Institutions / Legacy Advisory Services, LLC
Legacy Advisory Services, LLC
CIK 2068847 · Institution · as of Dec 31, 2025
Portfolio value
$133.02M
Positions
50
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 50 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $26.94M | 20.2% |
| SPDR Series Trust | $20.37M | 15.3% |
| iShares Tr | $16.67M | 12.5% |
| iShares MSCI UAE ETF | $12.24M | 9.2% |
| iShares MSCI UAE ETF | $7.79M | 5.9% |
| iShares Tr | $6.23M | 4.7% |
| iShares Tr | $5.82M | 4.4% |
| Vanguard World Fd | $5.19M | 3.9% |
| iShares Tr | $4.04M | 3.0% |
| SPDR Series Trust | $2.56M | 1.9% |
| iShares Tr | $2.44M | 1.8% |
| iShares Tr | $2.37M | 1.8% |
| iShares Tr | $2.06M | 1.5% |
| SPDR Series Trust | $1.89M | 1.4% |
| Vanguard Scottsdale Fds | $912.2K | 0.7% |
| Broadcom Inc. | $873.4K | 0.7% |
| Shopify Inc | $815.0K | 0.6% |
| East West Bancorp Inc | $766.9K | 0.6% |
| BlackRock, Inc. | $687.4K | 0.5% |
| Vanguard World Fd | $652.7K | 0.5% |
| Visa Inc | $647.0K | 0.5% |
| Walmart Inc. | $630.3K | 0.5% |
| Autonation, Inc. | $626.5K | 0.5% |
| Vanguard Scottsdale Fds | $613.9K | 0.5% |
| SPDR S&P 500 ETF Tr | $599.8K | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.