13F Filings History of Legacy Advisory Services, LLC

Latest 13F report
Q3 2025 - Oct 30, 2025
Value $
$133M
Signature - Title
Martin A. Gruszka - Partner
Location
Exton, PA
Summary
This page shows a list of all the recent 13F filings made by Legacy Advisory Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Advisory Services, LLC reported 50 stock holdings with total value $133M as of Q3 2025. Top holdings included SHV, SPLG, SGOV, USMV, and QUAL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 50 $133M +$2.34M -$803K +$1.53M SHV, SPLG, SGOV, USMV, QUAL 13F-HR 10/30/2025, 01:11 PM
Q2 2025 45 $126M +$18.2M -$15.9M +$2.25M SHV, SPLG, SGOV, USMV, QUAL 13F-HR 8/14/2025, 03:30 PM
Q1 2025 50 $118M +$36.3M -$33M +$3.33M SHV, SPLG, TLT, USMV, QUAL 13F-HR 5/19/2025, 10:02 AM
Q4 2024 51 $117M +$7M -$5.27M +$1.73M SPLG, TLT, USMV, ILCG, MGC 13F-HR 10/17/2025, 01:32 PM
Q3 2024 49 $116M +$8.07M -$5.59M +$2.48M SPLG, TLT, USMV, ILCG, MGC 13F-HR 10/17/2025, 01:30 PM
Q2 2024 48 $109M +$3.58M -$3.49M +$92K SPLG, TLT, ILCG, USMV, MGC Restatement 10/30/2025, 01:06 PM
Q1 2024 47 $106M +$6.06M -$3.38M +$2.68M SPLG, TLT, USMV, ILCG, QUAL 13F-HR 10/17/2025, 01:24 PM
Q4 2023 46 $94.8M $0 $0 SPLG, TLT, USMV, ILCG, IWX 13F-HR 10/17/2025, 01:21 PM