§ 13F · FUND PROFILE
Legacy Financial Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $726M (13F)Positions · 416Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$42M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 722K | $63M | 8.9% | −12% |
| 2 | DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | 853K | $34M | 4.7% | ±0% |
| 3 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 169K | $24M | 3.4% | −5% |
| 4 | AAPL | APPLE INC | 85K | $21M | 3.0% | −2% |
| 5 | NVDA | NVIDIA CORP | 123K | $21M | 3.0% | +7% |
| 6 | WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 226K | $21M | 3.0% | +1% |
| 7 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 814K | $21M | 3.0% | +6% |
| 8 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | 387K | $21M | 3.0% | NEW |
| 9 | QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | 333K | $18M | 2.5% | +2% |
| 10 | MSFT | MICROSOFT | 35K | $13M | 1.8% | ±0% |
§ 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 $726 million in assets. The fund runs a broad portfolio of 416 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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