Legacy Financial Advisors, Inc. Q4 2025 Filing
Filed February 4, 2026
Portfolio Value
$722.9M
Holdings
389
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (389 positions)
| Stock | Value |
|---|---|
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $73K |
DIVIFRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $33K |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $26K |
AAPLAPPLE INC | $23K |
NVDANVIDIA CORP | $21K |
WTVWISDOMTREE US VALUE FUND OF BENEF INTEREST | $21K |
XCWISDOMTREE TRUE EMERGING MARKETS FUND | $21K |
PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $20K |
QGRWWISDOMTREE U.S. QUALITY GROWTH FUND | $19K |
MSFTMICROSOFT | $17K |
GQINATIXIS GATEWAY QUALITY INCOME ETF | $13K |
DGROISHARES CORE DIVIDEND GROWTH ETF | $12K |
PGPROCTER & GAMBLE CO COM | $12K |
JMUBJPMORGAN MUNICIPAL ETF | $11K |
AMZNAMAZON.COM INC | $11K |
JPMJPMORGAN CHASE & CO. COM | $11K |
GOOGLGOOGLE INC | $11K |
GOOGALPHABET INC CAP STK CL C | $9K |
METAMETA PLATFORMS INC CL A | $7K |
TSLATESLA MOTORS INC | $7K |
AVGOAVAGO TECHNOLOGIES LTD | $7K |
VTIVANGUARD TOTAL STK MKT | $6K |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $5K |
AQLTISHARES CORE MSCI EAFE ETF | $5K |
VVISA INC | $5K |
FLMIFRANKLIN DYNAMIC MUNICIPAL BOND ETF | $4K |
IVVISHARES S&P 500 INDEX | $4K |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $4K |
NFLXNETFLIX COM INC | $4K |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $4K |
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | $4K |
ORCLORACLE CORPORATION | $4K |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $3K |
SPYSTATE STR SPDR S&P 500 ETF TR TR UNIT | $3K |
WMTWALMART INC COM | $3K |
LLYELI LILLY & CO COM | $3K |
PNCPNC FINL SVCS GROUP INC COM | $3K |
FITBFIFTH THIRD BANCORP | $3K |
BACBANK AMERICA CORP COM | $3K |
CRMSALESFORCE COM | $3K |
MRKMERCK & CO INC | $3K |
JNJJOHNSON & JOHNSON COM | $3K |
XOMEXXON MOBIL CORP COM | $3K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $3K |
SPHQINVESCO S&P 500 QUALITY ETF | $3K |
MUMICRON TECHNOLOGY | $2K |
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF | $2K |
GEGE AEROSPACE COM NEW | $2K |
HYMBSTATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $2K |
COFCAPITAL ONE FINANCIAL CORP | $2K |
TRVCCITIGROUP INC | $2K |
CSCOCISCO SYS INC | $2K |
BABOEING CO COM | $2K |
HLMNHILLMAN SOLUTIONS CORP COM | $2K |
MAMASTERCARD INC | $2K |
WFCWELLS FARGO & CO COM | $2K |
CVXCHEVRON CORP NEW COM | $2K |
USMVISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | $2K |
ABBVABBVIE INC COM | $2K |
HDHOME DEPOT | $2K |
NOWSERVICE NOW INC | $2K |
KOCOCA COLA CO COM | $2K |
COPCONOCOPHILLIPS COM | $2K |
SHOPSHOPIFY INC CL A SUB VTG SHS | $2K |
USBUS BANCORP DEL COM NEW | $2K |
IDHQINVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF | $2K |
AMDADVANCED MICRO DEVICES INC COM | $2K |
MCDMCDONALDS CORP COM | $2K |
IBMINTL BUSINESS MACHINES | $2K |
4I1PHILIP MORRIS INTL INC | $2K |
UNPUNION PAC CORP COM | $2K |
DISDISNEY WALT CO COM | $2K |
TJXTJX COS INC NEW COM | $2K |
QCOMQUALCOMM INC COM | $2K |
SNASNAP ON INC COM | $2K |
NKENIKE INC CLASS B | $2K |
NDQPOWERSHARES QQQ TR | $2K |
RWJINVESCO S&P SMALLCAP 600 REVENUE ETF | $2K |
CATCATERPILLAR INC COM | $2K |
GQ9SPDR GOLD ETF | $2K |
GEVGE VERNOVA INC COM | $2K |
RTXRTX CORPORATION COM | $2K |
ABNBAIRBNB INC COM CL A | $2K |
SCHWCHARLES SCHWAB CORP | $2K |
GSGOLDMAN SACHS GROUP INC | $2K |
DISVDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $1K |
COSTCOSTCO WHOLESALE CORP | $1K |
FISVFISERV INC | $1K |
AMATAPPLIED MATLS INC COM | $1K |
DEDEERE & CO COM | $1K |
PSXPHILLIPS 66 | $1K |
ICEINTERCONTINENTAL EXCHANGE INC COM | $1K |
DALDELTA AIR LINES INC DEL CMN | $1K |
MUNIPIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $1K |
GMGENERAL MOTORS CORP | $1K |
BMYBRISTOL-MYERS SQUIBB CO COM | $1K |
VRTXVERTEX PHARMACEUTICALS IN | $1K |
ELVELEVANCE HEALTH INC FORMERLY A COM | $1K |
KDPKEURIG DR PEPPER INC COM | $1K |
WBDDISCOVERY HLDG CO | $1K |
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