Legacy Financial Advisors, Inc.

DOSSIER · 13F-HR · Q2 2026

Legacy Financial Advisors, Inc.

$820M in tracked AUM across 435 positions as of Q2 2026.

LF

CIK 0001730810 · last filed Jun 30, 2026

Total AUM

$820M

as of Q2 2026

Holdings

435

—

positions

Whale Score

52

52

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Legacy Financial Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

DGRW

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

$70M733K8.5%02

DIVI

FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND

$37M860K4.5%03

FRDM

FREEDOM 100 EMERGING MARKETS ETF

$29M394K3.5%04

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

$27M164K3.3%05

AAPL

APPLE INC

$26M90K3.2%06

NVDA

NVIDIA CORP

$25M123K3.0%07

WTV

WISDOMTREE US VALUE FUND OF BENEF INTEREST

$23M227K2.8%08

QGRW

WISDOMTREE U.S. QUALITY GROWTH FUND

$22M337K2.7%09

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND