Legacy Advisory Services, LLC

Registered adviser

CIK

2068847

Location

Exton, PA

Portfolio Value

Small $118,836,703

Diversification

Highly concentrated

Filing Date

Global Rank

#7,469 / 8,811 ▲ 991 · as of Jun 2026

Top Industry

Software - Infrastructure 18.2%

Period ended 21 days ago

Filed Oct 20, 2026 · 1d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 147173

Roster of Oct 1, 2026

Regulatory AUM

$156,935,534

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$156,935,534	Individuals and high net worth (100%)
Apr 2025 to Feb 2026	$142,377,612	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$131,885,401	Individuals and high net worth (100%)
Jul 2023 to Mar 2024	$111,690,683	Individuals and high net worth (100%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 91.5% of the book (60%+)

Turnover

Medium turnover

31.4% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 8.3 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 92.5%; sector active share 82.5% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

80 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

49.4%

−9.7 pts

Top 5

84.3%

−1.9 pts

Top 10

90.1%

−1.5 pts

HHI

2,865

Highly concentrated−928

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	90.8%	$107,917,845	54
Technology	4.3%	$5,153,269	7
Consumer Cyclical	1.2%	$1,369,592	3
Healthcare	1.1%	$1,269,649	3
Industrials	0.9%	$1,121,292	3
Financial Services	0.6%	$755,782	5
Consumer Defensive	0.4%	$494,451	1
Energy	0.2%	$273,769	1
Utilities	0.2%	$271,166	1
Communication Services	0.2%	$209,888	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+26,598	95,426	$6,609,204
IVV	iShares Core S&P 500 ETF	+5,472	13,634	$10,441,598
CRWD	CrowdStrike Holdings, Inc.	+1,181	1,561	$413,274
NVDA	Nvidia Corp	+1,001	4,163	$950,745
AAPL	Apple Inc.	+583	2,416	$804,576
MSFT	Microsoft Corp	+319	2,517	$1,290,969
AVGO	Broadcom Inc.	+53	1,888	$663,046
LLY	ELI LILLY & Co	+42	235	$271,913
MRSH	Marsh & Mclennan Companies, Inc.	+27	1,410	$240,729
ORCL	Oracle Corp	+26	2,038	$279,817
CAT	Caterpillar Inc	+19	269	$218,102
MAR	Marriott International Inc /Md/	+9	1,018	$362,072
MRK	Merck & Co., Inc.	+2	4,099	$595,625
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SHV	iShares 0-1 Year Treasury Bond ETF	−105,799	103,560	$11,424,739
SGOV	iShares 0-3 Month Treasury Bond ETF	−99,263	58,595	$5,899,344
IQLT	iShares MSCI Intl Quality Factor ETF	−66,259	26,470	$1,309,470
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−50,975	191,471	$17,186,436
USMV	iShares MSCI USA Min Vol Factor ETF	−42,529	79,587	$7,754,957
—		−24,511	39,042	$0
—		−21,399	13,082	$0
QUAL	iShares MSCI USA Quality Factor ETF	−17,882	29,292	$0
