Portfolio (Quarterly) Guide ↗

Legacy Advisory Services, LLC

· CIK 0002068847

13F Portfolio $133M AUM 50 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 1 New 11 Added 11 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TSLA PUT	TESLA INC	Consumer Cyclical	600	$267K	0.20%	SOLD
2	LLY	ELI LILLY & CO	Healthcare	265	$202K	0.15%	SOLD

Sector Allocation

Financial Services 27.9%

Technology 18.1%

Communication Services 14.5%

Consumer Cyclical 12.1%

Industrials 9.3%

Consumer Defensive 6.0%

Healthcare 5.5%

Energy 2.4%

Utilities 2.1%

Real Estate 2.1%