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

About Legacy Financial Advisors, Inc.

Investment Activity

Legacy Financial Advisors, Inc. has $820.39 million in total holdings as of June 30, 2026.
Legacy Financial Advisors, Inc. owns shares of 435 different stocks, but just 112 companies or ETFs make up 80% of its holdings.
Approximately 6.23% of the portfolio was purchased this quarter.
About 3.73% of the portfolio was sold this quarter.
This quarter, Legacy Financial Advisors, Inc. has purchased 404 new stocks and bought additional shares in 197 stocks.
Legacy Financial Advisors, Inc. sold shares of 175 stocks and completely divested from 22 stocks this quarter.

Largest Holdings

WisdomTree U.S. Quality Dividend Growth Fund: $70,056,996
Franklin International Core Dividend Tilt Index ETF: $36,758,113
Freedom 100 Emerging Markets ETF: $28,758,120
iShares Core S&P Total U.S. Stock Market ETF: $26,992,628
Apple: $26,072,927

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS: $3,374,126 Holding
56164V204 - MAN ACTIVE HIGH YIELD ETF: $1,537,406 Holding
89834G760 - Convergence Long/Short Equity ETF: $1,112,323 Holding
56164V105 - MAN ACTIVE INCOME ETF: $895,130 Holding
871829107 - Sysco: $789,100 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP COM SHS: 24,679 shares (about $3.37M)
KLA: 7,294 shares (about $2.20M)
Apple: 5,527 shares (about $1.60M)
MAN ACTIVE HIGH YIELD ETF: 60,554 shares (about $1.54M)
Microsoft: 4,101 shares (about $1.53M)

Largest Sales this Quarter

Micron Technology: 2,160 shares (about $2.49M)
Phillips 66: 4,867 shares (about $822.75K)
iShares Core S&P Total U.S. Stock Market ETF: 4,952 shares (about $813.46K)
Columbia EM Core ex-China ETF: 15,292 shares (about $808.64K)
Procter & Gamble: 4,509 shares (about $661.20K)

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	$70,056,996	$979,532 â–²	1.4%	732,660	8.5%	ETF
DIVI Franklin International Core Dividend Tilt Index ETF	$36,758,113	$331,892 â–²	0.9%	860,443	4.5%	ETF
FRDM Freedom 100 Emerging Markets ETF	$28,758,120	$567,235 â–²	2.0%	394,487	3.5%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$26,992,628	$813,463 â–¼	-2.9%	164,319	3.3%	ETF
AAPL Apple	$26,072,927	$1,599,302 â–²	6.5%	90,105	3.2%	Technology
NVDA NVIDIA	$24,621,080	$48,422 â–²	0.2%	123,050	3.0%	Technology
WTV WisdomTree U.S. Value Fund	$23,068,012	$117,283 â–²	0.5%	226,780	2.8%	ETF
QGRW WisdomTree U.S. Quality Growth Fund	$22,234,267	$223,709 â–²	1.0%	336,730	2.7%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$22,182,216	$585,270 â–²	2.7%	836,433	2.7%	ETF
MSFT Microsoft	$14,612,234	$1,529,747 â–²	11.7%	39,173	1.8%	Technology
GOOGL Alphabet	$12,809,469	$476,370 â–²	3.9%	35,844	1.6%	Communication Services
NATIXIS GATEWAY QUALITY INCOME ETF	$12,662,380	$254,490 â–²	2.1%	214,000	1.5%	ETF
VFLO VictoryShares Free Cash Flow ETF	$12,655,360	$625,631 â–²	5.2%	276,620	1.5%	ETF
PG Procter & Gamble	$12,070,137	$661,203 â–¼	-5.2%	82,311	1.5%	Consumer Staples
AMZN Amazon.com	$11,991,739	$888,286 â–²	8.0%	50,314	1.5%	Consumer Discretionary
JMUB JPMorgan Municipal ETF	$11,689,692	$255,858 â–²	2.2%	230,771	1.4%	ETF
JPM JPMorgan Chase & Co.	$11,454,098	$359,403 â–²	3.2%	34,993	1.4%	Finance
GOOG Alphabet	$10,783,550	$496,072 â–²	4.8%	30,520	1.3%	Communication Services
DGRO iShares Core Dividend Growth ETF	$10,747,024	$303,691 â–¼	-2.7%	141,800	1.3%	ETF
MU Micron Technology	$8,350,256	$2,493,303 â–¼	-23.0%	7,234	1.0%	Technology
AVGO Broadcom	$7,853,948	$545,104 â–²	7.5%	20,791	1.0%	Technology
TSLA Tesla	$7,086,448	$349,527 â–²	5.2%	16,848	0.9%	Consumer Discretionary
VTI Vanguard Total Stock Market ETF	$6,353,041	$232,749 â–¼	-3.5%	17,169	0.8%	ETF
META Meta Platforms	$6,251,537	$222,505 â–¼	-3.4%	11,098	0.8%	Communication Services
AMD Advanced Micro Devices	$5,995,763	$370,632 â–²	6.6%	10,321	0.7%	Technology
FLMI Franklin Dynamic Municipal Bond ETF	$5,589,985	$818,403 â–²	17.2%	222,089	0.7%	ETF
INTC Intel	$5,121,066	$850,206 â–²	19.9%	36,676	0.6%	Technology
AMAT Applied Materials	$4,934,268	$83,864 â–²	1.7%	6,825	0.6%	Technology
IEFA iShares Core MSCI EAFE ETF	$4,870,324	$146,125 â–¼	-2.9%	50,428	0.6%	ETF
VONG Vanguard Russell 1000 Growth ETF	$4,844,208	$150,431 â–¼	-3.0%	37,902	0.6%	ETF
V Visa	$4,711,394	$137,238 â–²	3.0%	13,732	0.6%	Finance
IVV iShares Core S&P 500 ETF	$4,248,354	$209,684 â–¼	-4.7%	5,673	0.5%	ETF
LAM RESEARCH CORP	$4,165,411	$183,724 â–²	4.6%	9,613	0.5%	Stock
LLY Eli Lilly and Company	$4,123,517	$304,646 â–²	8.0%	3,438	0.5%	Healthcare
PNC The PNC Financial Services Group	$4,000,488	$54,906 â–²	1.4%	16,248	0.5%	Finance
BRK.B Berkshire Hathaway	$3,968,423	$154,114 â–²	4.0%	7,931	0.5%	Finance
JNJ Johnson & Johnson	$3,924,351	$76,445 â–²	2.0%	15,452	0.5%	Healthcare
CSCO Cisco Systems	$3,827,576	$50,156 â–²	1.3%	32,586	0.5%	Technology
VEA Vanguard FTSE Developed Markets ETF	$3,809,446	$109,440 â–²	3.0%	53,466	0.5%	ETF
JPST JPMorgan Ultra-Short Income ETF	$3,727,150	$66,600 â–¼	-1.8%	73,703	0.5%	ETF
MRK Merck & Co., Inc.	$3,718,635	$106,397 â–²	2.9%	28,939	0.5%	Healthcare
SPHQ Invesco S&P 500 Quality ETF	$3,576,269	$86,677 â–²	2.5%	39,692	0.4%	ETF
WALMART INC COM	$3,563,965	$906 â–¼	0.0%	31,467	0.4%	Stock
FITB Fifth Third Bancorp	$3,459,746	$566,459 â–¼	-14.1%	61,376	0.4%	Finance
EXXONMOBIL HOLDINGS CORP COM SHS	$3,374,126	$3,374,126 â–²	New Holding	24,679	0.4%	Stock
NFLX Netflix	$3,241,439	$365,785 â–¼	-10.1%	45,398	0.4%	Communication Services
ORCL Oracle	$3,226,141	$264,668 â–²	8.9%	22,014	0.4%	Technology
BAC Bank of America	$3,219,570	$97,150 â–²	3.1%	56,504	0.4%	Finance
CAT Caterpillar	$3,131,939	$151,219 â–²	5.1%	2,941	0.4%	Industrials
GE GE Aerospace	$3,039,312	$35,132 â–²	1.2%	8,132	0.4%	Industrials
