Filed: 11/10/2025ACC: 0001765380-25-000458
📋 What this filing means
LEGACY FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 416 equity positions with a total reported market value of $725.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
416
Positions
$725.88M
Total AUM (reported)
9.78M
Total Shares
Allocation by class
STOCK$368.74M50.8%
ETF$328.32M45.2%
ADR$25.37M3.5%
REIT$3.46M0.5%
Portfolio Concentration
Top 3$132.49M18.3%
4–10$143.04M19.7%
11–25$130.58M18.0%
Rest$319.78M44.1%
Top 3 weight
18.3%
Top 10 weight
38.0%
Voting Authority Distribution
Total shares with voting rights: 9.78M
Sole
Full voting authority
9.78M
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)
Sole416
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings416
Rows:
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
SOLEShares818.46K
TypeSH
Market value$72.81M
10.03%
Sole
818.46K
Shared
0.00
None
0.00
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
SOLEShares864.93K
TypeSH
Market value$32.27M
4.45%
Sole
864.93K
Shared
0.00
None
0.00
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
SOLEShares188.16K
TypeSH
Market value$27.41M
3.78%
Sole
188.16K
Shared
0.00
None
0.00
WISDOMTREE TRUE EMERGING MARKETS FUND
SOLEShares633.59K
TypeSH
Market value$21.94M
3.02%
Sole
633.59K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares111.51K
TypeSH
Market value$20.81M
2.87%
Sole
111.51K
Shared
0.00
None
0.00
APPLE INC
SOLEShares81.38K
TypeSH
Market value$20.72M
2.85%
Sole
81.38K
Shared
0.00
None
0.00
WISDOMTREE US VALUE FUND OF BENEF INTEREST
SOLEShares223.86K
TypeSH
Market value$20.37M
2.81%
Sole
223.86K
Shared
0.00
None
0.00
NATIXIS GATEWAY QUALITY INCOME ETF
SOLEShares361.43K
TypeSH
Market value$20.26M
2.79%
Sole
361.43K
Shared
0.00
None
0.00
WISDOMTREE U.S. QUALITY GROWTH FUND
SOLEShares346.96K
TypeSH
Market value$19.90M
2.74%
Sole
346.96K
Shared
0.00
None
0.00
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
SOLEShares709.27K
TypeSH
Market value$19.04M
2.62%
Sole
709.27K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares35.86K
TypeSH
Market value$18.57M
2.56%
Sole
35.86K
Shared
0.00
None
0.00
ISHARES CORE DIVIDEND GROWTH ETF
SOLEShares175.29K
TypeSH
Market value$11.93M
1.64%
Sole
175.29K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO COM
SOLEShares74.54K
TypeSH
Market value$11.45M
1.58%
Sole
74.54K
Shared
0.00
None
0.00
JPMORGAN MUNICIPAL ETF
SOLEShares226.18K
TypeSH
Market value$11.42M
1.57%
Sole
226.18K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares34.23K
TypeSH
Market value$10.80M
1.49%
Sole
34.23K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares44.57K
TypeSH
Market value$9.79M
1.35%
Sole
44.57K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares11.37K
TypeSH
Market value$8.35M
1.15%
Sole
11.37K
Shared
0.00
None
0.00
GOOGLE INC
SOLEShares33.88K
TypeSH
Market value$8.24M
1.13%
Sole
33.88K
Shared
0.00
None
0.00
TESLA MOTORS INC
SOLEShares15.79K
TypeSH
Market value$7.02M
0.97%
Sole
15.79K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares25.76K
TypeSH
Market value$6.27M
