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LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Updated 3 days agoManaged by Legacy Financial Independent Advisors Llc • Latest filing Q3 2026
Portfolio value
$202.2M
Q3 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2026 | $192.2M |
| Q2 2026 | $212.6M |
| Q3 2026 | $202.2M |
Top holdings
128 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $12.8M | 246.3K | 6.32% | — | |
| 2 | $11M | 21.5K | 5.46% | — | |
| 3 | ? N/A GOLDMAN SACHS GROWTH OPPORTUNITIES ETF | $10.5M | 230.6K | 5.19% | — |
| 4 | $7.8M | 23.3K | 3.84% | — | |
| 5 | $6.5M | 138.3K | 3.21% | — | |
| 6 | $6M | 29.7K | 2.95% | — | |
| 7 | $5.8M | 302.0K | 2.85% | — | |
| 8 | $5M | 2.8K | 2.47% | — | |
| 9 | ? N/A PRINCIPAL INVESTMENT GRADE CORPORATE ETF | $4.9M | 250.3K | 2.42% | — |
| 10 | $4.6M | 38.8K | 2.28% | — | |
| 11 | $4.6M | 29.9K | 2.28% | — | |
| 12 | $4.3M | 12.1K | 2.12% | — | |
| 13 | $4.2M | 14.8K | 2.07% | — | |
| 14 | $4.1M | 125.8K | 2.05% | — | |
| 15 | $4.1M | 103.2K | 2.01% | — | |
| 16 | $4.1M | 39.6K | 2.00% | — | |
| 17 | $3.8M | 32.5K | 1.89% | — | |
| 18 | $3.7M | 132.7K | 1.83% | — | |
| 19 | $3.5M | 11.2K | 1.73% | — | |
| 20 | $3.4M | 8.9K | 1.70% | — |