Filed: 8/5/2026ACC: 0001765380-26-000278
📋 What this filing means
LEGACY FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 435 equity positions with a total reported market value of $820.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
435
Positions
$820.39M
Total AUM (reported)
9.32M
Total Shares
Allocation by class
STOCK$459.45M56.0%
ETF$360.94M44.0%
Portfolio Concentration
Top 3$135.57M16.5%
4–10$159.78M19.5%
11–25$148.75M18.1%
Rest$376.28M45.9%
Top 3 weight
16.5%
Top 10 weight
36.0%
Voting Authority Distribution
Total shares with voting rights: 9.32M
Sole
Full voting authority
9.32M
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)
Sole435
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings435
Rows:
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
SOLEShares732.66K
TypeSH
Market value$70.06M
8.54%
Sole
732.66K
Shared
0.00
None
0.00
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
SOLEShares860.44K
TypeSH
Market value$36.76M
4.48%
Sole
860.44K
Shared
0.00
None
0.00
FREEDOM 100 EMERGING MARKETS ETF
SOLEShares394.49K
TypeSH
Market value$28.76M
3.51%
Sole
394.49K
Shared
0.00
None
0.00
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
SOLEShares164.32K
TypeSH
Market value$26.99M
3.29%
Sole
164.32K
Shared
0.00
None
0.00
APPLE INC
SOLEShares90.11K
TypeSH
Market value$26.07M
3.18%
Sole
90.11K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares123.05K
TypeSH
Market value$24.62M
3.00%
Sole
123.05K
Shared
0.00
None
0.00
WISDOMTREE US VALUE FUND OF BENEF INTEREST
SOLEShares226.78K
TypeSH
Market value$23.07M
2.81%
Sole
226.78K
Shared
0.00
None
0.00
WISDOMTREE U.S. QUALITY GROWTH FUND
SOLEShares336.73K
TypeSH
Market value$22.23M
2.71%
Sole
336.73K
Shared
0.00
None
0.00
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
SOLEShares836.43K
TypeSH
Market value$22.18M
2.70%
Sole
836.43K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares39.17K
TypeSH
Market value$14.61M
1.78%
Sole
39.17K
Shared
0.00
None
0.00
GOOGLE INC
SOLEShares35.84K
TypeSH
Market value$12.81M
1.56%
Sole
35.84K
Shared
0.00
None
0.00
NATIXIS GATEWAY QUALITY INCOME ETF
SOLEShares214K
TypeSH
Market value$12.66M
1.54%
Sole
214K
Shared
0.00
None
0.00
VICTORYSHARES FREE CASH FLOW ETF
SOLEShares276.62K
TypeSH
Market value$12.66M
1.54%
Sole
276.62K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO COM
SOLEShares82.31K
TypeSH
Market value$12.07M
1.47%
Sole
82.31K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares50.31K
TypeSH
Market value$11.99M
1.46%
Sole
50.31K
Shared
0.00
None
0.00
JPMORGAN MUNICIPAL ETF
SOLEShares230.77K
TypeSH
Market value$11.69M
1.42%
Sole
230.77K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares34.99K
TypeSH
Market value$11.45M
1.40%
Sole
34.99K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares30.52K
TypeSH
Market value$10.78M
1.31%
Sole
30.52K
Shared
0.00
None
0.00
ISHARES CORE DIVIDEND GROWTH ETF
SOLEShares141.80K
TypeSH
Market value$10.75M
1.31%
Sole
141.80K
Shared
0.00
None
0.00
MICRON TECHNOLOGY
SOLEShares7.23K
TypeSH
Market value$8.35M
1.02%
Sole
7.23K
Shared
0.00
None
0.00
AVAGO TECHNOLOGIES LTD
SOLEShares20.79K
TypeSH
Market value$7.85M
0.96%
Sole
20.79K
Shared
0.00
None
0.00
TESLA MOTORS INC
SOLEShares16.85K
TypeSH
Market value$7.09M
0.86%
Sole
16.85K
Shared
0.00
None
0.00
VANGUARD TOTAL STK MKT
SOLEShares17.17K
TypeSH
Market value$6.35M
0.77%
Sole
17.17K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares11.10K
TypeSH
Market value$6.25M
0.76%
Sole
11.10K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC COM
SOLEShares10.32K
TypeSH
Market value$6.00M
0.73%
Sole
10.32K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDSOLE | ETF | 732.66K | SH | $70.06M 8.54% | 732.66K | 0.00 | 0.00 |
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUNDSOLE | ETF | 860.44K | SH | $36.76M 4.48% | 860.44K | 0.00 | 0.00 |
FREEDOM 100 EMERGING MARKETS ETFSOLE | ETF | 394.49K | SH | $28.76M 3.51% | 394.49K | 0.00 | 0.00 |
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFSOLE | ETF | 164.32K | SH | $26.99M 3.29% | 164.32K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 90.11K | SH | $26.07M 3.18% | 90.11K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Stock | 123.05K | SH | $24.62M 3.00% | 123.05K | 0.00 | 0.00 |
WISDOMTREE US VALUE FUND OF BENEF INTERESTSOLE | ETF | 226.78K | SH | $23.07M 2.81% | 226.78K | 0.00 | 0.00 |
WISDOMTREE U.S. QUALITY GROWTH FUNDSOLE | ETF | 336.73K | SH | $22.23M 2.71% | 336.73K | 0.00 | 0.00 |
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUNDSOLE | ETF | 836.43K | SH | $22.18M 2.70% | 836.43K | 0.00 | 0.00 |
MICROSOFTSOLE | Stock | 39.17K | SH | $14.61M 1.78% | 39.17K | 0.00 | 0.00 |
GOOGLE INCSOLE | Stock | 35.84K | SH | $12.81M 1.56% | 35.84K | 0.00 | 0.00 |
NATIXIS GATEWAY QUALITY INCOME ETFSOLE | ETF | 214K | SH | $12.66M 1.54% | 214K | 0.00 | 0.00 |
VICTORYSHARES FREE CASH FLOW ETFSOLE | ETF | 276.62K | SH | $12.66M 1.54% | 276.62K | 0.00 | 0.00 |
PROCTER & GAMBLE CO COMSOLE | Stock | 82.31K | SH | $12.07M 1.47% | 82.31K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Stock | 50.31K | SH | $11.99M 1.46% | 50.31K | 0.00 | 0.00 |
JPMORGAN MUNICIPAL ETFSOLE | ETF | 230.77K | SH | $11.69M 1.42% | 230.77K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 34.99K | SH | $11.45M 1.40% | 34.99K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 30.52K | SH | $10.78M 1.31% | 30.52K | 0.00 | 0.00 |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | ETF | 141.80K | SH | $10.75M 1.31% | 141.80K | 0.00 | 0.00 |
MICRON TECHNOLOGYSOLE | Stock | 7.23K | SH | $8.35M 1.02% | 7.23K | 0.00 | 0.00 |
AVAGO TECHNOLOGIES LTDSOLE | Stock | 20.79K | SH | $7.85M 0.96% | 20.79K | 0.00 | 0.00 |
TESLA MOTORS INCSOLE | Stock | 16.85K | SH | $7.09M 0.86% | 16.85K | 0.00 | 0.00 |
VANGUARD TOTAL STK MKTSOLE | ETF | 17.17K | SH | $6.35M 0.77% | 17.17K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 11.10K | SH | $6.25M 0.76% | 11.10K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INC COMSOLE | Stock | 10.32K | SH | $6.00M 0.73% | 10.32K | 0.00 | 0.00 |
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