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Portfolio (Quarterly) Guide ↗

Legacy Advisory Services, LLC

· CIK 0002068847
13F Portfolio $142M AUM 54 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 19 New 10 Added 20 Reduced 15 Exited
Page 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CROX CROCS INC Consumer Cyclical 5,920.0 $714K 0.50% +2K +46.5% $120.64 +1.3%
22 AVGO BROADCOM INC Technology 1,835.0 $693K 0.49% -689.0 -27.3% $377.80 -2.4%
23 NVDA NVIDIA CORPORATION Technology 3,162.0 $633K 0.45% NEW $200.11 +8.7%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 798.0 $596K 0.42% -82.0 -9.3% $747.15 +3.0%
25 SHOP SHOPIFY INC Technology 5,063.0 $578K 0.41% $114.18 +33.9%
26 EWBC EAST WEST BANCORP INC Financial Services 4,333.0 $559K 0.39% -2K -36.5% $129.09 +0.3%
27 WMT WALMART INC Consumer Defensive 4,873.0 $552K 0.39% -784.0 -13.9% $113.26 -9.0%
28 AAPL APPLE INC Technology 1,833.0 $531K 0.37% NEW $289.44 +10.5%
29 MRK MERCK & CO INC Healthcare 4,097.0 $526K 0.37% NEW $128.50 +15.4%
30 ETN EATON CORP PLC Industrials 1,222.0 $521K 0.37% -8.0 -0.7% $426.12 -5.5%
31 AN AUTONATION INC Consumer Cyclical 2,452.0 $456K 0.32% -582.0 -19.2% $185.79 +7.7%
32 UNP UNION PAC CORP Industrials 1,539.0 $419K 0.29% NEW $272.00 +13.0%
33 DIS DISNEY WALT CO Communication Services 4,104.0 $395K 0.28% -93.0 -2.2% $96.26 +12.3%
34 MDT MEDTRONIC PLC Healthcare 5,014.0 $392K 0.28% -1K -16.7% $78.23 +16.6%
35 ONEQ FIDELITY COMWLTH TR 3,656.0 $377K 0.27% -3K -43.0% $103.22 +0.8%
36 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,009.0 $374K 0.26% $370.59 -5.3%
37 SCHD SCHWAB STRATEGIC TR 11,197.0 $355K 0.25% NEW $31.71 +10.1%
38 ARTY ISHARES TR 4,505.0 $343K 0.24% $76.17 -2.1%
39 VST VISTRA CORP Utilities 1,994.0 $316K 0.22% NEW $158.63 -13.6%
40 RKLB ROCKET LAB CORP Industrials 3,000.0 $305K 0.21% -100.0 -3.2% $101.65 -36.7%
Page 2 of 3  ·  54 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.6%
Financial Services 13.7%
Consumer Cyclical 13.0%
Industrials 12.7%
Healthcare 11.4%
Communication Services 5.3%
Consumer Defensive 4.7%
Utilities 2.7%
Real Estate 1.8%