LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

DOSSIER · 13F-HR · Q1 2026

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

$192M in tracked AUM across 113 positions as of Q1 2026.

LF

CIK 0002131510 · last filed Mar 31, 2026

Total AUM

$192M

as of Q1 2026

Holdings

113

—

positions

Whale Score

41

41

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 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

AMLP

ALERIAN MLP ETF

$13M242K6.6%02

GSGO

GOLDMAN SACHS GROWTH OPPORTUNITIES ETF

$9M236K4.5%03

IBM

INTERNATIONAL BUSINESS MACHINES

$7M28K3.5%04

DUK

DUKE ENERGY CORPORATION NEW COM NEW

$6M48K3.3%05

SO

SOUTHERN COMPANY

$6M65K3.2%06

AEP

AMERICAN ELEC PWR COMPANY INCORPORATED

$6M45K3.1%07

SPG

SIMON PROPERTY GROUP INCORPORATED NEW REIT

$5M29K2.8%08

WCMI

FIRST TRUST WCM INTERNATIONAL EQUITY ETF

$5M321K2.8%09

PPL

PPL CORPORATION

$5M137K2.7%10

IG

PRINCIPAL INVESTMENT GRADE CORPORATE ACTIVE ETF