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 ETFs Only
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