Legacy Financial Advisors, Inc.
CIK 1730810
13F filing for Q2 2026・No. 2,910
- Holdings
- US$820.39M
- Quarter change
- +US$105.27M
- Entries
- 435
- Net bought (estimate)
- +US$16.79M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 53
- Sold out 22
- Cut 178
- Added 194
- Corporate actions 4
- Unchanged 10
Largest holdings
435 stocks worth US$820.39M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDETF | Added | 732,660 | US$70.06M | 8.54% |
| FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUNDETF | Added | 860,443 | US$36.76M | 4.48% |
| FREEDOM 100 EMERGING MARKETS ETFETF | Added | 394,487 | US$28.76M | 3.51% |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFETF | Cut | 164,319 | US$26.99M | 3.29% |
| AAPLAppleStock | Added | 90,105 | US$26.07M | 3.18% |
| NVDANvidiaStock | Added | 123,050 | US$24.62M | 3.00% |
| WISDOMTREE US VALUE FUND OF BENEF INTERESTETF | Added | 226,780 | US$23.07M | 2.81% |
| WISDOMTREE U.S. QUALITY GROWTH FUNDETF | Added | 336,730 | US$22.23M | 2.71% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUNDETF | Added | 836,433 | US$22.18M | 2.70% |
| MSFTMicrosoftStock | Added | 39,173 | US$14.61M | 1.78% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.