Legacy Financial Advisors, Inc.
Q2 2026 13F filing
Updated 36 days ago435 disclosed positions worth $820.4M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BTCW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $70.1M | 732.7K | 8.54% | Added(+1.4%) |
| 2 | E EZBC FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $36.8M | 860.4K | 4.48% | Added(+0.9%) |
| 3 | F FRHC FREEDOM 100 EMERGING MARKETS ETF | $28.8M | 394.5K | 3.51% | Added(+2.0%) |
| 4 | E ETHA ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $27M | 164.3K | 3.29% | Trimmed(-2.9%) |
| 5 | A AAPL APPLE INC | $26.1M | 90.1K | 3.18% | Added(+6.5%) |
| 6 | N NVDA NVIDIA CORP | $24.6M | 123.0K | 3.00% | Added(+0.2%) |
| 7 | B BTCW WISDOMTREE US VALUE FUND OF BENEF INTEREST | $23.1M | 226.8K | 2.81% | Added(+0.5%) |
| 8 | B BTCW WISDOMTREE U.S. QUALITY GROWTH FUND | $22.2M | 336.7K | 2.71% | Added(+1.0%) |
| 9 | P PDI PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $22.2M | 836.4K | 2.70% | Added(+2.7%) |
| 10 | M MSFT MICROSOFT | $14.6M | 39.2K | 1.78% | Added(+11.7%) |
| 11 | G GOOGN GOOGLE INC | $12.8M | 35.8K | 1.56% | Added(+3.9%) |
| 12 | ? N/A NATIXIS GATEWAY QUALITY INCOME ETF | $12.7M | 214.0K | 1.54% | Added(+2.0%) |
| 13 | V VCTR VICTORYSHARES FREE CASH FLOW ETF | $12.7M | 276.6K | 1.54% | Added(+5.2%) |
| 14 | P PG PROCTER & GAMBLE CO COM | $12.1M | 82.3K | 1.47% | Trimmed(-5.2%) |
| 15 | A AMZN AMAZON.COM INC | $12M | 50.3K | 1.46% | Added(+8.0%) |
| 16 | J JPM-PM JPMORGAN MUNICIPAL ETF | $11.7M | 230.8K | 1.42% | Added(+2.2%) |
| 17 | J JPM-PM JPMORGAN CHASE & CO COM | $11.5M | 35.0K | 1.40% | Added(+3.2%) |
| 18 | G GOOGN ALPHABET INC CAP STK CL C | $10.8M | 30.5K | 1.31% | Added(+4.8%) |
| 19 | E ETHA ISHARES CORE DIVIDEND GROWTH ETF | $10.7M | 141.8K | 1.31% | Trimmed(-2.8%) |
| 20 | M MU MICRON TECHNOLOGY | $8.4M | 7.2K | 1.02% | Trimmed(-23.0%) |
| 21 | A AVGO AVAGO TECHNOLOGIES LTD | $7.9M | 20.8K | 0.96% | Added(+7.5%) |
| 22 | T TSLA TESLA MOTORS INC | $7.1M | 16.8K | 0.86% | Added(+5.2%) |
| 23 | V VGES VANGUARD TOTAL STK MKT | $6.4M | 17.2K | 0.77% | Trimmed(-3.5%) |
| 24 | M META META PLATFORMS INC CL A | $6.3M | 11.1K | 0.76% | Trimmed(-3.4%) |
| 25 | A AMD ADVANCED MICRO DEVICES INC COM | $6M | 10.3K | 0.73% | Added(+6.6%) |
| 26 | ? N/A FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $5.6M | 222.1K | 0.68% | Added(+17.1%) |
| 27 | I INTC INTEL CORP COM | $5.1M | 36.7K | 0.62% | Added(+19.9%) |
| 28 | A AMAT APPLIED MATLS INC COM | $4.9M | 6.8K | 0.60% | Added(+1.7%) |
| 29 | E ETHA ISHARES CORE MSCI EAFE ETF | $4.9M | 50.4K | 0.59% | Trimmed(-2.9%) |
| 30 | V VGES VANGUARD RUSSELL 1000 GROWTH ETF | $4.8M | 37.9K | 0.59% | Trimmed(-3.0%) |
| 31 | V V VISA INC | $4.7M | 13.7K | 0.57% | Added(+3.0%) |
| 32 | E ETHA ISHARES S&P 500 INDEX | $4.2M | 5.7K | 0.52% | Trimmed(-4.7%) |
| 33 | L LRCX LAM RESEARCH CORP | $4.2M | 9.6K | 0.51% | Added(+4.6%) |
| 34 | L LLY ELI LILLY & CO COM | $4.1M | 3.4K | 0.50% | Added(+8.0%) |
| 35 | P PNC PNC FINL SVCS GROUP INC COM | $4M | 16.2K | 0.49% | Added(+1.4%) |
| 36 | B BRK-A BERKSHIRE HATHAWAY INC DEL CL B NEW | $4M | 7.9K | 0.48% | Added(+4.0%) |
| 37 | J JNJ JOHNSON & JOHNSON COM | $3.9M | 15.5K | 0.48% | Added(+2.0%) |
| 38 | C CSCO CISCO SYS INC | $3.8M | 32.6K | 0.47% | Added(+1.3%) |
| 39 | V VGES VANGUARD FTSE DEVELOPED MARKETS ETF | $3.8M | 53.5K | 0.46% | Added(+3.0%) |
| 40 | J JPM-PM JPMORGAN ULTRA-SHORT INCOME ETF | $3.7M | 73.7K | 0.45% | Trimmed(-1.8%) |
| 41 | M MRK MERCK & CO INC | $3.7M | 28.9K | 0.45% | Added(+3.0%) |
| 42 | E ETHA INVESCO S&P 500 QUALITY ETF | $3.6M | 39.7K | 0.44% | Added(+2.5%) |
| 43 | W WMT WALMART INC COM | $3.6M | 31.5K | 0.43% | Trimmed(-0.0%) |
| 44 | F FITB-PK FIFTH THIRD BANCORP | $3.5M | 61.4K | 0.42% | Trimmed(-14.1%) |
| 45 | X XOM EXXONMOBIL HOLDINGS CORP COM SHS | $3.4M | 24.7K | 0.41% | — |
| 46 | N NFLX NETFLIX COM INC | $3.2M | 45.4K | 0.40% | Trimmed(-10.1%) |
| 47 | O ORCL-PD ORACLE CORPORATION | $3.2M | 22.0K | 0.39% | Added(+8.9%) |
| 48 | B BAC-PS BANK OF AMER CORP COM | $3.2M | 56.5K | 0.39% | Added(+3.1%) |
| 49 | C CAT CATERPILLAR INC COM | $3.1M | 2.9K | 0.38% | Added(+5.1%) |
| 50 | G GE GE AEROSPACE COM NEW | $3M | 8.1K | 0.37% | Added(+1.2%) |