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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$17.5 Million 3.33% of portfolio
110,990
Q2 2025 Added 8.98%
$3.95T
$17.5 Million 3.32% of portfolio
35,208
Q2 2025 Added 2.83%
$3.69T
$15.8 Million 2.99% of portfolio
76,788
Q2 2025 Reduced 6.97%
$368B
$12.1 Million 2.29% of portfolio
75,672
Q2 2025 Reduced 5.39%
$859B
$9.94 Million 1.89% of portfolio
34,280
Q2 2025 Reduced 9.69%
$2.26T
$9.5 Million 1.8% of portfolio
43,288
Q2 2025 Added 11.1%
$1.78T
$8.3 Million 1.58% of portfolio
11,246
Q2 2025 Reduced 0.32%
$1.21T
$6.21 Million 1.18% of portfolio
35,262
Q2 2025 Added 28.49%
$545B
$5.55 Million 1.05% of portfolio
4,141
Q2 2025 Reduced 0.67%
$1.08T
$5.47 Million 1.04% of portfolio
17,215
Q2 2025 Added 9.1%
$551B
$4.86 Million 0.92% of portfolio
13,695
Q2 2025 Added 0.81%
$1.24T
$4.62 Million 0.88% of portfolio
26,024
Q2 2025 Added 3.6%
$127B
$4.59 Million 0.87% of portfolio
16,642
Q2 2025 Added 11.74%
$684B
$4.18 Million 0.79% of portfolio
19,112
Q2 2025 Reduced 0.35%
$621B
$3.3 Million 0.63% of portfolio
6,792
Q2 2025 Added 0.19%
$77.3B
$3.01 Million 0.57% of portfolio
16,156
Q2 2025 Added 0.22%
$29B
$2.91 Million 0.55% of portfolio
70,658
Q2 2025 Reduced 0.57%
$442B
$2.51 Million 0.48% of portfolio
23,286
Q2 2025 Reduced 20.02%
$608B
$2.47 Million 0.47% of portfolio
3,164
Q2 2025 Added 4.25%
$281B
$2.49 Million 0.47% of portfolio
25,473
Q2 2025 Added 2.78%
$405B
$2.35 Million 0.45% of portfolio
6,416
Q2 2025 Reduced 16.89%
$210B
$2.39 Million 0.45% of portfolio
8,120
Q2 2025 Added 1.6%
$232B
$2.25 Million 0.43% of portfolio
8,263
Q2 2025 Added 27.89%
$367B
$2.28 Million 0.43% of portfolio
16,696
Q2 2025 Reduced 20.14%
$139B
$2.16 Million 0.41% of portfolio
10,303
Q2 2025 Added 4.94%
$302B
$2.14 Million 0.41% of portfolio
26,680
Q2 2025 Added 45.76%
$548B
$2.11 Million 0.4% of portfolio
3,759
Q2 2025 Reduced 0.56%
$452B
$1.98 Million 0.38% of portfolio
12,939
Q2 2025 Reduced 29.27%
$306B
$1.99 Million 0.38% of portfolio
28,079
Q2 2025 Added 3.32%
$306B
$1.88 Million 0.36% of portfolio
7,287
Q2 2025 Added 2.81%
$293B
$1.8 Million 0.34% of portfolio
25,947
Q2 2025 Reduced 32.2%
$1.92B
$1.8 Million 0.34% of portfolio
252,500
Q2 2025 Added 124.44%
$439B
$1.77 Million 0.34% of portfolio
1,788
Q2 2025 Added 3.11%
$261B
$1.8 Million 0.34% of portfolio
9,860
Q2 2025 Added 6.1%
$351B
$1.76 Million 0.33% of portfolio
9,471
Q2 2025 Reduced 4.12%
$207B
$1.67 Million 0.32% of portfolio
13,445
Q2 2025 Added 3.4%
$83.2B
$1.66 Million 0.32% of portfolio
7,807
Q2 2025 Added 145.35%
$179B
$1.7 Million 0.32% of portfolio
18,624
Q2 2025 Added 154.74%
$94.4B
$1.68 Million 0.32% of portfolio
23,585
Q2 2025 Added 57.15%
$22.7B
$1.61 Million 0.31% of portfolio
7,237
Q2 2025 Added 0.72%
$203B
$1.63 Million 0.31% of portfolio
20,602
Q2 2025 Added 150.94%
$185B
$1.6 Million 0.3% of portfolio
18,740
Q2 2025 Added 264.24%
$17.3B
$1.51 Million 0.29% of portfolio
4,865
Q2 2025 Reduced 16.95%
$222B
$1.54 Million 0.29% of portfolio
5,262
Q2 2025 Reduced 3.15%
$141B
$1.52 Million 0.29% of portfolio
42,544
Q2 2025 Reduced 6.41%
$229B
$1.5 Million 0.28% of portfolio
10,997
Q2 2025 Added 6.38%
$120B
$1.47 Million 0.28% of portfolio
16,347
Q2 2025 Added 180.39%
$68B
$1.4 Million 0.27% of portfolio
31,008
Q2 2025 Reduced 1.59%
$153B
$1.4 Million 0.27% of portfolio
2,752
Q2 2025 Added 59.08%

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
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