Legacy Advisory Services, LLC
Net buyer this quarter
$142M
29
+$1.25M
4.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MSFT | $820K | 0.58% | 0.00% | +95.2% | Q4 2023 |
 CROX | $714K | 0.50% | 0.01% | +1.1% | Q1 2025 |
 AVGO | $693K | 0.49% | 0.00% | +0.4% | Q4 2023 |
 NVDA | $633K | 0.45% | 0.00% | +2.3% | Q1 2026 |
 SPY | $596K | 0.42% | Not reported | +18.8% | Q4 2023 |
 SHOP | $578K | 0.41% | 0.00% | Not reported | Q4 2023 |
 EWBC | $559K | 0.39% | 0.00% | +1.1% | Q4 2023 |
 WMT | $552K | 0.39% | 0.00% | +4.1% | Q4 2023 |
 AAPL | $531K | 0.37% | 0.00% | -1.7% | Q4 2023 |
 MRK | $526K | 0.37% | 0.00% | -6.0% | Q4 2023 |
 ETN | $521K | 0.37% | 0.00% | -1.6% | Q4 2023 |
 AN | $456K | 0.32% | 0.01% | +1.2% | Q4 2023 |
 UNP | $419K | 0.29% | 0.00% | -8.6% | Q1 2026 |
 DIS | $395K | 0.28% | 0.00% | -2.3% | Q4 2023 |
 MDT | $392K | 0.28% | 0.00% | -6.5% | Q4 2023 |
 MAR | $374K | 0.26% | 0.00% | Not reported | Q2 2025 |
 VST | $316K | 0.22% | 0.00% | -8.6% | Q1 2026 |
 RKLB | $305K | 0.21% | 0.00% | Not reported | Q4 2025 |
 ORCL | $295K | 0.21% | 0.00% | -7.6% | Q1 2026 |
 EPD | $290K | 0.20% | 0.00% | -8.8% | Q1 2025 |
 CRWD | $290K | 0.20% | 0.00% | New | Q2 2026 |
 CAT | $266K | 0.19% | 0.00% | Not reported | Q4 2023 |
 GLW | $257K | 0.18% | 0.00% | New | Q2 2026 |
 QQQ | $239K | 0.17% | Not reported | Not reported | Q4 2023 |
 PSKY | $234K | 0.16% | 0.00% | -20.9% | Q1 2026 |
 LLY | $232K | 0.16% | 0.00% | Not reported | Q3 2024 |
 MRSH | $231K | 0.16% | 0.00% | +0.6% | Q4 2023 |
 PLD | $219K | 0.15% | 0.00% | -1.5% | Q1 2025 |
 ATR | $205K | 0.14% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| SHOP | $601K | 0.46% | 0.00% | Not reported | Q4 2023 |
| WMT | $582K | 0.44% | 0.00% | -17.3% | Q4 2023 |
| AVGO | $566K | 0.43% | 0.00% | -27.6% | Q4 2023 |
| NVDA | $539K | 0.41% | 0.00% | New | Q1 2026 |
| MRK | $524K | 0.40% | 0.00% | Not reported | Q4 2023 |
 TMUS | $508K | 0.39% | 0.00% | +0.5% | Q1 2025 |
| CROX | $486K | 0.37% | 0.01% | +44.8% | Q1 2025 |
| AN | $473K | 0.36% | 0.01% | -20.1% | Q4 2023 |
| AAPL | $473K | 0.36% | 0.00% | Not reported | Q4 2023 |
| MDT | $465K | 0.35% | 0.00% | -10.8% | Q4 2023 |
| EWBC | $458K | 0.35% | 0.00% | -37.2% | Q4 2023 |
| ETN | $444K | 0.34% | 0.00% | +1.0% | Q4 2023 |
| SPY | $437K | 0.33% | Not reported | -23.6% | Q4 2023 |
| MSFT | $417K | 0.32% | 0.00% | Not reported | Q4 2023 |
| UNP | $408K | 0.31% | 0.00% | New | Q1 2026 |
| DIS | $405K | 0.31% | 0.00% | +0.1% | Q4 2023 |
 SLGN | $348K | 0.27% | 0.01% | New | Q1 2026 |
| MAR | $330K | 0.25% | 0.00% | Not reported | Q2 2025 |
| VST | $328K | 0.25% | 0.00% | New | Q1 2026 |
| EPD | $328K | 0.25% | 0.00% | +9.9% | Q1 2025 |
| ORCL | $320K | 0.24% | 0.00% | New | Q1 2026 |
| PSKY | $271K | 0.21% | 0.00% | New | Q1 2026 |
