§ 13F · FUND PROFILE
Legacy Financial Advisors, Inc..
AUM · $820M (13F)Positions · 435Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 733K | $70M | 8.5% | +1% |
| 2 | DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | 860K | $37M | 4.5% | +1% |
| 3 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | 394K | $29M | 3.5% | +2% |
| 4 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 164K | $27M | 3.3% | −3% |
| 5 | AAPL | APPLE INC | 90K | $26M | 3.2% | +7% |
| 6 | NVDA | NVIDIA CORP | 123K | $25M | 3.0% | ±0% |
| 7 | WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 227K | $23M | 2.8% | +1% |
| 8 | QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | 337K | $22M | 2.7% | +1% |
| 9 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 836K | $22M | 2.7% | +3% |
| 10 | MSFT | MICROSOFT | 39K | $15M | 1.8% | +12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Financial Advisors, Inc. is a Other fund managing $820 million in assets. The fund runs a broad portfolio of 435 positions.
Read the full dossier →