Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Legacy Advisory Services, LLC

•CIK: 2068847•Filing: Q4 2025

**Legacy Advisory Services, LLC** manages $133M across a diversified portfolio of 50 positions. The fund exhibits significant allocations to sector-specific and fixed-income instruments, notably holding SHV at $26.9M and SPYM at $20.4M. Further concentration is visible in short-term treasuries via SGOV ($16.7M) and USMV ($12.2M). This positioning suggests a tactical approach balancing equity exposure with defensive fixed-income assets.

Total AUM

$133.0M

QoQ Performance

-24.8%

Positions

32

Top 10 Concentration

81.1%

Latest Filing

Q4 2025

Top Holdings Allocation

SHV

SPYM

SGOV

USMV

QUAL

SHV20.2%

SPYM15.3%

SGOV12.5%

USMV9.2%

QUAL5.9%

IWX4.7%

IVV4.4%

MGC3.9%

📈 Biggest Buys

ROCKET LAB CORP

NEW

0.2% of portfolio

ISHARES TR

+0.9%

9.2% of portfolio

SELECT SECTOR SPDR TR

+100.0%

0.2% of portfolio

ISHARES TR

+1.0%

4.4% of portfolio

ISHARES TR

+0.5%

4.7% of portfolio

📉 Biggest Sells

ISHARES TR

-3.1%

20.2% of portfolio

ISHARES TR

-1.0%

12.5% of portfolio

REDDIT INC

-31.4%

0.2% of portfolio

SPDR S&P 500 ETF TR

-6.4%

0.5% of portfolio

VANGUARD WORLD FD

-4.2%

0.5% of portfolio

Sector Breakdown

Other91.2%

ETF4.8%

Financial1.0%

Communication1.0%

Consumer0.7%

Technology0.7%

Healthcare0.4%

Real Estate0.2%

🚪 Exited Positionssold since Q3 2025

ISHARES TR

SOLD

$11.5M

ISHARES TR

SOLD

$7.0M

MICROSOFT CORP

SOLD

$4.2M

INVESCO QQQ TR

SOLD

$3.9M

ISHARES TR

SOLD

$3.8M

+16 more exited positions

Changes from Q3 2025

NEW1 new position

↑22 increased

↓13 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025

📌 Top Holdings

SPDR SERIES TRUST

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