account_balance
Investment manager · 13F filer · SEC CIK 2068847
Legacy Advisory Services, LLC
Reported value$139Mas of Sep 30, 2026
Positions80 34 new, 8 sold out
Top 10 weight56.1%SPYM alone is 12%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
12.3%Trimmed −21%
SHViShares Tr
8.2%Trimmed −51%
IVViShares Tr
7.5%Added +67%
USMViShares Tr
5.6%Trimmed −35%
DYNFBlackRock ETF Trust
4.7%Added +39%
QUALiShares Tr
4.7%Trimmed −38%
SGOViShares Tr
4.2%Trimmed −63%
IVWiShares Tr
3.3%New
IWXiShares Tr
3.1%−39%
IVEiShares Tr
2.5%
GSUSGoldman Sachs ETF Tr
2.1%New
ACWXiShares Tr
1.8%
SPYMSPDR Series Trust
12.3%Trimmed −21%
SHViShares Tr
8.2%−51%
IVViShares Tr
7.5%
USMViShares Tr
5.6%
DYNFBlackRock ETF Trust
4.7%
QUALiShares Tr
4.7%
SGOViShares Tr
4.2%
IVWiShares Tr
3.3%
IWX3.1%
IVE
GSUS
ACWX
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 12.3% Trimmed −21%
SHV iShares Tr 8.2% Trimmed −51%
IVV iShares Tr 7.5% Added +67%
USMV iShares Tr 5.6% Trimmed −35%
DYNF BlackRock ETF Trust 4.7% Added +39%
QUAL iShares Tr 4.7% Trimmed −38%
SGOV iShares Tr 4.2% Trimmed −63%
IVW iShares Tr 3.3% New
IWX iShares Tr 3.1% Trimmed −39%
IVE iShares Tr 2.5% New
GSUS Goldman Sachs ETF Tr 2.1% New
ACWX iShares Tr 1.8% New
What changed
Biggest moves since Jun 30, 2026
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