4.68%+363Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,251 shares; 2024Q4: 7,081 shares; 2025Q1: 6,967 shares; 2025Q2: 8,339 shares; 2025Q3: 8,409 shares; 2025Q4: 8,493 shares 8,493$5.82M4.37%+84Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,130 shares; 2024Q4: 29,129 shares; 2025Q1: 21,179 shares; 2025Q2: 20,422 shares; 2025Q3: 20,666 shares; 2025Q4: 20,674 shares 20,674$5.19M3.9%+8Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,810 shares; 2024Q4: 17,347 shares; 2025Q1: 18,106 shares; 2025Q2: 16,250 shares; 2025Q3: 16,424 shares; 2025Q4: 16,424 shares 16,424$4.04M3.04%0Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,094 shares; 2024Q4: 31,184 shares; 2025Q1: 32,515 shares; 2025Q2: 29,332 shares; 2025Q3: 31,197 shares; 2025Q4: 31,068 shares 31,068$2.56M1.93%-129Timeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,156 shares; 2024Q4: 18,887 shares; 2025Q1: 14,435 shares; 2025Q2: 14,267 shares; 2025Q3: 14,287 shares; 2025Q4: 14,295 shares 14,295$2.44M1.83%+8Timeline
IOOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,923 shares; 2024Q4: 18,972 shares; 2025Q1: 17,568 shares; 2025Q2: 18,502 shares; 2025Q3: 18,481 shares; 2025Q4: 18,743 shares 18,743$2.37M1.78%+262Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,779 shares; 2025Q2: 31,779 shares; 2025Q3: 31,779 shares; 2025Q4: 31,629 shares 31,629$2.06M1.55%-150Timeline
LGLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,736 shares; 2024Q4: 10,794 shares; 2025Q1: 10,781 shares; 2025Q2: 10,813 shares; 2025Q3: 10,844 shares; 2025Q4: 10,785 shares 10,785$1.89M1.42%-59Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,532 shares; 2024Q4: 11,506 shares; 2025Q1: 10,228 shares; 2025Q2: 9,228 shares; 2025Q3: 9,228 shares; 2025Q4: 9,166 shares 9,166$912K0.69%-62Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 3,204 shares; 2025Q1: 2,514 shares; 2025Q2: 2,518 shares; 2025Q3: 2,521 shares; 2025Q4: 2,524 shares 2,524$873K0.66%+3Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,000 shares; 2025Q1: 5,463 shares; 2025Q2: 5,063 shares; 2025Q3: 5,063 shares; 2025Q4: 5,063 shares 5,063$815K0.61%0Timeline
EWBCEAST WEST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,958 shares; 2024Q4: 4,958 shares; 2025Q1: 6,994 shares; 2025Q2: 6,994 shares; 2025Q3: 6,994 shares; 2025Q4: 6,824 shares 6,824$767K0.58%-170Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 637 shares; 2025Q1: 636 shares; 2025Q2: 638 shares; 2025Q3: 640 shares; 2025Q4: 642 shares 642$687K0.52%+2Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,952 shares; 2025Q1: 1,725 shares; 2025Q2: 1,595 shares; 2025Q3: 1,650 shares; 2025Q4: 1,581 shares 1,581$653K0.49%-69Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,123 shares; 2025Q1: 1,838 shares; 2025Q2: 1,841 shares; 2025Q3: 1,843 shares; 2025Q4: 1,845 shares 1,845$647K0.49%+2Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,325 shares; 2024Q4: 7,138 shares; 2025Q1: 5,649 shares; 2025Q2: 5,648 shares; 2025Q3: 5,657 shares; 2025Q4: 5,657 shares 5,657$630K0.47%0Timeline
ANAUTONATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 2,886 shares; 2025Q1: 3,034 shares; 2025Q2: 3,034 shares; 2025Q3: 3,034 shares; 2025Q4: 3,034 shares 3,034$626K0.47%0Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,097 shares; 2024Q4: 6,766 shares; 2025Q1: 7,306 shares; 2025Q2: 7,378 shares; 2025Q3: 7,602 shares; 2025Q4: 7,700 shares 7,700$614K0.46%+98Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 894 shares; 2025Q1: 936 shares; 2025Q2: 938 shares; 2025Q3: 940 shares; 2025Q4: 880 shares 880$600K0.45%-60Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,409 shares; 2025Q3: 6,409 shares; 2025Q4: 6,409 shares 6,409$586K0.44%0Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,585 shares; 2024Q4: 4,584 shares; 2025Q1: 6,016 shares; 2025Q2: 6,016 shares; 2025Q3: 6,016 shares; 2025Q4: 6,016 shares 6,016$578K0.43%0Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,071 shares; 2025Q3: 6,078 shares; 2025Q4: 6,086 shares 6,086$566K0.43%+8Timeline
SMMDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,457 shares; 2024Q4: 7,900 shares; 2025Q1: 7,411 shares; 2025Q2: 6,846 shares; 2025Q3: 6,857 shares; 2025Q4: 6,870 shares 6,870$515K0.39%+13Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,406 shares; 2025Q2: 2,406 shares; 2025Q3: 2,406 shares; 2025Q4: 2,406 shares 2,406$489K0.37%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,202 shares; 2024Q4: 8,038 shares; 2025Q1: 4,206 shares; 2025Q2: 4,197 shares; 2025Q3: 4,197 shares; 2025Q4: 4,197 shares 4,197$478K0.36%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,764 shares; 2024Q4: 3,809 shares; 2025Q1: 5,532 shares; 2025Q2: 5,586 shares; 2025Q3: 5,640 shares; 2025Q4: 5,715 shares 5,715$450K0.34%+75Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,279 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares 1,230$392K0.29%0Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,291 shares; 2025Q1: 1,207 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,210 shares 1,210$381K0.29%+1Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,252 shares; 2024Q4: 8,293 shares; 2025Q1: 12,017 shares; 2025Q2: 12,097 shares; 2025Q3: 12,175 shares; 2025Q4: 12,270 shares 12,270$367K0.28%+95Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,041 shares; 2025Q2: 4,041 shares; 2025Q3: 4,041 shares; 2025Q4: 4,041 shares 4,041$346K0.26%0Timeline
HYSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 3,289 shares; 2025Q1: 3,348 shares; 2025Q2: 3,410 shares; 2025Q3: 3,469 shares; 2025Q4: 3,534 shares 3,534$335K0.25%+65Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,009 shares; 2025Q3: 1,009 shares; 2025Q4: 1,009 shares 1,009$313K0.24%0Timeline
SPMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,555 shares; 2024Q4: 11,716 shares; 2025Q1: 11,786 shares; 2025Q2: 11,895 shares; 2025Q3: 12,007 shares; 2025Q4: 12,195 shares 12,195$273K0.21%+188Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,346 shares; 2025Q1: 1,350 shares; 2025Q2: 1,356 shares; 2025Q3: 1,362 shares; 2025Q4: 1,368 shares 1,368$254K0.19%+6Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,604 shares; 2025Q2: 7,878 shares; 2025Q3: 7,878 shares; 2025Q4: 7,878 shares 7,878$253K0.19%0Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,952 shares; 2025Q1: 1,952 shares; 2025Q2: 1,968 shares; 2025Q3: 2,070 shares; 2025Q4: 2,047 shares 2,047$243K0.18%-23Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,964 shares; 2025Q1: 9,013 shares; 2025Q2: 9,093 shares; 2025Q3: 9,778 shares; 2025Q4: 9,669 shares 9,669$241K0.18%-109Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 1,175 shares 1,175$232K0.17%-115Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,870 shares; 2025Q2: not reported; 2025Q3: 1,748 shares; 2025Q4: 1,757 shares 1,757$224K0.17%+9Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,393 shares; 2025Q2: 15,393 shares; 2025Q3: 15,393 shares; 2025Q4: 15,393 shares 15,393$221K0.17%0Timeline
ARTYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,506 shares; 2024Q4: 14,506 shares; 2025Q1: 14,505 shares; 2025Q2: not reported; 2025Q3: 4,506 shares; 2025Q4: 4,506 shares 4,506$217K0.16%0Timeline
RKLBROCKET LAB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,100 shares 3,100$216K0.16%newTimeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 751 shares; 2025Q4: 1,502 shares 1,502$216K0.16%+751Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,275 shares; 2025Q4: 875 shares 875$201K0.15%-400Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TSLATESLA INC600$267Kput
LLYELI LILLY & CO265$202Kshares

How Q4 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 0001172661-26-000299 base2026-01-23acceptance time not in the bulk data set