Legacy Advisory Services, LLC
CIK 2068847 · Holdings on Dec 31, 2023 · First reported Oct 17, 2025
Top ten holdings
Q4 2023- SPYM19.82%
- TLT9.74%
- USMV6.63%
- ILCG6.47%
- IWX5.97%
- MGC5.40%
- QUAL5.11%
- IVV4.15%
- MSFT4.12%
- QQQ3.72%
Share classes counted separately71.13%
Portfolio value by quarter
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 ETFPORTFOLIO S&P500 View history and evidence | $18.79M | 19.82% | 336.15K shares | Prior unavailable — | — | ↗▾ |
| 02 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $9.23M | 9.74% | 93.39K shares | Prior unavailable — | — | ↗▾ |
| 03 | USMVISHARES MSCI USA MIN VOL FACMSCI USA MIN VOL View history and evidence | $6.28M | 6.63% | 80.54K shares | Prior unavailable — | — | ↗▾ |
| 04 | ILCGISHARES MORNINGSTAR GROWTH EMORNINGSTAR GRWT View history and evidence | $6.13M | 6.47% | 90.45K shares | Prior unavailable — | — | ↗▾ |
| 05 | IWXISHARES RUSSELL TOP 200 VALURUS TP200 VL ETF View history and evidence | $5.66M | 5.97% | 80.61K shares | Prior unavailable — | — | ↗▾ |
| 06 | MGCVNGRD MRNGSTR MG CAP ETF-USDMEGA CAP INDEX View history and evidence | $5.12M | 5.40% | 30.25K shares | Prior unavailable — | — | ↗▾ |
| 07 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $4.84M | 5.11% | 32.92K shares | Prior unavailable — | — | ↗▾ |
| 08 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $3.94M | 4.15% | 8.24K shares | Prior unavailable — | — | ↗▾ |
| 09 | MSFTMICROSOFT CORP View history and evidence | $3.90M | 4.12% | 10.38K shares | Prior unavailable — | — | ↗▾ |
| 10 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $3.53M | 3.72% | 8.62K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2068847 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Oct 17, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 94808856
}Research all 46 reported holdings.
This page includes 30 of 46 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.