GE VERNOVA INC COM	$3,025,642	$48,175 â–²	1.6%	2,575	0.4%	Stock
SPY SPDR S&P 500 ETF Trust	$2,816,595	$197,878 â–¼	-6.6%	3,772	0.3%	ETF
DFIV Dimensional International Value ETF	$2,736,634	$82,758 â–²	3.1%	50,660	0.3%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$2,692,298	$399,477 â–¼	-12.9%	26,318	0.3%	ETF
C Citigroup	$2,614,649	$53,746 â–¼	-2.0%	18,681	0.3%	Finance
CVX Chevron	$2,566,633	$210,516 â–²	8.9%	15,484	0.3%	Energy
ABBV AbbVie	$2,512,062	$223,954 â–²	9.8%	9,983	0.3%	Healthcare
KLAC KLA	$2,428,204	$2,200,711 â–²	967.4%	8,048	0.3%	Technology
IDHQ Invesco S&P International Developed Quality ETF	$2,326,284	$72,034 â–²	3.2%	53,221	0.3%	ETF
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF	$2,321,273	$34,090 â–¼	-1.4%	91,245	0.3%	ETF
KO CocaCola	$2,298,713	$37,140 â–²	1.6%	28,285	0.3%	Consumer Staples
BA Boeing	$2,296,800	$86,374 â–²	3.9%	10,610	0.3%	Industrials
HD Home Depot	$2,285,456	$233,836 â–²	11.4%	6,480	0.3%	Consumer Discretionary
USB U.S. Bancorp	$2,203,029	$21,804 â–²	1.0%	36,474	0.3%	Finance
RWJ Invesco S&P SmallCap 600 Revenue ETF	$2,197,768	$69,616 â–²	3.3%	36,937	0.3%	ETF
HLMN Hillman Solutions	$2,131,100		0.0%	252,500	0.3%	Industrials
UNP Union Pacific	$2,100,524	$107,161 â–²	5.4%	7,723	0.3%	Industrials
CRM Salesforce	$2,056,098	$273,520 â–²	15.3%	13,125	0.3%	Technology
WFC Wells Fargo & Company	$2,049,545	$236,101 â–²	13.0%	24,801	0.2%	Finance
MA Mastercard	$2,013,324	$74,986 â–²	3.9%	3,920	0.2%	Finance
IBM International Business Machines	$1,926,858	$135,544 â–²	7.6%	6,852	0.2%	Technology
PANW Palo Alto Networks	$1,891,297	$715,801 â–²	60.9%	5,546	0.2%	Technology
QQQ Invesco QQQ	$1,890,770	$5,154 â–¼	-0.3%	2,568	0.2%	ETF
COF Capital One Financial	$1,870,414	$282,679 â–²	17.8%	9,323	0.2%	Finance
ABNB Airbnb	$1,866,449	$48,081 â–¼	-2.5%	13,043	0.2%	Consumer Discretionary
PM Philip Morris International	$1,813,121	$7,417 â–²	0.4%	10,022	0.2%	Consumer Staples
DFAT Dimensional U.S. Targeted Value ETF	$1,804,925	$105,757 â–²	6.2%	25,822	0.2%	ETF
SNA Snap-On	$1,804,362	$78,468 â–¼	-4.2%	4,484	0.2%	Industrials
COST Costco Wholesale	$1,796,876	$11,225 â–²	0.6%	1,921	0.2%	Consumer Staples
COP ConocoPhillips	$1,794,524	$67,157 â–¼	-3.6%	17,262	0.2%	Energy
GS The Goldman Sachs Group	$1,776,916	$22,249 â–²	1.3%	1,757	0.2%	Finance
DISV Dimensional International Small Cap Value ETF	$1,731,830	$55,419 â–²	3.3%	43,156	0.2%	ETF
DAL Delta Air Lines	$1,728,304	$138,523 â–¼	-7.4%	18,453	0.2%	Industrials
TXN Texas Instruments	$1,703,378	$278,382 â–²	19.5%	5,715	0.2%	Technology
TJX TJX Companies	$1,685,096	$2,272 â–¼	-0.1%	11,123	0.2%	Consumer Discretionary
RTX RTX	$1,668,230	$50,656 â–²	3.1%	8,793	0.2%	Industrials
ADI Analog Devices	$1,650,423	$73,882 â–²	4.7%	4,155	0.2%	Technology
VRTX Vertex Pharmaceuticals	$1,558,992	$2,483 â–¼	-0.2%	3,139	0.2%	Healthcare
FFBC First Financial Bancorp.	$1,553,900	$1,090,501 â–²	235.3%	45,933	0.2%	Finance
MAN ACTIVE HIGH YIELD ETF	$1,537,406	$1,537,406 â–²	New Holding	60,554	0.2%	ETF
UNH UnitedHealth Group	$1,531,062	$504,536 â–²	49.1%	3,684	0.2%	Healthcare
BMY Bristol Myers Squibb	$1,511,667	$53,183 â–¼	-3.4%	26,235	0.2%	Healthcare
CB Chubb	$1,500,414	$25,558 â–²	1.7%	4,403	0.2%	Finance
CTVA Corteva	$1,495,015	$57,843 â–¼	-3.7%	17,653	0.2%	Materials
XMHQ Invesco S&P MidCap Quality ETF	$1,479,408	$106,559 â–²	7.8%	13,106	0.2%	ETF
TRGP Targa Resources	$1,460,739	$54,697 â–¼	-3.6%	5,448	0.2%	Energy
MCD McDonald's	$1,444,951	$119,737 â–¼	-7.7%	5,346	0.2%	Consumer Discretionary
GLD SPDR Gold Shares	$1,438,999		0.0%	3,906	0.2%	ETF
MNST Monster Beverage	$1,407,573	$37,390 â–¼	-2.6%	14,644	0.2%	Consumer Staples
STX Seagate Technology	$1,391,708	$9,651 â–²	0.7%	1,442	0.2%	Technology

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

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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