LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

DOSSIER · 13F-HR · Q3 2026

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

$202M in tracked AUM across 128 positions as of Q3 2026.

LF

CIK 0002131510 · last filed Sep 30, 2026

Total AUM

$202M

as of Q3 2026

Holdings

128

—

positions

Whale Score

48

48

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight

01

AMLP

ALERIAN MLP ETF

$13M246K6.3%02

MSFT

MICROSOFT CORPORATION

$11M22K5.5%03

GSGO

GOLDMAN SACHS GROWTH OPPORTUNITIES ETF

$10M231K5.2%04

AAPL

APPLE INCORPORATED

$8M23K3.8%05

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

$6M138K3.2%06

SPG

SIMON PROPERTY GROUP INCORPORATED NEW REIT

$6M30K3.0%07

WCMI

FIRST TRUST WCM INTERNATIONAL EQUITY ETF

$6M302K2.9%08

N07059210

ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS)

$5M3K2.5%09

IG

PRINCIPAL INVESTMENT GRADE CORPORATE ETF

$5M250K2.4%10

AEP

AMERICAN ELEC PWR COMPANY INCORPORATED