Legacy Advisory Services, LLC
CIK 2068847 · Holdings on Dec 31, 2024 · First reported Oct 17, 2025
Top ten holdings
Q4 2024- SPYM17.84%
- TLT10.03%
- USMV7.44%
- ILCG6.21%
- MGC5.28%
- QUAL4.97%
- IWX4.55%
- IVW3.80%
- IUSG3.64%
- IVV3.55%
Share classes counted separately67.31%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYMWeight decreased · -1.43 pp19.27% → 17.84%Shares -28.72K (-8.65%)
- USMVWeight increased · +1.20 pp6.24% → 7.44%Shares +18.77K (+23.61%)
- TLTWeight decreased · -1.06 pp11.09% → 10.03%Shares +3.19K (+2.42%)
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 ETFPORTFOLIO S&P500 View history and evidence | $20.92M | 17.84% | 303.48K shares | 19.27% → 17.84%-1.43 pp -28.72K (-8.65%) | Reduced | ↗▾ |
| 02 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $11.76M | 10.03% | 134.72K shares | 11.09% → 10.03%-1.06 pp +3.19K (+2.42%) | Added | ↗▾ |
| 03 | USMVISHARES MSCI USA MIN VOL FACMSCI USA MIN VOL View history and evidence | $8.73M | 7.44% | 98.28K shares | 6.24% → 7.44%+1.20 pp +18.77K (+23.61%) | Added | ↗▾ |
| 04 | ILCGISHARES MORNINGSTAR GROWTH EMORNINGSTAR GRWT View history and evidence | $7.28M | 6.21% | 81.24K shares | 6.21% → 6.21%+0.00 pp -4.71K (-5.49%) | Reduced | ↗▾ |
| 05 | MGCVNGRD MRNGSTR MG CAP ETF-USDMEGA CAP INDEX View history and evidence | $6.19M | 5.28% | 29.13K shares | 5.17% → 5.28%+0.11 pp -1 (-0.00%) | Reduced | ↗▾ |
| 06 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $5.83M | 4.97% | 32.72K shares | 5.07% → 4.97%-0.10 pp -184 (-0.56%) | Reduced | ↗▾ |
| 07 | IWXISHARES RUSSELL TOP 200 VALURUS TP200 VL ETF View history and evidence | $5.34M | 4.55% | 67.54K shares | 4.72% → 4.55%-0.17 pp -30 (-0.04%) | Reduced | ↗▾ |
| 08 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $4.46M | 3.80% | 43.89K shares | 3.61% → 3.80%+0.19 pp +47 (+0.11%) | Added | ↗▾ |
| 09 | IUSGISHARES CORE S&P U.S. GROWTHCORE S&P US GWT View history and evidence | $4.27M | 3.64% | 30.63K shares | 3.52% → 3.64%+0.12 pp -436 (-1.40%) | Reduced | ↗▾ |
| 10 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $4.17M | 3.55% | 7.08K shares | 4.09% → 3.55%-0.54 pp -1.17K (-14.18%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EIX EDISON INTERNATIONAL | Non-derivative | -2,433 | -$211.89K | SEC filing ↗ | SEC filing ↗ |
1 / 1 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 Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Oct 17, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 117259001
}Research all 51 reported holdings.
This page includes 30 of 51 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.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 51 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"2068847","quarter":"2024Q4","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"2068847","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
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.