Legacy Advisory Services, LLC
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
29 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.5% | $3,878,559 |
| Consumer Cyclical | 13.0% | $1,543,670 |
| Industrials | 12.7% | $1,510,501 |
| Healthcare | 11.4% | $1,355,151 |
| Unclassified | 7.0% | $834,515 |
| Financial Services | 6.6% | $789,850 |
| Communication Services | 5.3% | $629,165 |
| Consumer Defensive | 4.6% | $551,915 |
| Utilities | 2.7% | $316,308 |
| Energy | 2.4% | $290,293 |
| Real Estate | 1.8% | $219,054 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +1,072 | 2,198 | $819,897 | |
| WMT | Walmart Inc. | +192 | 4,873 | $551,915 | |
| SPY | Spdr S&P 500 ETF Trust | +126 | 798 | $595,922 | |
| NVDA | Nvidia Corp | +72 | 3,162 | $632,684 | |
| CROX | Crocs, Inc. | +67 | 5,920 | $714,188 | |
| EWBC | East West Bancorp Inc | +46 | 4,333 | $559,346 | |
| AN | Autonation, Inc. | +28 | 2,452 | $455,557 | |
| MRSH | Marsh & Mclennan Companies, Inc. | +8 | 1,383 | $230,504 | |
| AVGO | Broadcom Inc. | +8 | 1,835 | $693,171 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PSKY | Paramount Skydance Corp | −6,280 | 23,748 | $234,155 | |
| EPD | Enterprise Products Partners L.P. | −764 | 7,897 | $290,293 | |
| MDT | Medtronic plc | −351 | 5,014 | $392,245 | |
| MRK | Merck & Co., Inc. | −259 | 4,097 | $526,464 | |
| VST | Vistra Corp. | −187 | 1,994 | $316,308 | |
| ORCL | Oracle Corp | −165 | 2,012 | $294,858 | |
| UNP | Union Pacific Corp | −144 | 1,539 | $418,608 | |
| DIS | Walt Disney Co | −95 | 4,104 | $395,010 | |
| AAPL | Apple Inc. | −31 | 1,833 | $530,396 | |
| PLD | Prologis, Inc. | −24 | 1,617 | $219,054 | |
| ETN | Eaton Corp plc | −20 | 1,222 | $520,718 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RKLB | Rocket Lab Corp | 3,000 | $304,950 | |
| CAT | Caterpillar Inc | 250 | $266,225 | |
| GLW | Corning Inc /Ny | 1,006 | $256,962 | |
| QQQ | Invesco Qqq Trust, Series 1 | 324 | $238,593 | |
| LLY | ELI LILLY & Co | 193 | $231,490 | |
| ATR | Aptargroup, Inc. | 1,637 | $204,952 | |
| CRWD | CrowdStrike Holdings, Inc. | 380 | $72,498 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 2,198 | $819,897 | 6.88% | |
| CROX |
Crocs, Inc.
Consumer Cyclical
|
Added | 5,920 | $714,188 | 5.99% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,835 | $693,171 | 5.82% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,162 | $632,684 | 5.31% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 798 | $595,922 | 5.00% | |
| SHOP |
Shopify Inc.
Technology
|
Held | 5,063 | $578,093 | 4.85% | |
| EWBC |
East West Bancorp Inc
Financial Services
|
Added | 4,333 | $559,346 | 4.69% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,873 | $551,915 | 4.63% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,833 | $530,396 | 4.45% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 4,097 | $526,464 | 4.42% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 1,222 | $520,718 | 4.37% | |
| AN |
Autonation, Inc.
Consumer Cyclical
|
Added | 2,452 | $455,557 | 3.82% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 1,539 | $418,608 | 3.51% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 4,104 | $395,010 | 3.31% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 5,014 | $392,245 | 3.29% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 1,009 | $373,925 | 3.14% | |
| VST |
Vistra Corp.
Utilities
|
Reduced | 1,994 | $316,308 | 2.65% | |
| RKLB |
Rocket Lab Corp
Industrials
|
NEW | 3,000 | $304,950 | 2.56% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 2,012 | $294,858 | 2.47% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Reduced | 7,897 | $290,293 | 2.44% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 250 | $266,225 | 2.23% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,006 | $256,962 | 2.16% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 324 | $238,593 | 2.00% | |
| PSKY |
Paramount Skydance Corp
Communication Services
|
Reduced | 23,748 | $234,155 | 1.96% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 193 | $231,490 | 1.94% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Added | 1,383 | $230,504 | 1.93% | |
| PLD |
Prologis, Inc.
Real Estate
|
Reduced | 1,617 | $219,054 | 1.84% | |
| ATR |
Aptargroup, Inc.
Healthcare
|
NEW | 1,637 | $204,952 | 1.72% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
NEW | 380 | $72,498 | 0.61% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.