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Legacy Advisory Services, LLC
RIA/Wealth
Legacy Advisory Services, LLC is a RIA/Wealth based in Exton, PA led by Adam Varrenti, managing $132.6M across 50 long positions as of Q3 2025 with 92% ETF concentration, 81% concentrated in top 10 holdings, and 21% allocation to SHV.
CIOAdam Varrenti
- Portfolio Value
- $132.6M
- Positions
- 50
- Top Holding
- SHV at 21.02%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Legacy Advisory Services, LLC's portfolio (81.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $27.9M | 21.02% | -$800.7K Sold | — 252.2K shares | |
ETF ETF | $19.9M | 14.99% | +$437.3K Bought | — 253.7K shares | |
ETF ETF | $16.9M | 12.74% | +$16.1K Bought | — 167.7K shares | |
ETF ETF | $12.3M | 9.24% | +$310.9K Bought | — 128.8K shares | |
ETF ETF | $7.6M | 5.74% | +$32.3K Bought | — 39.2K shares | |
ETF ETF | $5.9M | 4.47% | +$26.3K Bought | — 67.5K shares | |
ETF ETF | $5.6M | 4.25% | +$46.9K Bought | — 8.4K shares | |
ETF ETF | $5.0M | 3.80% | +$59.6K Bought | — 20.7K shares | |
ETF ETF | $4.0M | 3.00% | +$42.1K Bought | — 16.4K shares | |
ETF ETF | $2.5M | 1.90% | +$150.4K Bought | — 31.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Legacy Advisory Services, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+7.53% | |
+6.36% | |
+5.18% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-2.79% | |
-0.11% |
Analytics
Portfolio insights and performance metrics for Legacy Advisory Services, LLC
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