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
$2.13 Million 0.35% of portfolio
46,117
Q3 2025 Added 9.95%
$53.4M
$2.08 Million 0.35% of portfolio
256,534
Q3 2025 Reduced 22.61%
$235B
$2.07 Million 0.34% of portfolio
24,672
Q3 2025 Added 19.76%
$190B
$2.07 Million 0.34% of portfolio
20,428
Q3 2025 Added 9.01%
$319B
$1.92 Million 0.32% of portfolio
27,994
Q3 2025 Added 7.89%
$283B
$1.93 Million 0.32% of portfolio
15,061
Q3 2025 New
$77.2B
$1.85 Million 0.31% of portfolio
8,705
Q3 2025 Added 11.5%
$167B
$1.72 Million 0.29% of portfolio
18,008
Q3 2025 Reduced 3.31%
$79.2B
$1.74 Million 0.29% of portfolio
24,934
Q3 2025 Added 5.72%
$113B
$1.75 Million 0.29% of portfolio
18,500
Q3 2025 Added 13.17%
$306B
$1.76 Million 0.29% of portfolio
26,593
Q3 2025 Reduced 5.29%
$224B
$1.72 Million 0.29% of portfolio
5,652
Q3 2025 Added 7.41%
$174B
$1.66 Million 0.28% of portfolio
11,191
Q3 2025 Added 3.72%
$17.5B
$1.68 Million 0.28% of portfolio
4,860
Q3 2025 Reduced 0.1%
$237B
$1.65 Million 0.27% of portfolio
10,195
Q3 2025 Added 3.4%
$404B
$1.65 Million 0.27% of portfolio
1,782
Q3 2025 Reduced 0.34%
$0
$1.55 Million 0.26% of portfolio
2,590
Q3 2025 New
$0
$1.54 Million 0.26% of portfolio
31,976
Q3 2025 Added 9.44%
$0
$1.55 Million 0.26% of portfolio
45,976
Q3 2025 Added 6.31%
$67.6B
$1.58 Million 0.26% of portfolio
32,714
Q3 2025 Added 5.5%
$193B
$1.49 Million 0.25% of portfolio
13,013
Q3 2025 Reduced 3.21%
$266B
$1.5 Million 0.25% of portfolio
5,333
Q3 2025 Reduced 34.32%
$265B
$1.42 Million 0.24% of portfolio
1,780
Q3 2025 Reduced 3.26%
$0
$1.42 Million 0.24% of portfolio
27,186
Q3 2025 Reduced 42.06%
$405B
$1.42 Million 0.24% of portfolio
1,470
Q3 2025 New
$99.7B
$1.42 Million 0.24% of portfolio
7,383
Q3 2025 Added 5.44%
$228B
$1.44 Million 0.24% of portfolio
10,753
Q3 2025 Reduced 2.22%
$19B
$1.44 Million 0.24% of portfolio
7,030
Q3 2025 Reduced 2.86%
$170B
$1.44 Million 0.24% of portfolio
9,994
Q3 2025 Added 10.37%
$68.5B
$1.47 Million 0.24% of portfolio
10,772
Q3 2025 Added 19.7%
$0
$1.4 Million 0.23% of portfolio
39,219
Q3 2025 Added 3.92%
$258B
$1.41 Million 0.23% of portfolio
8,455
Q3 2025 Reduced 5.06%
$130B
$1.35 Million 0.22% of portfolio
3,785
Q3 2025 Added 20.66%
$0
$1.34 Million 0.22% of portfolio
26,837
Q3 2025 Added 4.39%
$284B
$1.33 Million 0.22% of portfolio
18,757
Q3 2025 New
$100B
$1.27 Million 0.21% of portfolio
20,898
Q3 2025 Added 11.89%
$63.4B
$1.28 Million 0.21% of portfolio
2,806
Q3 2025 Reduced 0.46%
$291B
$1.29 Million 0.21% of portfolio
2,700
Q3 2025 Added 20.59%
$300B
$1.22 Million 0.2% of portfolio
3,537
Q3 2025 Added 8.07%
$0
$1.21 Million 0.2% of portfolio
33,335
Q3 2025 Reduced 3.25%
$84.9B
$1.2 Million 0.2% of portfolio
7,143
Q3 2025 Added 9.1%
$187B
$1.18 Million 0.2% of portfolio
7,079
Q3 2025 Added 3.25%
$177B
$1.18 Million 0.2% of portfolio
6,043
Q3 2025 Added 1.63%
$388B
$1.22 Million 0.2% of portfolio
7,531
Q3 2025 Added 29.69%
$111B
$1.15 Million 0.19% of portfolio
2,926
Q3 2025 Reduced 1.85%
$144B
$1.14 Million 0.19% of portfolio
2,486
Q3 2025 Reduced 9.67%
$700M
$1.14 Million 0.19% of portfolio
38,051
Q4 2024 Added 20.79%
$34.9B
$1.13 Million 0.19% of portfolio
3,277
Q3 2025 Added 11.16%
$270B
$1.11 Million 0.18% of portfolio
15,494
Q3 2025 New

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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