Legacy Advisory Services, LLC Top Holdings and 13F Report (2026) About Legacy Advisory Services, LLCInvestment ActivityLegacy Advisory Services, LLC has $142.06 million in total holdings as of June 30, 2026.Legacy Advisory Services, LLC owns shares of 54 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.50% of the portfolio was purchased this quarter.About 3.56% of the portfolio was sold this quarter.This quarter, Legacy Advisory Services, LLC has purchased 49 new stocks and bought additional shares in 22 stocks.Legacy Advisory Services, LLC sold shares of 21 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Short Treasury Bond ETF $23,102,797SPDR Portfolio S&P 500 ETF $21,306,180iShares 0-3 Month Treasury Bond ETF $15,891,568iShares MSCI USA Min Vol Factor ETF $11,779,334iShares MSCI USA Quality Factor ETF $10,351,544 Largest New Holdings this Quarter 773121108 - ROCKET LAB CORP $304,950 Holding22788C105 - CrowdStrike $289,993 Holding81369Y803 - Technology Select Sector SPDR Fund $286,161 Holding149123101 - Caterpillar $266,225 Holding219350105 - Corning $256,963 Holding Largest Purchases this Quarter iShares MSCI USA Min Vol Factor ETF 11,569 shares (about $1.12M)Vanguard Mega Cap Growth ETF 6,965 shares (about $612.36K)iShares MSCI USA Quality Factor ETF 2,460 shares (about $539.81K)iShares Global 100 ETF 3,886 shares (about $530.83K)Microsoft 1,072 shares (about $399.98K) Largest Sales this Quarter iShares Short Treasury Bond ETF 19,338 shares (about $2.13M)iShares 0-3 Month Treasury Bond ETF 7,340 shares (about $738.92K)iShares Core S&P 500 ETF 484 shares (about $362.49K)VANGUARD INSTL INDEX FD 2,082 shares (about $157.57K)PIMCO ETF TR 1,693 shares (about $156.15K) 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$23,102,797$2,133,951 â–¼-8.5%209,35916.3%ETFSPLGSPDR Portfolio S&P 500 ETF$21,306,180$256,610 â–²1.2%242,44615.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$15,891,568$738,918 â–¼-4.4%157,85811.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$11,779,334$1,115,948 â–²10.5%122,1168.3%ETFQUALiShares MSCI USA Quality Factor ETF$10,351,544$539,806 â–²5.5%47,1747.3%ETFIWXiShares Russell Top 200 Value ETF$6,683,243$69,616 â–²1.1%63,5534.7%ETFIVViShares Core S&P 500 ETF$6,112,904$362,490 â–¼-5.6%8,1624.3%ETFIWMiShares Russell 2000 ETF$5,152,448$28,543 â–¼-0.6%17,1493.6%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$4,680,992$40,194 â–²0.9%68,8283.3%ETFIQLTiShares MSCI Intl Quality Factor ETF$4,594,722$174,466 â–²3.9%92,7293.2%ETFIOOiShares Global 100 ETF$3,257,946$530,833 â–²19.5%23,8502.3%ETFIWLiShares Russell Top 200 ETF$2,833,639$128,541 â–²4.8%15,3212.0%ETFLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$2,731,994$215,946 â–²8.6%15,0551.9%ETFAORiShares Core 60/40 Balanced Allocation ETF$2,396,430$18,279 â–²0.8%34,4811.7%ETFMGCVanguard Mega Cap ETF$2,324,741$274 â–¼0.0%8,4951.6%ETFHYMUiShares High Yield Muni Income Active ETF$1,800,490$6,735 â–¼-0.4%80,2001.3%ETFVANGUARD INSTL INDEX FD$1,571,647$157,566 â–¼-9.1%20,7671.1%0 3 MO TR BI ETFMSFTMicrosoft$820,099$399,975 â–²95.2%2,1980.6%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$760,244$612,363 â–²414.1%8,6470.5%ETFSMMDiShares Russell 2500 ETF$719,628$24,742 â–²3.6%7,8530.5%ETFCROXCrocs$714,189$8,083 â–²1.1%5,9200.5%Consumer DiscretionaryAVGOBroadcom$693,261$3,022 â–²0.4%1,8350.5%Computer and TechnologyNVDANVIDIA$632,753$14,408 â–²2.3%3,1620.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$596,223$94,140 â–²18.8%7980.4%FinanceSHOPIFY INC$578,0930.0%5,0630.4%CL A SUB VTG SHSEWBCEast West Bancorp$559,347$5,938 â–²1.1%4,3330.4%FinanceWALMART INC$551,939$21,747 â–²4.1%4,8730.4%COMAAPLApple$530,552$8,973 â–¼-1.7%1,8330.4%Computer and TechnologyMRKMerck & Co., Inc.$526,465$33,282 â–¼-5.9%4,0970.4%MedicalETNEaton$520,719$8,522 â–¼-1.6%1,2220.4%IndustrialsANAutoNation$455,557$5,202 â–²1.2%2,4520.3%Retail/WholesaleUNPUnion Pacific$418,608$39,168 â–¼-8.6%1,5390.3%TransportationDISWalt Disney$395,054$9,145 â–¼-2.3%4,1040.3%Consumer DiscretionaryMDTMedtronic$392,260$27,460 â–¼-6.5%5,0140.3%MedicalONEQFidelity NASDAQ Composite Index ETF$377,3720.0%3,6560.3%ETFMARMarriott International$373,9250.0%1,0090.3%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$355,063$32,947 â–²10.2%11,1970.2%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$343,140$76 â–¼0.0%4,5050.2%ManufacturingVSTVistra$316,308$29,664 â–¼-8.6%1,9940.2%UtilitiesROCKET LAB CORP$304,950$304,950 â–²New Holding3,0000.2%COMSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$302,773$19,525 â–¼-6.1%3,3340.2%ETFORCLOracle$294,859$24,181 â–¼-7.6%2,0120.2%Computer and TechnologyEPDEnterprise Products Partners$290,294$28,085 â–¼-8.8%7,8970.2%EnergyCRWDCrowdStrike$289,993$289,993 â–²New Holding3800.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$286,161$286,161 â–²New Holding1,5020.2%ETFCATCaterpillar$266,225$266,225 â–²New Holding2500.2%IndustrialsGLWCorning$256,963$256,963 â–²New Holding1,0060.2%Computer and TechnologyQQQInvesco QQQ$238,898$238,898 â–²New Holding3240.2%FinancePARAMOUNT SKYDANCE CORP$234,155$61,921 â–¼-20.9%23,7480.2%COM CL BLLYEli Lilly and Company$232,011$232,011 â–²New Holding1930.2%MedicalMARSH & MCLENNAN COS INC$230,506$1,333 â–²0.6%1,3830.2%COMPLDPrologis$219,070$3,252 â–¼-1.5%1,6170.2%FinanceATRAptarGroup$205,011$205,011 â–²New Holding1,6370.1%IndustrialsPIMCO ETF TR$202,917$156,154 â–¼-43.5%2,2000.1%ACTIVE BD ETFTMUST-Mobile US$0$507,643 â–¼-100.0%00.0%Computer and TechnologySLGNSilgan$0$347,648 â–¼-100.0%00.0%IndustrialsVISVanguard Industrials ETF$0$323,175 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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