Legacy Advisory Services, LLC Portfolio Holdings

Legacy Advisory Services, LLC

  • $126 Billion
  • Q2 2025

Legacy Advisory Services, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $28.7B, Spdr Portfolio S&P 500 ETF (Ma with a value of $18B, Ishares Trishares 0 3 Mnth Tre with a value of $16.9B, Ishares Msci Usa Min Vol Facto with a value of $11.8B, and Ishares Msci Usa Quality Facto with a value of $7.13B.

Examining the 13F form we can see an increase of $7.7B in the current position value, from $118B to 126B.

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 $126 Billion
ETFs: $117 Billion
Financial Services: $1.66 Billion
Technology: $1.53 Billion
Communication Services: $1.53 Billion
Consumer Cyclical: $1.29 Billion
Industrials: $773 Million
Consumer Defensive: $552 Million
Healthcare: $524 Million
Other: $406 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$551B
$653 Million 0.52% of portfolio
1,841
Q2 2025 Added 0.16%
$314B
$573 Million 0.45% of portfolio
2,406
Q1 2025 New
$281B
$552 Million 0.44% of portfolio
5,648
Q2 2025 Reduced 0.02%
$207B
$520 Million 0.41% of portfolio
4,197
Q2 2025 Reduced 0.21%

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $126 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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