LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Sector Allocation
- Other26.6%$56.6M
- Technology16.2%$34.5M
- Utilities14.5%$30.8M
- Real Estate8.8%$18.6M
- Industrials7.0%$14.8M
- Financials6.6%$14.1M
- Consumer Staples5.1%$10.9M
- Healthcare4.3%$9.1M
- Consumer Discretionary3.4%$7.2M
- Communication Services2.9%$6.1M
AUM History
13fpro.ai/research/fund/legacy-financial-independent-advisors-llc-2131510
Largest positions — Q2 2026
- ALERIAN$12.8M
- GOLDMAN$10.5M
AAPL
$7.3MSPG
$6.6M- VANGUARD$6.3M
- FIRST$5.9M
MSFT
$5.9MASML
$5.7MAEP
$5.3M- PRINCIPAL$5.0M
PPL
$5.0MPSA
$4.7MWM
$4.7MAXP
$4.6MMAA
$4.5MED
$4.4M- FIRST$4.1M
MAR
$4.0MLLY
$3.9MAEE
$3.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/legacy-financial-independent-advisors-llc-2131510
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 13F holdings — Q2 2026
$212.6M portfolio (+10.6% QoQ) · 124 holdings · Q2 2026 13F · top 10 are 34% of the stock portfolio
- 1
ALERIAN MLP ETF - ALERIAN MLP
$12.8M
6.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
GOLDMAN SACHS GROWTH OPPORTUNITIES ETF - GROWT OPPOR ETF
$10.5M
4.9% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $7.3M
3.4% of stocks
+273%This quarter+11.6%Since filed2+ qtrsHeld$6.6M
3.1% of stocks
+1%This quarter-3.6%Since filed2+ qtrsHeld- 5
VANGUARD TOTAL INTERNATIONAL BOND ETF - TOTAL INT BD ETF
$6.3M
3.0% of stocks
+1728%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
FIRST TRUST WCM INTERNATIONAL EQUITY ETF - WCM INTL EQUITY
$5.9M
2.8% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— $5.9M
2.8% of stocks
+23%This quarter+5.2%Since filed2+ qtrsHeld$5.7M
2.7% of stocks
+656%This quarter-8.2%Since filed2+ qtrsHeld$5.3M
2.5% of stocks
-15%This quarter+5.2%Since filed2+ qtrsHeld- 10
PRINCIPAL INVESTMENT GRADE CORPORATE ETF - PRNC INVT GRAD
$5.0M
2.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ALERIAN MLP ETF - ALERIAN MLP | $12.8M | 6.0% | +2% | — | — | — | — | |
| 2 | GOLDMAN SACHS GROWTH OPPORTUNITIES ETF - GROWT OPPOR ETF | $10.5M | 4.9% | -1% | — | — | — | — | |
| 3 | $7.3M | 3.4% | +273% | +11.6% | 2+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $6.6M | 3.1% | +1% | -3.6% | 2+ qtrs | 76.7#65 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD TOTAL INTERNATIONAL BOND ETF - TOTAL INT BD ETF | $6.3M | 3.0% | +1728% | — | — | — | — | |
| 6 | FIRST TRUST WCM INTERNATIONAL EQUITY ETF - WCM INTL EQUITY | $5.9M | 2.8% | -6% | — | — | — | — | |
| 7 | $5.9M | 2.8% | +23% | +5.2% | 2+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $5.7M | 2.7% | +656% | -8.2% | 2+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $5.3M | 2.5% | -15% | +5.2% | 2+ qtrs | 69.0#275 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | PRINCIPAL INVESTMENT GRADE CORPORATE ETF - PRNC INVT GRAD | $5.0M | 2.4% | +2% | — | — | — | — |
All holdings — LEGACY FINANCIAL INDEPENDENT ADVISORS LLC (Q2 2026)
