Legacy Financial Advisors, Inc. Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$725.9M

Holdings

416

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (416 positions)

StockValue
DDOMINION RESOURCES INC
$635K
GPNGLOBAL PAYMENTS INC
$634K
NULVNUVEEN ESG LARGE-CAP VALUE ETF
$623K
APAAPA CORPORATION COM
$605K
BHPBHP GROUP LTD SPONSORED ADS
$601K
BNBROOKFIELD CORP CL A LTD VT SH
$597K
YUMYUM! BRANDS INC
$596K
HBANHUNTINGTON BANCSHARES INC COM
$591K
THOTHOR INDS INC
$584K
FDO.FMACYS INC COM
$582K
FFORD MOTOR COMPANY
$564K
TTENTOTAL SA ADR
$562K
BSXBOSTON SCIENTIFIC CORP
$557K
MTBM & T BK CORP COM
$556K
MCKMCKESSON CORP
$556K
CHTRCHARTER COMMUNICATIONS INC NEW CL A
$555K
UBSUBS AG NEW F
$550K
SYKSTRYKER CORP
$547K
KRKROGER CO COM
$546K
SOSOUTHERN CO COM
$545K
DELLDELL TECHNOLOGIES INC CL C
$544K
PLDPROLOGIS SHARE BENEFICIAL INT
$542K
GILDGILEAD SCIENCES INC
$538K
IYWISHARES DJ US TECHNOLOGY
$536K
INGING GROEP NV ADR
$533K
TTTRANE TECHNOLOGIES PLC SHS
$531K
SPGSIMON PROPERTY GROUP INC
$526K
PYPLPAYPAL HLDGS INC COM
$522K
TMUST-MOBILE US INC COM
$519K
VOOVANGUARD S&P 500 ETF
$513K
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED
$511K
ANETARISTA NETWORKS INC COM SHS
$509K
CLFCLEVELAND-CLIFFS INC NEW COM
$502K
NGGNATIONAL GRID TRANSCO PLC
$491K
FBTCFIDELITY WISE ORIGIN BITCOIN FUND
$483K
ACNACCENTURE LTD BERMUDA CL A
$483K
NSCNORFOLK SOUTHERN CRP
$479K
SANBANCO SANTANDER CENT HISP
$469K
CDNSCADENCE DESIGN SYSTEM INC COM
$467K
MCOMOODYS CORP
$464K
MDLZMONDELEZ INTL INC CL A
$457K
ZBHZIMMER HLDGS INC
$452K
UPSUNITED PARCEL SERVICE INC
$451K
SNPSSYNOPSYS INC COM
$449K
TRVTRAVELERS COMPANIES INC COM
$446K
MASMASCO CORP COM
$440K
APHAMPHENOL CORP CL A
$439K
ESGUISHARES ESG AWARE MSCI USA ETF
$438K
MARMARRIOTT INTL INC
$436K
GPCGENUINE PARTS CO COM
$428K
MRSHMARSH & MCLENNAN COS INC COM
$427K
FBINFORTUNE BRANDS INNOVATIONS INC COM
$424K
CITHE CIGNA GROUP COM
$422K
BBVABANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49
$419K
BMOBANK OF MONTREAL
$417K
ZMZOOM COMMUNICATIONS INC CL A
$417K
AZOAUTOZONE INC NEV
$416K
IWRISHARES TR RUSSELL MIDCAP INDEX FD
$414K
SHWSHERWIN WILLIAMS CO COM
$413K
LMTLOCKHEED MARTIN CORP
$409K
TDTORONTO DOMINION BANK
$408K
RHRH COM
$406K
ESGVVANGUARD ESG U.S. STOCK ETF
$405K
ABGCENCORA INC COM
$399K
NEMNEWMONT CORP COM
$397K
CCEPCOCA COLA ENTERPRISEINC
$397K
NOCNORTHROP GRUMMAN CORP COM
$393K
FDXFEDEX CORP
$393K
IJHISHARES CORE S&P MID CAP ETF
$390K
MMM3M CO COM
$388K
BDCBELDEN CDT INC
$387K
DOCUDOCUSIGN INC COM
$386K
SCHDSCHWAB US DIVIDEND EQUITY ETF
$386K
SEICSEI INVESTMENTS CO
$385K
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF
$384K
ADMARCHER DANIELS MIDLAND CO COM
$383K
RELXRELX PLC SPONSORED ADR
$382K
NCLHNORWEGIAN CRUISE LINE HLDGS LTD SHS ISIN#BMG667211
$378K
AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
$377K
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
$377K
CEGCONSTELLATION ENERGY CORP COM
$374K
NULGNUVEEN ESG LARGE-CAP GROWTH ETF
$365K
LULULULULEMON ATHLETICA INC
$365K
AONAON CORP
$364K
EXPDEXPEDITORS INTL WASH INC
$360K
FEFIRSTENERGY CORP
$354K
DHRDANAHER CORP
$353K
PNFPPINNACLE FINL PARTNERS INC COM
$351K
EDCONSOLIDATED EDISON INC COM
$349K
AALAMERICAN AIRLS GROUP INC COM
$349K
SLVISHARES SILVER TRUST ETF
$349K
BCSBARCLAYS PLC ADR
$348K
DYHTARGET CORP COM
$346K
PEGPUBLIC SVC ENTERPRISE GRP INC COM
$343K
KMIKINDER MORGAN INC
$342K
CRBGCOREBRIDGE FINL INC COM
$341K
STXSEAGATE TECHNOLOGY
$341K
ECLECOLAB INC COM
$337K
EMREMERSON ELEC CO COM
$334K
HCAHCA INC
$333K
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