Legacy Financial Advisors, Inc. Top Holdings and 13F Report (2026) About Legacy Financial Advisors, Inc.Investment ActivityLegacy 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 $63,457,014Franklin International Core Dividend Tilt Index ETF $33,944,963iShares Core S&P Total U.S. Stock Market ETF $24,109,231Apple $21,464,940NVIDIA $21,417,729 Largest New Holdings this Quarter 02072L607 - Freedom 100 Emerging Markets ETF $21,133,483 Holding92647X830 - VictoryShares Free Cash Flow ETF $10,381,055 Holding754730109 - Raymond James Financial $548,320 Holding381430529 - Goldman Sachs Access Treasury 0-1 Year ETF $530,306 Holding866966104 - 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 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$63,457,014$8,424,646 ▼-11.7%722,4168.9%ManufacturingDIVIFranklin International Core Dividend Tilt Index ETF$33,944,963$18,591 ▼-0.1%852,6744.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$24,109,231$1,240,991 ▼-4.9%169,2713.4%ETFAAPLApple$21,464,940$369,263 ▼-1.7%84,5783.0%Computer and TechnologyNVDANVIDIA$21,417,729$1,469,670 ▲7.4%122,8083.0%Computer and TechnologyWTVWisdomTree U.S. Value Fund$21,373,672$283,622 ▲1.3%225,6273.0%FinancePYLDPIMCO Multi Sector Bond Active ETF$21,336,348$1,233,759 ▲6.1%814,3643.0%ETFFRDMFreedom 100 Emerging Markets ETF$21,133,483$21,133,483 ▲New Holding386,7063.0%ETFQGRWWisdomTree U.S. Quality Growth Fund$17,810,462$277,729 ▲1.6%333,3422.5%ETFMSFTMicrosoft$12,982,736$27,023 ▼-0.2%35,0721.8%Computer and TechnologyPGProcter & Gamble$12,540,269$733,032 ▲6.2%86,8201.8%Consumer StaplesNATIXIS GATEWAY QUALITY INCOME ETF$11,501,587$1,123,014 ▼-8.9%209,6991.6%ETFJMUBJPMorgan Municipal ETF$11,283,744$11,448 ▼-0.1%225,7201.6%ETFVFLOVictoryShares Free Cash Flow ETF$10,381,055$10,381,055 ▲New Holding262,9451.5%ETFDGROiShares Core Dividend Growth ETF$10,232,724$1,657,369 ▼-13.9%145,8071.4%ETFJPMJPMorgan Chase & Co.$9,970,494$97,366 ▲1.0%33,8951.4%FinanceGOOGLAlphabet$9,924,064$41,409 ▲0.4%34,5111.4%Computer and TechnologyAMZNAmazon.com$9,702,588$124,336 ▼-1.3%46,5871.4%Retail/WholesaleGOOGAlphabet$8,352,123$51,634 ▲0.6%29,1161.2%Computer and TechnologyMETAMeta Platforms$6,575,744$289,509 ▲4.6%11,4930.9%Computer and TechnologyAVGOBroadcom$5,988,444$174,255 ▲3.0%19,3480.8%Computer and TechnologyTSLATesla$5,954,196$23,420 ▼-0.4%16,0170.8%Auto/Tires/TrucksVTIVanguard Total Stock Market ETF$5,709,912$66,088 ▼-1.1%17,7980.8%ETFNFLXNetflix$4,857,623$1,010,831 ▲26.3%50,5210.7%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$4,702,239$313,959 ▼-6.3%51,9410.7%ETFFLMIFranklin Dynamic Municipal Bond ETF$4,699,531$223,209 ▲5.0%189,5740.7%ETFVONGVanguard Russell 1000 Growth ETF$4,286,536$299,780 ▼-6.5%39,0790.6%ETFXOMExxonMobil$4,038,738$99,081 ▲2.5%23,8050.6%EnergyVVisa$4,029,585$124,527 ▲3.2%13,3320.6%Business ServicesWALMART INC COM$3,911,741$61,270 ▲1.6%31,4750.5%StockIVViShares Core S&P 500 ETF$3,888,266$81,645 ▲2.1%5,9530.5%ETFJPSTJPMorgan Ultra-Short Income ETF$3,796,764$50,306 ▲1.3%75,0200.5%ETFJNJJohnson & Johnson$3,703,427$187,726 ▲5.3%15,1510.5%MedicalBRK.BBerkshire Hathaway$3,652,779$62,772 ▲1.7%7,6230.5%FinanceMRKMerck & Co., Inc.$3,381,450$66,039 ▼-1.9%28,1110.5%MedicalPNCThe PNC Financial Services Group$3,334,705$29,966 ▲0.9%16,0250.5%FinanceVEAVanguard FTSE Developed Markets ETF$3,327,646$232,288 ▼-6.5%51,9300.5%ETFFITBFifth Third Bancorp$3,318,423$32,150 ▲1.0%71,4250.5%FinanceMUMicron Technology$3,173,655$279,730 ▲9.7%9,3940.4%Computer and TechnologyORCLOracle$2,972,730$182,118 ▲6.5%20,2080.4%Computer and TechnologyCVXChevron$2,940,859$70,139 ▲2.4%14,2140.4%EnergyLLYEli Lilly and Company$2,928,333$32,190 ▲1.1%3,1840.4%MedicalSPHQInvesco S&P 500 Quality ETF$2,912,083$338,277 ▲13.1%38,7300.4%ETFBACBank of America$2,671,468$123,290 ▼-4.4%54,7990.4%FinanceSPYSPDR