124 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | PPL Corp | Utilities | $5.0M | 2.4% | 137K | +0.2% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Public Storage | Real Estate | $4.7M | 2.2% | 15K | +3% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | WASTE MANAGEMENT INC | Utilities | $4.7M | 2.2% | 21K | +12% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | AMERICAN EXPRESS CO | Financials | $4.6M | 2.1% | 13K | -1% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | MID AMERICA APARTMENT COMMUNITIES INC. | Real Estate | $4.5M | 2.1% | 32K | +6% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CONSOLIDATED EDISON INC | Utilities | $4.4M | 2.0% | 39K | +0.6% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | FIRST TRUST TACTICAL HIGH YIELD ETF - FIRST TR TA HIYLetf/fund | — | $4.1M | 1.9% | 101K | +4% | — | — | 13F |
| 18 | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $4.0M | 1.9% | 11K | +44% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ELI LILLY & Co | Healthcare | $3.9M | 1.8% | 3,251 | -16% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AMEREN CORP | Utilities | $3.8M | 1.8% | 33K | -11% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ROCKWELL AUTOMATION, INC | Industrials | $3.7M | 1.8% | 7,524 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Alphabet Inc. | Technology | $3.7M | 1.8% | 11K | +1394% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | EATON VANCE TAX ADVT DIV INCM - COM | — | $3.6M | 1.7% | 129K | +42% | — | — | 13F |
| 24 | Monster Beverage Corp | Consumer Staples | $3.5M | 1.7% | 37K | +62% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Duke Energy CORP | Utilities | $3.1M | 1.5% | 25K | -49% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $SO | SOUTHERN CO | Utilities | $3.1M | 1.5% | 33K | -49% | |||
| 27 | $CAT | CATERPILLAR INC | Industrials | $3.1M | 1.4% | 2,890 | -2% | |||
| 28 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $3.0M | 1.4% | 3,915 | -3% | |||
| 29 | $TKO | TKO Group Holdings, Inc. | Communication Services | $2.7M | 1.3% | 14K | New | |||
| 30 | $VBF | Invesco Bond Fund | Other | $2.6M | 1.2% | 172K | -10% | |||
| 31 | $MCK | MCKESSON CORP | Consumer Staples | $2.6M | 1.2% | 3,400 | -29% | |||
| 32 | $CVX | CHEVRON CORP | Energy | $2.5M | 1.2% | 15K | -2% | |||
| 33 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $2.4M | 1.1% | 4,246 | New | |||
| 34 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $2.3M | 1.1% | 12K | -47% | |||
| 35 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.0M | 0.9% | 3,971 | — | |||
| 36 | $ABBV | AbbVie Inc. | Healthcare | $1.9M | 0.9% | 7,513 | +17% | |||
| 37 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $1.8M | 0.9% | 4,875 | -67% | |||
| 38 | $WMT | Walmart Inc. | Consumer Staples | $1.7M | 0.8% | 15K | +72% | |||
| 39 | $BTSG | BrightSpring Health Services, Inc. | Healthcare | $1.7M | 0.8% | 24K | +2% | |||
| 40 | $WSBC | WESBANCO INC | Financials | $1.6M | 0.8% | 42K | -2% | |||
| 41 | $GLW | CORNING INC /NY | Materials | $1.6M | 0.8% | 6,350 | New | |||
| 42 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.6M | 0.8% | 5,701 | -80% | |||
| 43 | $JPM | JPMORGAN CHASE & CO | Financials | $1.4M | 0.7% | 4,287 | -3% | |||
| 44 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $1.3M | 0.6% | 5,312 | -0.4% | |||
| 45 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $1.3M | 0.6% | 651 | +5% | |||
