Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Legacy Advisory Services, LLC (CIK 2068847) reported $131.0M across 49 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SHV ($25.2M, 19.27%), SPLG ($18.3M, 14.00%), SGOV ($16.6M, 12.70%), USMV ($10.3M, 7.83%), QUAL ($8.6M, 6.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | $25.2M | 19.27% | 228,697 | Trimmed |
| 2 | SPLG | SPDR SERIES TRUST | $18.3M | 14.00% | 239,526 | Trimmed |
| 3 | SGOV | ISHARES TR | $16.6M | 12.70% | 165,198 | Trimmed |
| 4 | USMV | ISHARES TR | $10.3M | 7.83% | 110,547 | Trimmed |
| 5 | QUAL | ISHARES TR | $8.6M | 6.55% | 44,714 | Added |
| 6 | IWX | ISHARES TR | $5.8M | 4.45% | 62,891 | Trimmed |
| 7 | IVV | ISHARES TR | $5.6M | 4.31% | 8,646 | Added |
| 8 | IWM | ISHARES TR | $4.3M | 3.26% | 17,244 | Added |
| 9 | IQLT | ISHARES TR | $4.1M | 3.15% | 89,208 | New |
| 10 | DYNF | BLACKROCK ETF TRUST | $4.0M | 3.03% | 68,237 | New |
| 11 | LGLV | SPDR SERIES TRUST | $2.5M | 1.89% | 13,865 | Added |
| 12 | IOO | ISHARES TR | $2.4M | 1.84% | 19,964 | Added |
| 13 | IWL | ISHARES TR | $2.3M | 1.79% | 14,626 | Added |
| 14 | AOR | ISHARES TR | $2.2M | 1.68% | 34,218 | Added |
| 15 | MGC | VANGUARD WORLD FD | $2.0M | 1.53% | 8,496 | Trimmed |
| 16 | SHYM | BLACKROCK ETF TRUST II | $1.8M | 1.35% | 80,500 | New |
| 17 | VBIL | VANGUARD INSTL INDEX FD | $1.7M | 1.32% | 22,849 | New |
| 18 | MGK | VANGUARD WORLD FD | $618,005 | 0.47% | 1,682 | Added |
| 19 | SHOP | SHOPIFY INC | $600,573 | 0.46% | 5,063 | Hold |
| 20 | WMT | WALMART INC | $581,738 | 0.44% | 4,681 | Trimmed |
| 21 | SMMD | ISHARES TR | $578,959 | 0.44% | 7,583 | Added |
| 22 | AVGO | BROADCOM INC | $565,533 | 0.43% | 1,827 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION | $538,923 | 0.41% | 3,090 | New |
| 24 | MRK | MERCK & CO INC | $523,983 | 0.40% | 4,356 | New |
| 25 | TMUS | T-MOBILE US INC | $507,643 | 0.39% | 2,417 | Added |
Source: SEC Form 13F filings · as of 2026-03-31