Investor
Legacy Advisory Services, LLC
CIK 0002068847 · filed 2026-05-12 · SEC filing
13F book
$131M
Positions
49
15 new · 16 sold
Largest name
19.3%
Ishares Tr
Est. mark
−$2.18M
Price effect on 34 names still held. Flow $138.5K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 228.7K | $25.2M | 19.3% | $55K | Cut−$1.69M |
| Spdr Series Trust | — | 239.5K | $18.3M | 14.0% | −$881.4K | Cut−$2.03M |
| Ishares 0-3 Month | — | 165.2K | $16.6M | 12.7% | $46.3K | Cut−$42.3K |
| Ishares Tr | — | 110.5K | $10.3M | 7.8% | −$157K | Cut−$1.99M |
| Ishares Tr | — | 44.7K | $8.58M | 6.5% | −$267K | Added$787.2K |
| Ishares Tr | — | 62.9K | $5.83M | 4.5% | $50.9K | Cut−$402.2K |
| Ishares Tr | — | 8.65K | $5.65M | 4.3% | −$269.7K | Added−$169.8K |
| Ishares Tr | — | 17.2K | $4.28M | 3.3% | $30.2K | Added$233.6K |
| Ishares Tr | — | 89.2K | $4.12M | 3.1% | — | New |
| Blackrock Etf Trust | — | 68.2K | $3.97M | 3.0% | — | New |
| Spdr Series Trust | — | 13.9K | $2.47M | 1.9% | $27.3K | Added$575.8K |
| Ishares Tr | — | 20K | $2.42M | 1.8% | −$106.9K | Added$40.8K |
| Ishares Tr | — | 14.6K | $2.35M | 1.8% | −$145.1K | Added−$92K |
| Ishares Tr | — | 34.2K | $2.2M | 1.7% | −$20.9K | Added$145.7K |
| Vanguard World Fd | — | 8.5K | $2.01M | 1.5% | −$125.9K | Cut−$3.18M |
| Blackrock Etf Trust Ii | — | 80.5K | $1.77M | 1.4% | — | New |
| Vanguard Instl Index Fd | — | 22.8K | $1.73M | 1.3% | — | New |
| Vanguard World Fd | — | 1.68K | $618K | 0.5% | −$71.8K | Added−$34.7K |
| Shopify Inc. | SHOP | 5.06K | $600.6K | 0.5% | −$214.4K | Held |
| Walmart Inc. | WMT | 4.68K | $581.7K | 0.4% | $60.2K | Cut−$48.5K |
| Ishares Tr | — | 7.58K | $579K | 0.4% | $9.7K | Added$64.1K |
| Broadcom Inc. | AVGO | 1.83K | $565.5K | 0.4% | −$66.7K | Cut−$307.9K |
| Nvidia Corp | NVDA | 3.09K | $538.9K | 0.4% | — | New |
| Merck & Co., Inc. | MRK | 4.36K | $524K | 0.4% | — | New |
| T-Mobile Us Inc | — | 2.42K | $507.6K | 0.4% | $16.8K | Added$19.1K |
| Crocs, Inc. | CROX | 5.85K | $485.9K | 0.4% | −$10.1K | Added$140.3K |
| Autonation, Inc. | AN | 2.42K | $473.3K | 0.4% | −$27.2K | Cut−$153.2K |
| Apple Inc. | AAPL | 1.86K | $473K | 0.4% | — | New |
| Medtronic Plc | MDT | 5.37K | $464.9K | 0.4% | −$50.5K | Cut−$113K |
| East West Bancorp Inc | EWBC | 4.29K | $457.7K | 0.3% | −$24.1K | Cut−$309.3K |
| Eaton Corp Plc | ETN | 1.24K | $444.2K | 0.3% | $48.2K | Added$52.5K |
| Spdr S&P 500 Etf Tr | — | 672 | $437.2K | 0.3% | −$20.8K | Cut−$162.6K |
| Microsoft Corp | MSFT | 1.13K | $417K | 0.3% | — | New |
| Union Pac Corp | — | 1.68K | $408.3K | 0.3% | — | New |
| Disney Walt Co | — | 4.2K | $404.7K | 0.3% | −$73.1K | Added−$72.9K |
| Pimco Etf Tr | — | 3.89K | $359.3K | 0.3% | −$3.08K | Cut−$207.2K |
| Silgan Hldgs Inc | — | 8.96K | $347.6K | 0.3% | — | New |
| Marriott Intl Inc New | — | 1.01K | $330K | 0.3% | $17K | Held |
| Vistra Corp. | VST | 2.18K | $327.9K | 0.3% | — | New |
| Enterprise Prods Partners L | — | 8.66K | $327.7K | 0.3% | $45.5K | Added$75.2K |
| Vanguard World Fd | — | 1.03K | $323.2K | 0.2% | — | New |
| Oracle Corp | — | 2.18K | $320.3K | 0.2% | — | New |
| Schwab Strategic Tr | — | 10.2K | $311.7K | 0.2% | — | New |
| Fidelity Comwlth Tr | — | 3.66K | $310.4K | 0.2% | −$23.7K | Cut−$275.4K |
| Spdr Series Trust | — | 3.55K | $280.6K | 0.2% | −$12.2K | Cut−$2.28M |
| Paramount Skydance Corp | PSKY | 30K | $270.9K | 0.2% | — | New |
| Marsh & Mclennan Cos Inc | — | 1.38K | $238.6K | 0.2% | −$16.5K | Added−$15.3K |
| Prologis Inc. | — | 1.64K | $216.9K | 0.2% | $7.36K | Cut−$7.45K |
| Ishares Tr | — | 4.51K | $209.6K | 0.2% | −$7.43K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.