LEGACY FINANCIAL INDEPENDENT ADVISORS LLC — 13F Holdings & Portfolio
CIK 2131510 · latest 13F-HR filed 2026-05-05
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC manages $192.2M in 13F-reported U.S. long-equity assets across 113 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AMLP (6.64%), GSGO (4.48%), IBM (3.53%).
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.
$192.2M
Long-equity book
113
Distinct positions
2026-03-31
Filed 2026-05-05
—
no prior filing cached
| Name | Title / Status | Ownership | Type |
|---|
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 | ALERIAN MLP ETF | AMLP | 00162Q452 | $12.8M | 6.64% | 242,427 | SH |
| 2 | GOLDMAN SACHS GROWTH OPPORTUNITIES ETF | GSGO | 38149W440 | $8.6M | 4.48% | 235,715 | SH |
| 3 | INTERNATIONAL BUSINESS MACHINES | IBM | 459200101 | $6.8M | 3.53% | 27,961 | SH |
| 4 | DUKE ENERGY CORPORATION NEW COM NEW | DUK | 26441C204 | $6.3M | 3.29% | 48,292 | SH |
| 5 | SOUTHERN COMPANY | SO | 842587107 | $6.2M | 3.24% | 64,522 | SH |
| 6 | AMERICAN ELEC PWR COMPANY INCORPORATED | AEP | 025537101 | $6.0M | 3.10% | 45,458 | SH |
| 7 | SIMON PROPERTY GROUP INCORPORATED NEW REIT | SPG | 828806109 | $5.5M | 2.84% | 29,236 | SH |
| 8 | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | WCMI | 33733E732 | $5.4M | 2.80% | 321,391 | SH |
| 9 | PPL CORPORATION | PPL | 69351T106 | $5.2M | 2.72% | 137,029 | SH |
| 10 | PRINCIPAL INVESTMENT GRADE CORPORATE ACTIVE ETF | IG | 74255Y821 | $4.9M | 2.57% | 239,466 | SH |
| 11 | MICROSOFT CORPORATION | MSFT | 594918104 | $4.7M | 2.46% | 12,787 | SH |
| 12 | CONSOLIDATED EDISON INCORPORATED | ED | 209115104 | $4.4M | 2.31% | 39,233 | SH |
| 13 | WASTE MGMT INCORPORATED DEL | WM | 94106L109 | $4.3M | 2.23% | 18,676 | SH |
| 14 | AMEREN CORPORATION | AEE | 023608102 | $4.2M | 2.16% | 37,778 | SH |
| 15 | CADENCE DESIGN SYSTEMS INCORPORATED | CDNS | 127387108 | $4.1M | 2.16% | 14,930 | SH |
| 16 | MCKESSON CORPORATION | MCK | 58155Q103 | $4.1M | 2.14% | 4,763 | SH |
| 17 | AMERICAN EXPRESS COMPANY | AXP | 025816109 | $4.1M | 2.14% | 13,624 | SH |
| 18 | CAPITAL ONE FINL CORPORATION | COF | 14040H105 | $4.0M | 2.08% | 21,914 | SH |
| 19 | FIRST TRUST TACTICAL HIGH YIELD ETF | HYLS | 33738D408 | $3.9M | 2.05% | 96,902 | SH |
| 20 | PUBLIC STORAGE OPER COMPANY REIT | PSA | 74460D109 | $3.9M | 2.01% | 14,271 | SH |
| 21 | MID-AMER APT CMNTYS INCORPORATED REIT | MAA | 59522J103 | $3.7M | 1.92% | 30,211 | SH |
| 22 | ELI LILLY & COMPANY | LLY | 532457108 | $3.5M | 1.84% | 3,849 | SH |
| 23 | ORACLE CORPORATION | ORCL | 68389X105 | $3.4M | 1.76% | 22,953 | SH |
| 24 | CHEVRON CORPORATION | CVX | 166764100 | $3.1M | 1.64% | 15,206 | SH |
| 25 | META PLATFORMS INCORPORATED CLASS A | META | 30303M102 | $2.9M | 1.53% | 5,133 | SH |
| 26 | INVESCO BD FD | VBF | 46132L107 | $2.9M | 1.49% | 190,361 | SH |
| 27 | AMAZON COM INCORPORATED | AMZN | 023135106 | $2.8M | 1.48% | 13,636 | SH |
| 28 | NRG ENERGY INCORPORATED COM NEW | NRG | 629377508 | $2.5M | 1.30% | 17,091 | SH |
| 29 | MARRIOTT INTERNATIONAL INCORPORATED | MAR | 571903202 | $2.5M | 1.28% | 7,543 | SH |
| 30 | LOCKHEED MARTIN CORPORATION | LMT | 539830109 | $2.4M | 1.25% | 3,971 | SH |
| 31 | TAKE-TWO INTERACTIVE SOFTWARE | TTWO | 874054109 | $2.3M | 1.22% | 11,847 | SH |
| 32 | EATON VANCE TAX ADVT DIV INCM | EVT | 27828G107 | $2.2M | 1.16% | 90,783 | SH |
| 33 | CATERPILLAR INCORPORATED | CAT | 149123101 | $2.1M | 1.09% | 2,945 | SH |
| 34 | APPLE INCORPORATED | AAPL | 037833100 | $1.7M | 0.89% | 6,773 | SH |
| 35 | MONSTER BEVERAGE CORPORATION NEW | MNST | 61174X109 | $1.6M | 0.85% | 22,536 | SH |
| 36 | CROWDSTRIKE HLDGS INCORPORATED CLASS A | CRWD | 22788C105 | $1.6M | 0.82% | 4,043 | SH |
| 37 | WESBANCO INCORPORATED | WSBC | 950810101 | $1.5M | 0.76% | 42,624 | SH |
| 38 | ABBVIE INCORPORATED | ABBV | 00287Y109 | $1.4M | 0.73% | 6,420 | SH |
| 39 | FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | EIPI | 33740F276 | $1.4M | 0.72% | 61,316 | SH |
| 40 | DOMINION ENERGY INCORPORATED | D | 25746U109 | $1.4M | 0.70% | 21,850 | SH |
| 41 | JPMORGAN CHASE & COMPANY | JPM | 46625H100 | $1.3M | 0.67% | 4,409 | SH |
| 42 | EXXON MOBIL CORPORATION | XOM | 30231G102 | $1.2M | 0.64% | 7,243 | SH |
| 43 | WALMART INCORPORATED | WMT | 931142103 | $1.1M | 0.58% | 8,937 | SH |
| 44 | PNC FINL SVCS GROUP INCORPORATED | PNC | 693475105 | $1.1M | 0.58% | 5,335 | SH |
| 45 | CHURCHILL DOWNS INCORPORATED | CHDN | 171484108 | $1.1M | 0.57% | 12,292 | SH |
| 46 | DISNEY WALT COMPANY | DIS | 254687106 | $1.1M | 0.56% | 11,237 | SH |
| 47 | PROLOGIS INCORPORATED. REIT | PLD | 74340W103 | $1.0M | 0.54% | 7,893 | SH |
| 48 | BRIGHTSPRING HEALTH SVCS INCORPORATED | BTSG | 10950A106 | $1.0M | 0.53% | 24,018 | SH |
| 49 | COMFORT SYSTEMS USA INCORPORATED | FIX | 199908104 | $853.6K | 0.44% | 619 | SH |
| 50 | STERLING INFRASTRUCTURE INCORPORATED | STRL | 859241101 | $833.3K | 0.43% | 2,046 | SH |