DOSSIER · 13F-HR · Q2 2026

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

$213M in tracked AUM across 124 positions as of Q2 2026.

LF
CIK 0002131510 · last filed Jun 30, 2026
Total AUM
$213M
as of Q2 2026
Holdings
124
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 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
AMLP
ALERIAN MLP ETF
$13M247K6.0%
02
GSGO
GOLDMAN SACHS GROWTH OPPORTUNITIES ETF
$10M232K4.9%
03
AAPL
APPLE INCORPORATED
$7M25K3.4%
04
SPG
SIMON PROPERTY GROUP INCORPORATED NEW REIT
$7M30K3.1%
05
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
$6M131K3.0%
06
WCMI
FIRST TRUST WCM INTERNATIONAL EQUITY ETF
$6M302K2.8%
07
MSFT
MICROSOFT CORPORATION
$6M16K2.8%
08
N07059210
ASML HOLDING NV (NETHERLANDS)
$6M3K2.7%
09
AEP
AMERICAN ELEC PWR COMPANY INCORPORATED
$5M39K2.5%
10
IG
PRINCIPAL INVESTMENT GRADE CORPORATE ETF
$5M244K2.4%

Filing history

2026Q2Jun 30
$213M▲ 10.6%
124 positionsView →
2026Q1Mar 31
$192M—
113 positionsView →