Legacy Advisory Services, LLC - Portfolio overview

Legacy Advisory Services, LLC has 67 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SHV - ISHARES TR, 16.04%
2. SPLG - SPDR SERIES TRUST, 12.63%
3. SPYM - SPDR SERIES TRUST, 11.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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