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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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