Legacy Financial Advisors, Inc. Portfolio Holdings

Legacy Financial Advisors, Inc.

  • $602 Million
  • Q3 2025

Legacy Financial Advisors, Inc. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $602 Million distributed in 367 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 $72.8M, Ishares Core S&P Total U.S. St with a value of $27.4M, Nvidia Corp with a value of $20.8M, Apple Inc. with a value of $20.7M, and Wisdomtree Tr Wisdomtree U.S. with a value of $20.4M.

Examining the 13F form we can see an increase of $75.6M in the current position value, from $527M to 602M.

Below you can find more details about Legacy Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $602 Million
ETFs: $214 Million
Technology: $114 Million
Financial Services: $72.6 Million
Consumer Cyclical: $39.8 Million
Communication Services: $36.1 Million
Industrials: $32.7 Million
Healthcare: $31 Million
Consumer Defensive: $27.5 Million
Other: $35.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$72.8 Million 12.09% of portfolio
818,458
Q3 2025 Reduced 0.25%
$0
$27.4 Million 4.55% of portfolio
188,158
Q3 2025 Reduced 5.24%
$465B
$20.8 Million 3.45% of portfolio
111,512
Q3 2025 Added 0.47%
$4.3T
$20.7 Million 3.44% of portfolio
81,376
Q3 2025 Added 5.97%
$0
$20.4 Million 3.38% of portfolio
223,859
Q3 2025 Added 0.82%
$3.78T
$18.6 Million 3.08% of portfolio
35,858
Q3 2025 Added 1.85%
$0
$11.9 Million 1.98% of portfolio
175,295
Q3 2025 Reduced 4.63%
$346B
$11.5 Million 1.9% of portfolio
74,544
Q3 2025 Reduced 1.49%
$0
$11.4 Million 1.89% of portfolio
226,184
Q3 2025 Reduced 26.05%
$881B
$10.8 Million 1.79% of portfolio
34,235
Q3 2025 Reduced 0.13%
$2.39T
$9.79 Million 1.62% of portfolio
44,566
Q3 2025 Added 2.95%
$1.37T
$8.35 Million 1.39% of portfolio
11,369
Q3 2025 Added 1.09%
$1.65T
$8.24 Million 1.37% of portfolio
33,884
Q3 2025 Reduced 3.91%
$1.29T
$7.02 Million 1.17% of portfolio
15,790
Q3 2025 Reduced 8.28%
$1.74T
$6.27 Million 1.04% of portfolio
25,763
Q3 2025 Reduced 1.0%
$139B
$5.72 Million 0.95% of portfolio
17,335
Q3 2025 Added 4.16%
$0
$5.33 Million 0.88% of portfolio
16,238
Q3 2025 Reduced 2.38%
$0
$5.25 Million 0.87% of portfolio
43,583
Q3 2025 Reduced 5.86%
$0
$5.07 Million 0.84% of portfolio
58,060
Q3 2025 Reduced 5.36%
$49.1B
$4.87 Million 0.81% of portfolio
4,064
Q3 2025 Reduced 1.86%
$533B
$4.51 Million 0.75% of portfolio
13,202
Q3 2025 Reduced 3.6%
$0
$3.98 Million 0.66% of portfolio
5,945
Q3 2025 Reduced 1.25%
$0
$3.71 Million 0.62% of portfolio
149,803
Q3 2025 New
$0
$3.76 Million 0.62% of portfolio
74,025
Q3 2025 Added 114.28%
$0
$3.63 Million 0.6% of portfolio
53,824
Q3 2025 Reduced 5.08%
$662B
$3.54 Million 0.59% of portfolio
7,036
Q3 2025 Added 3.59%
$413B
$3.34 Million 0.56% of portfolio
64,827
Q3 2025 Added 3.69%
$0
$3.33 Million 0.55% of portfolio
55,496
Q3 2025 Reduced 0.56%
$74.3B
$3.33 Million 0.55% of portfolio
16,594
Q3 2025 Added 2.71%
$29.2B
$3.12 Million 0.52% of portfolio
70,142
Q3 2025 Reduced 0.73%
$279B
$2.93 Million 0.49% of portfolio
28,407
Q3 2025 Added 11.52%
$0
$2.75 Million 0.46% of portfolio
4,122
Q3 2025 Added 53.06%
$522B
$2.69 Million 0.45% of portfolio
14,520
Q3 2025 Added 12.22%
$1.46T
$2.66 Million 0.44% of portfolio
9,507
Q3 2025 New
$367B
$2.64 Million 0.44% of portfolio
6,506
Q3 2025 Added 1.4%
$342B
$2.6 Million 0.43% of portfolio
14,239
Q3 2025 Reduced 14.72%
$490B
$2.53 Million 0.42% of portfolio
22,410
Q3 2025 Reduced 3.76%
$0
$2.38 Million 0.4% of portfolio
95,662
Q3 2025 Reduced 3.37%
$237B
$2.36 Million 0.39% of portfolio
9,966
Q3 2025 Added 20.61%
$317B
$2.32 Million 0.39% of portfolio
27,700
Q3 2025 Added 3.82%
$0
$2.35 Million 0.39% of portfolio
24,693
Q3 2025 Reduced 11.4%
$328B
$2.31 Million 0.38% of portfolio
7,691
Q3 2025 Added 5.54%
$303B
$2.31 Million 0.38% of portfolio
14,904
Q3 2025 Added 70.7%
$1.63B
$2.32 Million 0.38% of portfolio
252,500
Q2 2025 Added 124.44%
$971B
$2.3 Million 0.38% of portfolio
3,008
Q3 2025 Reduced 4.93%
$0
$2.28 Million 0.38% of portfolio
31,048
Q3 2025 Added 10.64%
$512B
$2.18 Million 0.36% of portfolio
3,827
Q3 2025 Added 1.81%
$414B
$2.18 Million 0.36% of portfolio
9,427
Q3 2025 Reduced 0.46%
$114B
$2.2 Million 0.36% of portfolio
10,187
Q3 2025 Reduced 1.13%

Summary

  • Portfolio
  • No. of Stocks 367
  • Current Value $602 Million
  • Prior Value $527 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 93 stocks
  • Additional Purchases 175 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 135 stocks
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