Legacy Advisory Services, LLC
CIK 2068847 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- SHV22.72%
- SPYM14.30%
- SGOV13.37%
- USMV9.34%
- QUAL5.65%
- IWX4.48%
- IVV4.11%
- MGC3.64%
- IWM2.78%
- SPTM1.74%
Share classes counted separately82.13%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SGOVWeight increased · +8.52 pp4.85% → 13.37%Shares +110.50K (+193.77%)
- USMVWeight increased · +0.94 pp8.40% → 9.34%Shares +19.27K (+18.13%)
- IVVWeight increased · +0.80 pp3.31% → 4.11%Shares +1.37K (+19.69%)
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 | SHVISHARES 0-1 YEAR TREASURY BOSHORT TREAS BD View history and evidence | $28.65M | 22.72% | 259.49K shares | 21.98% → 22.72%+0.74 pp +23.88K (+10.14%) | Added | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $18.04M | 14.30% | 248.12K shares | 14.05% → 14.30%+0.25 pp -4.92K (-1.94%) | Reduced | ↗▾ |
| 03 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $16.87M | 13.37% | 167.53K shares | 4.85% → 13.37%+8.52 pp +110.50K (+193.77%) | Added | ↗▾ |
| 04 | USMVISHARES MSCI USA MIN VOL FACMSCI USA MIN VOL View history and evidence | $11.78M | 9.34% | 125.54K shares | 8.40% → 9.34%+0.94 pp +19.27K (+18.13%) | Added | ↗▾ |
| 05 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $7.13M | 5.65% | 38.98K shares | 5.61% → 5.65%+0.04 pp +78 (+0.20%) | Added | ↗▾ |
| 06 | IWXISHARES RUSSELL TOP 200 VALURUS TP200 VL ETF View history and evidence | $5.65M | 4.48% | 67.16K shares | 4.77% → 4.48%-0.29 pp -1.61K (-2.34%) | Reduced | ↗▾ |
| 07 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $5.18M | 4.11% | 8.34K shares | 3.31% → 4.11%+0.80 pp +1.37K (+19.69%) | Added | ↗▾ |
| 08 | MGCVNGRD MRNGSTR MG CAP ETF-USDMEGA CAP INDEX View history and evidence | $4.59M | 3.64% | 20.42K shares | 3.60% → 3.64%+0.04 pp -757 (-3.57%) | Reduced | ↗▾ |
| 09 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $3.51M | 2.78% | 16.25K shares | 3.05% → 2.78%-0.27 pp -1.86K (-10.25%) | Reduced | ↗▾ |
| 10 | SPTMSS SPDR P S&P 1500 COMP ETFPORTFOLI S&P1500 View history and evidence | $2.20M | 1.74% | 29.33K shares | 1.87% → 1.74%-0.13 pp -3.18K (-9.79%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 9
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TLT ISHARES 20+ YEAR TREASURY BD | Non-derivative | -125,436 | -$11.42M | SEC filing ↗ | SEC filing ↗ |
| AAPL APPLE INC | Non-derivative | -2,489 | -$552.91K | SEC filing ↗ | SEC filing ↗ |
| ARTY ISHARES FUTURE AI & TECH ETF | Non-derivative | -14,505 | -$456.20K | SEC filing ↗ | SEC filing ↗ |
3 / 9 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 Jun 30, 2025
Data loaded Sep 23, 2026 · First reported Aug 14, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 126123922
}Research all 45 reported holdings.
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