Filed: 4/30/2026ACC: 0001765380-26-000129
📋 What this filing means
LEGACY FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 404 equity positions with a total reported market value of $715.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
404
Positions
$715.12M
Total AUM (reported)
9.04M
Total Shares
Allocation by class
STOCK$395.62M55.3%
ETF$319.50M44.7%
Portfolio Concentration
Top 3$121.51M17.0%
4–10$137.52M19.2%
11–25$127.68M17.9%
Rest$328.41M45.9%
Top 3 weight
17.0%
Top 10 weight
36.2%
Voting Authority Distribution
Total shares with voting rights: 9.04M
Sole
Full voting authority
9.04M
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)
Sole404
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings404
Rows:
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
SOLEShares722.42K
TypeSH
Market value$63.46M
8.87%
Sole
722.41K
Shared
0.00
None
0.00
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
SOLEShares852.67K
TypeSH
Market value$33.94M
4.75%
Sole
852.67K
Shared
0.00
None
0.00
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
SOLEShares169.27K
TypeSH
Market value$24.11M
3.37%
Sole
169.27K
Shared
0.00
None
0.00
APPLE INC
SOLEShares84.58K
TypeSH
Market value$21.46M
3.00%
Sole
84.58K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares122.81K
TypeSH
Market value$21.42M
2.99%
Sole
122.81K
Shared
0.00
None
0.00
WISDOMTREE US VALUE FUND OF BENEF INTEREST
SOLEShares225.63K
TypeSH
Market value$21.37M
2.99%
Sole
225.63K
Shared
0.00
None
0.00
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
SOLEShares814.36K
TypeSH
Market value$21.34M
2.98%
Sole
814.36K
Shared
0.00
None
0.00
FREEDOM 100 EMERGING MARKETS ETF
SOLEShares386.71K
TypeSH
Market value$21.13M
2.96%
Sole
386.71K
Shared
0.00
None
0.00
WISDOMTREE U.S. QUALITY GROWTH FUND
SOLEShares333.34K
TypeSH
Market value$17.81M
2.49%
Sole
333.34K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares35.07K
TypeSH
Market value$12.98M
1.82%
Sole
35.07K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO COM
SOLEShares86.82K
TypeSH
Market value$12.54M
1.75%
Sole
86.82K
Shared
0.00
None
0.00
NATIXIS GATEWAY QUALITY INCOME ETF
SOLEShares209.70K
TypeSH
Market value$11.50M
1.61%
Sole
209.70K
Shared
0.00
None
0.00
JPMORGAN MUNICIPAL ETF
SOLEShares225.72K
TypeSH
Market value$11.28M
1.58%
Sole
225.72K
Shared
0.00
None
0.00
VICTORYSHARES FREE CASH FLOW ETF
SOLEShares262.94K
TypeSH
Market value$10.38M
1.45%
Sole
262.94K
Shared
0.00
None
0.00
ISHARES CORE DIVIDEND GROWTH ETF
SOLEShares145.81K
TypeSH
Market value$10.23M
1.43%
Sole
145.81K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares33.90K
TypeSH
Market value$9.97M
1.39%
Sole
33.89K
Shared
0.00
None
0.00
GOOGLE INC
SOLEShares34.51K
TypeSH
Market value$9.92M
1.39%
Sole
34.51K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares46.59K
TypeSH
Market value$9.70M
1.36%
Sole
46.59K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares29.12K
TypeSH
Market value$8.35M
1.17%
Sole
29.11K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares11.49K
TypeSH