| MRSH | $239K | 0.18% | 0.00% | +0.5% | Q4 2023 |
| PLD | $217K | 0.17% | 0.00% | -6.6% | Q1 2025 |
| Q4 2025 | |||||
| AVGO | $873K | 0.66% | 0.00% | +0.1% | Q4 2023 |
| SHOP | $815K | 0.61% | 0.00% | Not reported | Q4 2023 |
| EWBC | $767K | 0.58% | 0.01% | -2.4% | Q4 2023 |
 BLK | $687K | 0.52% | 0.00% | +0.3% | Q4 2023 |
 V | $647K | 0.49% | 0.00% | +0.1% | Q4 2023 |
| WMT | $630K | 0.47% | 0.00% | Not reported | Q4 2023 |
| AN | $626K | 0.47% | 0.01% | Not reported | Q4 2023 |
| SPY | $600K | 0.45% | Not reported | -6.4% | Q4 2023 |
| MDT | $578K | 0.43% | 0.00% | Not reported | Q4 2023 |
| TMUS | $489K | 0.37% | 0.00% | Not reported | Q1 2025 |
| DIS | $478K | 0.36% | 0.00% | Not reported | Q4 2023 |
 BSVN | $450K | 0.34% | 0.06% | +1.3% | Q4 2023 |
| ETN | $392K | 0.29% | 0.00% | Not reported | Q4 2023 |
 CRS | $381K | 0.29% | 0.00% | +0.1% | Q2 2024 |
 CMCSA | $367K | 0.28% | 0.00% | +0.8% | Q4 2023 |
| CROX | $346K | 0.26% | 0.01% | Not reported | Q1 2025 |
| MAR | $313K | 0.24% | 0.00% | Not reported | Q2 2025 |
| MRSH | $254K | 0.19% | 0.00% | +0.4% | Q4 2023 |
| EPD | $253K | 0.19% | 0.00% | Not reported | Q1 2025 |
 NET | $232K | 0.17% | Not reported | -8.9% | Q2 2025 |
| PLD | $224K | 0.17% | 0.00% | +0.5% | Q1 2025 |
 AES | $221K | 0.17% | 0.00% | Not reported | Q1 2025 |
| RKLB | $216K | 0.16% | 0.00% | New | Q4 2025 |
 RDDT | $201K | 0.15% | Not reported | -31.4% | Q3 2025 |
| Q3 2025 | |||||
| AVGO | $832K | 0.63% | 0.00% | +0.1% | Q4 2023 |
| SHOP | $752K | 0.57% | 0.00% | Not reported | Q4 2023 |
| BLK | $746K | 0.56% | 0.00% | +0.3% | Q4 2023 |
| EWBC | $745K | 0.56% | 0.01% | Not reported | Q4 2023 |
| AN | $664K | 0.50% | 0.01% | Not reported | Q4 2023 |
| V | $629K | 0.47% | 0.00% | +0.1% | Q4 2023 |
| SPY | $626K | 0.47% | Not reported | +0.2% | Q4 2023 |
| WMT | $583K | 0.44% | 0.00% | +0.2% | Q4 2023 |
| TMUS | $576K | 0.43% | 0.00% | Not reported | Q1 2025 |
| MDT | $573K | 0.43% | 0.00% | Not reported | Q4 2023 |
| DIS | $481K | 0.36% | 0.00% | Not reported | Q4 2023 |
| ETN | $460K | 0.35% | 0.00% | Not reported | Q4 2023 |
| BSVN | $445K | 0.34% | 0.06% | +1.0% | Q4 2023 |
| CMCSA | $383K | 0.29% | 0.00% | +0.6% | Q4 2023 |
| CROX | $338K | 0.25% | 0.01% | Not reported | Q1 2025 |
| CRS | $297K | 0.22% | 0.00% | Not reported | Q2 2024 |
| RDDT | $293K | 0.22% | Not reported | New | Q3 2025 |
| NET | $277K | 0.21% | Not reported | Not reported | Q2 2025 |
| MRSH | $274K | 0.21% | 0.00% | +0.4% | Q4 2023 |
| MAR | $263K | 0.20% | 0.00% | Not reported | Q2 2025 |
| EPD | $246K | 0.19% | 0.00% | Not reported | Q1 2025 |
| AES | $203K | 0.15% | 0.00% | Not reported | Q1 2025 |
| LLY | $202K | 0.15% | 0.00% | Not reported | Q3 2024 |
| PLD | $200K | 0.15% | 0.00% | Not reported | Q1 2025 |