Legacy Financial Advisors, Inc. Portfolio Holdings

Legacy Financial Advisors, Inc.

  • $527 Million
  • Q2 2025

Legacy Financial Advisors, Inc. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $527 Million distributed in 339 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $68.7M, Ishares Core S&P Total U.S. St with a value of $26.8M, Wisdomtree Tr Wisdomtree U.S. with a value of $19.2M, Nvidia Corp with a value of $17.5M, and Microsoft Corp with a value of $17.5M.

Examining the 13F form we can see an increase of $28.4M in the current position value, from $498M to 527M.

Below you can find more details about Legacy Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $527 Million
ETFs: $203 Million
Technology: $91.1 Million
Financial Services: $63.4 Million
Consumer Cyclical: $33.5 Million
Communication Services: $32.5 Million
Industrials: $29.3 Million
Healthcare: $25.9 Million
Consumer Defensive: $25.6 Million
Other: $22.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$68.7 Million 13.04% of portfolio
820,492
Q2 2025 Added 2.09%
$0
$26.8 Million 5.09% of portfolio
198,558
Q2 2025 Reduced 2.52%
$0
$19.2 Million 3.64% of portfolio
222,048
Q2 2025 Added 2.18%
$505B
$17.5 Million 3.33% of portfolio
110,990
Q2 2025 Added 8.98%
$3.86T
$17.5 Million 3.32% of portfolio
35,208
Q2 2025 Added 2.83%
$4.35T
$15.8 Million 2.99% of portfolio
76,788
Q2 2025 Reduced 6.97%
$0
$15.2 Million 2.88% of portfolio
305,847
Q2 2025 Added 0.32%
$356B
$12.1 Million 2.29% of portfolio
75,672
Q2 2025 Reduced 5.39%
$0
$11.8 Million 2.23% of portfolio
183,808
Q2 2025 Reduced 1.76%
$913B
$9.94 Million 1.89% of portfolio
34,280
Q2 2025 Reduced 9.69%
$2.49T
$9.5 Million 1.8% of portfolio
43,288
Q2 2025 Added 11.1%
$1.46T
$8.3 Million 1.58% of portfolio
11,246
Q2 2025 Reduced 0.32%
$1.68T
$6.21 Million 1.18% of portfolio
35,262
Q2 2025 Added 28.49%
$498B
$5.55 Million 1.05% of portfolio
4,141
Q2 2025 Reduced 0.67%
$1.44T
$5.47 Million 1.04% of portfolio
17,215
Q2 2025 Added 9.1%
$0
$5.12 Million 0.97% of portfolio
61,347
Q2 2025 Reduced 5.53%
$0
$5.06 Million 0.96% of portfolio
16,634
Q2 2025 Added 8.73%
$557B
$4.86 Million 0.92% of portfolio
13,695
Q2 2025 Added 0.81%
$1.72T
$4.62 Million 0.88% of portfolio
26,024
Q2 2025 Added 3.6%
$150B
$4.59 Million 0.87% of portfolio
16,642
Q2 2025 Added 11.74%
$708B
$4.18 Million 0.79% of portfolio
19,112
Q2 2025 Reduced 0.35%
$0
$3.74 Million 0.71% of portfolio
6,020
Q2 2025 Added 8.68%
$0
$3.58 Million 0.68% of portfolio
56,704
Q2 2025 Reduced 3.89%
$621B
$3.3 Million 0.63% of portfolio
6,792
Q2 2025 Added 0.19%
$0
$3.18 Million 0.6% of portfolio
55,811
Q2 2025 Reduced 5.8%
$73.8B
$3.01 Million 0.57% of portfolio
16,156
Q2 2025 Added 0.22%
$429B
$2.96 Million 0.56% of portfolio
62,523
Q2 2025 Added 60.6%
$28.6B
$2.91 Million 0.55% of portfolio
70,658
Q2 2025 Reduced 0.57%
$0
$2.73 Million 0.52% of portfolio
41,250
Q2 2025 New
$0
$2.62 Million 0.5% of portfolio
27,869
Q2 2025 Reduced 17.15%
$477B
$2.51 Million 0.48% of portfolio
23,286
Q2 2025 Reduced 20.02%
$0
$2.45 Million 0.47% of portfolio
99,003
Q2 2025 Reduced 7.41%
$820B
$2.47 Million 0.47% of portfolio
3,164
Q2 2025 Added 4.25%
$275B
$2.49 Million 0.47% of portfolio
25,473
Q2 2025 Added 2.78%
$0
$2.41 Million 0.46% of portfolio
46,921
Q2 2025 Reduced 6.14%
$389B
$2.35 Million 0.45% of portfolio
6,416
Q2 2025 Reduced 16.89%
$276B
$2.39 Million 0.45% of portfolio
8,120
Q2 2025 Added 1.6%
$260B
$2.25 Million 0.43% of portfolio
8,263
Q2 2025 Added 27.89%
$394B
$2.28 Million 0.43% of portfolio
16,696
Q2 2025 Reduced 20.14%
$120B
$2.16 Million 0.41% of portfolio
10,303
Q2 2025 Added 4.94%
$330B
$2.14 Million 0.41% of portfolio
26,680
Q2 2025 Added 45.76%
$526B
$2.11 Million 0.4% of portfolio
3,759
Q2 2025 Reduced 0.56%
$494B
$1.98 Million 0.38% of portfolio
12,939
Q2 2025 Reduced 29.27%
$298B
$1.99 Million 0.38% of portfolio
28,079
Q2 2025 Added 3.32%
$0
$2 Million 0.38% of portfolio
28,063
Q2 2025 Reduced 3.97%
$338B
$1.88 Million 0.36% of portfolio
7,287
Q2 2025 Added 2.81%
$300B
$1.8 Million 0.34% of portfolio
25,947
Q2 2025 Reduced 32.2%
$1.82B
$1.8 Million 0.34% of portfolio
252,500
Q2 2025 Added 124.44%
$403B
$1.77 Million 0.34% of portfolio
1,788
Q2 2025 Added 3.11%

Summary

  • Portfolio
  • No. of Stocks 339
  • Current Value $527 Million
  • Prior Value $498 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 55 stocks
  • Additional Purchases 160 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
Track This Portfolio

Track Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email