Legacy Advisory Services, LLC
54 holdingsFiling period: 2026-06-30Current AUM: $145.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SHV | iShares TR | 209.4K | $23.1M | $23.1M | 15.86% | -19,338 | 2026-06-30 |
| 2 | SPYM | Spdr Series Trust | 242.4K | $21.3M | $22.0M | 15.07% | +2.9K | 2026-06-30 |
| 3 | SGOV | iShares TR | 157.9K | $15.9M | $15.9M | 10.91% | -7,340 | 2026-06-30 |
| 4 | USMV | iShares TR | 122.1K | $11.8M | $12.6M | 8.64% | +11.6K | 2026-06-30 |
| 5 | QUAL | iShares TR | 47.2K | $10.4M | $10.6M | 7.28% | +2.5K | 2026-06-30 |
| 6 | IWX | iShares TR | 63.6K | $6.7M | $7.3M | 5.00% | +662 | 2026-06-30 |
| 7 | IVV | iShares TR | 8.2K | $6.1M | $6.3M | 4.33% | -484 | 2026-06-30 |
| 8 | IWM | iShares TR | 17.1K | $5.2M | $4.9M | 3.34% | -95 | 2026-06-30 |
| 9 | DYNF | BlackRock ETF Trust | 68.8K | $4.7M | $4.7M | 3.25% | +591 | 2026-06-30 |
| 10 | IQLT | iShares TR | 92.7K | $4.6M | $4.7M | 3.23% | +3.5K | 2026-06-30 |
| 11 | IOO | iShares TR | 23.9K | $3.3M | $3.4M | 2.35% | +3.9K | 2026-06-30 |
| 12 | IWL | iShares TR | 15.3K | $2.8M | $2.9M | 2.00% | +695 | 2026-06-30 |
| 13 | LGLV | Spdr Series Trust | 15.1K | $2.7M | $2.8M | 1.94% | +1.2K | 2026-06-30 |
| 14 | AOR | iShares TR | 34.5K | $2.4M | $2.4M | 1.63% | +263 | 2026-06-30 |
| 15 | MGC | Vanguard World FD | 8.5K | $2.3M | $2.4M | 1.65% | -1 | 2026-06-30 |
| 16 | SHYM | BlackRock ETF Trust II | 80.2K | $1.8M | $1.8M | 1.20% | -300 | 2026-06-30 |
| 17 | VBIL | Vanguard Instl Index FD | 20.8K | $1.6M | $1.6M | 1.08% | -2,082 | 2026-06-30 |
| 18 | MSFT | Microsoft Corp | 2.2K | $820K | $1.2M | 0.80% | +1.1K | 2026-06-30 |
| 19 | MGK | Vanguard World FD | 8.6K | $760K | $775K | 0.53% | +7.0K | 2026-06-30 |
| 20 | SMMD | iShares TR | 7.9K | $719K | $688K | 0.47% | +270 | 2026-06-30 |
| 21 | CROX | Crocs Inc | 5.9K | $714K | $889K | 0.61% | +67 | 2026-06-30 |
| 22 | AVGO | Broadcom Inc | 1.8K | $693K | $633K | 0.43% | +8 | 2026-06-30 |
| 23 | NVDA | NVIDIA Corporation | 3.2K | $632K | $675K | 0.46% | +72 | 2026-06-30 |
| 24 | SPY | State Str Spdr S&P 500 ETF T | 798 | $596K | $614K | 0.42% | +126 | 2026-06-30 |
| 25 | SHOP | Shopify Inc | 5.1K | $578K | $845K | 0.58% | -- | 2026-06-30 |
← Scroll →
Page 1 of 3