§ 13F · FUND PROFILE
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC.
AUM · $213M (13F)Positions · 124Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMLP | ALERIAN MLP ETF | 247K | $13M | — | +2% |
| 2 | GSGO | GOLDMAN SACHS GROWTH OPPORTUNITIES ETF | 232K | $10M | — | −1% |
| 3 | AAPL | APPLE INCORPORATED | 25K | $7M | — | +273% |
| 4 | SPG | SIMON PROPERTY GROUP INCORPORATED NEW REIT | 30K | $7M | — | +1% |
| 5 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 131K | $6M | — | +1728% |
| 6 | WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | 302K | $6M | — | −6% |
| 7 | MSFT | MICROSOFT CORPORATION | 16K | $6M | — | +23% |
| 8 | ASML | ASML HOLDING NV (NETHERLANDS) | 3K | $6M | — | +656% |
| 9 | AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | 39K | $5M | — | −15% |
| 10 | IG | PRINCIPAL INVESTMENT GRADE CORPORATE ETF | 244K | $5M | — | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC is a institutional fund managing $213 million in assets. The fund runs a portfolio of 124 positions.
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