LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

Top holdings

124 positions as of Q2 2026

View filing

#	Stock	Value	Shares	% Portfolio	Change
1	A AMZN ALERIAN MLP ETF	$12.8M	246.8K	6.02%	—
2	? N/A GOLDMAN SACHS GROWTH OPPORTUNITIES ETF	$10.5M	232.4K	4.92%	—
3	A AAPL APPLE INCORPORATED	$7.3M	25.2K	3.44%	—
4	S SPG-PJ SIMON PROPERTY GROUP INCORPORATED NEW REIT	$6.6M	29.6K	3.12%	—
5	V VGES VANGUARD TOTAL INTERNATIONAL BOND ETF	$6.3M	130.7K	2.98%	—
6	F FPF FIRST TRUST WCM INTERNATIONAL EQUITY ETF	$5.9M	301.7K	2.78%	—
7	M MSFT MICROSOFT CORPORATION	$5.9M	15.7K	2.76%	—
8	A ASMLF ASML HOLDING NV (NETHERLANDS)	$5.7M	2.9K	2.70%	—
9	A AEP AMERICAN ELEC PWR COMPANY INCORPORATED	$5.3M	38.8K	2.49%	—
10	? N/A PRINCIPAL INVESTMENT GRADE CORPORATE ETF	$5M	243.7K	2.37%	—
11	P PPLC PPL CORPORATION	$5M	137.3K	2.35%	—
12	P PSA-PS PUBLIC STORAGE REIT	$4.7M	14.7K	2.20%	—
13	W WM WASTE MGMT INCORPORATED DEL	$4.7M	20.9K	2.19%	—
14	A AXP AMERICAN EXPRESS COMPANY	$4.6M	13.5K	2.14%	—
15	M MAA-PI MID-AMER APT CMNTYS INCORPORATED REIT	$4.5M	32.2K	2.10%	—
16	E ED CONSOLIDATED EDISON INCORPORATED	$4.4M	39.5K	2.05%	—
17	F FPF FIRST TRUST TACTICAL HIGH YIELD ETF	$4.1M	101.0K	1.93%	—
18	M MAR MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A	$4M	10.9K	1.90%	—
19	L LLY ELI LILLY & COMPANY	$3.9M	3.3K	1.83%	—
20	A AEE AMEREN CORPORATION	$3.8M	33.5K	1.78%	—

A

1.AMZN

ALERIAN MLP ETF

Value

$12.8M

Shares

246.8K

% Port

6.02%

?

2.N/A

GOLDMAN SACHS GROWTH OPPORTUNITIES ETF

Value

$10.5M

Shares

232.4K

% Port

4.92%

A

3.AAPL

APPLE INCORPORATED

Value

$7.3M

Shares

25.2K

% Port

3.44%

S

4.SPG-PJ

SIMON PROPERTY GROUP INCORPORATED NEW REIT

Value

$6.6M

Shares

29.6K

% Port

3.12%

V

5.VGES

VANGUARD TOTAL INTERNATIONAL BOND ETF

Value

$6.3M

Shares

130.7K

% Port

2.98%

F

6.FPF

FIRST TRUST WCM INTERNATIONAL EQUITY ETF

Value

$5.9M

Shares

301.7K

% Port

2.78%

M

7.MSFT

MICROSOFT CORPORATION

Value

$5.9M

Shares

15.7K

% Port

2.76%

A

8.ASMLF

ASML HOLDING NV (NETHERLANDS)

Value

$5.7M

Shares

2.9K

% Port

2.70%

A

9.AEP

AMERICAN ELEC PWR COMPANY INCORPORATED

Value

$5.3M

Shares

38.8K

% Port

2.49%

?

10.N/A

PRINCIPAL INVESTMENT GRADE CORPORATE ETF

Value

$5M

Shares

243.7K

% Port

2.37%

P

11.PPLC

PPL CORPORATION

Value

$5M

Shares

137.3K

% Port

2.35%

P

12.PSA-PS

PUBLIC STORAGE REIT

Value

$4.7M

Shares

14.7K

% Port

2.20%

W

13.WM

WASTE MGMT INCORPORATED DEL

Value

$4.7M

Shares

20.9K

% Port

2.19%

A

14.AXP

AMERICAN EXPRESS COMPANY

Value

$4.6M

Shares

13.5K

% Port

2.14%

M

15.MAA-PI

MID-AMER APT CMNTYS INCORPORATED REIT

Value

$4.5M

Shares

32.2K

% Port

2.10%

E

16.ED

CONSOLIDATED EDISON INCORPORATED

Value

$4.4M

Shares

39.5K

% Port

2.05%

F

17.FPF

FIRST TRUST TACTICAL HIGH YIELD ETF

Value

$4.1M

Shares

101.0K

% Port

1.93%

M

18.MAR

MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A

Value

$4M

Shares

10.9K

% Port

1.90%

L

19.LLY

ELI LILLY & COMPANY

Value

$3.9M

Shares

3.3K

% Port

1.83%

A

20.AEE

AMEREN CORPORATION

Value

$3.8M

Shares

33.5K

% Port

1.78%

View full portfolio (124 holdings) →