Legacy Financial Advisors, Inc.: 13F holdings
CIK 17308102026Q2
| Positions | 435 |
|---|
| Reported value | $820.4m |
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| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 435 (+31 vs prior quarter) |
|---|
| Reported value | $820.4m (+14.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 732,660 | $70.1m | 8.5% |
| DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | 860,443 | $36.8m | 4.5% |
| FRDM FREEDOM 100 EMERGING MARKETS ETF | 394,487 | $28.8m | 3.5% |
| ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 164,319 | $27.0m | 3.3% |
| AAPL APPLE INC | 90,105 | $26.1m | 3.2% |
| NVDA NVIDIA CORP | 123,050 | $24.6m | 3.0% |
| WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST | 226,780 | $23.1m | 2.8% |
| QGRW WISDOMTREE U.S. QUALITY GROWTH FUND | 336,730 | $22.2m | 2.7% |
| PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 836,433 | $22.2m | 2.7% |
| MSFT MICROSOFT | 39,173 | $14.6m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1730810")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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