Legacy Financial Advisors
$820M 13F equity value
454 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Legacy Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 732,660 | $70M | 8.5% |
| DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | 860,443 | $37M | 4.5% |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | 394,487 | $29M | 3.5% |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 164,319 | $27M | 3.3% |
| AAPL | APPLE INC | 90,105 | $26M | 3.2% |
| NVDA | NVIDIA CORP | 123,050 | $25M | 3.0% |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 226,780 | $23M | 2.8% |
| QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | 336,730 | $22M | 2.7% |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 836,433 | $22M | 2.7% |
| MSFT | MICROSOFT | 39,173 | $15M | 1.8% |
Track Legacy Financial Advisors's 13F portfolio: $820M in reported holdings, 454 positions. Top holdings and quarterly changes on SentiSense.
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