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
$194B
$1.39 Million 0.26% of portfolio
2,554
Q2 2025 Added 12.81%
$123B
$1.39 Million 0.26% of portfolio
5,213
Q2 2025 Added 2.84%
$107B
$1.33 Million 0.25% of portfolio
2,981
Q2 2025 Reduced 3.4%
$269B
$1.3 Million 0.25% of portfolio
1,840
Q2 2025 Added 3.78%
$257B
$1.3 Million 0.25% of portfolio
8,906
Q2 2025 Added 9.4%
$186B
$1.24 Million 0.24% of portfolio
10,790
Q2 2025 Reduced 0.59%
$299B
$1.25 Million 0.24% of portfolio
8,731
Q2 2025 Reduced 38.0%
$82.4B
$1.2 Million 0.23% of portfolio
6,547
Q2 2025 Added 280.2%
$105B
$1.2 Million 0.23% of portfolio
3,886
Q2 2025 Reduced 0.41%
$96.1B
$1.16 Million 0.22% of portfolio
7,002
Q2 2025 Added 94.93%
$184B
$1.15 Million 0.22% of portfolio
1,466
Q2 2025 Added 13.73%
$64.9B
$1.19 Million 0.22% of portfolio
2,819
Q2 2025 Reduced 2.96%
$134B
$1.14 Million 0.22% of portfolio
4,972
Q2 2025 Reduced 34.96%
$177B
$1.16 Million 0.22% of portfolio
5,946
Q2 2025 Reduced 42.13%
$167B
$1.12 Million 0.21% of portfolio
9,055
Q2 2025 Added 2.4%
$150B
$1.09 Million 0.21% of portfolio
3,051
Q2 2025 Added 19.98%
$95.1B
$1.11 Million 0.21% of portfolio
12,079
Q2 2025 Reduced 2.32%
$66.5B
$1.07 Million 0.2% of portfolio
8,999
Q2 2025 Added 40.41%
$273B
$1.04 Million 0.2% of portfolio
3,260
Q2 2025 Added 8.23%
$176B
$1.06 Million 0.2% of portfolio
36,684
Q2 2025 Added 3.73%
$152B
$1.07 Million 0.2% of portfolio
3,585
Q2 2025 Reduced 7.77%
$173B
$1.08 Million 0.2% of portfolio
1,049
Q2 2025 Added 13.65%
$301B
$1.02 Million 0.19% of portfolio
3,273
Q2 2025 Reduced 42.34%
$58.4B
$968,000 0.18% of portfolio
22,522
Q2 2025 Reduced 38.75%
$61.8M
$964,000 0.18% of portfolio
331,471
Q2 2025 Added 187.75%
$53.1B
$925,000 0.18% of portfolio
3,763
Q2 2025 Reduced 1.8%
$34.9B
$936,000 0.18% of portfolio
14,957
Q2 2025 Added 0.97%
$169B
$927,000 0.18% of portfolio
3,321
Q2 2025 Reduced 49.63%
$15.6B
$911,000 0.17% of portfolio
34,415
Q2 2025 Added 161.73%
$99.1B
$912,000 0.17% of portfolio
19,710
Q2 2025 Added 47.3%
$35.1B
$903,000 0.17% of portfolio
2,948
Q2 2025 New
$97.6B
$897,000 0.17% of portfolio
3,258
Q2 2025 Reduced 49.71%
$120B
$893,000 0.17% of portfolio
3,753
Q2 2025 Reduced 11.02%
$58B
$892,000 0.17% of portfolio
10,428
Q2 2025 New
$76.3B
$884,000 0.17% of portfolio
2,273
Q2 2025 Added 171.57%
$167B
$871,000 0.17% of portfolio
20,136
Q2 2025 Reduced 48.66%
$3.37B
$914,000 0.17% of portfolio
50,000
Q2 2025 Added 150.0%
$97.8B
$919,000 0.17% of portfolio
18,677
Q2 2025 New
$61.5B
$920,000 0.17% of portfolio
7,695
Q2 2025 Added 84.93%
$384B
$824,000 0.16% of portfolio
5,807
Q2 2025 Added 11.42%
$87.6B
$824,000 0.16% of portfolio
9,052
Q2 2025 Added 150.47%
$144B
$828,000 0.16% of portfolio
3,732
Q2 2025 Added 1.86%
$201B
$835,000 0.16% of portfolio
4,564
Q2 2025 Added 2.45%
$132B
$866,000 0.16% of portfolio
3,722
Q2 2025 Added 0.16%
$277B
$867,000 0.16% of portfolio
6,160
Q2 2025 Added 2.56%
$94.9B
$824,000 0.16% of portfolio
18,182
Q2 2025 Added 4.55%
$301B
$869,000 0.16% of portfolio
2,239
Q2 2025 Added 3.85%
$42.3B
$797,000 0.15% of portfolio
8,917
Q2 2025 New
$48.1B
$781,000 0.15% of portfolio
5,903
Q2 2025 New

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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