Legacy Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Legacy Financial Advisors, Inc.Investment ActivityLegacy Financial Advisors, Inc. has $640.14 million in total holdings as of June 30, 2025.Legacy Financial Advisors, Inc. owns shares of 339 different stocks, but just 93 companies or ETFs make up 80% of its holdings.Approximately 9.29% of the portfolio was purchased this quarter.About 9.79% of the portfolio was sold this quarter.This quarter, Legacy Financial Advisors, Inc. has purchased 362 new stocks and bought additional shares in 160 stocks.Legacy Financial Advisors, Inc. sold shares of 113 stocks and completely divested from 78 stocks this quarter.Largest Holdings WisdomTree U.S. Quality Dividend Growth Fund $68,707,998Franklin International Core Dividend Tilt Index ETF $31,263,689iShares Core S&P Total U.S. Stock Market ETF $26,813,283WisdomTree Emerging Markets ex-China Fund $21,982,311WisdomTree U.S. Value Fund $19,184,954 Largest New Holdings this Quarter 33739P103 - First Trust Long/Short Equity ETF $2,734,050 Holding37045V100 - General Motors $919,116 HoldingG96629103 - Willis Towers Watson Public $903,439 Holding026874784 - American International Group $892,568 Holding631103108 - Nasdaq $797,376 Holding Largest Purchases this Quarter First Trust Long/Short Equity ETF 41,250 shares (about $2.73M)NVIDIA 9,145 shares (about $1.44M)WisdomTree U.S. Quality Dividend Growth Fund 16,831 shares (about $1.41M)Alphabet 7,818 shares (about $1.38M)Citigroup 13,595 shares (about $1.16M) Largest Sales this Quarter Apple 5,755 shares (about $1.18M)3M 7,158 shares (about $1.09M)JPMorgan Chase & Co. 3,678 shares (about $1.07M)Entergy 11,186 shares (about $929.82K)Amgen 3,272 shares (about $913.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Financial Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDGRWWisdomTree U.S. Quality Dividend Growth Fund$68,707,998$1,409,428 ▲2.1%820,49210.7%ManufacturingDIVIFranklin International Core Dividend Tilt Index ETF$31,263,689$618,069 ▲2.0%877,2084.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$26,813,283$692,080 ▼-2.5%198,5584.2%ETFXCWisdomTree Emerging Markets ex-China Fund$21,982,311$72,938 ▼-0.3%638,6353.4%ETFWTVWisdomTree U.S. Value Fund$19,184,954$410,227 ▲2.2%222,0483.0%FinanceQGRWWisdomTree U.S. Quality Growth Fund$18,613,423$78,405 ▼-0.4%354,2042.9%ETFNATIXIS GATEWAY QUALITY INCOME ETF$18,295,503$603,583 ▲3.4%340,7622.9%ETFNVDANVIDIA$17,535,361$1,444,823 ▲9.0%110,9902.7%Computer and TechnologyMSFTMicrosoft$17,512,642$482,483 ▲2.8%35,2082.7%Computer and TechnologyAAPLApple$15,754,654$1,180,758 ▼-7.0%76,7882.5%Computer and TechnologyJMUBJPMorgan Municipal ETF$15,182,234$48,449 ▲0.3%305,8472.4%ETFPYLDPIMCO Multi Sector Bond Active ETF$14,995,702$341,304 ▲2.3%565,0232.3%ETFPGProcter & Gamble$12,056,006$686,347 ▼-5.4%75,6721.9%Consumer StaplesDGROiShares Core Dividend Growth ETF$11,752,704$210,107 ▼-1.8%183,8081.8%ETFJPMJPMorgan Chase & Co.