Legacy Financial Advisors, Inc.
406 holdingsFiling period: 2026-03-31Current AUM: $805.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 722.4K | $63.5M | $69.7M | 8.65% | -95,909 | 2026-03-31 |
| 2 | DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | 852.7K | $33.9M | $37.1M | 4.60% | -467 | 2026-03-31 |
| 3 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 169.3K | $24.1M | $27.7M | 3.44% | -8,713 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 84.6K | $21.5M | $26.1M | 3.24% | -1,455 | 2026-03-31 |
| 5 | NVDA | NVIDIA CORP | 122.8K | $21.4M | $24.7M | 3.06% | +8.4K | 2026-03-31 |
| 6 | WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 225.6K | $21.4M | $23.8M | 2.95% | +3.0K | 2026-03-31 |
| 7 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 814.4K | $21.3M | $21.3M | 2.64% | +47.1K | 2026-03-31 |
| 8 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | 386.7K | $21.1M | $25.2M | 3.12% | -- | 2026-03-31 |
| 9 | QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | 333.3K | $17.8M | $21.7M | 2.69% | +5.2K | 2026-03-31 |
| 10 | MSFT | MICROSOFT | 35.1K | $13.0M | $16.3M | 2.02% | -73 | 2026-03-31 |
| 11 | PG | PROCTER & GAMBLE CO COM | 86.8K | $12.5M | $12.5M | 1.56% | +5.1K | 2026-03-31 |
| 12 | GQI | NATIXIS GATEWAY QUALITY INCOME ETF | 209.7K | $11.5M | $12.5M | 1.55% | -20,475 | 2026-03-31 |
| 13 | JMUB | JPMORGAN MUNICIPAL ETF | 225.7K | $11.3M | $11.2M | 1.39% | -229 | 2026-03-31 |
| 14 | VFLO | VICTORYSHARES FREE CASH FLOW ETF | 262.9K | $10.4M | $13.1M | 1.62% | -- | 2026-03-31 |
| 15 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 145.8K | $10.2M | $11.4M | 1.41% | -23,616 | 2026-03-31 |
| 16 | JPM | JPMORGAN CHASE & CO COM | 33.9K | $10.0M | $11.9M | 1.48% | +331 | 2026-03-31 |
| 17 | GOOGL | GOOGLE INC | 34.5K | $9.9M | $12.3M | 1.53% | +144 | 2026-03-31 |
| 18 | AMZN | AMAZON.COM INC | 46.6K | $9.7M | $12.7M | 1.57% | -597 | 2026-03-31 |
| 19 | GOOG | ALPHABET INC CAP STK CL C | 29.1K | $8.4M | $10.4M | 1.29% | +180 | 2026-03-31 |
| 20 | META | META PLATFORMS INC CL A | 11.5K | $6.6M | $6.4M | 0.79% | +506 | 2026-03-31 |
| 21 | AVGO | AVAGO TECHNOLOGIES LTD | 19.3K | $6.0M | $7.5M | 0.93% | +563 | 2026-03-31 |
| 22 | TSLA | TESLA MOTORS INC | 16.0K | $6.0M | $5.0M | 0.62% | -63 | 2026-03-31 |
| 23 | VTI | VANGUARD TOTAL STK MKT | 17.8K | $5.7M | $6.6M | 0.81% | -206 | 2026-03-31 |
| 24 | NFLX | NETFLIX COM INC | 50.5K | $4.9M | $3.6M | 0.45% | +10.5K | 2026-03-31 |
| 25 | IEFA | ISHARES CORE MSCI EAFE ETF | 51.9K | $4.7M | $5.1M | 0.63% | -3,468 | 2026-03-31 |
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