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Legacy Financial Advisors, Inc. — 13F Holdings & Portfolio

CIK 1730810 · latest 13F-HR filed 2026-04-30

Backtest portfolio

Legacy Financial Advisors, Inc. manages $715.1M in 13F-reported U.S. long-equity assets across 404 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DGRW (8.87%), DIVI (4.75%), ITOT (3.37%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 42 new positions, exited 27, added to 154, and trimmed 136.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$715.1M

Long-equity book

Holdings

404

Distinct positions

Period

2026-03-31

Filed 2026-04-30

Q/Q Activity

+42 / −27 / ↑154 / ↓136

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXXON MOBIL CORP COM$1.2M +44.5%
  • NETFLIX COM INC$1.1M +29.5%
  • APPLIED MATLS INC COM$852.8K +59.2%
  • MARSH & MCLENNAN COS INC COM$826.3K +268.7%
  • CHEVRON CORPORATION COM$826.2K +39.1%
Show all 154 →

Top Trims

  • WISDOMTREE TRUE EMERGING MARKETS FUND-$19.5M -95.0%
  • WISDOMTREE US QUALITY DIVIDEND GROWTH FUND-$9.7M -13.3%
  • MICROSOFT-$4.0M -23.6%
  • ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF-$2.4M -8.9%
  • APPLE INC-$1.9M -8.2%
Show all 136 →

New Positions

  • FREEDOM 100 EMERGING MARKETS ETF$21.1M
  • VICTORYSHARES FREE CASH FLOW ETF$10.4M
  • RAYMOND JAMES FINL INC$548.3K
  • ACCESS TREASURY 0-1 YEAR ETF$530.3K
  • SUNBELT RENTALS HOLDINGS INC SHS$427.9K
Show all 42 →

Exited Positions

  • ISHARES RUSSELL 1000 GROWTH ETF$837.7K
  • ISHARES AGGREGATE BOND ETF$672.8K
  • EXPEDIA INC DEL COM$551.0K
  • ATLASSIAN CORPORATION CL A$447.3K
  • STERIS PLC SHS USD$344.4K
Show all 27 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 WISDOMTREE US QUALITY DIVIDEND GROWTH FUND DGRW 97717X669 $63.5M 8.87% 722,416 SH
2 FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND DIVI 35473P108 $33.9M 4.75% 852,674 SH
3 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ITOT 464287150 $24.1M 3.37% 169,271 SH
4 APPLE INC AAPL 037833100 $21.5M 3.00% 84,578 SH
5 NVIDIA CORP NVDA 67066G104 $21.4M 2.99% 122,808 SH
6 WISDOMTREE US VALUE FUND OF BENEF INTEREST WTV 97717W547 $21.4M 2.99% 225,627 SH
7 PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND PYLD 72201R585 $21.3M 2.98% 814,364 SH
8 FREEDOM 100 EMERGING MARKETS ETF FRDM 02072L607 $21.1M 2.96% 386,706 SH
9 WISDOMTREE U.S. QUALITY GROWTH FUND QGRW 97717Y477 $17.8M 2.49% 333,342 SH
10 MICROSOFT MSFT 594918104 $13.0M 1.82% 35,072 SH
11 PROCTER & GAMBLE CO COM PG 742718109 $12.5M 1.75% 86,820 SH
12 NATIXIS GATEWAY QUALITY INCOME ETF GQI 63873X307 $11.5M 1.61% 209,699 SH
13 JPMORGAN MUNICIPAL ETF JMUB 46641Q647 $11.3M 1.58% 225,720 SH
14 VICTORYSHARES FREE CASH FLOW ETF VFLO 92647X830 $10.4M 1.45% 262,945 SH
15 ISHARES CORE DIVIDEND GROWTH ETF DGRO 46434V621 $10.2M 1.43% 145,807 SH
16 JPMORGAN CHASE & CO COM JPM 46625H100 $10.0M 1.39% 33,895 SH
17 GOOGLE INC GOOGL 02079K305 $9.9M 1.39% 34,511 SH
18 AMAZON.COM INC AMZN 023135106 $9.7M 1.36% 46,587 SH
19 ALPHABET INC CAP STK CL C GOOG 02079K107 $8.4M 1.17% 29,116 SH
20 META PLATFORMS INC CL A META 30303M102 $6.6M 0.92% 11,493 SH
21 AVAGO TECHNOLOGIES LTD AVGO 11135F101 $6.0M 0.84% 19,348 SH
22 TESLA MOTORS INC TSLA 88160R101 $6.0M 0.83% 16,017 SH
23 VANGUARD TOTAL STK MKT VTI 922908769 $5.7M 0.80% 17,798 SH
24 NETFLIX COM INC NFLX 64110L106 $4.9M 0.68% 50,521 SH
25 ISHARES CORE MSCI EAFE ETF IEFA 46432F842 $4.7M 0.66% 51,941 SH
26 FRANKLIN DYNAMIC MUNICIPAL BOND ETF FLMI 35473P868 $4.7M 0.66% 189,574 SH
27 VANGUARD RUSSELL 1000 GROWTH ETF VONG 92206C680 $4.3M 0.60% 39,079 SH
28 EXXON MOBIL CORP COM XOM 30231G102 $4.0M 0.56% 23,805 SH
29 VISA INC V 92826C839 $4.0M 0.56% 13,332 SH
30 WALMART INC COM WMT 931142103 $3.9M 0.55% 31,475 SH
31 ISHARES S&P 500 INDEX IVV 464287200 $3.9M 0.54% 5,953 SH
32 JPMORGAN ULTRA-SHORT INCOME ETF JPST 46641Q837 $3.8M 0.53% 75,020 SH
33 JOHNSON & JOHNSON COM JNJ 478160104 $3.7M 0.52% 15,151 SH
34 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $3.7M 0.51% 7,623 SH
35 MERCK & CO INC MRK 58933Y105 $3.4M 0.47% 28,111 SH
36 PNC FINL SVCS GROUP INC COM PNC 693475105 $3.3M 0.47% 16,025 SH
37 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $3.3M 0.47% 51,930 SH
38 FIFTH THIRD BANCORP FITB 316773100 $3.3M 0.46% 71,425 SH
39 MICRON TECHNOLOGY MU 595112103 $3.2M 0.44% 9,394 SH
40 ORACLE CORPORATION ORCL 68389X105 $3.0M 0.42% 20,208 SH
41 CHEVRON CORPORATION COM CVX 166764100 $2.9M 0.41% 14,214 SH
42 ELI LILLY & CO COM LLY 532457108 $2.9M 0.41% 3,184 SH
43 INVESCO S&P 500 QUALITY ETF SPHQ 46137V241 $2.9M 0.41% 38,730 SH
44 BANK OF AMER CORP COM BAC 060505104 $2.7M 0.37% 54,799 SH
45 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $2.6M 0.37% 4,037 SH
46 DIMENSIONAL INTERNATIONAL VALUE ETF DFIV 25434V807 $2.6M 0.36% 49,128 SH
47 CISCO SYS INC CSCO 17275R102 $2.5M 0.35% 32,159 SH
48 ISHARES MSCI EMERGING MARKETS EX CHINA ETF EMXC 46434G764 $2.4M 0.33% 30,223 SH
49 CONOCOPHILLIPS COM COP 20825C104 $2.4M 0.33% 17,908 SH
50 STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF HYMB 78464A284 $2.3M 0.32% 92,585 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-30 $715.1M 404 0001765380-26-000129
2025-12-31 2026-02-04 $722.9M 389 0001730810-26-000001