Legacy Financial Advisors, Inc. Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$640.1M
Holdings
339
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (339 positions)
| Stock | Value |
|---|---|
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $68.7M |
DIVIFRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $31.3M |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $26.8M |
XCWISDOMTREE TRUE EMERGING MARKETS FUND | $22.0M |
WTVWISDOMTREE US VALUE FUND OF BENEF INTEREST | $19.2M |
QGRWWISDOMTREE U.S. QUALITY GROWTH FUND | $18.6M |
GQINATIXIS GATEWAY QUALITY INCOME ETF | $18.3M |
NVDANVIDIA CORP | $17.5M |
MSFTMICROSOFT | $17.5M |
AAPLAPPLE INC | $15.8M |
JMUBJPMORGAN MUNICIPAL ETF | $15.2M |
PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $15.0M |
PGPROCTER AND GAMBLE CO COM | $12.1M |
DGROISHARES CORE DIVIDEND GROWTH ETF | $11.8M |
JPMJPMORGAN CHASE & CO. COM | $9.9M |
AMZNAMAZON.COM INC | $9.5M |
METAMETA PLATFORMS INC CL A | $8.3M |
GOOGLGOOGLE INC | $6.2M |
NFLXNETFLIX COM INC | $5.5M |
TSLATESLA MOTORS INC | $5.5M |
AQLTISHARES CORE MSCI EAFE ETF | $5.1M |
VTIVANGUARD TOTAL STK MKT | $5.1M |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $5.1M |
VVISA INC | $4.9M |
GOOGALPHABET INC CAP STK CL C | $4.6M |
AVGOAVAGO TECHNOLOGIES LTD | $4.6M |
ORCLORACLE CORPORATION | $4.2M |
IVVISHARES S&P 500 INDEX | $3.7M |
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | $3.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $3.3M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $3.2M |
PNCPNC FINL SVCS GROUP INC COM | $3.0M |
BACBANK AMERICA CORP COM | $3.0M |
FITBFIFTH THIRD BANCORP | $2.9M |
FTLSFIRST TRUST LONG/SHORT EQUITY ETF | $2.7M |
USMVISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | $2.6M |
XOMEXXON MOBIL CORP COM | $2.5M |
WMTWALMART INC COM | $2.5M |
LLYELI LILLY & CO COM | $2.5M |
HYMBSPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $2.5M |
MUNIPIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $2.4M |
IBMINTL BUSINESS MACHINES | $2.4M |
HDHOME DEPOT | $2.4M |
PLTRPALANTIR TECHNOLOGIES INC CL A | $2.3M |
CRMSALESFORCE COM | $2.3M |
BABOEING CO COM | $2.2M |
WFCWELLS FARGO CO NEW COM | $2.1M |
MAMASTERCARD INC | $2.1M |
SPHQINVESCO S&P 500 QUALITY ETF | $2.0M |
KOCOCA COLA CO COM | $2.0M |
JNJJOHNSON & JOHNSON COM | $2.0M |
GEGE AEROSPACE COM NEW | $1.9M |
HLMNHILLMAN SOLUTIONS CORP COM | $1.8M |
CSCOCISCO SYS INC | $1.8M |
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF | $1.8M |
4I1PHILIP MORRIS INTL INC | $1.8M |
COSTCOSTCO WHOLESALE CORP | $1.8M |
ABBVABBVIE INC COM | $1.8M |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $1.8M |
SCHWCHARLES SCHWAB CORP | $1.7M |
NKENIKE INC CLASS B | $1.7M |
DISDISNEY WALT CO COM | $1.7M |
SPYSPDR S&P 500 ETF TRUST | $1.7M |
COFCAPITAL ONE FINANCIAL CORP | $1.7M |
MRKMERCK & CO INC | $1.6M |
CITCINTAS CORP | $1.6M |
TRVCCITIGROUP INC | $1.6M |
FBNDFIDELITY TOTAL BOND ETF | $1.6M |
MCDMCDONALDS CORP COM | $1.5M |
CMCSACOMCAST CORP NEW CL A | $1.5M |
SNASNAP ON INC COM | $1.5M |
ABTABBOTT LABS COM | $1.5M |
COPCONOCOPHILLIPS COM | $1.5M |
IDHQINVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF | $1.4M |
USBUS BANCORP DEL COM NEW | $1.4M |
DEDEERE & CO COM | $1.4M |
PGRPROGRESSIVE CORP COM | $1.4M |
ISRGINTUITIVE SURGICAL, INC. | $1.4M |
VRTXVERTEX PHARMACEUTICALS IN | $1.3M |
GSGOLDMAN SACHS GROUP INC | $1.3M |
RTXRTX CORPORATION COM | $1.3M |
RWJINVESCO S&P SMALLCAP 600 REVENUE ETF | $1.3M |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $1.3M |
CVXCHEVRON CORP NEW COM | $1.3M |
SHOPSHOPIFY INC CL A SUB VTG SHS | $1.2M |
DISVDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $1.2M |
TXNTEXAS INSTRS INC COM | $1.2M |
ICEINTERCONTINENTAL EXCHANGE INC COM | $1.2M |
ADPAUTOMATIC DATA PROCESSING INC COM | $1.2M |
MSIMOTOROLA SOLUTIONS INC COM NEW | $1.2M |
XCEMCOLUMBIA EM CORE EX-CHINA ETF | $1.2M |
ADSKAUTODESK INC | $1.2M |
MPCMARATHON PETE CORP | $1.2M |
INTUINTUIT INC | $1.2M |
UNPUNION PAC CORP COM | $1.1M |
GEVGE VERNOVA INC COM | $1.1M |
TJXTJX COS INC NEW COM | $1.1M |
SBUXSTARBUCKS CORP | $1.1M |
QCOMQUALCOMM INC COM | $1.1M |
ETNEATON CORP PLC SHS | $1.1M |
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