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Legacy Advisory Services, LLC
Legacy Advisory Services, LLC is a registered investment adviser headquartered in Exton, Pennsylvania. The firm is registered with the SEC (CIK: 0002068847) and serves clients primarily in the United States. Legacy Advisory Services offers portfolio management and advisory services to individuals, families, and potentially institutions, focusing on long-term financial planning and investment strategies tailored to client needs.
Investment Strategy
Legacy Advisory Services, LLC provides discretionary investment management services focused on meeting client-specific objectives, with strategies typically oriented around diversified asset allocation and long-term growth. Their approach is likely to include financial planning, risk management, and customized investment solutions for individuals and high-net-worth clients, leveraging traditional asset classes and disciplined portfolio management practices. The firm emphasizes fiduciary responsibility and aligning investment recommendations with client goals.
Latest 13F Filing Activity
Legacy Advisory Services, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 45 equity positions with a total 13F market value of $126M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. Legacy Advisory Services, LLC reduced exposure to Ishares TR, Apple Inc., Eli Lilly & Co. among others.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHV | ISHARES TR | 22.72% | $28.7M | 259,486 | $110.43 | $110.42 | +$2.6M |
S SPLG | SPDR SERIES TRUST | 14.30% | $18.0M | 248,124 | $55.93 | $72.69 | +$1.4M |
S SGOV | ISHARES TR | 13.37% | $16.9M | 167,525 | $100.68 | $100.69 | +$11.1M |
U USMV | ISHARES TR | 9.34% | $11.8M | 125,541 | $83.41 | $93.87 | +$1.8M |
Q QUAL | ISHARES TR | 5.65% | $7.1M | 38,985 | $151.20 | $182.82 | +$478.4K |
Industry Allocation
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