Legacy Financial Advisors, Inc.
Q2 2025 13F Holdings
- Locationcovington, KY
- Num holdings
339
- Value ($000)
$640,136
- Date Filed08/07/2025
- Form type13F-HR
- CIK0001730810
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | ETF | 97717X669 | $68.71M | 11 % | 820,492 | ||
DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | ETF | 35473P108 | $31.26M | 5 % | 877,208 | ||
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | 464287150 | $26.81M | 4 % | 198,558 | ||
XC WISDOMTREE TRUE EMERGING MARKETS FUND | ETF | 97717Y535 | $21.98M | 3 % | 638,635 | ||
WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST | ETF | 97717W547 | $19.18M | 3 % | 222,048 | ||
QGRW WISDOMTREE U.S. QUALITY GROWTH FUND | ETF | 97717Y477 | $18.61M | 3 % | 354,204 | ||
GQI NATIXIS GATEWAY QUALITY INCOME ETF | ETF | 63873X307 | $18.30M | 3 % | 340,762 | ||
NVDA NVIDIA CORP | STOCK | 67066G104 | $17.54M | 3 % | 110,990 | ||
MSFT MICROSOFT | STOCK | 594918104 | $17.51M | 3 % | 35,208 | ||
AAPL APPLE INC | STOCK | 037833100 | $15.75M | 3 % | 76,788 |
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