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Legacy Financial Advisors, Inc. 13F holdings

Filed 2026-08-05 · Legacy Financial Advisors, Inc. · 435 positions · $820.4M

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TickerCompanySharesValue% of portfolio
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND732.7K$70.1M8.5%
DIVIFRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND860.4K$36.8M4.5%
FRDMFREEDOM 100 EMERGING MARKETS ETF394.5K$28.8M3.5%
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF164.3K$27.0M3.3%
AAPLAPPLE INC90.1K$26.1M3.2%
NVDANVIDIA CORP123.0K$24.6M3.0%
WTVWISDOMTREE US VALUE FUND OF BENEF INTEREST226.8K$23.1M2.8%
QGRWWISDOMTREE U.S. QUALITY GROWTH FUND336.7K$22.2M2.7%
PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND836.4K$22.2M2.7%
MSFTMICROSOFT39.2K$14.6M1.8%
GOOGLGOOGLE INC35.8K$12.8M1.6%
—NATIXIS GATEWAY QUALITY INCOME ETF214.0K$12.7M1.5%
VFLOVICTORYSHARES FREE CASH FLOW ETF276.6K$12.7M1.5%
PGPROCTER & GAMBLE CO COM82.3K$12.1M1.5%
AMZNAMAZON.COM INC50.3K$12.0M1.5%
JMUBJPMORGAN MUNICIPAL ETF230.8K$11.7M1.4%
JPMJPMORGAN CHASE & CO COM35.0K$11.5M1.4%
GOOGALPHABET INC CAP STK CL C30.5K$10.8M1.3%
DGROISHARES CORE DIVIDEND GROWTH ETF141.8K$10.7M1.3%
MUMICRON TECHNOLOGY7.2K$8.4M1.0%
AVGOAVAGO TECHNOLOGIES LTD20.8K$7.9M1.0%
TSLATESLA MOTORS INC16.8K$7.1M0.9%
VTIVANGUARD TOTAL STK MKT17.2K$6.4M0.8%
METAMETA PLATFORMS INC CL A11.1K$6.3M0.8%
AMDADVANCED MICRO DEVICES INC COM10.3K$6.0M0.7%
FLMIFRANKLIN DYNAMIC MUNICIPAL BOND ETF222.1K$5.6M0.7%
INTCINTEL CORP COM36.7K$5.1M0.6%
AMATAPPLIED MATLS INC COM6.8K$4.9M0.6%
IEFAISHARES CORE MSCI EAFE ETF50.4K$4.9M0.6%
VONGVANGUARD RUSSELL 1000 GROWTH ETF37.9K$4.8M0.6%
VVISA INC13.7K$4.7M0.6%
IVVISHARES S&P 500 INDEX5.7K$4.2M0.5%
LRCXLAM RESEARCH CORP9.6K$4.2M0.5%
LLYELI LILLY & CO COM3.4K$4.1M0.5%
PNCPNC FINL SVCS GROUP INC COM16.2K$4.0M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW7.9K$4.0M0.5%
JNJJOHNSON & JOHNSON COM15.5K$3.9M0.5%
CSCOCISCO SYS INC32.6K$3.8M0.5%
VEAVANGUARD FTSE DEVELOPED MARKETS ETF53.5K$3.8M0.5%
JPSTJPMORGAN ULTRA-SHORT INCOME ETF73.7K$3.7M0.5%
MRKMERCK & CO INC28.9K$3.7M0.5%
SPHQINVESCO S&P 500 QUALITY ETF39.7K$3.6M0.4%
WMTWALMART INC COM31.5K$3.6M0.4%
FITBFIFTH THIRD BANCORP61.4K$3.5M0.4%
XOMEXXONMOBIL HOLDINGS CORP COM SHS24.7K$3.4M0.4%
NFLXNETFLIX COM INC45.4K$3.2M0.4%
ORCLORACLE CORPORATION22.0K$3.2M0.4%
BACBANK OF AMER CORP COM56.5K$3.2M0.4%
CATCATERPILLAR INC COM2.9K$3.1M0.4%
GEGE AEROSPACE COM NEW8.1K$3.0M0.4%
GEVGE VERNOVA INC COM2.6K$3.0M0.4%
SPYSTATE STREET SPDR S&P 500 ETF3.8K$2.8M0.3%
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF50.7K$2.7M0.3%
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF26.3K$2.7M0.3%
CCITIGROUP INC18.7K$2.6M0.3%
CVXCHEVRON CORPORATION COM15.5K$2.6M0.3%
ABBVABBVIE INC COM10.0K$2.5M0.3%
KLACKLA-TENCOR CORP8.0K$2.4M0.3%
IDHQINVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF53.2K$2.3M0.3%
HYMBSTATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF91.2K$2.3M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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