Legacy Financial Advisors, Inc. Top Holdings and 13F Report (2026)

About Legacy Financial Advisors, Inc.

Investment Activity

Legacy Financial Advisors, Inc. has $715.12 million in total holdings as of March 31, 2026.
Legacy Financial Advisors, Inc. owns shares of 404 different stocks, but just 116 companies or ETFs make up 80% of its holdings.
Approximately 9.20% of the portfolio was purchased this quarter.
About 7.52% of the portfolio was sold this quarter.
This quarter, Legacy Financial Advisors, Inc. has purchased 389 new stocks and bought additional shares in 212 stocks.
Legacy Financial Advisors, Inc. sold shares of 140 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

WisdomTree U.S. Quality Dividend Growth Fund: $63,457,014
Franklin International Core Dividend Tilt Index ETF: $33,944,963
iShares Core S&P Total U.S. Stock Market ETF: $24,109,231
Apple: $21,464,940
NVIDIA: $21,417,729

Largest New Holdings this Quarter

02072L607 - Freedom 100 Emerging Markets ETF: $21,133,483 Holding
92647X830 - VictoryShares Free Cash Flow ETF: $10,381,055 Holding
754730109 - Raymond James Financial: $548,320 Holding
381430529 - Goldman Sachs Access Treasury 0-1 Year ETF: $530,306 Holding
866966104 - SUNBELT RENTALS HOLDINGS INC SHS: $427,909 Holding

Largest Purchases this Quarter

Freedom 100 Emerging Markets ETF: 386,706 shares (about $21.13M)
VictoryShares Free Cash Flow ETF: 262,945 shares (about $10.38M)
NVIDIA: 8,427 shares (about $1.47M)
PIMCO Multi Sector Bond Active ETF: 47,090 shares (about $1.23M)
Netflix: 10,513 shares (about $1.01M)

Largest Sales this Quarter

WisdomTree Emerging Markets ex-China Fund: 598,932 shares (about $18.69M)
WisdomTree U.S. Quality Dividend Growth Fund: 95,909 shares (about $8.42M)
iShares MSCI Emerging Markets ex China ETF: 21,268 shares (about $1.67M)
iShares Core Dividend Growth ETF: 23,616 shares (about $1.66M)
iShares Core S&P Total U.S. Stock Market ETF: 8,713 shares (about $1.24M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$63,457,014	$8,424,646 â–¼	-11.7%	722,416	8.9%	Manufacturing
DIVI Franklin International Core Dividend Tilt Index ETF	$33,944,963	$18,591 â–¼	-0.1%	852,674	4.7%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$24,109,231	$1,240,991 â–¼	-4.9%	169,271	3.4%	ETF
AAPL Apple	$21,464,940	$369,263 â–¼	-1.7%	84,578	3.0%	Computer and Technology
NVDA NVIDIA	$21,417,729	$1,469,670 â–²	7.4%	122,808	3.0%	Computer and Technology
WTV WisdomTree U.S. Value Fund	$21,373,672	$283,622 â–²	1.3%	225,627	3.0%	Finance
PYLD PIMCO Multi Sector Bond Active ETF	$21,336,348	$1,233,759 â–²	6.1%	814,364	3.0%	ETF
FRDM Freedom 100 Emerging Markets ETF	$21,133,483	$21,133,483 â–²	New Holding	386,706	3.0%	ETF
QGRW WisdomTree U.S. Quality Growth Fund	$17,810,462	$277,729 â–²	1.6%	333,342	2.5%	ETF
MSFT Microsoft	$12,982,736	$27,023 â–¼	-0.2%	35,072	1.8%	Computer and Technology
PG Procter & Gamble	$12,540,269	$733,032 â–²	6.2%	86,820	1.8%	Consumer Staples
NATIXIS GATEWAY QUALITY INCOME ETF	$11,501,587	$1,123,014 â–¼	-8.9%	209,699	1.6%	ETF
JMUB JPMorgan Municipal ETF	$11,283,744	$11,448 â–¼	-0.1%	225,720	1.6%	ETF
VFLO VictoryShares Free Cash Flow ETF	$10,381,055	$10,381,055 â–²	New Holding	262,945	1.5%	ETF
DGRO iShares Core Dividend Growth ETF	$10,232,724	$1,657,369 â–¼	-13.9%	145,807	1.4%	ETF
JPM JPMorgan Chase & Co.	$9,970,494	$97,366 â–²	1.0%	33,895	1.4%	Finance
GOOGL Alphabet	$9,924,064	$41,409 â–²	0.4%	34,511	1.4%	Computer and Technology
AMZN Amazon.com	$9,702,588	$124,336 â–¼	-1.3%	46,587	1.4%	Retail/Wholesale
GOOG Alphabet	$8,352,123	$51,634 â–²	0.6%	29,116	1.2%	Computer and Technology
META Meta Platforms	$6,575,744	$289,509 â–²	4.6%	11,493	0.9%	Computer and Technology
AVGO Broadcom	$5,988,444	$174,255 â–²	3.0%	19,348	0.8%	Computer and Technology
TSLA Tesla	$5,954,196	$23,420 â–¼	-0.4%	16,017	0.8%	Auto/Tires/Trucks
VTI Vanguard Total Stock Market ETF	$5,709,912	$66,088 â–¼	-1.1%	17,798	0.8%	ETF
NFLX Netflix	$4,857,623	$1,010,831 â–²	26.3%	50,521	0.7%	Consumer Discretionary
IEFA iShares Core MSCI EAFE ETF	$4,702,239	$313,959 â–¼	-6.3%	51,941	0.7%	ETF
FLMI Franklin Dynamic Municipal Bond ETF	$4,699,531	$223,209 â–²	5.0%	189,574	0.7%	ETF
VONG Vanguard Russell 1000 Growth ETF	$4,286,536	$299,780 â–¼	-6.5%	39,079	0.6%	ETF
XOM ExxonMobil	$4,038,738	$99,081 â–²	2.5%	23,805	0.6%	Energy
V Visa	$4,029,585	$124,527 â–²	3.2%	13,332	0.6%	Business Services
WALMART INC COM	$3,911,741	$61,270 â–²	1.6%	31,475	0.5%	Stock
IVV iShares Core S&P 500 ETF	$3,888,266	$81,645 â–²	2.1%	5,953	0.5%	ETF
JPST JPMorgan Ultra-Short Income ETF	$3,796,764	$50,306 â–²	1.3%	75,020	0.5%	ETF
JNJ Johnson & Johnson	$3,703,427	$187,726 â–²	5.3%	15,151	0.5%	Medical
BRK.B Berkshire Hathaway	$3,652,779	$62,772 â–²	1.7%	7,623	0.5%	Finance
MRK Merck & Co., Inc.	$3,381,450	$66,039 â–¼	-1.9%	28,111	0.5%	Medical
PNC The PNC Financial Services Group	$3,334,705	$29,966 â–²	0.9%	16,025	0.5%	Finance
VEA Vanguard FTSE Developed Markets ETF	$3,327,646	$232,288 â–¼	-6.5%	51,930	0.5%	ETF
FITB Fifth Third Bancorp	$3,318,423	$32,150 â–²	1.0%	71,425	0.5%	Finance
MU Micron Technology	$3,173,655	$279,730 â–²	9.7%	9,394	0.4%	Computer and Technology
ORCL Oracle	$2,972,730	$182,118 â–²	6.5%	20,208	0.4%	Computer and Technology
CVX Chevron	$2,940,859	$70,139 â–²	2.4%	14,214	0.4%	Energy
LLY Eli Lilly and Company	$2,928,333	$32,190 â–²	1.1%	3,184	0.4%	Medical
SPHQ Invesco S&P 500 Quality ETF	$2,912,083	$338,277 â–²	13.1%	38,730	0.4%	ETF
BAC Bank of America	$2,671,468	$123,290 â–¼	-4.4%	54,799	0.4%	Finance
SPY SPDR S&P 500 ETF Trust	$2,625,268	$683,467 â–¼	-20.7%	4,037	0.4%	Finance
DFIV Dimensional International Value ETF	$2,592,973	$100,757 â–²	4.0%	49,128	0.4%	ETF
CSCO Cisco Systems	$2,495,215	$277,539 â–²	12.5%	32,159	0.3%	Computer and Technology
EMXC iShares MSCI Emerging Markets ex China ETF	$2,377,316	$1,672,923 â–¼	-41.3%	30,223	0.3%	Manufacturing
