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
$65.4B
$217,000 0.04% of portfolio
2,066
Q2 2025 Reduced 4.84%
$73.8B
$218,000 0.04% of portfolio
886
Q2 2025 Added 4.48%
$42.2B
$225,000 0.04% of portfolio
2,549
Q2 2025 Added 3.03%
$14.7B
$229,000 0.04% of portfolio
2,392
Q2 2025 Reduced 61.65%
$8.01B
$210,000 0.04% of portfolio
1,640
Q2 2025 Reduced 80.38%
$33.1B
$210,000 0.04% of portfolio
2,580
Q2 2025 Reduced 2.31%
$94.6B
$209,000 0.04% of portfolio
850
Q2 2025 New
$56.3B
$200,000 0.04% of portfolio
613
Q2 2025 Reduced 9.32%
$6.14B
$202,000 0.04% of portfolio
3,648
Q2 2025 New
$55.1B
$204,000 0.04% of portfolio
360
Q2 2025 Reduced 14.69%
$74B
$204,000 0.04% of portfolio
6,982
Q2 2025 New
$51.4B
$205,000 0.04% of portfolio
1,609
Q2 2025 New
$14.5B
$205,000 0.04% of portfolio
22,347
Q2 2025 Reduced 0.73%
$60B
$205,000 0.04% of portfolio
904
Q2 2025 Reduced 30.94%
$4.47B
$206,000 0.04% of portfolio
3,734
Q2 2025 New
$57.5B
$207,000 0.04% of portfolio
1,999
Q2 2025 Reduced 2.44%
$76.4B
$231,000 0.04% of portfolio
2,093
Q2 2025 Reduced 12.28%
$36.8B
$231,000 0.04% of portfolio
2,308
Q2 2025 Added 5.44%
$30.3B
$214,000 0.04% of portfolio
3,753
Q2 2025 Added 1.76%
$49.5B
$225,000 0.04% of portfolio
1,410
Q2 2025 New
$20B
$232,000 0.04% of portfolio
1,039
Q2 2025 New
$123B
$233,000 0.04% of portfolio
1,560
Q2 2025 Reduced 13.76%
$423M
$112,000 0.02% of portfolio
19,000
Q1 2024 New
-
$0 0.0% of portfolio
-
Q2 2025 Added 10.53%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.33%

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