| 46 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.3M | 0.6% | 5,308 | -61% | |||
| 47 | — | FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF - FT ENER INCO ETF | — | $1.2M | 0.6% | 54K | -12% | |||
| 48 | $DIS | Walt Disney Co | Communication Services | $1.1M | 0.5% | 12K | +3% | |||
| 49 | $GE | GENERAL ELECTRIC CO | Industrials | $1.0M | 0.5% | 2,804 | +4% | |||
| 50 | $CHDN | Churchill Downs Inc | Communication Services | $1.0M | 0.5% | 12K | -5% | |||
| 51 | $JBL | JABIL INC | Technology | $991K | 0.5% | 2,570 | +9% | |||
| 52 | $CLS | CELESTICA INC | Technology | $971K | 0.5% | 2,662 | +9% | |||
| 53 | $PLD | Prologis, Inc. | Real Estate | $960K | 0.5% | 7,087 | -10% | |||
| 54 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $942K | 0.4% | 6,893 | -5% | |||
| 55 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $889K | 0.4% | 1,441 | New | |||
| 56 | $CSX | CSX CORP | Industrials | $875K | 0.4% | 18K | -1% | |||
| 57 | $CCJ | CAMECO CORP | Materials | $850K | 0.4% | 8,345 | +42% | |||
| 58 | $STRL | STERLING INFRASTRUCTURE, INC. | Industrials | $844K | 0.4% | 1,005 | -51% | |||
| 59 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ST STR TECHN ETF | — | $822K | 0.4% | 4,313 | +38% | |||
| 60 | $JNJ | JOHNSON & JOHNSON | Healthcare | $809K | 0.4% | 3,184 | — | |||
| 61 | $NRG | NRG ENERGY, INC. | Utilities | $771K | 0.4% | 5,277 | -69% | |||
| 62 | — | VANGUARD REAL ESTATE ETF - REAL ESTATE ETF | — | $729K | 0.3% | 7,558 | -1% | |||
| 63 | $LYV | Live Nation Entertainment, Inc. | Communication Services | $703K | 0.3% | 3,838 | New | |||
| 64 | $VIRT | Virtu Financial, Inc. | Financials | $651K | 0.3% | 11K | New | |||
| 65 | $D | DOMINION ENERGY, INC | Utilities | $642K | 0.3% | 9,398 | -57% | |||
| 66 | $CTVA | Corteva, Inc. | Consumer Staples | $640K | 0.3% | 7,553 | New | |||
| 67 | $FFIV | F5, INC. | Technology | $621K | 0.3% | 1,493 | New | |||
| 68 | $AER | AerCap Holdings N.V. | Industrials | $590K | 0.3% | 4,050 | +5% | |||
| 69 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $584K | 0.3% | 2,009 | +3% | |||
| 70 | $DOC | HEALTHPEAK PROPERTIES, INC. | Real Estate | $579K | 0.3% | 27K | -11% | |||
| 71 | $ALNT | ALLIENT INC | Technology | $569K | 0.3% | 5,525 | +5% | |||
| 72 | $VTR | Ventas, Inc. | Real Estate | $559K | 0.3% | 6,293 | -18% | |||
| 73 | $VMRK | VIVMARK RESIDENTIAL | Real Estate | $527K | 0.3% | 7,756 | -9% | |||
| 74 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $519K | 0.2% | 3,541 | -3% | |||
| 75 | $PLTR | Palantir Technologies Inc. | Technology | $484K | 0.2% | 4,148 | +5% | |||
| 76 | — | ISHARES TR TIPS BD ETF - TIPS BD ETF | — | $460K | 0.2% | 4,203 | -8% | |||
| 77 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $457K | 0.2% | 3,014 | New | |||
| 78 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF - ST STR INDL ETF | — | $425K | 0.2% | 2,293 | +40% | |||
| 79 | $JCI | Johnson Controls International plc | Industrials | $423K | 0.2% | 2,892 | -4% | |||
| 80 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $408K | 0.2% | 5,487 | -13% | |||
| 81 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $404K | 0.2% | 3,756 | -3% | |||