COP ConocoPhillips	$2,363,808	$310,854 â–¼	-11.6%	17,908	0.3%	Energy
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF	$2,296,108	$37,423 â–¼	-1.6%	92,585	0.3%	ETF
AMAT Applied Materials	$2,293,179	$377,354 â–²	19.7%	6,709	0.3%	Computer and Technology
GE GE Aerospace	$2,280,982	$113,226 â–²	5.2%	8,038	0.3%	Aerospace
GE VERNOVA INC COM	$2,212,188	$177,219 â–²	8.7%	2,534	0.3%	Stock
C Citigroup	$2,162,116	$15,650 â–²	0.7%	19,065	0.3%	Financial Services
PALANTIR TECHNOLOGIES INC CL A	$2,141,044	$23,697 â–²	1.1%	14,637	0.3%	Stock
CRM Salesforce	$2,124,196	$78,404 â–¼	-3.6%	11,379	0.3%	Computer and Technology
KO CocaCola	$2,116,292	$45,705 â–²	2.2%	27,828	0.3%	Consumer Staples
HLMN Hillman Solutions	$2,100,800		0.0%	252,500	0.3%	Construction
BA Boeing	$2,032,344	$28,064 â–²	1.4%	10,211	0.3%	Aerospace
CAT Caterpillar	$1,983,023	$34,715 â–²	1.8%	2,799	0.3%	Industrials
ABBV AbbVie	$1,977,585	$11,092 â–¼	-0.6%	9,093	0.3%	Medical
AMD Advanced Micro Devices	$1,969,788	$352,947 â–²	21.8%	9,683	0.3%	Computer and Technology
LAM RESEARCH CORP	$1,963,228	$432,641 â–²	28.3%	9,189	0.3%	Stock
HD Home Depot	$1,913,186	$35,850 â–¼	-1.8%	5,817	0.3%	Retail/Wholesale
COST Costco Wholesale	$1,901,986	$204,247 â–²	12.0%	1,909	0.3%	Retail/Wholesale
MA Mastercard	$1,885,727	$12,991 â–¼	-0.7%	3,774	0.3%	Business Services
USB U.S. Bancorp	$1,878,223	$93,617 â–²	5.2%	36,113	0.3%	Finance
IDHQ Invesco S&P International Developed Quality ETF	$1,824,138	$103,846 â–²	6.0%	51,573	0.3%	ETF
RWJ Invesco S&P SmallCap 600 Revenue ETF	$1,805,522	$158,003 â–²	9.6%	35,767	0.3%	ETF
MCD McDonald's	$1,799,297	$89,825 â–²	5.3%	5,789	0.3%	Retail/Wholesale
TJX TJX Companies	$1,778,695	$91,186 â–²	5.4%	11,138	0.2%	Retail/Wholesale
UNP Union Pacific	$1,778,165	$64,780 â–²	3.8%	7,329	0.2%	Transportation
WFC Wells Fargo & Company	$1,746,987	$69,341 â–¼	-3.8%	21,944	0.2%	Finance
SNA Snap-On	$1,699,506	$6,901 â–¼	-0.4%	4,679	0.2%	Consumer Discretionary
ABNB Airbnb	$1,689,496	$276,047 â–²	19.5%	13,379	0.2%	Consumer Discretionary
GLD SPDR Gold Shares	$1,680,838	$6,455 â–²	0.4%	3,906	0.2%	Finance
PM Philip Morris International	$1,650,312	$35,549 â–¼	-2.1%	9,981	0.2%	Consumer Staples
DISV Dimensional International Small Cap Value ETF	$1,647,595	$115,992 â–²	7.6%	41,775	0.2%	ETF
BMY Bristol Myers Squibb	$1,647,146	$125,668 â–²	8.3%	27,158	0.2%	Medical
RTX RTX	$1,644,733	$46,105 â–²	2.9%	8,526	0.2%	Aerospace
PSX Phillips 66	$1,556,727	$402,618 â–¼	-20.5%	8,545	0.2%	Energy
IBM International Business Machines	$1,543,956	$171,362 â–²	12.5%	6,370	0.2%	Computer and Technology
CTVA Corteva	$1,534,874	$27,289 â–²	1.8%	18,336	0.2%	Consumer Staples
DFAT Dimensional U.S. Targeted Value ETF	$1,518,095	$187,600 â–²	14.1%	24,309	0.2%	ETF
QQQ Invesco QQQ	$1,486,000	$9,233 â–¼	-0.6%	2,575	0.2%	Finance
GS The Goldman Sachs Group	$1,467,693	$11,843 â–²	0.8%	1,735	0.2%	Finance
ICE Intercontinental Exchange	$1,456,872	$112,612 â–²	8.4%	9,263	0.2%	Finance
COF Capital One Financial	$1,443,722	$317,604 â–¼	-18.0%	7,914	0.2%	Finance
TRGP Targa Resources	$1,417,008	$197,559 â–¼	-12.2%	5,652	0.2%	Energy
NKE NIKE	$1,415,862	$82,400 â–²	6.2%	26,805	0.2%	Consumer Discretionary
CB Chubb	$1,410,741	$100,721 â–²	7.7%	4,328	0.2%	Finance
VRTX Vertex Pharmaceuticals	$1,403,703	$75,454 â–²	5.7%	3,144	0.2%	Medical
MPC Marathon Petroleum	$1,391,903	$180,459 â–¼	-11.5%	5,700	0.2%	Energy
SHOPIFY INC CL A SUB VTG SHS	$1,351,896	$34,755 â–¼	-2.5%	11,397	0.2%	Stock
INTC Intel	$1,349,794	$385,605 â–²	40.0%	30,587	0.2%	Computer and Technology
PEP PepsiCo	$1,346,077	$20,188 â–²	1.5%	8,668	0.2%	Consumer Staples
DAL Delta Air Lines	$1,325,063	$8,509 â–²	0.6%	19,932	0.2%	Transportation
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$1,320,616	$38,673 â–¼	-2.8%	25,304	0.2%	ETF
FISERV INC	$1,309,671	$105,573 â–²	8.8%	23,471	0.2%	Stock
SCHW Charles Schwab	$1,301,874	$121,701 â–¼	-8.5%	13,853	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Legacy Financial Advisors, Inc. Top Holdings and 13F Report (2026)

About Legacy Financial Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Legacy Financial Advisors, Inc. Top Holdings and 13F Report (2026)

About Legacy Financial Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLegacy Financial Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools