Legacy Financial Advisors, Inc.

Name: Legacy Financial Advisors, Inc. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001730810 · COVINGTON, KY · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source ↗

Legacy Financial Advisors, Inc. reported 435 positions worth $820.4M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: DGRW (8.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$820.4M

2026 Q2

Positions

435

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

36.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 435 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	DGRW	WISDOMTREE US QUALITY DIVIDEND GROWTH FUND	SH	$70.1M	8.54%	732,660	—	—
▸ 2	DIVI	FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND	SH	$36.8M	4.48%	860,443	—	—
▸ 3	FRDM	FREEDOM 100 EMERGING MARKETS ETF	SH	$28.8M	3.51%	394,487	—	—
▸ 4	ITOT	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	SH	$27.0M	3.29%	164,319	—	—
▸ 5	AAPL	APPLE INC	SH	$26.1M	3.18%	90,105	—	—
▸ 6	NVDA	NVIDIA CORP	SH	$24.6M	3.00%	123,050	—	—
▸ 7	WTV	WISDOMTREE US VALUE FUND OF BENEF INTEREST	SH	$23.1M	2.81%	226,780	—	—
▸ 8	QGRW	WISDOMTREE U.S. QUALITY GROWTH FUND	SH	$22.2M	2.71%	336,730	—	—
▸ 9	PYLD	PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	SH	$22.2M	2.70%	836,433	—	—
▸ 10	MSFT	MICROSOFT	SH	$14.6M	1.78%	39,173	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Legacy Financial Advisors, Inc. hold as of Q2 2026?

Legacy Financial Advisors, Inc. reported 435 positions worth $820.4M in its Q2 2026 13F filing. Largest positions: DGRW (8.5%), DIVI (4.5%), FRDM (3.5%), ITOT (3.3%) and AAPL (3.2%).

What did Legacy Financial Advisors, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Legacy Financial Advisors, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.