$9,938,172$1,066,295 ▼-9.7%34,2801.6%FinanceAMZNAmazon.com$9,496,931$948,640 ▲11.1%43,2881.5%Retail/WholesaleMETAMeta Platforms$8,300,741$26,572 ▼-0.3%11,2461.3%Computer and TechnologyGOOGLAlphabet$6,214,297$1,377,783 ▲28.5%35,2621.0%Computer and TechnologyNFLXNetflix$5,545,337$37,496 ▼-0.7%4,1410.9%Consumer DiscretionaryTSLATesla$5,468,535$456,161 ▲9.1%17,2150.9%Auto/Tires/TrucksIEFAiShares Core MSCI EAFE ETF$5,121,269$299,611 ▼-5.5%61,3470.8%ETFVONGVanguard Russell 1000 Growth ETF$5,055,632$103,194 ▲2.1%46,2970.8%ETFVTIVanguard Total Stock Market ETF$5,055,420$406,038 ▲8.7%16,6340.8%ETFVVisa$4,862,530$39,056 ▲0.8%13,6950.8%Business ServicesGOOGAlphabet$4,616,373$160,360 ▲3.6%26,0240.7%Computer and TechnologyAVGOBroadcom$4,587,464$482,122 ▲11.7%16,6420.7%Computer and TechnologyORCLOracle$4,178,554$14,867 ▼-0.4%19,1120.7%Computer and TechnologyIVViShares Core S&P 500 ETF$3,737,609$298,636 ▲8.7%6,0200.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,580,312$144,781 ▼-3.9%56,7040.6%ManufacturingBRK.BBerkshire Hathaway$3,299,447$6,315 ▲0.2%6,7920.5%FinanceVEAVanguard FTSE Developed Markets ETF$3,181,786$195,886 ▼-5.8%55,8110.5%ETFPNCThe PNC Financial Services Group$3,011,774$6,525 ▲0.2%16,1560.5%FinanceBACBank of America$2,958,571$1,116,367 ▲60.6%62,5230.5%FinanceFITBFifth Third Bancorp$2,906,171$16,781 ▼-0.6%70,6580.5%FinanceFTLSFirst Trust Long/Short Equity ETF$2,734,050$2,734,050 ▲New Holding41,2500.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,616,028$541,623 ▼-17.2%27,8690.4%ETFXOMExxon Mobil$2,510,196$628,142 ▼-20.0%23,2860.4%EnergyWMTWalmart$2,490,703$67,467 ▲2.8%25,4730.4%Retail/WholesaleLLYEli Lilly and Company$2,466,317$100,555 ▲4.3%3,1640.4%MedicalHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$2,453,294$196,208 ▼-7.4%99,0030.4%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,409,863$157,573 ▼-6.1%46,9210.4%ETFIBMInternational Business Machines$2,393,654$37,732 ▲1.6%8,1200.4%Computer and TechnologyHDHome Depot$2,352,399$478,106 ▼-16.9%6,4160.4%Retail/WholesalePALANTIR TECHNOLOGIES INC CL A$2,276,020$573,913 ▼-20.1%16,6960.4%StockCRMSalesforce$2,253,333$491,408 ▲27.9%8,2630.4%Computer and TechnologyBABoeing$2,158,685$101,617 ▲4.9%10,3030.3%AerospaceWFCWells Fargo & Company$2,137,607$671,087 ▲45.8%26,6800.3%FinanceMAMastercard$2,112,204$11,800 ▼-0.6%3,7590.3%Business ServicesSPHQInvesco S&P 500 Quality ETF$1,999,786$82,591 ▼-4.0%28,0630.3%ETFKOCocaCola$1,986,585$63,887 ▲3.3%28,0790.3%Consumer StaplesJNJJohnson & Johnson$1,976,368$817,950 ▼-29.3%12,9390.3%MedicalGEGE Aerospace$1,875,492$51,218 ▲2.8%7,2870.3%AerospaceHLMNHillman Solutions$1,802,850$999,600 ▲124.4%252,5000.3%ConstructionCSCOCisco Systems$1,800,180$854,959 ▼-32.2%25,9470.3%Computer and TechnologyDFIVDimensional International Value ETF$1,796,479$49,383 ▲2.8%41,9440.3%ETFPMPhilip Morris International$1,795,724$103,263 ▲6.1%9,8600.3%Consumer StaplesCOSTCostco Wholesale$1,769,545$53,443 ▲3.1%1,7880.3%Retail/WholesaleABBVAbbVie$1,757,997$75,547 ▼-4.1%9,4710.3%MedicalJPSTJPMorgan Ultra-Short Income ETF$1,750,781$331,901 ▼-15.9%34,5460.3%ETFSCHWCharles Schwab$1,699,254$1,032,198 ▲154.7%18,6240.3%FinanceNKENIKE$1,675,496$609,316 ▲57.1%23,5850.3%Consumer DiscretionaryDISWalt Disney$1,667,366$54,814 ▲3.4%13,4450.3%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$1,663,810$84,025 ▼-4.8%2,6930.3%FinanceCOFCapital One Financial$1,661,120$984,076 ▲145.3%7,8070.3%FinanceMRKMerck & Co., Inc.$1,630,882$980,967 ▲150.9%20,6020.3%MedicalCTASCintas$1,612,991$11,590 ▲0.7%7,2370.3%Business ServicesCCitigroup$1,595,149$1,157,207 ▲264.2%18,7400.2%Financial ServicesFBNDFidelity Total Bond ETF$1,551,703$164,517 ▼-9.6%33,9170.2%ETFMCDMcDonald's$1,537,340$49,959 ▼-3.1%5,2620.2%Retail/WholesaleCMCSAComcast$1,518,398$103,965 ▼-6.4%42,5440.2%Consumer DiscretionarySNASnap-On$1,513,891$309,002 ▼-17.0%4,8650.2%Consumer DiscretionaryABTAbbott Laboratories$1,495,660$89,764 ▲6.4%10,9970.2%MedicalCOPConocoPhillips$1,467,014$943,818 ▲180.4%16,3470.2%EnergyIDHQInvesco S&P International Developed Quality ETF$1,426,342$81,592 ▲6.1%43,2490.2%ETFUSBU.S. Bancorp$1,403,130$22,716 ▼-1.6%31,0080.2%FinanceDEDeere & Company$1,399,196$519,614 ▲59.1%2,7520.2%IndustrialsPGRProgressive$1,391,141$38,428 ▲2.8%5,2130.2%FinanceISRGIntuitive Surgical$1,387,869$157,589 ▲12.8%2,5540.2%MedicalVRTXVertex Pharmaceuticals$1,327,141$46,746 ▼-3.4%2,9810.2%MedicalGSThe Goldman Sachs Group$1,301,993$47,410 ▲3.8%1,8400.2%FinanceRTXRTX$1,300,421$111,702 ▲9.4%8,9060.2%AerospaceRWJInvesco S&P SmallCap 600 Revenue ETF$1,264,799$87,619 ▲7.4%29,2170.2%ETFVTEBVanguard Tax-Exempt Bond ETF$1,260,512$109,386 ▼-8.0%25,7090.2%ETFCVXChevron$1,250,201$766,358 ▼-38.0%8,7310.2%EnergySHOPShopify$1,244,676$7,383 ▼-0.6%10,7900.2%Computer and TechnologyDISVDimensional International Small Cap Value ETF$1,241,950$18,002 ▲1.5%37,7380.2%ETFTXNTexas Instruments$1,234,557$898,822 ▼-42.1%5,9460.2%Computer and TechnologyICEIntercontinental Exchange$1,201,090$885,178 ▲280.2%6,5470.2%FinanceADPAutomatic Data Processing$1,198,442$4,934 ▼-0.4%3,8860.2%Computer and TechnologyMSIMotorola Solutions$1,185,228$36,158 ▼-3.0%2,8190.2%Computer and TechnologyXCEMColumbia EM Core ex-China ETF$1,177,672$661,110 ▲128.0%34,4550.2%ETFADSKAutodesk$1,164,788$21,358 ▼-1.8%3,7630.2%Computer and TechnologyMPCMarathon Petroleum$1,163,183$566,474 ▲94.9%7,0020.2%EnergyINTUIntuit$1,154,666$139,411 ▲13.7%1,4660.2%Computer and TechnologyUNPUnion Pacific$1,143,921$614,984 ▼-35.0%4,9720.2%TransportationGE VERNOVA INC COM$1,118,654$4,233 ▲0.4%2,1140.2%StockTJXTJX Companies$1,118,202$26,180 ▲2.4%9,0550.2%Retail/WholesaleSBUXStarbucks$1,106,763$26,297 ▼-2.3%12,0790.2%Retail/WholesaleQCOMQUALCOMM$1,091,876$174,069 ▼-13.8%6,8560.2%Computer and TechnologyETNEaton$1,089,248$181,363 ▲20.0%3,0510.2%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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