# EDGAR Filing Document

**Accession Number:** 0002068847
**File Stem:** 0001172661-25-004317
**Filing Date:** 2025-10
**Character Count:** 8196
**Document Hash:** 5332587acdaa51f553807ab1bab578ce
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-004317.hdr.sgml**: 20251017

**ACCESSION NUMBER**: 0001172661-25-004317

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20240331

**FILED AS OF DATE**: 20251017

**DATE AS OF CHANGE**: 20251017

**EFFECTIVENESS DATE**: 20251017

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Legacy Advisory Services, LLC
- **CENTRAL INDEX KEY:** 0002068847

**ORGANIZATION NAME:**
- **EIN:** 261739414
- **STATE OF INCORPORATION:** PA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25615
- **FILM NUMBER:** 251399918

**BUSINESS ADDRESS:**
- **STREET 1:** 658 EXTON COMMONS
- **CITY:** EXTON
- **STATE:** PA
- **ZIP:** 19341
- **BUSINESS PHONE:** 6105246801

**MAIL ADDRESS:**
- **STREET 1:** 658 EXTON COMMONS
- **CITY:** EXTON
- **STATE:** PA
- **ZIP:** 19341

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2024

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Legacy Advisory Services LLC<br>**Address:** 658 Exton Commons<br>Exton, PA 19341

**Form 13F File Number:** 028-25615

**CRD Number (if applicable):** 000147173

**SEC File Number (if applicable):** 801-128187

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Martin A. Gruszka<br>**Title:** Partner<br>**Phone:** 610-823-7726

**Signature, Place, and Date of Signing:**

/s/ Martin A. Gruszka  Exton, PA  10-17-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 47

**Form 13F Information Table Value Total:** $105531879

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 1317931 | 7686 | SH |  | SOLE |  | 0 | 0 | 7686 |
| AUTONATION INC | COM | 05329W102 |  | 477864 | 2886 | SH |  | SOLE |  | 0 | 0 | 2886 |
| BLACKROCK INC | COM | 09247X101 |  | 526946 | 632 | SH |  | SOLE |  | 0 | 0 | 632 |
| BROADCOM INC | COM | 11135F101 |  | 428008 | 323 | SH |  | SOLE |  | 0 | 0 | 323 |
| CATERPILLAR INC | COM | 149123101 |  | 389882 | 1064 | SH |  | SOLE |  | 0 | 0 | 1064 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 354073 | 8168 | SH |  | SOLE |  | 0 | 0 | 8168 |
| DISNEY WALT CO | COM | 254687106 |  | 1001961 | 8189 | SH |  | SOLE |  | 0 | 0 | 8189 |
| EAST WEST BANCORP INC | COM | 27579R104 |  | 414220 | 5236 | SH |  | SOLE |  | 0 | 0 | 5236 |
| EATON CORP PLC | SHS | G29183103 |  | 399918 | 1279 | SH |  | SOLE |  | 0 | 0 | 1279 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 3733402 | 8408 | SH |  | SOLE |  | 0 | 0 | 8408 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 |  | 6721023 | 89044 | SH |  | SOLE |  | 0 | 0 | 89044 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 10721855 | 113315 | SH |  | SOLE |  | 0 | 0 | 113315 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 4114667 | 48729 | SH |  | SOLE |  | 0 | 0 | 48729 |
| ISHARES TR | CORE S ETF | 464287200 |  | 4340976 | 8257 | SH |  | SOLE |  | 0 | 0 | 8257 |
| ISHARES TR | RUS TOP 200 ETF | 464289446 |  | 2347399 | 18466 | SH |  | SOLE |  | 0 | 0 | 18466 |
| ISHARES TR | GLOBAL 100 ETF | 464287572 |  | 1657530 | 18539 | SH |  | SOLE |  | 0 | 0 | 18539 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 3561514 | 30386 | SH |  | SOLE |  | 0 | 0 | 30386 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 5348102 | 32541 | SH |  | SOLE |  | 0 | 0 | 32541 |
| ISHARES TR | RUSEL 2500 ETF | 46435G268 |  | 572524 | 8726 | SH |  | SOLE |  | 0 | 0 | 8726 |
| ISHARES TR | ROBOTICS ARTIF | 46435U556 |  | 450174 | 13106 | SH |  | SOLE |  | 0 | 0 | 13106 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 7522781 | 90007 | SH |  | SOLE |  | 0 | 0 | 90007 |
| ISHARES TR | RUS TP200 VL ETF | 464289420 |  | 5094213 | 66748 | SH |  | SOLE |  | 0 | 0 | 66748 |
| KLA CORP | COM NEW | 482480100 |  | 646876 | 926 | SH |  | SOLE |  | 0 | 0 | 926 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 274292 | 1332 | SH |  | SOLE |  | 0 | 0 | 1332 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 399599 | 4585 | SH |  | SOLE |  | 0 | 0 | 4585 |
| MERCK  CO INC | COM | 58933Y105 |  | 470798 | 3568 | SH |  | SOLE |  | 0 | 0 | 3568 |
| MICROSOFT CORP | COM | 594918104 |  | 3867930 | 9194 | SH |  | SOLE |  | 0 | 0 | 9194 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 800702 | 6236 | SH |  | SOLE |  | 0 | 0 | 6236 |
| PIMCO ETF TR | 0-5 HIGH YIELD | 72201R783 |  | 290631 | 3109 | SH |  | SOLE |  | 0 | 0 | 3109 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 376729 | 4672 | SH |  | SOLE |  | 0 | 0 | 4672 |
| SCHWAB STRATEGIC TR | ARIEL ESG ETF | 808524664 |  | 888889 | 36144 | SH |  | SOLE |  | 0 | 0 | 36144 |
| SHOPIFY INC | CL A | 82509L107 |  | 493888 | 6400 | SH |  | SOLE |  | 0 | 0 | 6400 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 494640 | 946 | SH |  | SOLE |  | 0 | 0 | 946 |
| SPDR SER TR | SSGA US LRG ETF | 78468R804 |  | 1716084 | 11019 | SH |  | SOLE |  | 0 | 0 | 11019 |
| SPDR SER TR | PORTFOLI S | 78464A805 |  | 2011585 | 31358 | SH |  | SOLE |  | 0 | 0 | 31358 |
| SPDR SER TR | NUVEEN BLOOMBERG | 78464A284 |  | 205400 | 7995 | SH |  | SOLE |  | 0 | 0 | 7995 |
| SPDR SER TR | PORT MTG BK ETF | 78464A383 |  | 246592 | 11353 | SH |  | SOLE |  | 0 | 0 | 11353 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 20370018 | 331058 | SH |  | SOLE |  | 0 | 0 | 331058 |
| TARGA RES CORP | COM | 87612G101 |  | 504539 | 4505 | SH |  | SOLE |  | 0 | 0 | 4505 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 529983 | 2025 | SH |  | SOLE |  | 0 | 0 | 2025 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 1922354 | 8544 | SH |  | SOLE |  | 0 | 0 | 8544 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 283797 | 3702 | SH |  | SOLE |  | 0 | 0 | 3702 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 462572 | 5983 | SH |  | SOLE |  | 0 | 0 | 5983 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 575025 | 2006 | SH |  | SOLE |  | 0 | 0 | 2006 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 |  | 5172822 | 27681 | SH |  | SOLE |  | 0 | 0 | 27681 |
| VISA INC | COM CL A | 92826C839 |  | 591086 | 2118 | SH |  | SOLE |  | 0 | 0 | 2118 |
| WALMART INC | COM | 931142103 |  | 438085 | 7281 | SH |  | SOLE |  | 0 | 0 | 7281 |

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