§ 13F · FUND PROFILE
Legacy Financial Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $640.1T (13F)Positions · 339Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 818K | $73.2T | 10.1% | ±0% |
| 2 | DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | 853K | $33.2T | 4.6% | −1% |
| 3 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 178K | $26.5T | 3.7% | −5% |
| 4 | AAPL | APPLE INC | 86K | $23.4T | 3.2% | +6% |
| 5 | NVDA | NVIDIA CORP | 114K | $21.3T | 3.0% | +3% |
| 6 | WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 223K | $20.8T | 2.9% | −1% |
| 7 | XC | WISDOMTREE TRUE EMERGING MARKETS FUND | 632K | $20.5T | 2.8% | ±0% |
| 8 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 767K | $20.5T | 2.8% | +8% |
| 9 | QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | 328K | $19.3T | 2.7% | −5% |
| 10 | MSFT | MICROSOFT | 35K | $17.0T | 2.4% | −2% |
§ 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 $640136.3 trillion in assets. The fund runs a broad portfolio of 339 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed