Legacy Advisory Services, LLC

Q1 2026 13F-HR Holdings

Location
Exton, PA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$130,982
Net value change ($000)
-2,043 (-1.5%)
New positions
15
Sold out positions
15
Turnover %
16.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IQLT 4,124 NEW
DYNF 3,970 NEW
SHYM 1,773 NEW
VBIL 1,729 NEW
QUAL 788 10.1%
LGLV 575 30.4%
NVDA 539 NEW
MRK 524 NEW
AAPL 473 NEW
MSFT 417 NEW
Top Reduces (Value $000, Stocks/ETFs)
MGC -3,185 -61.3%
SPTM -2,282 -89.0%
SPYM -2,032 -10.0%
USMV -1,991 -16.3%
SHV -1,689 -6.3%
VTWO -912 -100.0%
BLK -687 -100.0%
V -647 -100.0%
VCSH -614 -100.0%
IWX -402 -6.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type