Legacy Financial Advisors, Inc.
CIK: 0001730810Latest portfolio: $722.9M · Q4 2025
Holdings
389
Total Value
$722.9M
New Positions
46
Closed Positions
73
Top Holdings
View All 389 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 818,325 | $73.2M | 10.12% | -133 | |
| 2 | DIVIFRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | 853,141 | $33.2M | 4.59% | -11,793 | |
| 3 | ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 177,984 | $26.5M | 3.66% | -10,174 | |
| 4 | AAPLAPPLE INC | 86,033 | $23.4M | 3.24% | +5K | |
| 5 | NVDANVIDIA CORP | 114,381 | $21.3M | 2.95% | +3K | |
| 6 | WTVWISDOMTREE US VALUE FUND OF BENEF INTEREST | 222,633 | $20.8M | 2.87% | -1,226 | |
| 7 | XCWISDOMTREE TRUE EMERGING MARKETS FUND | 631,874 | $20.5M | 2.84% | -1,715 | |
| 8 | PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 767,274 | $20.5M | 2.83% | +58K | |
| 9 | QGRWWISDOMTREE U.S. QUALITY GROWTH FUND | 328,144 | $19.3M | 2.66% | -18,817 | |
| 10 | MSFTMICROSOFT | 35,145 | $17.0M | 2.35% | -713 | |
| 11 | GQINATIXIS GATEWAY QUALITY INCOME ETF | 230,174 | $13.1M | 1.82% | -131,259 | |
| 12 | DGROISHARES CORE DIVIDEND GROWTH ETF | 169,423 | $11.8M | 1.63% | -5,872 | |
| 13 | PGPROCTER & GAMBLE CO COM | 81,745 | $11.7M | 1.62% | +7K | |
| 14 | JMUBJPMORGAN MUNICIPAL ETF | 225,949 | $11.4M | 1.58% | -235 | |
| 15 | AMZNAMAZON.COM INC | 47,184 | $10.9M | 1.51% | +3K | |
| 16 | JPMJPMORGAN CHASE & CO. COM | 33,564 | $10.8M | 1.50% | -671 | |
| 17 | GOOGLGOOGLE INC | 34,367 | $10.8M | 1.49% | +483 | |
| 18 | GOOGALPHABET INC CAP STK CL C | 28,936 | $9.1M | 1.26% | +3K | |
| 19 | METAMETA PLATFORMS INC CL A | 10,987 | $7.3M | 1.00% | -382 | |
| 20 | TSLATESLA MOTORS INC | 16,080 | $7.2M | 1.00% | +290 | |
| 21 | AVGOAVAGO TECHNOLOGIES LTD | 18,785 | $6.5M | 0.90% | +1K | |
| 22 | VTIVANGUARD TOTAL STK MKT | 18,004 | $6.0M | 0.83% | +2K | |
| 23 | VONGVANGUARD RUSSELL 1000 GROWTH ETF | 41,812 | $5.1M | 0.70% | -1,771 | |
| 24 | AQLTISHARES CORE MSCI EAFE ETF | 55,409 | $5.0M | 0.69% | -2,651 | |
| 25 | VVISA INC | 12,920 | $4.5M | 0.63% | -282 |
Quarterly Changes
New Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.338921332169967e+177T)
Industrials0.0% ($2.353218621861633e+141T)
Healthcare0.0% ($3.3833016297620894e+121T)
Consumer Cyclical0.0% ($1.0890723120391681e+89T)
Energy0.0% ($2.794211418961387e+56T)
Unknown0.0% ($4.956376522081635e+51T)
Consumer Defensive0.0% ($1.171434511903147e+46T)
Utilities0.0% ($1.5238518498075424e+39T)
Communication Services0.0% ($1.0756908072523752e+36T)
Basic Materials0.0% ($1.2078197946776266e+30T)
Real Estate0.0% ($757K)
Filing History
Fund Information
Legacy Financial Advisors, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $722.9M across 389 holdings. The largest position is WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW), representing 10.1% of the portfolio. Compared to the previous quarter, the fund opened 47 new positions and closed 74 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.