Legacy Financial Independent Advisors LLC Top Holdings and 13F Report (2026) About Legacy Financial Independent Advisors LLCInvestment ActivityLegacy Financial Independent Advisors LLC has $202.16 million in total holdings as of September 30, 2026.Legacy Financial Independent Advisors LLC owns shares of 128 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 13.11% of the portfolio was purchased this quarter.About 12.07% of the portfolio was sold this quarter.This quarter, Legacy Financial Independent Advisors LLC has purchased 124 new stocks and bought additional shares in 39 stocks.Legacy Financial Independent Advisors LLC sold shares of 49 stocks and completely divested from 8 stocks this quarter.Largest Holdings Alerian MLP ETF $12,777,863Microsoft $11,038,121GOLDMAN SACHS GROWTH OPPORTUNITIES ETF $10,484,758Apple $7,764,694Vanguard Total International Bond ETF $6,481,371 Largest New Holdings this Quarter 91913Y100 - Valero Energy $3,443,915 Holding040413205 - ARISTA NETWORKS INCORPORATED COM SHS $1,315,395 Holding032095101 - Amphenol $1,132,992 Holding482480100 - KLA $958,861 Holding29084Q100 - EMCOR Group $884,262 Holding Largest Purchases this Quarter Corning 23,582 shares (about $3.63M)Valero Energy 8,885 shares (about $3.44M)Microsoft 5,778 shares (about $2.96M)GE Aerospace 8,371 shares (about $2.61M)The Goldman Sachs Group 2,707 shares (about $2.44M) Largest Sales this Quarter Ameren 24,337 shares (about $2.42M)McKesson 2,764 shares (about $2.36M)Chevron 11,172 shares (about $2.28M)Capital One Financial 7,938 shares (about $1.53M)Walt Disney 9,655 shares (about $1.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Financial Independent Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMLPAlerian MLP ETF$12,777,863$24,431 ▼-0.2%246,3446.3%ETFMSFTMicrosoft$11,038,121$2,963,536 ▲36.7%21,5215.5%TechnologyGOLDMAN SACHS GROWTH OPPORTUNITIES ETF$10,484,758$81,783 ▼-0.8%230,6365.2%GROWT OPPOR ETFAAPLApple$7,764,694$640,064 ▼-7.6%23,3163.8%TechnologyBNDXVanguard Total International Bond ETF$6,481,371$353,868 ▲5.8%138,2843.2%ETFSPGSimon Property Group$5,967,993$21,281 ▲0.4%29,7273.0%Real EstateFIRST TRUST WCM INTERNATIONAL EQUITY ETF$5,762,637$6,735 ▲0.1%302,0252.9%WCM INTL EQUITYASMLASML$5,000,209$217,400 ▼-4.2%2,7602.5%TechnologyPRINCIPAL INVESTMENT GRADE CORPORATE ETF$4,894,915$128,666 ▲2.7%250,2502.4%PRNC INVT GRADAEPAmerican Electric Power$4,607,622$9,491 ▲0.2%38,8372.3%UtilitiesGLWCorning$4,602,344$3,625,968 ▲371.4%29,9322.3%TechnologyMARMarriott International$4,295,782$422,180 ▲10.9%12,0782.1%Consumer DiscretionaryPSAPublic Storage$4,189,426$36,204 ▲0.9%14,8122.1%Real EstatePPLPPL$4,136,477$380,932 ▼-8.4%125,7672.0%UtilitiesHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$4,054,639$86,298 ▲2.2%103,2242.0%ETFEDConsolidated Edison$4,051,911$17,989 ▲0.4%39,6432.0%UtilitiesMAAMid-America Apartment Communities$3,824,784$38,383 ▲1.0%32,4851.9%Real EstateEVTEaton Vance Tax-Advantaged Dividend Income Fund$3,702,345$106,560 ▲3.0%132,6531.8%FinanceGEGE Aerospace$3,489,841$2,614,180 ▲298.5%11,1751.7%IndustrialsVLOValero Energy$3,443,915$3,443,915 ▲New Holding8,8851.7%EnergyCRWDCrowdStrike$3,374,239$2,337,743 ▲225.5%12,7451.7%TechnologyAXPAmerican Express$3,180,886$910,171 ▼-22.2%10,4601.6%FinanceROKRockwell Automation$3,158,319$117,104 ▼-3.6%7,2551.6%IndustrialsLLYEli Lilly and Company$3,091,718$669,949 ▼-17.8%2,6721.5%HealthcareGOOGAlphabet$2,831,890$752,013 ▼-21.0%8,3111.4%Communication ServicesGSThe Goldman Sachs Group$2,768,607$2,437,275 ▲735.6%3,0751.4%FinanceDUKDuke Energy$2,710,930$116,062 ▼-4.1%23,7781.3%UtilitiesSOSouthern$2,614,765$92,174 ▼-3.4%31,5451.3%UtilitiesVBFInvesco Bond Fund$2,483,131$43,717 ▲1.8%175,1151.2%FinanceCATCaterpillar$2,082,920$260,264 ▼-11.1%2,5691.0%IndustrialsLMTLockheed Martin$2,022,2320.0%3,9711.0%IndustrialsMLMMartin Marietta Materials$1,912,043$125,230 ▼-6.1%3,9850.9%MaterialsTKO GROUP HOLDINGS INCORPORATED CLASS A$1,895,327$538,082 ▼-22.1%10,5460.9%CL ACDNSCadence Design Systems$1,668,755$59,103 ▲3.7%5,0540.8%TechnologyWSBCWesBanco$1,565,0170.0%41,8230.8%FinanceABBVAbbVie$1,521,669$443,657 ▼-22.6%5,8170.8%HealthcareMNSTMonster Beverage$1,502,274$21,434 ▼-1.4%36,0950.7%Consumer StaplesJPMJPMorgan Chase & Co.$1,418,2680.0%4,2870.7%FinanceAMZNAmazon.com$1,331,956$9,468 ▲0.7%5,3460.7%Consumer DiscretionaryARISTA NETWORKS INCORPORATED COM SHS$1,315,395$1,315,395 ▲New Holding6,4610.7%COM SHSIBMInternational Business Machines$1,274,714$20,893 ▲1.7%5,7960.6%TechnologyPNCThe PNC Financial Services Group$1,213,762$33,117 ▲2.8%5,4610.6%FinanceAPHAmphenol$1,132,992$1,132,992 ▲New Holding13,4400.6%TechnologyFIXComfort Systems USA$1,096,662$19,849 ▲1.8%6630.5%IndustrialsFT ENERGY INCOME PARTNERS ENHANCED INCOME ETF$1,081,489$71,790 ▼-6.2%50,7980.5%FT ENER INCO ETFTJXTJX Companies$1,059,935$661,153 ▲165.8%8,0110.5%Consumer DiscretionaryCELESTICA INCORPORATED (CANADA)$976,584$14,457 ▲1.5%2,7020.5%COMKLACKLA$958,861$958,861 ▲New Holding4,9190.5%TechnologyWALMART INCORPORATED$950,660$648,669 ▼-40.6%9,1480.5%COMAEEAmeren$910,023$2,418,612 ▼-72.7%9,1570.5%UtilitiesBRIGHTSPRING HEALTH SVCS INCORPORATED$907,489$481,183 ▼-34.7%15,9910.4%COMPLDPrologis$894,078$26,098 ▼-2.8%6,8860.4%Real EstateEMEEMCOR Group$884,262$884,262 ▲New Holding1,1720.4%IndustrialsCHDNChurchill Downs$879,5530.0%11,6220.4%Consumer DiscretionaryCSXCSX$851,459$4,698 ▼-0.5%18,3070.4%IndustrialsJNJJohnson & Johnson$828,107$14,825 ▼-1.8%3,1280.4%HealthcareXLKTechnology Select Sector SPDR Fund$813,537$30,733 ▼-3.6%4,1560.4%ETFCVXChevron$751,084$2,281,433 ▼-75.2%3,6780.4%EnergyCCJCameco$742,242$18,981 ▲2.6%8,5640.4%EnergyCCitigroup$716,154$716,154 ▲New Holding5,5310.4%FinanceCOFCapital One Financial$693,314$1,532,589 ▼-68.9%3,5910.3%FinanceVNQVanguard Real Estate ETF$679,575$2,151 ▲0.3%7,5820.3%ETFFFIVF5$676,674$12,020 ▲1.8%1,5200.3%TechnologyLYVLive Nation Entertainment$662,810$13,036 ▲2.0%3,9150.3%Communication ServicesJBLJabil$644,288$92,943 ▼-12.6%2,2460.3%TechnologyALNTAllient$627,080$10,490 ▲1.7%5,6190.3%IndustrialsVIRTU FINL INCORPORATED CLASS A$613,820$11,418 ▲1.9%11,1280.3%CL AAERAerCap$592,451$11,195 ▲1.9%4,1280.3%IndustrialsCTVACorteva$585,559$932 ▼-0.2%7,5410.3%MaterialsCRSCarpenter Technology$571,954$11,665 ▲2.1%1,4710.3%IndustrialsROCKET LAB CORPORATION$549,915$549,915 ▲New Holding7,8920.3%COMMCKMcKesson$543,023$2,359,930 ▼-81.3%6360.3%HealthcareHEALTHPEAK PROPERTIES INCORPORATED REIT$529,005$11,143 ▼-2.1%26,4900.3%COMDDominion Energy$528,098$40,669 ▼-7.2%8,7260.3%UtilitiesPALANTIR TECHNOLOGIES INCORPORATED CLASS A$521,870$254,014 ▼-32.7%2,7900.3%CL AVTRVentas$517,092$17,939 ▼-3.4%6,0820.3%Real EstatePGProcter & Gamble$506,156$8,281 ▼-1.6%3,4840.3%Consumer StaplesSTRLSterling Infrastructure$502,107$7,868 ▲1.6%1,0210.2%IndustrialsLHXL3Harris Technologies$481,847$6,156 ▲1.3%2,0350.2%IndustrialsEQREquity Residential$465,179$6,076 ▼-1.3%7,6560.2%Real EstateJCIJohnson Controls International$429,8960.0%2,8920.2%IndustrialsTIPiShares TIPS Bond ETF$424,275$13,005 ▼-3.0%4,0780.2%ETFWMBWilliams Companies$409,519$36,568 ▲9.8%6,0250.2%EnergyXLIIndustrial Select Sector SPDR Fund$374,536$8,349 ▼-2.2%2,2430.2%ETFMOAltria Group$350,1680.0%5,2000.2%Consumer StaplesCSCOCisco Systems$336,3440.0%3,1250.2%TechnologySABA CAPITAL INCOME & OPPORTUN COM NEW$335,266$14,744 ▼-4.2%42,0660.2%COM NEWUPSUnited Parcel Service$334,572$16,350 ▼-4.7%3,5810.2%IndustrialsSPYSPDR S&P 500 ETF Trust$334,032$5,338 ▼-1.6%4380.2%ETFFRABlackRock Floating Rate Income Strategies Fund$311,773$64,990 ▼-17.2%29,5800.2%FinanceEVREvercore$309,515$6,180 ▲2.0%1,2020.2%FinanceYUMYum! Brands$303,6290.0%2,2270.2%Consumer DiscretionaryHUMHumana$298,3880.0%7820.1%HealthcareKOCoca-Cola$296,0290.0%3,4390.1%Consumer StaplesTGTTarget$294,107$294,107 ▲New Holding1,8770.1%Consumer StaplesDGDollar General$291,7750.0%2,4400.1%Consumer StaplesASHAshland$291,3770.0%4,2900.1%MaterialsEBAYeBay$288,0320.0%2,7160.1%Consumer DiscretionaryTAT&T$281,234$8,686 ▼-3.0%11,5260.1%Communication ServicesMETAMeta Platforms$266,141$21,755 ▼-7.6%3670.1%Communication ServicesShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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