13F Filings History of Legacy Advisory Services, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$133,024,692
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 $133,024,692 as of Q4 2025. Top holdings included SHV, SPYM, SGOV, USMV, and QUAL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 50 $133,024,692 +$627,351 -$1,457,751 -$830,400 SHV, SPYM, SGOV, USMV, QUAL 13F-HR 23 Jan 2026, 17:00
Q3 2025 50 $132,578,251 +$2,337,481 -$803,241 +$1,534,240 SHV, SPLG, SGOV, USMV, QUAL 13F-HR 30 Oct 2025, 13:11
Q2 2025 45 $126,123,922 +$18,178,177 -$15,927,492 +$2,250,685 SHV, SPLG, SGOV, USMV, QUAL 13F-HR 14 Aug 2025, 15:30
Q1 2025 50 $118,425,251 +$36,304,188 -$32,976,995 +$3,327,193 SHV, SPLG, TLT, USMV, QUAL 13F-HR 19 May 2025, 10:02
Q4 2024 51 $117,259,001 +$7,001,206 -$5,268,550 +$1,732,656 SPLG, TLT, USMV, ILCG, MGC 13F-HR 17 Oct 2025, 13:32
Q3 2024 49 $116,359,370 +$8,070,141 -$5,587,788 +$2,482,353 SPLG, TLT, USMV, ILCG, MGC 13F-HR 17 Oct 2025, 13:30
Q2 2024 48 $109,322,853 +$3,584,697 -$3,492,747 +$91,950 SPLG, TLT, ILCG, USMV, MGC Restatement 30 Oct 2025, 13:06
Q1 2024 47 $105,531,879 +$6,061,436 -$3,379,258 +$2,682,178 SPLG, TLT, USMV, ILCG, QUAL 13F-HR 17 Oct 2025, 13:24
Q4 2023 46 $94,808,856 $0 $0 $0 SPLG, TLT, USMV, ILCG, IWX 13F-HR 17 Oct 2025, 13:21