Legacy Advisory Services, LLC Top Holdings and 13F Report (2025) About Legacy Advisory Services, LLCInvestment ActivityLegacy Advisory Services, LLC has $126.12 million in total holdings as of June 30, 2025.Legacy Advisory Services, LLC owns shares of 45 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 14.41% of the portfolio was purchased this quarter.About 12.63% of the portfolio was sold this quarter.This quarter, Legacy Advisory Services, LLC has purchased 50 new stocks and bought additional shares in 20 stocks.Legacy Advisory Services, LLC sold shares of 13 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares Short Treasury Bond ETF $28,652,426SPDR Portfolio S&P 500 ETF $18,036,161iShares 0-3 Month Treasury Bond ETF $16,868,113iShares MSCI USA Min Vol Factor ETF $11,784,561iShares MSCI USA Quality Factor ETF $7,127,282 Largest New Holdings this Quarter 72201R775 - PIMCO ETF TR $559,592 Holding315912808 - Fidelity NASDAQ Composite Index ETF $513,361 Holding571903202 - Marriott International $275,669 Holding18915M107 - Cloudflare $252,621 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 110,500 shares (about $11.13M)iShares Short Treasury Bond ETF 23,881 shares (about $2.64M)iShares MSCI USA Min Vol Factor ETF 19,271 shares (about $1.81M)iShares Core S&P 500 ETF 1,372 shares (about $851.85K)PIMCO ETF TR 6,071 shares (about $559.59K) Largest Sales this Quarter iShares Russell 2000 ETF 1,856 shares (about $400.51K)SPDR Portfolio S&P 500 ETF 4,920 shares (about $357.64K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 3,183 shares (about $238.37K)Vanguard Mega Cap ETF 757 shares (about $170.27K)iShares Russell Top 200 Value ETF 1,609 shares (about $135.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHViShares Short Treasury Bond ETF$28,652,426$2,636,938 ▲10.1%259,48622.7%ETFSPLGSPDR Portfolio S&P 500 ETF$18,036,161$357,635 ▼-1.9%248,12414.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$16,868,113$11,126,259 ▲193.8%167,52513.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$11,784,561$1,808,973 ▲18.1%125,5419.3%ETFQUALiShares MSCI USA Quality Factor ETF$7,127,282$14,260 ▲0.2%38,9855.7%ETFIWXiShares Russell Top 200 Value ETF$5,654,392$135,462 ▼-2.3%67,1624.5%ETFIVViShares Core S&P 500 ETF$5,177,518$851,847 ▲19.7%8,3394.1%ETFMGCVanguard Mega Cap ETF$4,593,357$170,266 ▼-3.6%20,4223.6%ETFIWMiShares Russell 2000 ETF$3,506,588$400,506 ▼-10.3%16,2502.8%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,196,660$238,373 ▼-9.8%29,3321.7%ETFIWLiShares Russell Top 200 ETF$2,184,487$25,723 ▼-1.2%14,2671.7%ETFIOOiShares Global 100 ETF$1,994,700$100,695 ▲5.3%18,5021.6%ETFAORiShares Core 60/40 Balanced Allocation ETF$1,956,6330.0%31,7791.6%ETFLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$1,888,022$5,587 ▲0.3%10,8131.5%ETFVTWOVanguard Russell 2000 ETF$804,866$87,220 ▼-9.8%9,2280.6%ETFEWBCEast West Bancorp$706,2540.0%6,9940.6%FinanceAVGOBroadcom$693,980$1,102 ▲0.2%2,5180.6%Computer and TechnologyBLACKROCK INC$669,791$2,100 ▲0.3%6380.5%COMVVisa$653,489$1,065 ▲0.2%1,8410.5%Business ServicesANAutoNation$602,7040.0%3,0340.5%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$586,515$5,724 ▲1.0%7,3780.5%ETFMGKVanguard Mega Cap Growth ETF$584,171$47,613 ▼-7.5%1,5950.5%ETFSHOPShopify$584,017$46,140 ▼-7.3%5,0630.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$579,626$1,236 ▲0.2%9380.5%FinanceTMUST-Mobile US$573,2540.0%2,4060.5%Computer and TechnologyPIMCO ETF TR$559,592$559,592 ▲New Holding6,0710.4%ACTIVE BD ETFWMTWalmart$552,286$98 ▼0.0%5,6480.4%Retail/WholesaleMDTMedtronic$524,4310.0%6,0160.4%MedicalDISWalt Disney$520,426$1,116 ▼-0.2%4,1970.4%Consumer DiscretionaryONEQFidelity NASDAQ Composite Index ETF$513,361$513,361 ▲New Holding6,4090.4%ETFSMMDiShares Russell 2500 ETF$464,002$38,294 ▼-7.6%6,8460.4%ETFBSVVanguard Short-Term Bond ETF$439,582$4,249 ▲1.0%5,5860.3%ETFETNEaton$439,0980.0%1,2300.3%IndustrialsCMCSAComcast$431,745$2,855 ▲0.7%12,0970.3%Consumer DiscretionaryCROXCrocs$409,2720.0%4,0410.3%Consumer DiscretionaryCRSCarpenter Technology$334,028$553 ▲0.2%1,2090.3%Basic MaterialsHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$324,009$5,891 ▲1.9%3,4100.3%ETFMMCMarsh & McLennan Companies$296,420$1,312 ▲0.4%1,3560.2%FinanceMARMarriott International$275,669$275,669 ▲New Holding1,0090.2%Consumer DiscretionarySPMBSPDR Portfolio Mortgage Backed Bond ETF$262,890$2,409 ▲0.9%11,8950.2%ETFNETCloudflare$252,621$252,621 ▲New Holding1,2900.2%Computer and TechnologyEPDEnterprise Products Partners$244,297$22,513 ▼-8.4%7,8780.2%EnergyACWViShares MSCI Global Min Vol Factor ETF$233,380$1,897 ▲0.8%1,9680.2%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$225,312$1,982 ▲0.9%9,0930.2%ETFAESAES$161,9340.0%15,3930.1%UtilitiesTLTiShares 20+ Year Treasury Bond ETF$0$11,418,453 ▼-100.0%00.0%ETFAAPLApple$0$552,909 ▼-100.0%00.0%Computer and TechnologyIRBOiShares Robotics and Artificial Intelligence Multisector ETF$0$456,198 ▼-100.0%00.0%ManufacturingLLYEli Lilly and Company$0$444,340 ▼-100.0%00.0%MedicalMRKMerck & Co., Inc.$0$403,381 ▼-100.0%00.0%MedicalSCHDSchwab US Dividend Equity ETF$0$337,374 ▼-100.0%00.0%ETFGTLSChart Industries$0$330,729 ▼-100.0%00.0%IndustrialsPLDPrologis$0$209,073 ▼-100.0%00.0%FinanceSMHVanEck Semiconductor ETF$0$204,076 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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