Legacy Advisory Services, LLC
All 13F Filings
- Location
- Exton, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 142,058
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 54 | 142,058 | 13F-HR | Legacy Advisory Services, LLC |
| Q1 2026 | 5/12/2026 | 49 | 130,982 | 13F-HR | Legacy Advisory Services, LLC |
| Q4 2025 | 1/23/2026 | 50 | 133,025 | 13F-HR | Legacy Advisory Services, LLC |
| Q3 2025 | 10/30/2025 | 51 | 132,845 | 13F-HR | Legacy Advisory Services, LLC |
| Q2 2025 | 8/14/2025 | 45 | 126,124 | 13F-HR | Legacy Advisory Services, LLC |
| Q4 2024 | 10/17/2025 | 51 | 117,259 | 13F-HR | Legacy Advisory Services, LLC |
| Q3 2024 | 10/17/2025 | 49 | 116,359 | 13F-HR | Legacy Advisory Services, LLC |
| Q2 2024 | 10/30/2025 | 48 | 109,323 | 13F-HR/A - RESTATEMENT | Legacy Advisory Services, LLC |
| Q2 2024 | 10/17/2025 | 49 | 116,359 | 13F-HR | Legacy Advisory Services, LLC |
| Q1 2024 | 10/17/2025 | 47 | 105,532 | 13F-HR | Legacy Advisory Services, LLC |
| Q4 2023 | 10/17/2025 | 46 | 94,809 | 13F-HR | Legacy Advisory Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.68 K | 8.2% | 1.64 K | 0 | 1.64 K |
| ETFs | 130.4 K | 91.8% | 9.432 K | 0 | 9.432 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
142,058
Holdings
54
QoQ value change ($000)
11,076
(8.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.