IWM	iShares Russell 2000 ETF	−11,323	5,826	$1,618,987
IOO	iShares Global 100 ETF	−11,286	12,564	$1,809,341
—		−6,914	8,141	$0
IWL	iShares Russell Top 200 ETF	−4,694	10,627	$2,020,830
SMMD	iShares Russell 2500 ETF	−4,189	3,664	$313,345
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	−3,916	4,731	$438,327
SHYM		−3,442	76,758	$1,640,702
VBIL	Vanguard Institutional Index Funds	−546	20,221	$1,531,134
CROX	Crocs, Inc.	−378	5,542	$650,132
MDT	Medtronic plc	−354	4,660	$402,111
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	−351	2,983	$274,585
SPY	Spdr S&P 500 ETF Trust	−232	566	$431,648
EPD	Enterprise Products Partners L.P.	−209	7,688	$273,769
ONEQ	Fidelity Nasdaq Composite Index ETF	−190	3,466	$366,841
AN	Autonation, Inc.	−182	2,270	$357,388
EWBC	East West Bancorp Inc	−177	4,156	$515,053
WMT	Walmart Inc.	−115	4,758	$494,451
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
IVW	iShares S&P 500 Growth ETF	32,422	$4,612,353
IVE	iShares S&P 500 Value ETF	15,025	$3,429,907
GSUS	Goldman Sachs MarketBeta U.S. Equity ETF	27,267	$2,878,577
ACWX	iShares MSCI ACWI ex U.S. ETF	33,103	$2,503,248
IUSB	iShares Core Universal USD Bond ETF	52,283	$2,305,157
BAI	BlackRock ETF Trust	46,186	$2,179,517
CORO		58,792	$2,137,089
BLCR		37,760	$1,848,729
THRO		37,657	$1,656,154
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	25,339	$1,161,539
LMUB	iShares Long-Term National Muni Bond ETF	24,608	$1,144,518
AVEM	Avantis Emerging Markets Equity ETF	11,484	$1,079,725
MUB	iShares National Muni Bond ETF	9,186	$928,704
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	6,027	$874,156
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	20,554	$871,078
IALT		25,122	$750,142
GOVT	iShares U.S. Treasury Bond ETF	24,402	$533,671
SCHZ	Schwab U.S. Aggregate Bond ETF	24,064	$531,814
GEM	Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF	8,339	$426,122
GGOV		7,274	$364,427
MBB	iShares MBS ETF	3,856	$345,574
GLDM	World Gold Trust	4,124	$338,910
GGUS	Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF	4,750	$323,332
OMFL	Invesco Russell 1000 Dynamic Multifactor ETF	4,466	$311,324
GSID	Goldman Sachs MarketBeta International Equity ETF	3,643	$272,860
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
SKYD	Skydance Corp	23,748	$468,310
DIS	Walt Disney Co	4,104	$395,010
SCHD	Schwab U.S. Dividend Equity ETF	11,197	$355,056
RKLB	Rocket Lab Corp	3,000	$304,950
GLW	Corning Inc /Ny	1,006	$256,962
QQQ	Invesco Qqq Trust, Series 1	324	$238,593
PLD	Prologis, Inc.	1,617	$219,054
ATR	Aptargroup, Inc.	1,637	$204,952
BOND	PIMCO Active Bond Exchange-Traded Fund	2,200	$202,862
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

