Legacy Financial Advisors, Inc.
CIK: 0001730810SEC EDGAR →
Portfolio Value
$723K
Holdings
389
As of
Q4 2025
New Positions
93
Closed Positions
16
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 818,325 | $73K | 10.13% |
| 2 | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | 853,141 | $33K | 4.59% |
| 3 | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 177,984 | $26K | 3.66% |
| 4 | APPLE INC | 86,033 | $23K | 3.24% |
| 5 | NVIDIA CORP | 114,381 | $21K | 2.95% |
| 6 | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 222,633 | $21K | 2.87% |
| 7 | WISDOMTREE TRUE EMERGING MARKETS FUND | 631,874 | $21K | 2.84% |
| 8 | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 767,274 | $20K | 2.83% |
| 9 | WISDOMTREE U.S. QUALITY GROWTH FUND | 328,144 | $19K | 2.66% |
| 10 | MICROSOFT | 35,145 | $17K | 2.35% |
Quarterly Changes
New Positions (47)
$837 · 2K shares
$740 · 5K shares
$672 · 7K shares
$626 · 12K shares
$601 · 8K shares
$551 · 2K shares
$481 · 7K shares
$477 · 12K shares
$447 · 3K shares
$435 · 3K shares
$413 · 45K shares
$408 · 4K shares
$392 · 421 shares
$386 · 6K shares
$385 · 6K shares
$383 · 2K shares
$375 · 22K shares
$355 · 1K shares
$330 · 1K shares
$319 · 654 shares
$292 · 3K shares
$292 · 2K shares
$289 · 516 shares
$275 · 1K shares
$266 · 4K shares
$266 · 2K shares
$255 · 7K shares
$253 · 1K shares
$251 · 901 shares
$250 · 3K shares
$248 · 369 shares
$245 · 428 shares
$232 · 1K shares
$232 · 3K shares
$227 · 1K shares
$227 · 2K shares
$224 · 7K shares
$222 · 4K shares
$222 · 5K shares
$221 · 4K shares
$217 · 3K shares
$217 · 2K shares
$211 · 5K shares
$208 · 6K shares
$208 · 5K shares
$202 · 4K shares
$137 · 11K shares
Closed Positions (74)
$3K · 10K shares
$3K · 10K shares
$2K · 15K shares
$1K · 19K shares
$1K · 15K shares
$1K · 38K shares
$1K · 14K shares
$1K · 5K shares
$968 · 4K shares
$918 · 17K shares
$882 · 15K shares
$880 · 50K shares
$851 · 16K shares
$814 · 5K shares
$809 · 12K shares
$793 · 23K shares
$710 · 4K shares
$601 · 11K shares
$562 · 9K shares
$542 · 5K shares
$533 · 20K shares
$526 · 3K shares
$511 · 32K shares
$491 · 7K shares
$469 · 45K shares
$438 · 3K shares
$419 · 22K shares
$397 · 4K shares
$382 · 8K shares
$351 · 4K shares
$348 · 17K shares
$322 · 2K shares
$321 · 410 shares
$320 · 2K shares
$302 · 7K shares
$298 · 3K shares
$289 · 6K shares
$286 · 3K shares
$286 · 3K shares
$280 · 5K shares
$277 · 5K shares
$266 · 16K shares
$264 · 1K shares
$261 · 1K shares
$258 · 5K shares
$256 · 3K shares
$245 · 1K shares
$243 · 4K shares
$242 · 22K shares
$238 · 914 shares
$237 · 7K shares
$230 · 1K shares
$228 · 4K shares
$228 · 10K shares
$227 · 3K shares
$226 · 852 shares
$224 · 16K shares
$213 · 3K shares
$209 · 911 shares
$205 · 3K shares
$205 · 1K shares
$201 · 819 shares
$201 · 2K shares
$201 · 7K shares
$200 · 2K shares
$200 · 1K shares
$200 · 16K shares
$195 · 43K shares
$183 · 100K shares
$171 · 21K shares
$170 · 19K shares
$120 · 18K shares
$107 · 15K shares
$1 · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 121 | $384K | 53.1% |
| Technology | 55 | $114K | 15.8% |
| Consumer Cyclical | 30 | $39K | 5.4% |
| Communication Services | 13 | $37K | 5.2% |
| Industrials | 47 | $35K | 4.8% |
| Healthcare | 39 | $34K | 4.7% |
| Consumer Defensive | 16 | $25K | 3.5% |
| Unknown | 18 | $22K | 3.1% |
| Energy | 20 | $15K | 2.1% |
| Utilities | 16 | $8K | 1.2% |
| Basic Materials | 13 | $7K | 1.0% |
| Real Estate | 1 | $757 | 0.1% |