LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Q2 2026 13F filing
Updated 33 days ago124 disclosed positions worth $212.6M
Full holdings
Every line item disclosed in Q2 2026
| # | 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% | — |
| 21 | R ROK ROCKWELL AUTOMATION INCORPORATED | $3.7M | 7.5K | 1.75% | — |
| 22 | G GOOGN ALPHABET INCORPORATED CAP STK CLASS C | $3.7M | 10.5K | 1.75% | — |
| 23 | E EVT EATON VANCE TAX ADVT DIV INCM | $3.6M | 128.8K | 1.68% | — |
| 24 | M MNST MONSTER BEVERAGE CORPORATION NEW | $3.5M | 36.6K | 1.66% | — |
| 25 | D DUK-PA DUKE ENERGY CORPORATION NEW COM NEW | $3.1M | 24.8K | 1.48% | — |
| 26 | S SOMN SOUTHERN COMPANY | $3.1M | 32.7K | 1.47% | — |
| 27 | C CAT CATERPILLAR INCORPORATED | $3.1M | 2.9K | 1.45% | — |
| 28 | C CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A | $3M | 3.9K | 1.41% | — |
| 29 | T TKO TKO GROUP HOLDINGS INCORPORATED CLASS A | $2.7M | 13.5K | 1.28% | — |
| 30 | V VBF INVESCO BD FD | $2.6M | 172.0K | 1.23% | — |
| 31 | M MCK MCKESSON CORPORATION | $2.6M | 3.4K | 1.21% | — |
| 32 | C CVX CHEVRON CORPORATION | $2.5M | 14.8K | 1.16% | — |
| 33 | M MLM MARTIN MARIETTA MATLS INCORPORATED | $2.4M | 4.2K | 1.15% | — |
| 34 | C COF-PN CAPITAL ONE FINL CORPORATION | $2.3M | 11.5K | 1.09% | — |
| 35 | L LMT LOCKHEED MARTIN CORPORATION | $2M | 4.0K | 0.95% | — |
| 36 | A ABBV ABBVIE INCORPORATED | $1.9M | 7.5K | 0.89% | — |
| 37 | C CDNS CADENCE DESIGN SYSTEM INCORPORATED | $1.8M | 4.9K | 0.86% | — |
| 38 | W WMT WALMART INC | $1.7M | 15.4K | 0.82% | — |
| 39 | B BTSGU BRIGHTSPRING HEALTH SVCS INCORPORATED | $1.7M | 24.5K | 0.80% | — |
| 40 | W WSBCO WESBANCO INCORPORATED | $1.6M | 41.8K | 0.77% | — |
| 41 | G GLW CORNING INCORPORATED | $1.6M | 6.3K | 0.76% | — |
| 42 | I IBM INTERNATIONAL BUSINESS MACHINES | $1.6M | 5.7K | 0.75% | — |
| 43 | J JPM-PM JPMORGAN CHASE & COMPANY | $1.4M | 4.3K | 0.66% | — |
| 44 | P PNC PNC FINL SVCS GROUP INCORPORATED | $1.3M | 5.3K | 0.62% | — |
| 45 | F FIX COMFORT SYSTEMS USA INCORPORATED | $1.3M | 651 | 0.61% | — |
| 46 | A AMZN AMAZON COM INCORPORATED | $1.3M | 5.3K | 0.60% | — |
| 47 | ? N/A FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | $1.2M | 54.2K | 0.56% | — |
| 48 | D DIS DISNEY WALT COMPANY | $1.1M | 11.6K | 0.53% | — |
| 49 | G GE GE AEROSPACE COM NEW | $1M | 2.8K | 0.49% | — |
| 50 | C CHDN CHURCHILL DOWNS INCORPORATED | $1M | 11.6K | 0.49% | — |