Institutional Fund
Legacy Advisory Services, LLC
Exton, PACIK 206884711 filings on record
Portfolio Value
$130.98M
Q1 2026
Holdings
49
Reported positions
New Buys
15
Opened this quarter
QoQ Change
-1.5%
from $133.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr19.3%
- Spdr Series Trust14.0%
- Ishares Tr12.7%
- Ishares Tr7.8%
- Ishares Tr6.5%
- Ishares Tr4.4%
- Other35.2%
Portfolio Holdings
49 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 228.7K | $25.25M | 19.3% | −15.8K | Reduced |
| 2 | Spdr Series Trust | 239.5K | $18.33M | 14.0% | −14.3K | Reduced |
| 3 | Ishares Tr | 165.2K | $16.63M | 12.7% | −882 | Reduced |
| 4 | Ishares Tr | 110.5K | $10.25M | 7.8% | −19.5K | Reduced |
| 5 | Ishares Tr | 44.7K | $8.58M | 6.5% | +5.5K | Added |
| 6 | Ishares Tr | 62.9K | $5.83M | 4.4% | −4.9K | Reduced |
| 7 | Ishares Tr | 8.6K | $5.65M | 4.3% | +153 | Added |
| 8 | Ishares Tr | 17.2K | $4.28M | 3.3% | +820 | Added |
| 9 | Ishares Tr | 89.2K | $4.12M | 3.1% | +89.2K | New |
| 10 | Blackrock ETF Trust | 68.2K | $3.97M | 3.0% | +68.2K | New |
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