Legacy Advisory Services
Legacy Advisory Services reported 80 stocks worth $139M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are SPYM (12.3%), SHV (8.2%) and IVV (7.5%). Compared with Q2 2026, the fund opened new positions in IVW, IVE and GSUS, added to IVV, DYNF and MSFT, trimmed SPYM, SHV and USMV and sold out of DIS, SCHD and RKLB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $17.2M | 12.3% | 191K | −51K (−21%) | 8 of 8 | |
| 2 |  SHV Ishares TR | $11.4M | 8.2% | 104K | −106K (−51%) | 8 of 8 | |
| 3 |  IVV Ishares TR | $10.4M | 7.5% | 14K | +5,472 (+67%) | 8 of 8 | |
| 4 |  USMV Ishares TR | $7.8M | 5.6% | 80K | −43K (−35%) | 8 of 8 | |
| 5 |  DYNF Blackrock ETF Trust | $6.6M | 4.7% | 95K | +27K (+39%) | 3 of 8 | |
| 6 |  QUAL Ishares TR | $6.5M | 4.7% | 29K | −18K (−38%) | 8 of 8 | |
| 7 |  SGOV Ishares TR | $5.9M | 4.2% | 59K | −99K (−63%) | 7 of 8 | |
| 8 |  IVW Ishares TR | $4.6M | 3.3% | 32K | New position | 2 of 8 | |
| 9 |  IWX Ishares TR | $4.3M | 3.1% | 39K | −25K (−39%) | 8 of 8 | |
| 10 |  IVE Ishares TR | $3.4M | 2.5% | 15K | New position | 1 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 DIS Disney Walt Co | $395K | 4,104 |
 SCHD Schwab US Dividend Equity ETF | $355K | 11K |
 RKLB Rocket Lab Corp | $305K | 3,000 |
 GLW Corning Inc | $257K | 1,006 |
 QQQ Invesco Qqq TR | $239K | 324 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Legacy Advisory Services 13F FAQ
What does Legacy Advisory Services own?
Legacy Advisory Services reported 80 stocks worth $139M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are SPYM (12.3%), SHV (8.2%) and IVV (7.5%). The table above lists every position in the filing (the top 10 without an account).
What did Legacy Advisory Services buy and sell in Q3 2026?
Compared with Q2 2026: 34 new positions, 12 added to, 30 trimmed and 8 sold out. New positions include IVW, IVE and GSUS. It sold all of DIS, SCHD and RKLB.
When will Legacy Advisory Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Legacy Advisory Services's portfolio worth?
The Q3 2026 filing reports $139M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.