Legacy Advisory Services, LLC ETF holdings
Exton, PA
Reported $130.8M in 27 ETFs in its Form 13F for June 30, 2026.
ETF value
$130.8M
ETFs held
27
Change from prior quarter
+7.8%
With price moves
ETFs as a share of its 13F
92.0%
of $142.1M
Top 10 of 27 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SHV | iShares 0–1 Year Treasury Bond ETF | $23.1M | 209,359 | −19,338 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $21.3M | 242,446 | +2,920 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $15.9M | 157,858 | −7,340 shares |
| USMV | iShares MSCI USA Min Vol Factor ETF | $11.8M | 122,116 | +11,569 shares |
| QUAL | iShares MSCI USA Quality Factor ETF | $10.4M | 47,174 | +2,460 shares |
| IWX | iShares Russell Top 200 Value ETF | $6.7M | 63,553 | +662 shares |
| IVV | iShares Core S&P 500 ETF | $6.1M | 8,162 | −484 shares |
| IWM | iShares Russell 2000 ETF | $5.2M | 17,149 | −95 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $4.7M | 68,828 | +591 shares |
| IQLT | iShares MSCI Intl Quality Factor ETF | $4.6M | 92,729 | +3,521 shares |
17 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002068847. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Legacy Advisory Services, LLC own?
Legacy Advisory Services, LLC reported 27 ETF positions worth $130.8M in its Form 13F for June 30, 2026. The largest was SHV, at $23.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.