Legacy Financial Advisors, Inc.
437 holdingsFiling period: 2026-06-30Current AUM: $835.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 732.7K | $70.1M | $71.8M | 8.60% | +10.2K | 2026-06-30 |
| 2 | DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | 860.4K | $36.8M | $37.5M | 4.49% | +7.8K | 2026-06-30 |
| 3 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | 394.5K | $28.8M | $27.0M | 3.23% | +7.8K | 2026-06-30 |
| 4 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 164.3K | $27.0M | $27.1M | 3.25% | -4,952 | 2026-06-30 |
| 5 | AAPL | APPLE INC | 90.1K | $26.1M | $29.9M | 3.57% | +5.5K | 2026-06-30 |
| 6 | NVDA | NVIDIA CORP | 123.0K | $24.6M | $26.1M | 3.12% | +242 | 2026-06-30 |
| 7 | WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 226.8K | $23.1M | $24.4M | 2.92% | +1.2K | 2026-06-30 |
| 8 | QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | 336.7K | $22.2M | $22.3M | 2.67% | +3.4K | 2026-06-30 |
| 9 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 836.4K | $22.2M | $21.5M | 2.57% | +22.1K | 2026-06-30 |
| 10 | MSFT | MICROSOFT | 39.2K | $14.6M | $19.5M | 2.33% | +4.1K | 2026-06-30 |
| 11 | GOOGL | GOOGLE INC | 35.8K | $12.8M | $12.4M | 1.48% | +1.3K | 2026-06-30 |
| 12 | GQI | NATIXIS GATEWAY QUALITY INCOME ETF | 214.0K | $12.7M | $12.8M | 1.53% | +4.3K | 2026-06-30 |
| 13 | VFLO | VICTORYSHARES FREE CASH FLOW ETF | 276.6K | $12.7M | $15.0M | 1.80% | +13.7K | 2026-06-30 |
| 14 | PG | PROCTER & GAMBLE CO COM | 82.3K | $12.1M | $12.1M | 1.44% | -4,509 | 2026-06-30 |
| 15 | AMZN | AMAZON.COM INC | 50.3K | $12.0M | $12.5M | 1.50% | +3.7K | 2026-06-30 |
| 16 | JMUB | JPMORGAN MUNICIPAL ETF | 230.8K | $11.7M | $11.2M | 1.34% | +5.1K | 2026-06-30 |
| 17 | JPM | JPMORGAN CHASE & CO COM | 35.0K | $11.5M | $12.3M | 1.48% | +1.1K | 2026-06-30 |
| 18 | GOOG | ALPHABET INC CAP STK CL C | 30.5K | $10.8M | $10.4M | 1.25% | +1.4K | 2026-06-30 |
| 19 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 141.8K | $10.7M | $11.0M | 1.32% | -4,007 | 2026-06-30 |
| 20 | MU | MICRON TECHNOLOGY | 7.2K | $8.3M | $6.7M | 0.80% | -2,160 | 2026-06-30 |
| 21 | AVGO | AVAGO TECHNOLOGIES LTD | 20.8K | $7.9M | $7.1M | 0.84% | +1.4K | 2026-06-30 |
| 22 | TSLA | TESLA MOTORS INC | 16.8K | $7.1M | $6.0M | 0.72% | +831 | 2026-06-30 |
| 23 | VTI | VANGUARD TOTAL STK MKT | 17.2K | $6.4M | $6.4M | 0.77% | -629 | 2026-06-30 |
| 24 | META | META PLATFORMS INC CL A | 11.1K | $6.3M | $7.4M | 0.89% | -395 | 2026-06-30 |
| 25 | AMD | ADVANCED MICRO DEVICES INC COM | 10.3K | $6.0M | $5.2M | 0.62% | +638 | 2026-06-30 |
← Scroll →
Page 1 of 18