Legacy Financial Advisors, Inc.
Q1 2026 13F Holdings
- Locationcovington, KY
- Num holdings
404
- Value ($000)
$715,120
- Date Filed 04/30/2026
- Form type13F-HR
- CIK 0001730810
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | ETF | 97717X669 | $63.46M | 9 % | 722,416 | ||
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | ETF | 35473P108 | $33.94M | 5 % | 852,674 | ||
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | 464287150 | $24.11M | 3 % | 169,271 | ||
APPLE INC | STOCK | 037833100 | $21.46M | 3 % | 84,578 | ||
NVIDIA CORP | STOCK | 67066G104 | $21.42M | 3 % | 122,808 | ||
WISDOMTREE US VALUE FUND OF BENEF INTEREST | ETF | 97717W547 | $21.37M | 3 % | 225,627 | ||
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | ETF | 72201R585 | $21.34M | 3 % | 814,364 | ||
FREEDOM 100 EMERGING MARKETS ETF | ETF | 02072L607 | $21.13M | 3 % | 386,706 | ||
WISDOMTREE U.S. QUALITY GROWTH FUND | ETF | 97717Y477 | $17.81M | 3 % | 333,342 | ||
MICROSOFT | STOCK | 594918104 | $12.98M | 2 % | 35,072 |
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