LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Q3 2026 13F filing
Updated 3 days ago128 disclosed positions worth $202.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A ALERIAN MLP ETF | $12.8M | 246.3K | 6.32% | — |
| 2 | M MICROSOFT CORPORATION | $11M | 21.5K | 5.46% | — |
| 3 | ? N/A GOLDMAN SACHS GROWTH OPPORTUNITIES ETF | $10.5M | 230.6K | 5.19% | — |
| 4 | A APPLE INCORPORATED | $7.8M | 23.3K | 3.84% | — |
| 5 | V VANGUARD TOTAL INTERNATIONAL BOND ETF | $6.5M | 138.3K | 3.21% | — |
| 6 | S SIMON PROPERTY GROUP INCORPORATED NEW REIT | $6M | 29.7K | 2.95% | — |
| 7 | F FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $5.8M | 302.0K | 2.85% | — |
| 8 | A ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS) | $5M | 2.8K | 2.47% | — |
| 9 | ? N/A PRINCIPAL INVESTMENT GRADE CORPORATE ETF | $4.9M | 250.3K | 2.42% | — |
| 10 | A AMERICAN ELEC PWR COMPANY INCORPORATED | $4.6M | 38.8K | 2.28% | — |
| 11 | G CORNING INCORPORATED | $4.6M | 29.9K | 2.28% | — |
| 12 | M MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A | $4.3M | 12.1K | 2.12% | — |
| 13 | P PUBLIC STORAGE REIT | $4.2M | 14.8K | 2.07% | — |
| 14 | P PPL CORPORATION | $4.1M | 125.8K | 2.05% | — |
| 15 | F FIRST TRUST TACTICAL HIGH YIELD ETF | $4.1M | 103.2K | 2.01% | — |
| 16 | E CONSOLIDATED EDISON INCORPORATED | $4.1M | 39.6K | 2.00% | — |
| 17 | M MID-AMER APT CMNTYS INCORPORATED REIT | $3.8M | 32.5K | 1.89% | — |
| 18 | E EATON VANCE TAX ADVT DIV INCM | $3.7M | 132.7K | 1.83% | — |
| 19 | G GE AEROSPACE COM NEW | $3.5M | 11.2K | 1.73% | — |
| 20 | V VALERO ENERGY CORPORATION | $3.4M | 8.9K | 1.70% | — |
| 21 | C CROWDSTRIKE HLDGS INCORPORATED CLASS A | $3.4M | 12.7K | 1.67% | — |
| 22 | A AMERICAN EXPRESS COMPANY | $3.2M | 10.5K | 1.57% | — |
| 23 | R ROCKWELL AUTOMATION INCORPORATED | $3.2M | 7.3K | 1.56% | — |
| 24 | L ELI LILLY & COMPANY | $3.1M | 2.7K | 1.53% | — |
| 25 | G ALPHABET INCORPORATED CAP STK CLASS C | $2.8M | 8.3K | 1.40% | — |
| 26 | G GOLDMAN SACHS GROUP INCORPORATED | $2.8M | 3.1K | 1.37% | — |
| 27 | D DUKE ENERGY CORP | $2.7M | 23.8K | 1.34% | — |
| 28 | S SOUTHERN COMPANY | $2.6M | 31.5K | 1.29% | — |
| 29 | V INVESCO BD FD | $2.5M | 175.1K | 1.23% | — |
| 30 | C CATERPILLAR INCORPORATED | $2.1M | 2.6K | 1.03% | — |
| 31 | L LOCKHEED MARTIN CORPORATION | $2M | 4.0K | 1.00% | — |
| 32 | M MARTIN MARIETTA MATLS INCORPORATED | $1.9M | 4.0K | 0.95% | — |
| 33 | T TKO GROUP HOLDINGS INCORPORATED CLASS A | $1.9M | 10.5K | 0.94% | — |
| 34 | C CADENCE DESIGN SYSTEM INCORPORATED | $1.7M | 5.1K | 0.83% | — |
| 35 | W WESBANCO INCORPORATED | $1.6M | 41.8K | 0.77% | — |
| 36 | A ABBVIE INCORPORATED | $1.5M | 5.8K | 0.75% | — |
| 37 | M MONSTER BEVERAGE CORPORATION NEW | $1.5M | 36.1K | 0.74% | — |
| 38 | J JPMORGAN CHASE & COMPANY | $1.4M | 4.3K | 0.70% | — |
| 39 | A AMAZON COM INCORPORATED | $1.3M | 5.3K | 0.66% | — |
| 40 | A ARISTA NETWORKS INCORPORATED COM SHS | $1.3M | 6.5K | 0.65% | — |
| 41 | I INTERNATIONAL BUSINESS MACHINES | $1.3M | 5.8K | 0.63% | — |
| 42 | P PNC FINL SVCS GROUP INCORPORATED | $1.2M | 5.5K | 0.60% | — |
| 43 | A AMPHENOL CORPORATION CLASS A | $1.1M | 13.4K | 0.56% | — |
| 44 | F COMFORT SYSTEMS USA INCORPORATED | $1.1M | 663 | 0.54% | — |
| 45 | ? N/A FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | $1.1M | 50.8K | 0.54% | — |
| 46 | T TJX COMPANIES INCORPORATED NEW | $1.1M | 8.0K | 0.52% | — |
| 47 | C CELESTICA INCORPORATED (CANADA) | $977K | 2.7K | 0.48% | — |
| 48 | K KLA CORPORATION COM NEW | $959K | 4.9K | 0.47% | — |
| 49 | W WALMART INCORPORATED | $951K | 9.1K | 0.47% | — |
| 50 | A AMEREN CORPORATION | $910K | 9.2K | 0.45% | — |