S&P 500 ETF Trust$2,625,268$683,467 ▼-20.7%4,0370.4%FinanceDFIVDimensional International Value ETF$2,592,973$100,757 ▲4.0%49,1280.4%ETFCSCOCisco Systems$2,495,215$277,539 ▲12.5%32,1590.3%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$2,377,316$1,672,923 ▼-41.3%30,2230.3%ManufacturingCOPConocoPhillips$2,363,808$310,854 ▼-11.6%17,9080.3%EnergyHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$2,296,108$37,423 ▼-1.6%92,5850.3%ETFAMATApplied Materials$2,293,179$377,354 ▲19.7%6,7090.3%Computer and TechnologyGEGE Aerospace$2,280,982$113,226 ▲5.2%8,0380.3%AerospaceGE VERNOVA INC COM$2,212,188$177,219 ▲8.7%2,5340.3%StockCCitigroup$2,162,116$15,650 ▲0.7%19,0650.3%Financial ServicesPALANTIR TECHNOLOGIES INC CL A$2,141,044$23,697 ▲1.1%14,6370.3%StockCRMSalesforce$2,124,196$78,404 ▼-3.6%11,3790.3%Computer and TechnologyKOCocaCola$2,116,292$45,705 ▲2.2%27,8280.3%Consumer StaplesHLMNHillman Solutions$2,100,8000.0%252,5000.3%ConstructionBABoeing$2,032,344$28,064 ▲1.4%10,2110.3%AerospaceCATCaterpillar$1,983,023$34,715 ▲1.8%2,7990.3%IndustrialsABBVAbbVie$1,977,585$11,092 ▼-0.6%9,0930.3%MedicalAMDAdvanced Micro Devices$1,969,788$352,947 ▲21.8%9,6830.3%Computer and TechnologyLAM RESEARCH CORP$1,963,228$432,641 ▲28.3%9,1890.3%StockHDHome Depot$1,913,186$35,850 ▼-1.8%5,8170.3%Retail/WholesaleCOSTCostco Wholesale$1,901,986$204,247 ▲12.0%1,9090.3%Retail/WholesaleMAMastercard$1,885,727$12,991 ▼-0.7%3,7740.3%Business ServicesUSBU.S. Bancorp$1,878,223$93,617 ▲5.2%36,1130.3%FinanceIDHQInvesco S&P International Developed Quality ETF$1,824,138$103,846 ▲6.0%51,5730.3%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$1,805,522$158,003 ▲9.6%35,7670.3%ETFMCDMcDonald's$1,799,297$89,825 ▲5.3%5,7890.3%Retail/WholesaleTJXTJX Companies$1,778,695$91,186 ▲5.4%11,1380.2%Retail/WholesaleUNPUnion Pacific$1,778,165$64,780 ▲3.8%7,3290.2%TransportationWFCWells Fargo & Company$1,746,987$69,341 ▼-3.8%21,9440.2%FinanceSNASnap-On$1,699,506$6,901 ▼-0.4%4,6790.2%Consumer DiscretionaryABNBAirbnb$1,689,496$276,047 ▲19.5%13,3790.2%Consumer DiscretionaryGLDSPDR Gold Shares$1,680,838$6,455 ▲0.4%3,9060.2%FinancePMPhilip Morris International$1,650,312$35,549 ▼-2.1%9,9810.2%Consumer StaplesDISVDimensional International Small Cap Value ETF$1,647,595$115,992 ▲7.6%41,7750.2%ETFBMYBristol Myers Squibb$1,647,146$125,668 ▲8.3%27,1580.2%MedicalRTXRTX$1,644,733$46,105 ▲2.9%8,5260.2%AerospacePSXPhillips 66$1,556,727$402,618 ▼-20.5%8,5450.2%EnergyIBMInternational Business Machines$1,543,956$171,362 ▲12.5%6,3700.2%Computer and TechnologyCTVACorteva$1,534,874$27,289 ▲1.8%18,3360.2%Consumer StaplesDFATDimensional U.S. Targeted Value ETF$1,518,095$187,600 ▲14.1%24,3090.2%ETFQQQInvesco QQQ$1,486,000$9,233 ▼-0.6%2,5750.2%FinanceGSThe Goldman Sachs Group$1,467,693$11,843 ▲0.8%1,7350.2%FinanceICEIntercontinental Exchange$1,456,872$112,612 ▲8.4%9,2630.2%FinanceCOFCapital One Financial$1,443,722$317,604 ▼-18.0%7,9140.2%FinanceTRGPTarga Resources$1,417,008$197,559 ▼-12.2%5,6520.2%EnergyNKENIKE$1,415,862$82,400 ▲6.2%26,8050.2%Consumer DiscretionaryCBChubb$1,410,741$100,721 ▲7.7%4,3280.2%FinanceVRTXVertex Pharmaceuticals$1,403,703$75,454 ▲5.7%3,1440.2%MedicalMPCMarathon Petroleum$1,391,903$180,459 ▼-11.5%5,7000.2%EnergySHOPIFY INC CL A SUB VTG SHS$1,351,896$34,755 ▼-2.5%11,3970.2%StockINTCIntel$1,349,794$385,605 ▲40.0%30,5870.2%Computer and TechnologyPEPPepsiCo$1,346,077$20,188 ▲1.5%8,6680.2%Consumer StaplesDALDelta Air Lines$1,325,063$8,509 ▲0.6%19,9320.2%TransportationMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,320,616$38,673 ▼-2.8%25,3040.2%ETFFISERV INC$1,309,671$105,573 ▲8.8%23,4710.2%StockSCHWCharles Schwab$1,301,874$121,701 ▼-8.5%13,8530.2%FinanceShowing 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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