What does LEGACY FINANCIAL INDEPENDENT ADVISORS LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ALERIAN MLP ETF

$13M242K6.6%

GOLDMAN SACHS GROWTH OPPORTUNITIES ETF

$9M236K4.5%

INTERNATIONAL BUSINESS MACHINES

$7M28K3.5%

DUKE ENERGY CORPORATION NEW COM NEW

$6M48K3.3%

SOUTHERN COMPANY

$6M65K3.2%

AMERICAN ELEC PWR COMPANY INCORPORATED

$6M45K3.1%

SIMON PROPERTY GROUP INCORPORATED NEW REIT

$5M29K2.8%

FIRST TRUST WCM INTERNATIONAL EQUITY ETF

$5M321K2.8%

PPL CORPORATION

$5M137K2.7%

PRINCIPAL INVESTMENT GRADE CORPORATE ACTIVE ETF

$5M239K2.6%

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