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
$255B
$1.8 Million 0.34% of portfolio
9,860
Q2 2025 Added 6.1%
$0
$1.8 Million 0.34% of portfolio
41,944
Q2 2025 Added 2.83%
$372B
$1.76 Million 0.33% of portfolio
9,471
Q2 2025 Reduced 4.12%
$0
$1.75 Million 0.33% of portfolio
34,546
Q2 2025 Reduced 15.94%
$214B
$1.67 Million 0.32% of portfolio
13,445
Q2 2025 Added 3.4%
$85.4B
$1.66 Million 0.32% of portfolio
7,807
Q2 2025 Added 145.35%
$0
$1.66 Million 0.32% of portfolio
2,693
Q2 2025 Reduced 4.81%
$170B
$1.7 Million 0.32% of portfolio
18,624
Q2 2025 Added 154.74%
$92.7B
$1.68 Million 0.32% of portfolio
23,585
Q2 2025 Added 57.15%
$20.5B
$1.61 Million 0.31% of portfolio
7,237
Q2 2025 Added 0.72%
$214B
$1.63 Million 0.31% of portfolio
20,602
Q2 2025 Added 150.94%
$189B
$1.6 Million 0.3% of portfolio
18,740
Q2 2025 Added 264.24%
$17.1B
$1.51 Million 0.29% of portfolio
4,865
Q2 2025 Reduced 16.95%
$0
$1.55 Million 0.29% of portfolio
33,917
Q2 2025 Reduced 9.59%
$230B
$1.54 Million 0.29% of portfolio
5,262
Q2 2025 Reduced 3.15%
$148B
$1.52 Million 0.29% of portfolio
42,544
Q2 2025 Reduced 6.41%
$117B
$1.47 Million 0.28% of portfolio
16,347
Q2 2025 Added 180.39%
$0
$1.43 Million 0.27% of portfolio
43,249
Q2 2025 Added 6.07%
$73.4B
$1.4 Million 0.27% of portfolio
31,008
Q2 2025 Reduced 1.59%
$144B
$1.4 Million 0.27% of portfolio
2,752
Q2 2025 Added 59.08%
$165B
$1.39 Million 0.26% of portfolio
2,554
Q2 2025 Added 12.81%
$142B
$1.39 Million 0.26% of portfolio
5,213
Q2 2025 Added 2.84%
$102B
$1.33 Million 0.25% of portfolio
2,981
Q2 2025 Reduced 3.4%
$261B
$1.3 Million 0.25% of portfolio
1,840
Q2 2025 Added 3.78%
$223B
$1.3 Million 0.25% of portfolio
8,906
Q2 2025 Added 9.4%
$0
$1.26 Million 0.24% of portfolio
25,709
Q2 2025 Reduced 7.98%
$0
$1.24 Million 0.24% of portfolio
37,738
Q2 2025 Added 1.47%
$171B
$1.24 Million 0.24% of portfolio
10,790
Q2 2025 Reduced 0.59%
$303B
$1.25 Million 0.24% of portfolio
8,731
Q2 2025 Reduced 38.0%
$0
$1.26 Million 0.24% of portfolio
29,217
Q2 2025 Added 7.44%
$96.9B
$1.2 Million 0.23% of portfolio
6,547
Q2 2025 Added 280.2%
$123B
$1.2 Million 0.23% of portfolio
3,886
Q2 2025 Reduced 0.41%
$0
$1.18 Million 0.22% of portfolio
34,455
Q2 2025 Added 127.98%
$91.3B
$1.16 Million 0.22% of portfolio
7,002
Q2 2025 Added 94.93%
$189B
$1.15 Million 0.22% of portfolio
1,466
Q2 2025 Added 13.73%
$79.8B
$1.19 Million 0.22% of portfolio
2,819
Q2 2025 Reduced 2.96%
$133B
$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%
$163B
$1.12 Million 0.21% of portfolio
9,055
Q2 2025 Added 2.4%
$139B
$1.09 Million 0.21% of portfolio
3,051
Q2 2025 Added 19.98%
$178B
$1.09 Million 0.21% of portfolio
6,856
Q2 2025 Reduced 13.75%
$96.2B
$1.11 Million 0.21% of portfolio
12,079
Q2 2025 Reduced 2.32%
$63.6B
$1.07 Million 0.2% of portfolio
8,999
Q2 2025 Added 40.41%
$242B
$1.04 Million 0.2% of portfolio
3,260
Q2 2025 Added 8.23%
$210B
$1.06 Million 0.2% of portfolio
36,684
Q2 2025 Added 3.73%
$159B
$1.07 Million 0.2% of portfolio
3,585
Q2 2025 Reduced 7.77%
$189B
$1.08 Million 0.2% of portfolio
1,049
Q2 2025 Added 13.65%
$0
$1.01 Million 0.19% of portfolio
2,771
Q2 2025 Added 5.28%
$325B
$1.02 Million 0.19% of portfolio
3,273
Q2 2025 Reduced 42.34%

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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