13F Insight
DOSSIER · 13F-HR · Q1 2026

Legacy Financial Advisors, Inc.

$715M in tracked AUM across 404 positions as of Q1 2026.

LF
CIK 0001730810 · last filed Mar 31, 2026
Total AUM
$715M
as of Q1 2026
Holdings
404
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Legacy Financial Advisors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
$63M722K8.9%02
DIVI
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
$34M853K4.7%03
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$24M169K3.4%04
AAPL
APPLE INC
$21M85K3.0%05
NVDA
NVIDIA CORP
$21M123K3.0%06
WTV
WISDOMTREE US VALUE FUND OF BENEF INTEREST
$21M226K3.0%07
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
$21M814K3.0%08
FRDM
FREEDOM 100 EMERGING MARKETS ETF
$21M387K3.0%09
QGRW
WISDOMTREE U.S. QUALITY GROWTH FUND
$18M333K2.5%10
MSFT
MICROSOFT
$13M35K1.8%

Filing history

2026Q1Mar 31
$715M▼ 1.1%
404 positionsView →2025Q4Dec 31
$723M▼ 0.4%
389 positionsView →2025Q3Sep 30
$726M▲ 13.4%
416 positionsView →2025Q2Jun 30
$640M▲ 7.1%
339 positionsLocked2025Q1Mar 31
$598M▼ 1.1%
362 positionsLocked2024Q4Dec 31
$605M▲ 1.6%
345 positionsLocked2024Q3Sep 30
$595M▲ 6.0%
358 positionsLocked2024Q2Jun 30
$562M▲ 0.6%
334 positionsLocked2024Q1Mar 31
$558M▲ 7.2%
324 positionsLocked2023Q4Dec 31
$521M▲ 4.2%
299 positionsLocked2023Q3Sep 30
$500M▼ 6.7%
265 positionsLocked2023Q2Jun 30
$535M▲ 9.4%
262 positionsLocked
Showing 12 of 32