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 Market Cap. of $10 Billions to $200 Billions
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