Legacy Advisory Services, LLC

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title
Martin A. Gruszka - Partner
Location
Exton, PA
Holdings as of
31 Dec 2023
Value $
$94,808,856
Num holdings
46
Filing time
17 Oct 2025, 13:21:13 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPLG, TLT, USMV, ILCG, and IWX.
Next filing
Q1 2024 - 17 Oct 2025
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Martin A. Gruszka Partner Exton, Pennsylvania 17 Oct 2025