0.86%
Sole
25.76K
Shared
0.00
None
0.00
AVAGO TECHNOLOGIES LTD
SOLEShares17.34K
TypeSH
Market value$5.72M
0.79%
Sole
17.34K
Shared
0.00
None
0.00
ORACLE CORPORATION
SOLEShares19.09K
TypeSH
Market value$5.37M
0.74%
Sole
19.09K
Shared
0.00
None
0.00
VANGUARD TOTAL STK MKT
SOLEShares16.24K
TypeSH
Market value$5.33M
0.73%
Sole
16.24K
Shared
0.00
None
0.00
VANGUARD RUSSELL 1000 GROWTH ETF
SOLEShares43.58K
TypeSH
Market value$5.25M
0.72%
Sole
43.58K
Shared
0.00
None
0.00
ISHARES CORE MSCI EAFE ETF
SOLEShares58.06K
TypeSH
Market value$5.07M
0.70%
Sole
58.06K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDSOLE | ETF | 818.46K | SH | $72.81M 10.03% | 818.46K | 0.00 | 0.00 |
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUNDSOLE | ETF | 864.93K | SH | $32.27M 4.45% | 864.93K | 0.00 | 0.00 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFSOLE | ETF | 188.16K | SH | $27.41M 3.78% | 188.16K | 0.00 | 0.00 |
WISDOMTREE TRUE EMERGING MARKETS FUNDSOLE | ETF | 633.59K | SH | $21.94M 3.02% | 633.59K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Stock | 111.51K | SH | $20.81M 2.87% | 111.51K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 81.38K | SH | $20.72M 2.85% | 81.38K | 0.00 | 0.00 |
WISDOMTREE US VALUE FUND OF BENEF INTERESTSOLE | ETF | 223.86K | SH | $20.37M 2.81% | 223.86K | 0.00 | 0.00 |
NATIXIS GATEWAY QUALITY INCOME ETFSOLE | ETF | 361.43K | SH | $20.26M 2.79% | 361.43K | 0.00 | 0.00 |
WISDOMTREE U.S. QUALITY GROWTH FUNDSOLE | ETF | 346.96K | SH | $19.90M 2.74% | 346.96K | 0.00 | 0.00 |
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUNDSOLE | ETF | 709.27K | SH | $19.04M 2.62% | 709.27K | 0.00 | 0.00 |
MICROSOFTSOLE | Stock | 35.86K | SH | $18.57M 2.56% | 35.86K | 0.00 | 0.00 |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 175.29K | SH | $11.93M 1.64% | 175.29K | 0.00 | 0.00 |
PROCTER AND GAMBLE CO COMSOLE | Stock | 74.54K | SH | $11.45M 1.58% | 74.54K | 0.00 | 0.00 |
JPMORGAN MUNICIPAL ETFSOLE | ETF | 226.18K | SH | $11.42M 1.57% | 226.18K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Stock | 34.23K | SH | $10.80M 1.49% | 34.23K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Stock | 44.57K | SH | $9.79M 1.35% | 44.57K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 11.37K | SH | $8.35M 1.15% | 11.37K | 0.00 | 0.00 |
GOOGLE INCSOLE | Stock | 33.88K | SH | $8.24M 1.13% | 33.88K | 0.00 | 0.00 |
TESLA MOTORS INCSOLE | Stock | 15.79K | SH | $7.02M 0.97% | 15.79K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 25.76K | SH | $6.27M 0.86% | 25.76K | 0.00 | 0.00 |
AVAGO TECHNOLOGIES LTDSOLE | Stock | 17.34K | SH | $5.72M 0.79% | 17.34K | 0.00 | 0.00 |
ORACLE CORPORATIONSOLE | Stock | 19.09K | SH | $5.37M 0.74% | 19.09K | 0.00 | 0.00 |
VANGUARD TOTAL STK MKTSOLE | ETF | 16.24K | SH | $5.33M 0.73% | 16.24K | 0.00 | 0.00 |
VANGUARD RUSSELL 1000 GROWTH ETFSOLE | ETF | 43.58K | SH | $5.25M 0.72% | 43.58K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 58.06K | SH | $5.07M 0.70% | 58.06K | 0.00 | 0.00 |
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