LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Q1 2026 13F Holdings
- Locationlouisville, KY
- Num holdings
113
- Value ($000)
$192,232
- Date Filed 05/05/2026
- Form type13F-HR
- CIK 0002131510
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ALERIAN MLP ETF | ALERIAN MLP | 00162Q452 | $12.76M | 7 % | 242,427 | ||
GOLDMAN SACHS GROWTH OPPORTUNITIES ETF | GROWTH OPPORTUNI | 38149W440 | $8.62M | 5 % | 235,715 | ||
INTERNATIONAL BUSINESS MACHINES | COM | 459200101 | $6.78M | 4 % | 27,961 | ||
DUKE ENERGY CORPORATION NEW COM NEW | COM NEW | 26441C204 | $6.32M | 3 % | 48,292 | ||
SOUTHERN COMPANY | COM | 842587107 | $6.23M | 3 % | 64,522 | ||
AMERICAN ELEC PWR COMPANY INCORPORATED | COM | 025537101 | $5.96M | 3 % | 45,458 | ||
SIMON PROPERTY GROUP INCORPORATED NEW REIT | COM | 828806109 | $5.45M | 3 % | 29,236 | ||
FIRST TRUST WCM INTERNATIONAL EQUITY ETF | WCM INTL EQUITY | 33733E732 | $5.39M | 3 % | 321,391 | ||
PPL CORPORATION | COM | 69351T106 | $5.23M | 3 % | 137,029 | ||
PRINCIPAL INVESTMENT GRADE CORPORATE ACTIVE ETF | PRNC INVT GRAD | 74255Y821 | $4.94M | 3 % | 239,466 |
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