StockDriftsStockDriftsTop 50 Legacy Advisory Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | 16.26% | 209.4K | $23.1M | -8.46%(-19.34K) | $110.31(-0.12%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 15% | 242.4K | $21.3M | +1.22%(+2.92K) | $54.08(+68.35%) | 2026-06-30 | |
| SGOV | ISHARES TR | 11.19% | 157.9K | $15.9M | -4.44%(-7.34K) | $100.62(-0.12%) | 2026-06-30 | |
| USMV | ISHARES TR | 8.29% | 122.1K | $11.8M | +10.47%(+11.57K) | $83.22(+21.27%) | 2026-06-30 | |
| QUAL | ISHARES TR | 7.29% | 47.2K | $10.4M | +5.50%(+2.46K) | $154.88(+46.09%) | 2026-06-30 | |
| IWX | ISHARES TR | 4.7% | 63.6K | $6.7M | +1.05%(+662) | $68.79(+64.35%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.3% | 8.2K | $6.1M | -5.60%(-484) | $482.74(+61.03%) | 2026-06-30 | |
| IWM | ISHARES TR | 3.63% | 17.1K | $5.2M | -0.55%(-95) | $214.39(+40.58%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.3% | 68.8K | $4.7M | +0.87%(+591) | $59.52(+17.64%) | 2026-06-30 | |
| IQLT | ISHARES TR | 3.23% | 92.7K | $4.6M | +3.95%(+3.52K) | $45.89(+13.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.71% |
| Top 20 Holdings Unweighted | — | — | — | — | +33.65% |
Legacy Advisory Services, LLC reports $142.06M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are SHV (16.3%), SPYM (15.0%) and SGOV (11.2%). The top 20 holdings account for 90.73% of reported assets. Its disclosed equity book has returned +29.71% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Legacy Advisory Services, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2068847). View Legacy Advisory Services, LLC’s 13F filings on SEC