Filed: 2/4/2026ACC: 0001730810-26-000001
📋 What this filing means
LEGACY FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 389 equity positions with a total reported market value of $722.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
389
Positions
$722.93M
Total AUM (reported)
9.06M
Total Shares
Allocation by class
STOCK$395.06M54.6%
ETF$327.87M45.4%
Portfolio Concentration
Top 3$132.83M18.4%
4–10$142.71M19.7%
11–25$131.16M18.1%
Rest$316.23M43.7%
Top 3 weight
18.4%
Top 10 weight
38.1%
Voting Authority Distribution
Total shares with voting rights: 9.06M
Sole
Full voting authority
9.06M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole389
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings389
Rows:
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
SOLEShares818.33K
TypeSH
Market value$73.18M
10.12%
Sole
818.32K
Shared
0.00
None
0.00
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
SOLEShares853.14K
TypeSH
Market value$33.18M
4.59%
Sole
853.14K
Shared
0.00
None
0.00
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
SOLEShares177.98K
TypeSH
Market value$26.46M
3.66%
Sole
177.98K
Shared
0.00
None
0.00
APPLE INC
SOLEShares86.03K
TypeSH
Market value$23.39M
3.24%
Sole
86.03K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares114.38K
TypeSH
Market value$21.33M
2.95%
Sole
114.38K
Shared
0.00
None
0.00
WISDOMTREE US VALUE FUND OF BENEF INTEREST
SOLEShares222.63K
TypeSH
Market value$20.77M
2.87%
Sole
222.63K
Shared
0.00
None
0.00
WISDOMTREE TRUE EMERGING MARKETS FUND
SOLEShares631.87K
TypeSH
Market value$20.50M
2.84%
Sole
631.87K
Shared
0.00
None
0.00
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
SOLEShares767.27K
TypeSH
Market value$20.47M
2.83%
Sole
767.27K
Shared
0.00
None
0.00
WISDOMTREE U.S. QUALITY GROWTH FUND
SOLEShares328.14K
TypeSH
Market value$19.25M
2.66%
Sole
328.14K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares35.15K
TypeSH
Market value$17.00M
2.35%
Sole
35.15K
Shared
0.00
None
0.00
NATIXIS GATEWAY QUALITY INCOME ETF
SOLEShares230.17K
TypeSH
Market value$13.13M
1.82%
Sole
230.17K
Shared
0.00
None
0.00
ISHARES CORE DIVIDEND GROWTH ETF
SOLEShares169.42K
TypeSH
Market value$11.76M
1.63%
Sole
169.42K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO COM
SOLEShares81.75K
TypeSH
Market value$11.71M
1.62%
Sole
81.74K
Shared
0.00
None
0.00
JPMORGAN MUNICIPAL ETF
SOLEShares225.95K
TypeSH
Market value$11.41M
1.58%
Sole
225.95K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares47.18K
TypeSH
Market value$10.89M
1.51%
Sole
47.18K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares33.56K
TypeSH
Market value$10.82M
1.50%
Sole
33.56K
Shared
0.00
None
0.00
GOOGLE INC
SOLEShares34.37K
TypeSH
Market value$10.76M
1.49%
Sole
34.37K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares28.94K
TypeSH
Market value$9.08M
1.26%
Sole
28.94K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares10.99K
TypeSH
Market value$7.25M
1.00%
Sole
10.99K
Shared
0.00
None
0.00
TESLA MOTORS INC
SOLEShares16.08K
TypeSH
Market value$7.23M
1.00%
Sole
16.08K
Shared
0.00
None
0.00
AVAGO TECHNOLOGIES LTD
SOLEShares18.79K
TypeSH
Market value$6.50M
0.90%
Sole
18.79K
Shared
0.00
None
0.00
VANGUARD TOTAL STK MKT
SOLEShares18K
TypeSH
Market value$6.04M
0.83%
Sole
18K
Shared
0.00
None
0.00
VANGUARD RUSSELL 1000 GROWTH ETF
SOLEShares41.81K
TypeSH
Market value$5.09M
0.70%
Sole
41.81K
Shared
0.00
None
0.00
ISHARES CORE MSCI EAFE ETF
SOLEShares55.41K
TypeSH
Market value$4.96M
0.69%
Sole
55.41K
Shared
0.00
None
0.00
VISA INC
SOLEShares12.92K
TypeSH
Market value$4.53M
0.63%
Sole
12.92K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDSOLE | ETF | 818.33K | SH | $73.18M 10.12% | 818.32K | 0.00 | 0.00 |
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUNDSOLE | ETF | 853.14K | SH | $33.18M 4.59% | 853.14K | 0.00 | 0.00 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFSOLE | ETF | 177.98K | SH | $26.46M 3.66% | 177.98K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 86.03K | SH | $23.39M 3.24% | 86.03K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Stock | 114.38K | SH | $21.33M 2.95% | 114.38K | 0.00 | 0.00 |
WISDOMTREE US VALUE FUND OF BENEF INTERESTSOLE | ETF | 222.63K | SH | $20.77M 2.87% | 222.63K | 0.00 | 0.00 |
WISDOMTREE TRUE EMERGING MARKETS FUNDSOLE | ETF | 631.87K | SH | $20.50M 2.84% | 631.87K | 0.00 | 0.00 |
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUNDSOLE | ETF | 767.27K | SH | $20.47M 2.83% | 767.27K | 0.00 | 0.00 |
WISDOMTREE U.S. QUALITY GROWTH FUNDSOLE | ETF | 328.14K | SH | $19.25M 2.66% | 328.14K | 0.00 | 0.00 |
MICROSOFTSOLE | Stock | 35.15K | SH | $17.00M 2.35% | 35.15K | 0.00 | 0.00 |
NATIXIS GATEWAY QUALITY INCOME ETFSOLE | ETF | 230.17K | SH | $13.13M 1.82% | 230.17K | 0.00 | 0.00 |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 169.42K | SH | $11.76M 1.63% | 169.42K | 0.00 | 0.00 |
PROCTER & GAMBLE CO COMSOLE | Stock | 81.75K | SH | $11.71M 1.62% | 81.74K | 0.00 | 0.00 |
JPMORGAN MUNICIPAL ETFSOLE | ETF | 225.95K | SH | $11.41M 1.58% | 225.95K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Stock | 47.18K | SH | $10.89M 1.51% | 47.18K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Stock | 33.56K | SH | $10.82M 1.50% | 33.56K | 0.00 | 0.00 |
GOOGLE INCSOLE | Stock | 34.37K | SH | $10.76M 1.49% | 34.37K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 28.94K | SH | $9.08M 1.26% | 28.94K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 10.99K | SH | $7.25M 1.00% | 10.99K | 0.00 | 0.00 |
TESLA MOTORS INCSOLE | Stock | 16.08K | SH | $7.23M 1.00% | 16.08K | 0.00 | 0.00 |
AVAGO TECHNOLOGIES LTDSOLE | Stock | 18.79K | SH | $6.50M 0.90% | 18.79K | 0.00 | 0.00 |
VANGUARD TOTAL STK MKTSOLE | ETF | 18K | SH | $6.04M 0.83% | 18K | 0.00 | 0.00 |
VANGUARD RUSSELL 1000 GROWTH ETFSOLE | ETF | 41.81K | SH | $5.09M 0.70% | 41.81K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 55.41K | SH | $4.96M 0.69% | 55.41K | 0.00 | 0.00 |
VISA INCSOLE | Stock | 12.92K | SH | $4.53M 0.63% | 12.92K | 0.00 | 0.00 |
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