Legacy Advisory Services, LLC

CIK

2068847

Location

Exton, PA

Portfolio Value

Micro $10,164,034

Diversification

Diversified

Filing Date

Global Rank

#8,108 / 8,603 ▲ 70 · as of Mar 2026

Top Industry

Semiconductors 11.4%

3Y Alpha vs SPY

-9.9%

Period ended 3 months ago

Filed May 12, 2026 · 58d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+24.3%

SPY

+53.6%

Annualised alpha

-10.1%

Max drawdown

−23.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.9%

−2.4 pts

Top 5

27.7%

−8.2 pts

Top 10

51.3%

−12.2 pts

HHI

442

Diversified−83

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.7%	$2,915,076	6
Consumer Cyclical	16.1%	$1,636,887	4
Communication Services	11.6%	$1,183,193	3
Healthcare	9.7%	$988,860	2
Industrials	8.4%	$852,555	2
Financial Services	6.8%	$696,173	2
Consumer Defensive	5.7%	$581,754	1
Unclassified	4.3%	$437,028	1
Utilities	3.2%	$327,869	1
Energy	3.2%	$327,732	1
Real Estate	2.1%	$216,907	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
CROX	Crocs, Inc.	+1,812	5,853	$485,916
EPD	Enterprise Products Partners L.P.	+783	8,661	$327,732
ETN	Eaton Corp plc	+12	1,242	$444,226
TMUS	T-Mobile US, Inc.	+11	2,417	$507,642
MRSH	Marsh & Mclennan Companies, Inc.	+7	1,375	$238,493
DIS	Walt Disney Co	+2	4,199	$404,699
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
EWBC	East West Bancorp Inc	−2,537	4,287	$457,680
WMT	Walmart Inc.	−976	4,681	$581,754
AVGO	Broadcom Inc.	−697	1,827	$565,474
MDT	Medtronic plc	−651	5,365	$464,877
AN	Autonation, Inc.	−610	2,424	$473,310
SPY	Spdr S&P 500 ETF Trust	−208	672	$437,028
PLD	Prologis, Inc.	−116	1,641	$216,907
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
NVDA	Nvidia Corp	3,090	$538,896
MRK	Merck & Co., Inc.	4,356	$523,983
AAPL	Apple Inc.	1,864	$473,064
MSFT	Microsoft Corp	1,126	$416,811
UNP	Union Pacific Corp	1,683	$408,329
SLGN	Silgan Holdings Inc	8,960	$347,648
VST	Vistra Corp.	2,181	$327,869
ORCL	Oracle Corp	2,177	$320,258
PSKY	Paramount Skydance Corp	30,028	$270,852
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
BLK	BlackRock, Inc.	642	$687,158
V	Visa Inc.	1,845	$647,059
CRS	Carpenter Technology Corp	1,210	$380,956
CMCSA	Comcast Corp	12,270	$343,720
NET	Cloudflare, Inc.	1,175	$231,651
AES	Aes Corp	15,393	$220,735
RKLB	Rocket Lab Corp	3,100	$216,256
RDDT	Reddit, Inc.	875	$201,136
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

24 positions · $10,164,034 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SHOP	Shopify Inc. Technology	Held	5,063	0	$600,573	−26.3%	5.91%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,681	-976	$581,754	−7.7%	5.72%
AVGO	Broadcom Inc. Technology	Reduced	1,827	-697	$565,474	−35.3%	5.56%
NVDA	Nvidia Corp Technology	NEW	3,090	NEW	$538,896	NEW	5.30%
MRK	Merck & Co., Inc. Healthcare	NEW	4,356	NEW	$523,983	NEW	5.16%
TMUS	T-Mobile US, Inc. Communication Services	Added	2,417	+11	$507,642	+3.9%	4.99%
CROX	Crocs, Inc. Consumer Cyclical	Added	5,853	+1,812	$485,916	+40.6%	4.78%
AN	Autonation, Inc. Consumer Cyclical	Reduced	2,424	-610	$473,310	−24.4%	4.66%
AAPL	Apple Inc. Technology	NEW	1,864	NEW	$473,064	NEW	4.65%
MDT	Medtronic plc Healthcare	Reduced	5,365	-651	$464,877	−19.6%	4.57%
EWBC	East West Bancorp Inc Financial Services	Reduced	4,287	-2,537	$457,680	−40.3%	4.50%
ETN	Eaton Corp plc Industrials	Added	1,242	+12	$444,226	+13.4%	4.37%
SPY	Spdr S&P 500 ETF Trust	Reduced	672	-208	$437,028	−27.2%	4.30%
MSFT	Microsoft Corp Technology	NEW	1,126	NEW	$416,811	NEW	4.10%
UNP	Union Pacific Corp Industrials	NEW	1,683	NEW	$408,329	NEW	4.02%
DIS	Walt Disney Co Communication Services	Added	4,199	+2	$404,699	−15.2%	3.98%
SLGN	Silgan Holdings Inc Consumer Cyclical	NEW	8,960	NEW	$347,648	NEW	3.42%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	1,009	0	$330,013	+5.4%	3.25%
VST	Vistra Corp. Utilities	NEW	2,181	NEW	$327,869	NEW	3.23%
EPD	Enterprise Products Partners L.P. Energy	Added	8,661	+783	$327,732	+29.8%	3.22%
ORCL	Oracle Corp Technology	NEW	2,177	NEW	$320,258	NEW	3.15%
PSKY	Paramount Skydance Corp Communication Services	NEW	30,028	NEW	$270,852	NEW	2.66%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	1,375	+7	$238,493	−6.0%	2.35%
PLD	Prologis, Inc. Real Estate	Reduced	1,641	-116	$216,907	−3.3%	2.13%