What does Legacy Financial Advisors, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

$63M722K8.9%

FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND

$34M853K4.7%

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

$24M169K3.4%

APPLE INC

$21M85K3.0%

NVIDIA CORP

$21M123K3.0%

WISDOMTREE US VALUE FUND OF BENEF INTEREST

$21M226K3.0%

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

$21M814K3.0%

FREEDOM 100 EMERGING MARKETS ETF

$21M387K3.0%

WISDOMTREE U.S. QUALITY GROWTH FUND

$18M333K2.5%

MICROSOFT

$13M35K1.8%

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