Legacy Advisory Services, LLC

Q3 2026 13F-HR Holdings

Location
Exton, PA
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$139,339
Net value change ($000)
-2,719 (-1.9%)
New positions
34
Sold out positions
8
Turnover %
31.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
IVW 4,612 NEW
IVV 4,329 70.8%
IVE 3,430 NEW
GSUS 2,879 NEW
ACWX 2,503 NEW
IUSB 2,305 NEW
BAI 2,180 NEW
CORO 2,137 NEW
DYNF 1,928 41.2%
BLCR 1,849 NEW
Top Reduces (Value $000, Stocks/ETFs)
SHV -11,678 -50.5%
SGOV -9,993 -62.9%
SPYM -4,120 -19.3%
USMV -4,024 -34.2%
QUAL -3,842 -37.1%
IWM -3,533 -68.6%
IQLT -3,286 -71.5%
IWX -2,407 -36.0%
AOR -1,500 -62.6%
IOO -1,449 -44.5%
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