80 tracked positions · $118,836,703 total · filing declares 80 positions · $139,338,638 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 80 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	191,471	-50,975	$17,186,436	−19.3%	14.46%
SHV	iShares 0-1 Year Treasury Bond ETF	Reduced	103,560	-105,799	$11,424,739	−50.5%	9.61%
IVV	iShares Core S&P 500 ETF	Added	13,634	+5,472	$10,441,598	+70.8%	8.79%
USMV	iShares MSCI USA Min Vol Factor ETF	Reduced	79,587	-42,529	$7,754,957	−34.2%	6.53%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	95,426	+26,598	$6,609,204	+41.2%	5.56%
SGOV	iShares 0-3 Month Treasury Bond ETF	Reduced	58,595	-99,263	$5,899,344	−62.9%	4.96%
IVW	iShares S&P 500 Growth ETF	NEW	32,422	NEW	$4,612,353	NEW	3.88%
IVE	iShares S&P 500 Value ETF	NEW	15,025	NEW	$3,429,907	NEW	2.89%
GSUS	Goldman Sachs MarketBeta U.S. Equity ETF	NEW	27,267	NEW	$2,878,577	NEW	2.42%
ACWX	iShares MSCI ACWI ex U.S. ETF	NEW	33,103	NEW	$2,503,248	NEW	2.11%
MGC	VANGUARD MEGA CAP INDEX FUND	Reduced	8,469	-26	$2,390,883	+2.9%	2.01%
IUSB	iShares Core Universal USD Bond ETF	NEW	52,283	NEW	$2,305,157	NEW	1.94%
BAI	BlackRock ETF Trust	NEW	46,186	NEW	$2,179,517	NEW	1.83%
CORO		NEW	58,792	NEW	$2,137,089	NEW	1.80%
IWL	iShares Russell Top 200 ETF	Reduced	10,627	-4,694	$2,020,830	−28.7%	1.70%
BLCR		NEW	37,760	NEW	$1,848,729	NEW	1.56%
IOO	iShares Global 100 ETF	Reduced	12,564	-11,286	$1,809,341	−44.5%	1.52%
THRO		NEW	37,657	NEW	$1,656,154	NEW	1.39%
SHYM		Reduced	76,758	-3,442	$1,640,702	−8.9%	1.38%
IWM	iShares Russell 2000 ETF	Reduced	5,826	-11,323	$1,618,987	−68.6%	1.36%
VBIL	Vanguard Institutional Index Funds	Reduced	20,221	-546	$1,531,134	−2.6%	1.29%
IQLT	iShares MSCI Intl Quality Factor ETF	Reduced	26,470	-66,259	$1,309,470	−71.5%	1.10%
MSFT	Microsoft Corp Technology	Added	2,517	+319	$1,290,969	+57.5%	1.09%
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	NEW	25,339	NEW	$1,161,539	NEW	0.98%
LMUB	iShares Long-Term National Muni Bond ETF	NEW	24,608	NEW	$1,144,518	NEW	0.96%
AVEM	Avantis Emerging Markets Equity ETF	NEW	11,484	NEW	$1,079,725	NEW	0.91%
NVDA	Nvidia Corp Technology	Added	4,163	+1,001	$950,745	+50.3%	0.80%
MUB	iShares National Muni Bond ETF	NEW	9,186	NEW	$928,704	NEW	0.78%
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	NEW	6,027	NEW	$874,156	NEW	0.74%
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	NEW	20,554	NEW	$871,078	NEW	0.73%
AAPL	Apple Inc. Technology	Added	2,416	+583	$804,576	+51.7%	0.68%
SHOP	Shopify Inc. Technology	Held	5,063	0	$750,842	+29.9%	0.63%
IALT		NEW	25,122	NEW	$750,142	NEW	0.63%
AVGO	Broadcom Inc. Technology	Added	1,888	+53	$663,046	−4.3%	0.56%
CROX	Crocs, Inc. Consumer Cyclical	Reduced	5,542	-378	$650,132	−9.0%	0.55%
MRK	Merck & Co., Inc. Healthcare	Added	4,099	+2	$595,625	+13.1%	0.50%
GOVT	iShares U.S. Treasury Bond ETF	NEW	24,402	NEW	$533,671	NEW	0.45%
SCHZ	Schwab U.S. Aggregate Bond ETF	NEW	24,064	NEW	$531,814	NEW	0.45%
EWBC	East West Bancorp Inc Financial Services	Reduced	4,156	-177	$515,053	−7.9%	0.43%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,758	-115	$494,451	−10.4%	0.42%
ETN	Eaton Corp plc Industrials	Reduced	1,138	-84	$489,009	−6.1%	0.41%
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Reduced	4,731	-3,916	$438,327	−42.3%	0.37%
SPY	Spdr S&P 500 ETF Trust	Reduced	566	-232	$431,648	−27.6%	0.36%
GEM	Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF	NEW	8,339	NEW	$426,122	NEW	0.36%
UNP	Union Pacific Corp Industrials	Reduced	1,522	-17	$414,181	−1.1%	0.35%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,561	+1,181	$413,274	+42.5%	0.35%
MDT	Medtronic plc Healthcare	Reduced	4,660	-354	$402,111	+2.5%	0.34%
ONEQ	Fidelity Nasdaq Composite Index ETF	Reduced	3,466	-190	$366,841	−2.8%	0.31%
GGOV		NEW	7,274	NEW	$364,427	NEW	0.31%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	1,018	+9	$362,072	−3.2%	0.30%

Showing the top 50 of 80 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.