Market value$6.58M
0.92%
Sole
11.49K
Shared
0.00
None
0.00
AVAGO TECHNOLOGIES LTD
SOLEShares19.35K
TypeSH
Market value$5.99M
0.84%
Sole
19.35K
Shared
0.00
None
0.00
TESLA MOTORS INC
SOLEShares16.02K
TypeSH
Market value$5.95M
0.83%
Sole
16.02K
Shared
0.00
None
0.00
VANGUARD TOTAL STK MKT
SOLEShares17.80K
TypeSH
Market value$5.71M
0.80%
Sole
17.80K
Shared
0.00
None
0.00
NETFLIX COM INC
SOLEShares50.52K
TypeSH
Market value$4.86M
0.68%
Sole
50.52K
Shared
0.00
None
0.00
ISHARES CORE MSCI EAFE ETF
SOLEShares51.94K
TypeSH
Market value$4.70M
0.66%
Sole
51.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDSOLE | ETF | 722.42K | SH | $63.46M 8.87% | 722.41K | 0.00 | 0.00 |
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUNDSOLE | ETF | 852.67K | SH | $33.94M 4.75% | 852.67K | 0.00 | 0.00 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFSOLE | ETF | 169.27K | SH | $24.11M 3.37% | 169.27K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 84.58K | SH | $21.46M 3.00% | 84.58K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Stock | 122.81K | SH | $21.42M 2.99% | 122.81K | 0.00 | 0.00 |
WISDOMTREE US VALUE FUND OF BENEF INTERESTSOLE | ETF | 225.63K | SH | $21.37M 2.99% | 225.63K | 0.00 | 0.00 |
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUNDSOLE | ETF | 814.36K | SH | $21.34M 2.98% | 814.36K | 0.00 | 0.00 |
FREEDOM 100 EMERGING MARKETS ETFSOLE | ETF | 386.71K | SH | $21.13M 2.96% | 386.71K | 0.00 | 0.00 |
WISDOMTREE U.S. QUALITY GROWTH FUNDSOLE | ETF | 333.34K | SH | $17.81M 2.49% | 333.34K | 0.00 | 0.00 |
MICROSOFTSOLE | Stock | 35.07K | SH | $12.98M 1.82% | 35.07K | 0.00 | 0.00 |
PROCTER & GAMBLE CO COMSOLE | Stock | 86.82K | SH | $12.54M 1.75% | 86.82K | 0.00 | 0.00 |
NATIXIS GATEWAY QUALITY INCOME ETFSOLE | ETF | 209.70K | SH | $11.50M 1.61% | 209.70K | 0.00 | 0.00 |
JPMORGAN MUNICIPAL ETFSOLE | ETF | 225.72K | SH | $11.28M 1.58% | 225.72K | 0.00 | 0.00 |
VICTORYSHARES FREE CASH FLOW ETFSOLE | ETF | 262.94K | SH | $10.38M 1.45% | 262.94K | 0.00 | 0.00 |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 145.81K | SH | $10.23M 1.43% | 145.81K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 33.90K | SH | $9.97M 1.39% | 33.89K | 0.00 | 0.00 |
GOOGLE INCSOLE | Stock | 34.51K | SH | $9.92M 1.39% | 34.51K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Stock | 46.59K | SH | $9.70M 1.36% | 46.59K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 29.12K | SH | $8.35M 1.17% | 29.11K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 11.49K | SH | $6.58M 0.92% | 11.49K | 0.00 | 0.00 |
AVAGO TECHNOLOGIES LTDSOLE | Stock | 19.35K | SH | $5.99M 0.84% | 19.35K | 0.00 | 0.00 |
TESLA MOTORS INCSOLE | Stock | 16.02K | SH | $5.95M 0.83% | 16.02K | 0.00 | 0.00 |
VANGUARD TOTAL STK MKTSOLE | ETF | 17.80K | SH | $5.71M 0.80% | 17.80K | 0.00 | 0.00 |
NETFLIX COM INCSOLE | Stock | 50.52K | SH | $4.86M 0.68% | 50.52K | 0.00 | 0.00 |
ISHARES CORE MSCI EAFE ETFSOLE | ETF | 51.94K | SH | $4.70M 0.66% | 51.94K | 0.00 | 0.00 |
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