Legacy Advisory Services, LLC: 13F holdings
CIK 20688472026Q2
| Positions | 54 |
|---|
| Reported value | $142.1m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 54 (+5 vs prior quarter) |
|---|
| Reported value | $142.1m (+8.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SHV ISHARES TR | 209,359 | $23.1m | 16.3% |
| SPYM SPDR SERIES TRUST | 242,446 | $21.3m | 15.0% |
| SGOV ISHARES TR | 157,858 | $15.9m | 11.2% |
| USMV ISHARES TR | 122,116 | $11.8m | 8.3% |
| QUAL ISHARES TR | 47,174 | $10.4m | 7.3% |
| PFBC ISHARES TR | 63,553 | $6.7m | 4.7% |
| IVV ISHARES TR | 8,162 | $6.1m | 4.3% |
| IWM ISHARES TR | 17,149 | $5.2m | 3.6% |
| DYNF BLACKROCK ETF TRUST | 68,828 | $4.7m | 3.3% |
| IQLT ISHARES TR | 92,729 | $4.6m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2068847")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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