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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

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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