Legacy Financial Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Legacy Financial Advisors, Inc. disclosed 433 stock positions valued at approximately $820.39M as of quarter-end June 30, 2026. The largest holdings include WISDOMTREE US QUALITY DIVIDEND GROWTH FUND, FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND, and FREEDOM 100 EMERGING MARKETS ETF.
- Report Period
- June 30, 2026
- No. of Stocks
- 433
- Portfolio Value
- $820.39M
Holdings by Sector
Legacy Financial Advisors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | Other | 8.54% | 732,660 | +10,244 | +1.42% | $70,056,996 |
| FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | DIVI | Other | 4.48% | 860,443 | +7,769 | +0.91% | $36,758,113 |
| FREEDOM 100 EMERGING MARKETS ETF | FRDM | Other | 3.51% | 394,487 | +7,781 | +2.01% | $28,758,120 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ITOT | Other | 3.29% | 164,319 | -4,952 | -2.93% | $26,992,628 |
| APPLE INC | AAPL | Technology | 3.18% | 90,105 | +5,527 | +6.53% | $26,072,927 |
| NVIDIA CORP | NVDA | Technology | 3.00% | 123,050 | +242 | +0.20% | $24,621,080 |
| WISDOMTREE US VALUE FUND OF BENEF INTEREST | WTV | Other | 2.81% | 226,780 | +1,153 | +0.51% | $23,068,012 |
| WISDOMTREE U.S. QUALITY GROWTH FUND | QGRW | Other | 2.71% | 336,730 | +3,388 | +1.02% | $22,234,267 |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | Other | 2.70% | 836,433 | +22,069 | +2.71% | $22,182,216 |
| MICROSOFT | MSFT | Technology | 1.78% | 39,173 | +4,101 | +11.69% | $14,612,234 |
| GOOGLE INC | GOOGL | Communication Services | 1.56% | 35,844 | +1,333 | +3.86% | $12,809,469 |
| NATIXIS GATEWAY QUALITY INCOME ETF | GQI | Other | 1.54% | 214,000 | +4,301 | +2.05% | $12,662,380 |
| VICTORYSHARES FREE CASH FLOW ETF | VFLO | Other | 1.54% | 276,620 | +13,675 | +5.20% | $12,655,360 |
| PROCTER & GAMBLE CO COM | PG | Consumer Defensive | 1.47% | 82,311 | -4,509 | -5.19% | $12,070,137 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 1.46% | 50,314 | +3,727 | +8.00% | $11,991,739 |
| JPMORGAN MUNICIPAL ETF | JMUB | Other | 1.42% | 230,771 | +5,051 | +2.24% | $11,689,692 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 1.40% | 34,993 | +1,098 | +3.24% | $11,454,098 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 1.31% | 30,520 | +1,404 | +4.82% | $10,783,550 |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | Other | 1.31% | 141,800 | -4,007 | -2.75% | $10,747,024 |
| MICRON TECHNOLOGY | MU | Technology | 1.02% | 7,234 | -2,160 | -22.99% | $8,350,256 |
| AVAGO TECHNOLOGIES LTD | AVGO | Technology | 0.96% | 20,791 | +1,443 | +7.46% | $7,853,948 |
| TESLA MOTORS INC | TSLA | Consumer Cyclical | 0.86% | 16,848 | +831 | +5.19% | $7,086,448 |
| VANGUARD TOTAL STK MKT | VTI | Other | 0.77% | 17,169 | -629 | -3.53% | $6,353,041 |
| META PLATFORMS INC CL A | META | Communication Services | 0.76% | 11,098 | -395 | -3.44% | $6,251,537 |
| ADVANCED MICRO DEVICES INC COM | AMD | Technology | 0.73% | 10,321 | +638 | +6.59% | $5,995,763 |
| FRANKLIN DYNAMIC MUNICIPAL BOND ETF | FLMI | Other | 0.68% | 222,089 | +32,515 | +17.15% | $5,589,985 |
| INTEL CORP COM | INTC | Technology | 0.62% | 36,676 | +6,089 | +19.91% | $5,121,066 |
| APPLIED MATLS INC COM | AMAT | Technology | 0.60% | 6,825 | +116 | +1.73% | $4,934,268 |
| ISHARES CORE MSCI EAFE ETF | IEFA | Other | 0.59% | 50,428 | -1,513 | -2.91% | $4,870,324 |
| VANGUARD RUSSELL 1000 GROWTH ETF | VONG | Other | 0.59% | 37,902 | -1,177 | -3.01% | $4,844,208 |
Showing 30 of 433 holdings in the latest reporting period.