Legacy Advisory Services, LLC Portfolio Holdings

Legacy Advisory Services, LLC

  • $133 Billion
  • Q4 2025

Legacy Advisory Services, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $26.9B, Spdr Portfolio S&P 500 ETF (Ma with a value of $20.4B, Ishares Trishares 0 3 Mnth Tre with a value of $16.7B, Ishares Msci Usa Min Vol Facto with a value of $12.2B, and Ishares Msci Usa Quality Facto with a value of $7.79B.

Examining the 13F form we can see an increase of $180M in the current position value, from $133B to 133B.

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: $1.92 Billion
Financial Services: $1.67 Billion
Communication Services: $1.33 Billion
Consumer Cyclical: $1.29 Billion
Industrials: $773 Million
Consumer Defensive: $630 Million
Healthcare: $578 Million
Other: $698 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$533B
$647 Million 0.49% of portfolio
1,845
Q4 2025 Added 0.11%
$279B
$630 Million 0.47% of portfolio
5,657
Q3 2025 Reduced 22.63%
$269B
$489 Million 0.37% of portfolio
2,406
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $133 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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