Legacy Advisory Services, LLC
CIK 2068847 · Holdings on Sep 30, 2026 · First reported Oct 20, 2026
Top ten holdings
Q3 2026- SPYM12.33%
- SHV8.20%
- IVV7.49%
- USMV5.57%
- DYNF4.74%
- QUAL4.67%
- SGOV4.23%
- IVW3.31%
- IWX3.07%
- IVE2.46%
Share classes counted separately56.07%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SHVWeight decreased · -8.06 pp16.26% → 8.20%Shares -105.80K (-50.53%)
- SGOVWeight decreased · -6.96 pp11.19% → 4.23%Shares -99.26K (-62.88%)
- IVVWeight increased · +3.19 pp4.30% → 7.49%Shares +5.47K (+67.04%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $17.19M | 12.33% | 191.47K shares | 15.00% → 12.33%-2.67 pp -50.98K (-21.03%) | Reduced | ↗▾ |
| 02 | SHVISHARES 0-1 YEAR TREASURY BOTRUST ISHARE 0-1 View history and evidence | $11.42M | 8.20% | 103.56K shares | 16.26% → 8.20%-8.06 pp -105.80K (-50.53%) | Reduced | ↗▾ |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $10.44M | 7.49% | 13.63K shares | 4.30% → 7.49%+3.19 pp +5.47K (+67.04%) | Added | ↗▾ |
| 04 | USMVISHARES MSCI USA MIN VOL FACMSCI USA MIN ETF View history and evidence | $7.75M | 5.57% | 79.59K shares | 8.29% → 5.57%-2.72 pp -42.53K (-34.83%) | Reduced | ↗▾ |
| 05 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $6.61M | 4.74% | 95.43K shares | 3.30% → 4.74%+1.44 pp +26.60K (+38.64%) | Added | ↗▾ |
| 06 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $6.51M | 4.67% | 29.29K shares | 7.29% → 4.67%-2.62 pp -17.88K (-37.91%) | Reduced | ↗▾ |
| 07 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MTH TREASURY View history and evidence | $5.90M | 4.23% | 58.59K shares | 11.19% → 4.23%-6.96 pp -99.26K (-62.88%) | Reduced | ↗▾ |
| 08 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $4.61M | 3.31% | 32.42K shares | Prior unavailable +32.42K | New | ↗▾ |
| 09 | IWXISHARES RUSSELL TOP 200 VALURUS TP200 VL ETF View history and evidence | $4.28M | 3.07% | 39.04K shares | 4.70% → 3.07%-1.63 pp -24.51K (-38.57%) | Reduced | ↗▾ |
| 10 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $3.43M | 2.46% | 15.03K shares | Prior unavailable +15.03K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DIS WALT DISNEY CO/THE | Non-derivative | -4,104 | -$395.05K | SEC filing ↗ | SEC filing ↗ |
| SCHD SCHWAB US DVD EQUITY ETF | Non-derivative | -11,197 | -$355.06K | SEC filing ↗ | SEC filing ↗ |
| RKLB ROCKET LAB CORP | Non-derivative | -3,000 | -$304.95K | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2068847 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 20, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 139338638
}Research all 80 reported holdings.
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