Legacy Advisory Services, LLC Portfolio Holdings

Legacy Advisory Services, LLC

  • $133 Billion
  • Q3 2025

Legacy Advisory Services, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $27.9B, Spdr Portfolio S&P 500 ETF (Ma with a value of $19.9B, Ishares Trishares 0 3 Mnth Tre with a value of $16.9B, Ishares Msci Usa Min Vol Facto with a value of $12.3B, and Ishares Msci Usa Quality Facto with a value of $7.61B.

Examining the 13F form we can see an increase of $23.5B in the current position value, from $109B to 133B. Also it can be appreciated an additional of 4 stocks purchases and 17 closed positions.

Legacy Advisory Services, LLC is based out at Exton, PA

Below you can find more details about Legacy Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
ETFs: $123 Billion
Technology: $1.86 Billion
Financial Services: $1.65 Billion
Consumer Cyclical: $1.53 Billion
Communication Services: $1.44 Billion
Healthcare: $775 Million
Industrials: $757 Million
Consumer Defensive: $583 Million
Other: $649 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.9 Billion 20.98% of portfolio
252,239
Q3 2025 Reduced 2.79%
$0
$19.9 Billion 14.96% of portfolio
253,706
Q3 2025 Reduced 22.65%
$0
$16.9 Billion 12.71% of portfolio
167,685
Q3 2025 Added 0.1%
$0
$12.3 Billion 9.22% of portfolio
128,809
Q3 2025 Added 62.97%
$0
$7.61 Billion 5.73% of portfolio
39,151
Q3 2025 Added 22.47%
$0
$5.93 Billion 4.46% of portfolio
67,461
Q3 2025 Added 2.79%
$0
$5.63 Billion 4.24% of portfolio
8,409
Q3 2025 Added 1.95%
$0
$5.04 Billion 3.8% of portfolio
20,666
Q3 2025 Reduced 25.73%
$0
$3.97 Billion 2.99% of portfolio
16,424
Q3 2025 Added 1.07%
$0
$2.52 Billion 1.89% of portfolio
31,197
Q3 2025 Reduced 3.03%
$0
$2.37 Billion 1.79% of portfolio
14,287
Q3 2025 Reduced 21.77%
$0
$2.22 Billion 1.67% of portfolio
18,481
Q3 2025 Added 0.25%
$0
$2.05 Billion 1.54% of portfolio
31,779
Q1 2025 New
$0
$1.93 Billion 1.45% of portfolio
10,844
Q3 2025 Added 5.98%
$0
$903 Million 0.68% of portfolio
9,228
Q4 2024 Reduced 0.23%
$139B
$832 Million 0.63% of portfolio
2,521
Q3 2025 Added 678.09%
Blackrock Inc
-
$746 Million 0.56% of portfolio
-
Q3 2025 Added 0.31%
$14.5B
$745 Million 0.56% of portfolio
6,994
Q3 2025 Added 41.06%
$0
$664 Million 0.5% of portfolio
1,650
Q3 2025 Reduced 17.75%
$9.75B
$664 Million 0.5% of portfolio
3,034
Q3 2025 Added 5.13%
$0
$626 Million 0.47% of portfolio
940
Q3 2025 Reduced 43.78%
$533B
$629 Million 0.47% of portfolio
1,843
Q3 2025 Reduced 13.11%
$0
$608 Million 0.46% of portfolio
7,602
Q3 2025 Added 25.88%
$279B
$583 Million 0.44% of portfolio
5,657
Q3 2025 Reduced 22.63%
$0
$571 Million 0.43% of portfolio
6,409
Q2 2025 New
$0
$567 Million 0.43% of portfolio
6,078
Q3 2025 Added 0.12%
$128B
$573 Million 0.43% of portfolio
6,016
Q3 2025 Added 31.21%
$269B
$576 Million 0.43% of portfolio
2,406
Q1 2025 New
$0
$506 Million 0.38% of portfolio
6,857
Q3 2025 Reduced 20.97%
$193B
$481 Million 0.36% of portfolio
4,197
Q3 2025 Reduced 48.75%
$140B
$460 Million 0.35% of portfolio
1,230
Q3 2025 Reduced 3.83%
$0
$445 Million 0.34% of portfolio
5,640
Q3 2025 Added 51.13%
$120B
$383 Million 0.29% of portfolio
12,175
Q3 2025 Added 48.33%
$0
$332 Million 0.25% of portfolio
3,469
Q3 2025 Added 9.5%
$4.52B
$338 Million 0.25% of portfolio
4,041
Q1 2025 New
$16B
$297 Million 0.22% of portfolio
1,209
Q3 2025 Reduced 47.09%
Reddit Inc
-
$293 Million 0.22% of portfolio
-
Q3 2025 New
$89.7B
$274 Million 0.21% of portfolio
1,362
Q3 2025 Added 1.95%
$59.6B
$277 Million 0.21% of portfolio
1,290
Q2 2025 New
$0
$269 Million 0.2% of portfolio
12,007
Q3 2025 Added 4.83%
$92.7B
$263 Million 0.2% of portfolio
1,009
Q2 2025 New
$70.2B
$246 Million 0.19% of portfolio
7,878
Q2 2025 Reduced 8.44%
$0
$248 Million 0.19% of portfolio
2,070
Q3 2025 Added 5.18%
$0
$244 Million 0.18% of portfolio
9,778
Q3 2025 Added 21.22%
$0
$206 Million 0.16% of portfolio
4,506
Q3 2025 Reduced 68.94%
$0
$212 Million 0.16% of portfolio
751
Q3 2025 New
$9.23B
$203 Million 0.15% of portfolio
15,393
Q1 2025 New
$971B
$202 Million 0.15% of portfolio
265
Q3 2025 New
$114B
$200 Million 0.15% of portfolio
1,748
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $133 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 22 stocks
  • Sold out of 17 stocks
  • Reduced holdings in 15 stocks
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