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The Analysis of Legacy Advisory Services, LLC's Holdings & P&L

Currently, Legacy Advisory Services, LLC holds 54 types of securities in its portfolio with a total value $142.1M. In the most recent quarter, they have increased their positions in USMV (+11.6K shares, valued at $1.1M), MGK (+7.0K shares, valued at $612.4K), QUAL (+2.5K shares, valued at $539.8K); decreased their positions in SHV (-19.3K shares, valued at $2.1M), SGOV (-7.3K shares, valued at $738.9K), N/A (-484 shares, valued at $362.5K); initiated new positions in RKLB (+3.0K shares, valued at $304.9K), N/A (+380 shares, valued at $290.0K), XLK (+1.5K shares, valued at $286.2K).

1M P&L

-1.1M-0.98%

3M P&L

+1.5M+1.30%

HY P&L

+5.6M+5.18%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A102.7M

91.4%

2Software - Infrastructure820.1K

0.7%

3Drug Manufacturers - General758.5K

0.7%

Top Industries by Stock Count

1N/A24 stocks

51.1%

2Entertainment2 stocks

4.3%

3Drug Manufacturers - General2 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SHV ISHARES TR209.4K shares-8.46%2026-06-302026-07-21

SPDR SERIES TRUST SPDR SERIES TRUST242.4K shares1.22%2026-06-302026-07-21

SGOV ISHARES TR157.9K shares-4.44%2026-06-302026-07-21

USMV ISHARES TR122.1K shares10.47%2026-06-302026-07-21

QUAL ISHARES TR47.2K shares5.50%2026-06-302026-07-21

IWX ISHARES TR63.6K shares1.05%2026-06-302026-07-21

ISHARES TR ISHARES TR8.2K shares-5.60%2026-06-302026-07-21

IWM ISHARES TR17.1K shares-0.55%2026-06-302026-07-21

Sponsored

DYNF BLACKROCK ETF TRUST68.8K shares0.87%2026-06-302026-07-21

IQLT ISHARES TR92.7K shares3.95%2026-06-302026-07-21

IOO ISHARES TR23.9K shares19.47%2026-06-302026-07-21

IWL ISHARES TR15.3K shares4.75%2026-06-302026-07-21

LGLV SPDR SERIES TRUST15.1K shares8.58%2026-06-302026-07-21

AOR ISHARES TR34.5K shares0.77%2026-06-302026-07-21

MGC VANGUARD WORLD FD8.5K shares-0.01%2026-06-302026-07-21

SHYM BLACKROCK ETF TRUST II80.2K shares-0.37%2026-06-302026-07-21

Sponsored

VBIL VANGUARD INSTL INDEX FD20.8K shares-9.11%2026-06-302026-07-21

MSFT MICROSOFT CORP2.2K shares95.20%2026-06-302026-07-21

MGK VANGUARD WORLD FD8.6K shares414.09%2026-06-302026-07-21

SMMD ISHARES TR7.9K shares3.56%2026-06-302026-07-21

CROX CROCS INC5.9K shares1.14%2026-06-302026-07-21

BROADCOM INC BROADCOM INC1.8K shares0.44%2026-06-302026-07-21

NVDA NVIDIA CORPORATION3.2K shares2.33%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T798 shares18.75%2026-06-302026-07-21

Sponsored

SHOP SHOPIFY INC5.1K shares0.00%2026-06-302026-07-21

EWBC EAST WEST BANCORP INC4.3K shares1.07%2026-06-302026-07-21

WMT WALMART INC4.9K shares4.10%2026-06-302026-07-21

AAPL APPLE INC1.8K shares-1.66%2026-06-302026-07-21

MRK MERCK & CO INC4.1K shares-5.95%2026-06-302026-07-21

ETN EATON CORP PLC1.2K shares-1.61%2026-06-302026-07-21

AN AUTONATION INC2.5K shares1.16%2026-06-302026-07-21

UNP UNION PAC CORP1.5K shares-8.56%2026-06-302026-07-21

Sponsored

DIS DISNEY WALT CO4.1K shares-2.26%2026-06-302026-07-21

MEDTRONIC PLC MEDTRONIC PLC5.0K shares-6.54%2026-06-302026-07-21

ONEQ FIDELITY COMWLTH TR3.7K shares0.00%2026-06-302026-07-21

MAR MARRIOTT INTL INC NEW1.0K shares0.00%2026-06-302026-07-21

SCHD SCHWAB STRATEGIC TR11.2K shares10.23%2026-06-302026-07-21

ARTY ISHARES TR4.5K shares-0.02%2026-06-302026-07-21

VST VISTRA CORP2.0K shares-8.57%2026-06-302026-07-21

RKLB ROCKET LAB CORP3.0K sharesnew addition2026-06-302026-07-21

Sponsored

SPTM SPDR SERIES TRUST3.3K shares-6.06%2026-06-302026-07-21

ORACLE CORP ORACLE CORP2.0K shares-7.58%2026-06-302026-07-21

EPD ENTERPRISE PRODS PARTNERS L7.9K shares-8.82%2026-06-302026-07-21

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC380 sharesnew addition2026-06-302026-07-21

XLK SELECT SECTOR SPDR TR1.5K sharesnew addition2026-06-302026-07-21

CAT CATERPILLAR INC250 sharesnew addition2026-06-302026-07-21

GLW CORNING INC1.0K sharesnew addition2026-06-302026-07-21

QQQ INVESCO QQQ TR324 sharesnew addition2026-06-302026-07-21

Sponsored

PSKY PARAMOUNT SKYDANCE CORP23.7K shares-20.91%2026-06-302026-07-21

LLY ELI LILLY & CO193 sharesnew addition2026-06-302026-07-21

MMC MARSH & MCLENNAN COS INC1.4K shares0.58%2026-06-302026-07-21

PLD PROLOGIS INC.1.6K shares-1.46%2026-06-302026-07-21

ATR APTARGROUP INC1.6K sharesnew addition2026-06-302026-07-21

BOND PIMCO ETF TR2.2K shares-43.49%2026-06-302026-07-21

SHV

ISHARES TR

-8.46%

Shares209.4K

Event2026-06-30

Filed2026-07-21

SPDR SERIES TRUST

1.22%

Shares242.4K

Event2026-06-30

Filed2026-07-21

SGOV

ISHARES TR

-4.44%

Shares157.9K

Event2026-06-30

Filed2026-07-21

USMV

ISHARES TR

10.47%

Shares122.1K

Event2026-06-30

Filed2026-07-21

QUAL

ISHARES TR

5.50%

Shares47.2K

Event2026-06-30

Filed2026-07-21

IWX

ISHARES TR

1.05%

Shares63.6K

Event2026-06-30

Filed2026-07-21

ISHARES TR

-5.60%

Shares8.2K

Event2026-06-30

Filed2026-07-21

IWM

ISHARES TR

-0.55%

Shares17.1K

Event2026-06-30

Filed2026-07-21

DYNF

BLACKROCK ETF TRUST

0.87%

Shares68.8K

Event2026-06-30

Filed2026-07-21

IQLT

ISHARES TR

3.95%

Shares92.7K

Event2026-06-30

Filed2026-07-21

IOO

ISHARES TR

19.47%

Shares23.9K

Event2026-06-30

Filed2026-07-21

IWL

ISHARES TR

4.75%

Shares15.3K

Event2026-06-30

Filed2026-07-21

LGLV

SPDR SERIES TRUST

8.58%

Shares15.1K

Event2026-06-30

Filed2026-07-21

AOR

ISHARES TR

0.77%

Shares34.5K

Event2026-06-30

Filed2026-07-21

MGC

VANGUARD WORLD FD

-0.01%

Shares8.5K

Event2026-06-30

Filed2026-07-21

SHYM

BLACKROCK ETF TRUST II

-0.37%

Shares80.2K

Event2026-06-30

Filed2026-07-21

VBIL

VANGUARD INSTL INDEX FD

-9.11%

Shares20.8K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

95.20%

Shares2.2K

Event2026-06-30

Filed2026-07-21

MGK

VANGUARD WORLD FD

414.09%

Shares8.6K

Event2026-06-30

Filed2026-07-21

SMMD

ISHARES TR

3.56%

Shares7.9K

Event2026-06-30

Filed2026-07-21

CROX

CROCS INC

1.14%

Shares5.9K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

0.44%

Shares1.8K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

2.33%

Shares3.2K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

18.75%

Shares798

Event2026-06-30

Filed2026-07-21

SHOP

SHOPIFY INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-21

EWBC

EAST WEST BANCORP INC

1.07%

Shares4.3K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

4.10%

Shares4.9K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

-1.66%

Shares1.8K

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

-5.95%

Shares4.1K

Event2026-06-30

Filed2026-07-21

ETN

EATON CORP PLC

-1.61%

Shares1.2K

Event2026-06-30

Filed2026-07-21

AUTONATION INC

1.16%

Shares2.5K

Event2026-06-30

Filed2026-07-21

UNP

UNION PAC CORP

-8.56%

Shares1.5K

Event2026-06-30

Filed2026-07-21

DIS

DISNEY WALT CO

-2.26%

Shares4.1K

Event2026-06-30

Filed2026-07-21

MEDTRONIC PLC

-6.54%

Shares5.0K

Event2026-06-30

Filed2026-07-21

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-21

MAR

MARRIOTT INTL INC NEW

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

SCHD

SCHWAB STRATEGIC TR

10.23%

Shares11.2K

Event2026-06-30

Filed2026-07-21

ARTY

ISHARES TR

-0.02%

Shares4.5K

Event2026-06-30

Filed2026-07-21

VST

VISTRA CORP

-8.57%

Shares2.0K

Event2026-06-30

Filed2026-07-21

RKLB

ROCKET LAB CORP

New

Shares3.0K

Event2026-06-30

Filed2026-07-21

SPTM

SPDR SERIES TRUST

-6.06%

Shares3.3K

Event2026-06-30

Filed2026-07-21

ORACLE CORP

-7.58%

Shares2.0K

Event2026-06-30

Filed2026-07-21

EPD

ENTERPRISE PRODS PARTNERS L

-8.82%

Shares7.9K

Event2026-06-30

Filed2026-07-21

CROWDSTRIKE HLDGS INC

New

Shares380

Event2026-06-30

Filed2026-07-21

XLK

SELECT SECTOR SPDR TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

New

Shares250

Event2026-06-30

Filed2026-07-21

GLW

CORNING INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

New

Shares324

Event2026-06-30

Filed2026-07-21

PSKY

PARAMOUNT SKYDANCE CORP

-20.91%

Shares23.7K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

New

Shares193

Event2026-06-30

Filed2026-07-21

MMC

MARSH & MCLENNAN COS INC

0.58%

Shares1.4K

Event2026-06-30

Filed2026-07-21

PLD

PROLOGIS INC.

-1.46%

Shares1.6K

Event2026-06-30

Filed2026-07-21

ATR

APTARGROUP INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-21

BOND

PIMCO ETF TR

-43.49%

Shares2.2K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available