| 82 | $EVR | Evercore Inc. | Financials | $402K | 0.2% | 1,178 | +9% | |||
| 83 | — | BLACKROCK FLOATING RATE INCOME - COM | — | $393K | 0.2% | 36K | -21% | |||
| 84 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $374K | 0.2% | 5,200 | — | |||
| 85 | $GS | GOLDMAN SACHS GROUP INC | Financials | $372K | 0.2% | 368 | -4% | |||
| 86 | $CSCO | CISCO SYSTEMS, INC. | Technology | $367K | 0.2% | 3,125 | — | |||
| 87 | $SABA | Saba Capital Income & Opportunities Fund II | Other | $367K | 0.2% | 44K | -13% | |||
| 88 | $YUM | YUM BRANDS INC | Consumer Discretionary | $356K | 0.2% | 2,227 | -1% | |||
| 89 | $SPY | SPDR S&P 500 ETF TRUST | — | $332K | 0.2% | 445 | -14% | |||
| 90 | $HUM | HUMANA INC | Healthcare | $311K | 0.1% | 782 | New | |||
| 91 | $NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | $306K | 0.1% | 1,816 | New | |||
| 92 | $EBAY | EBAY INC | Consumer Discretionary | $304K | 0.1% | 2,716 | -2% | |||
| 93 | $ASH | ASHLAND INC. | Consumer Staples | $283K | 0.1% | 4,290 | -3% | |||
| 94 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $281K | 0.1% | 2,440 | -2% | |||
| 95 | $MCD | MCDONALDS CORP | Consumer Discretionary | $280K | 0.1% | 1,035 | -0.2% | |||
| 96 | $KO | COCA COLA CO | Consumer Staples | $279K | 0.1% | 3,439 | -4% | |||
| 97 | $LNG | Cheniere Energy, Inc. | Energy | $275K | 0.1% | 1,152 | -2% | |||
| 98 | $TSLA | Tesla, Inc. | Consumer Discretionary | $267K | 0.1% | 635 | -35% | |||
| 99 | $FLY | Firefly Aerospace Inc. | Industrials | $266K | 0.1% | 9,034 | New | |||
| 100 | $TXRH | Texas Roadhouse, Inc. | Consumer Discretionary | $259K | 0.1% | 1,340 | -68% | |||
| 101 | $TEL | TE Connectivity plc | Technology | $252K | 0.1% | 1,250 | — | |||
| 102 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ST STR FINL ETF | — | $248K | 0.1% | 4,622 | +1% | |||
| 103 | $T | AT&T INC. | Communication Services | $246K | 0.1% | 12K | -8% | |||
| 104 | $PEP | PEPSICO INC | Consumer Staples | $239K | 0.1% | 1,764 | — | |||
| 105 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $234K | 0.1% | 743 | — | |||
| 106 | $TFC | TRUIST FINANCIAL CORP | Financials | $231K | 0.1% | 4,637 | — | |||
| 107 | $GLD | SPDR GOLD TRUST | Financials | $229K | 0.1% | 622 | -8% | |||
| 108 | $WELL | WELLTOWER INC. | Real Estate | $227K | 0.1% | 1,000 | New | |||
| 109 | $META | Meta Platforms, Inc. | Technology | $224K | 0.1% | 397 | -92% | |||
| 110 | $RBCAA | REPUBLIC BANCORP INC /KY/ | Financials | $222K | 0.1% | 2,457 | New | |||
| 111 | $TMUS | T-Mobile US, Inc. | Communication Services | $222K | 0.1% | 1,323 | -2% | |||
| 112 | $MMM | 3M CO | Healthcare | $222K | 0.1% | 1,370 | New | |||
| 113 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $222K | 0.1% | 237 | -2% | |||
| 114 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $222K | 0.1% | 443 | — | |||
| 115 | — | FRANKLIN FTSE SOUTH KOREA ETF - FTSE SOUTH KOREA | — | $212K | 0.1% | 3,201 | New | |||
| 116 | $SYBT | Stock Yards Bancorp, Inc. | Financials | $211K | 0.1% | 2,762 | New | |||
| 117 | $BF-A | BROWN FORMAN CORP | Consumer Staples | $210K | 0.1% | 7,683 | -1% | |||
