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Martin A. Gruszka

Legacy Advisory Services, Llc

Assets Managed
$130.982M
Holdings
49
Last Quarter
2026 - Q1
Filed Date
10d ago
Growth Rate
-1.53%(2Q avg: -0.7%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Advisory Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Legacy Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 130.982M in assets, with a quarterly growth rate of -1.53% and a 2-quarter average growth rate of -0.7%. The portfolio is managed by Martin A. Gruszka, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SHV
Ishares Short Treasury Bond
Recent Activity
Decreased -6.47%
19.28%
$25.246M
228,697 shares@ $110.4 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -5.64%
14%
$18.333M
239,526 shares@ $76.55 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -0.53%
12.7%
$16.629M
165,198 shares@ $100.67 avg price
USMV
Ishares Msci Usa Min Vol Fac
Recent Activity
Decreased -14.97%
7.83%
$10.252M
110,547 shares@ $92.75 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 14.02%
6.55%
$8.577M
44,714 shares@ $191.82 avg price
IWX
Ishares Russell Top 200 Valu
Recent Activity
Decreased -7.27%
4.45%
$5.828M
62,891 shares@ $92.68 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.81%
4.32%
$5.648M
8,646 shares@ $653.22 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 5%
3.27%
$4.277M
17,244 shares@ $248.01 avg price
IQLT
Ishares Msci International Q
Recent Activity
New Position
3.15%
$4.124M
89,208 shares@ $46.24 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
New Position
3.04%
$3.97M
68,237 shares@ $58.19 avg price

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