Legacy Financial Advisors, Inc.
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationcovington, KY
- CIK0001730810
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
339 | $640.14M | DGRW, DIVI, ITOT, XC | 13F-HR | Aug 7, 2025 | 000176538025000311 | ||
362 | $597.97M | DGRW, DIVI, ITOT, XC | 13F-HR | May 14, 2025 | 000176538025000226 | ||
345 | $604.87M | DGRW, ITOT, DIVI, AAPL | 13F-HR | Feb 13, 2025 | 000176538025000099 | ||
358 | $595.36M | DGRW, ITOT, XC, DIVI | 13F-HR | Nov 14, 2024 | 000176538024000455 | ||
334 | $561.59M | DGRW, ITOT, DWM, XC | 13F-HR | Aug 13, 2024 | 000176538024000333 | ||
324 | $558.22M | DGRW, ITOT, DWM, DNL | 13F-HR | May 14, 2024 | 000176538024000218 | ||
299 | $520.64M | DGRW, USMV, ITOT, DWM | RESTATEMENT | Feb 13, 2024 | 000176538024000115 | ||
265 | $499.70M | ITOT, DGRW, USMV, IEFA | 13F-HR | Nov 13, 2023 | 000176538023000227 | ||
262 | $535.49M | ITOT, USMV, DGRW, AGG | 13F-HR | Aug 8, 2023 | 000176538023000151 | ||
251 | $489.43M | ITOT, USMV, DGRO, AGG | 13F-HR | May 3, 2023 | 000176538023000080 | ||
242 | $464.15M | ITOT, USMV, DGRO, AGG | 13F-HR | Feb 6, 2023 | 000176538023000006 | ||
222 | $418.24M | ITOT, USMV, AGG, DGRO | 13F-HR | Nov 9, 2022 | 000176538022000152 | ||
219 | $402.28M | ITOT, USMV, DGRO, AGG | 13F-HR | Aug 8, 2022 | 000176538022000122 | ||
241 | $444.52M | ITOT, USMV, DGRO, AGG | 13F-HR | May 4, 2022 | 000176538022000061 | ||
205 | $435.84M | USMV, ITOT, DGRO, AGG | 13F-HR | Feb 4, 2022 | 000176538022000024 | ||
183 | $407.92M | USMV, ITOT, DGRO, GOVT | 13F-HR | Oct 26, 2021 | 000176538021000102 | ||
173 | $394.98M | USMV, ITOT, DGRO, GOVT | 13F-HR | Jul 21, 2021 | 000176538021000066 | ||
158 | $364.94M | USMV, ITOT, DGRO, EFAV | 13F-HR | Apr 28, 2021 | 000176538021000047 | ||
142 | $353.70M | USMV, ITOT, DGRO, EFAV | 13F-HR | Feb 2, 2021 | 000176538021000012 | ||
135 | $327.82M | USMV, ITOT, EFAV, DGRO | 13F-HR | Nov 9, 2020 | 000176538020000091 | ||
45 | $278.27M | USMV, ITOT, EFAV, DGRO | 13F-HR | Aug 7, 2020 | 000176538020000068 | ||
55 | $269.74M | USMV, EFAV, ITOT, EEMV | 13F-HR | May 12, 2020 | 000176538020000055 | ||
113 | $316.18M | USMV, EFAV, ITOT, EEMV | 13F-HR | Jan 27, 2020 | 000176538020000010 | ||
113 | $300.81M | USMV, EFAV, ITOT, EEMV | 13F-HR | Nov 7, 2019 | 000176538019000110 | ||
111 | $282.77M | USMV, EFAV, ITOT, EEMV | 13F-HR | Aug 7, 2019 | 000176538019000081 | ||
1,082 | $295.14M | USMV, EFAV, ITOT, EEMV | 13F-HR | May 14, 2019 | 000173081019000003 | ||
1,014 | $258.30M | USMV, EFAV, ITOT, EEMV | 13F-HR | Jan 16, 2019 | 000173081019000001 | ||
946 | $276.09M | USMV, EFAV, ITOT, EEMV | 13F-HR | Oct 30, 2018 | 000173081018000004 | ||
951 | $263.51M | USMV, EFAV, ITOT, EEMV | 13F-HR | Jul 17, 2018 | 000173081018000003 | ||
891 | $251.54M | USMV, EFAV, ITOT, EEMV | 13F-HR | Apr 12, 2018 | 000173081018000002 | ||
889 | $243.63M | USMV, EFAV, ITOT, EEMV | 13F-HR | Feb 9, 2018 | 000173081018000001 |