| 118 | — | ISHARES INCORPORATED MSCI ITALY ETF - MSCI ITALY ETF | — | $210K | 0.1% | 3,539 | New | |||
| 119 | — | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF - ST BLOO HIGH ETF | — | $206K | 0.1% | 2,139 | — | |||
| 120 | $FRME | FIRST MERCHANTS CORP | Financials | $204K | 0.1% | 4,675 | New | |||
| 121 | $INTC | INTEL CORP | Technology | $201K | 0.1% | 1,439 | New | |||
| 122 | $NVDA | NVIDIA CORP | Technology | $200K | 0.1% | 1,000 | New | |||
| 123 | $DNP | DNP SELECT INCOME FUND INC | Other | $153K | 0.1% | 14K | -3% | |||
| 124 | $IVZ | Invesco Ltd. | Financials | $151K | 0.1% | 14K | -15% |
What changed in Q2 2026
Against the previous quarter's 13F: 22 new, 34 added to, 58 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (22)
$ROKROCKWELL AUTOMATION, INC$3.7M
first bought this quarter
$TKOTKO Group Holdings, Inc.$2.7M
first bought this quarter
$MLMMARTIN MARIETTA MATERIALS INC$2.4M
first bought this quarter
$GLWCORNING INC /NY$1.6M
first bought this quarter
$CRSCARPENTER TECHNOLOGY CORP$889K
first bought this quarter
$LYVLive Nation Entertainment, Inc.$703K
first bought this quarter
+16 more in the Excel export
Added to (34)
- VANGUARD TOTAL INTERNATIONAL BOND ETF - TOTAL INT BD ETF+1728%
now $6.3M
now $7.3M · held 2+ qtrs
now $5.7M · held 2+ qtrs
$GOOGAlphabet Inc.+1394%
now $3.7M · held 2+ qtrs
$MNSTMonster Beverage Corp+62%
now $3.5M · held 2+ qtrs
now $4.0M · held 2+ qtrs
+28 more in the Excel export
Trimmed (58)
$IBMINTERNATIONAL BUSINESS MACHINES CORP-80%
now $1.6M · held 2+ qtrs
$CDNSCADENCE DESIGN SYSTEMS INC-67%
now $1.8M · held 2+ qtrs
$SOSOUTHERN CO-49%
now $3.1M · held 2+ qtrs
$DUKDuke Energy CORP-49%
now $3.1M · held 2+ qtrs
$METAMeta Platforms, Inc.-92%
now $224K · held 2+ qtrs
$COFCAPITAL ONE FINANCIAL CORP-47%
now $2.3M · held 2+ qtrs
+52 more in the Excel export
Sold out (11)
$ORCLORACLE CORPwas $3.4M
held 1+ qtrs
$TTWOTAKE TWO INTERACTIVE SOFTWARE INCwas $2.3M
held 1+ qtrs
- STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFwas $598K
$HUBBHUBBELL INCwas $572K
held 1+ qtrs
$CEGConstellation Energy Corpwas $480K
held 1+ qtrs
$DKNGDraftKings Inc.was $471K
+5 more in the Excel export
Holdings by quarter
Every 13F LEGACY FINANCIAL INDEPENDENT ADVISORS LLC has filed, 1 earlier quarter. Pick one to see what it held then.
Is it too late to follow LEGACY FINANCIAL INDEPENDENT ADVISORS?
Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of LEGACY FINANCIAL INDEPENDENT ADVISORS's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-0.0%
Value-weighted move of the 10 largest stock positions
Turnover
21%
Last quarter
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC disclosed 124 positions worth $212.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 22 new positions and exited 11 — including a new stake in $ROK and a full exit from $ORCL. The portfolio is most concentrated in Other (26.6% of disclosed assets). All figures are sourced directly from LEGACY FINANCIAL INDEPENDENT ADVISORS LLC’s Form 13F-HR filing with the SEC under CIK 2131510.
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Every holding in LEGACY FINANCIAL INDEPENDENT ADVISORS LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.