Legacy Advisory Services, LLC has filed a Form 13F-HR disclosing its equity portfolio as of the close of business on September 30, 2026. The filing, signed by Partner Martin A. Gruszka on October 20, 2026, lists 80 separate holdings.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with over 70 positions consisting of various BlackRock and iShares funds. These include broad market trackers such as the iShares Core S&P 500 ETF (ticker: IVV) with 13,634 shares, and the SPDR Series Trust S&P 500 ETF (ticker: SPY) with 191,471 shares. The firm also holds significant positions in other major ETFs, including the iShares Core MSCI USA Minimum Volatility ETF (ticker: USMV) with 79,587 shares and the iShares Core S&P 500 Growth ETF (ticker: IVW) with 32,422 shares.
Among individual equities, the largest positions include Paramount Skydance Corp. Class B (ticker: PARA) with 22,992 shares, Shopify Inc. Class A (ticker: SHOP) with 5,063 shares, and Marriott International Inc. Class A (ticker: MAR) with 1,018 shares. Other notable individual stock holdings include Broadcom Inc. (ticker: AVGO) with 1,888 shares, CrowdStrike Holdings Inc. Class A (ticker: CRWD) with 1,561 shares, and NVIDIA Corporation (ticker: NVDA) with 4,163 shares.
The filing indicates that all positions are held in a Sole capacity, with no shared voting or dispositive power reported for the listed securities.
