EdgeMarket › What Legacy Financial Advisors, Inc. reported owning
What Legacy Financial Advisors, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
715.1MPositions
404Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 63.5M | 8.9% | 722.4K | 99.29 | +14.2% |
| DIVI Franklin International Core Dividend Tilt Inde | 33.9M | 4.7% | 852.7K | 44.62 | +20.2% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 24.1M | 3.4% | 169.3K | 167.97 | +20.5% |
| AAPL Apple Inc. | 21.5M | 3.0% | 84.6K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 21.4M | 3.0% | 122.8K | 214.72 | +22.4% |
| WTV WisdomTree U.S. Value Fund | 21.4M | 3.0% | 225.6K | 108.29 | +21.4% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 21.3M | 3.0% | 814.4K | 26.16 | -1.4% |
| FRDM Freedom 100 Emerging Markets ETF | 21.1M | 3.0% | 386.7K | 68.71 | +64.8% |
| QGRW WisdomTree U.S. Quality Growth Fund | 17.8M | 2.5% | 333.3K | 66.87 | +24.1% |
| MSFT MICROSOFT CORP | 13.0M | 1.8% | 35.1K | 483.24 | -4.4% |
| PG PROCTER & GAMBLE Co | 12.5M | 1.8% | 86.8K | 144.68 | -9.3% |
| GQI Natixis Gateway Quality Income ETF | 11.5M | 1.6% | 209.7K | 60.18 | +10.7% |
| JMUB JPMorgan Municipal ETF | 11.3M | 1.6% | 225.7K | 49.69 | +0.5% |
| VFLO VictoryShares Free Cash Flow ETF | 10.4M | 1.5% | 262.9K | 55.45 | +53.9% |
| DGRO iShares Core Dividend Growth ETF | 10.2M | 1.4% | 145.8K | 79.61 | +20.0% |
| JPM JPMORGAN CHASE & CO | 10.0M | 1.4% | 33.9K | 351.58 | +20.3% |
| GOOGL Alphabet Inc. | 9.9M | 1.4% | 34.5K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 9.7M | 1.4% | 46.6K | 258.63 | +15.6% |
| GOOG Alphabet Inc. | 8.4M | 1.2% | 29.1K | 341.75 | +70.7% |
| META Meta Platforms, Inc. | 6.6M | 0.9% | 11.5K | 549.90 | -26.5% |
| AVGO Broadcom Inc. | 6.0M | 0.8% | 19.3K | 368.45 | +26.5% |
| TSLA Tesla, Inc. | 6.0M | 0.8% | 16.0K | 362.86 | +12.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 5.7M | 0.8% | 17.8K | 378.24 | +20.5% |
| NFLX NETFLIX INC | 4.9M | 0.7% | 50.5K | 79.59 | -34.4% |
| IEFA iShares Core MSCI EAFE ETF | 4.7M | 0.7% | 51.9K | 100.85 | +16.8% |
| FLMI Franklin Dynamic Municipal Bond ETF | 4.7M | 0.7% | 189.6K | 24.60 | +2.0% |
| VONG Vanguard Russell 1000 Growth ETF | 4.3M | 0.6% | 39.1K | 125.99 | +11.3% |
| XOM ExxonMobil Holdings Corp | 4.0M | 0.6% | 23.8K | 165.11 | +52.1% |
| V VISA INC. | 4.0M | 0.6% | 13.3K | 371.04 | +7.9% |
| WMT Walmart Inc. | 3.9M | 0.5% | 31.5K | 103.70 | +1.1% |
| IVV iShares Core S&P 500 ETF | 3.9M | 0.5% | 6.0K | 769.31 | +20.0% |
| JPST JPMorgan Ultra-Short Income ETF | 3.8M | 0.5% | 75.0K | 50.53 | -0.3% |
| JNJ JOHNSON & JOHNSON | 3.7M | 0.5% | 15.2K | 270.24 | +51.1% |
| unmapped CUSIP 084670702 | 3.7M | 0.5% | 7.6K | — | — |
| MRK Merck & Co., Inc. | 3.4M | 0.5% | 28.1K | 152.55 | +80.2% |
| PNC PNC FINANCIAL SERVICES GROUP, INC. | 3.3M | 0.5% | 16.0K | 243.13 | +24.7% |
| VEA Vanguard FTSE Developed Markets ETF | 3.3M | 0.5% | 51.9K | 73.42 | +24.7% |
| FITB FIFTH THIRD BANCORP | 3.3M | 0.5% | 71.4K | 54.82 | +27.2% |
| MU MICRON TECHNOLOGY INC | 3.2M | 0.4% | 9.4K | 966.78 | +724.8% |
| ORCL ORACLE CORP | 3.0M | 0.4% | 20.2K | 146.47 | -37.7% |
| CVX CHEVRON CORP | 2.9M | 0.4% | 14.2K | 205.27 | +34.0% |
| LLY ELI LILLY & Co | 2.9M | 0.4% | 3.2K | 1,255.40 | +78.0% |
| SPHQ Invesco S&P 500 Quality ETF | 2.9M | 0.4% | 38.7K | 85.95 | +18.7% |
| BAC BANK OF AMERICA CORP /DE/ | 2.7M | 0.4% | 54.8K | 61.69 | +27.6% |
| SPY SPDR S&P 500 ETF TRUST | 2.6M | 0.4% | 4.0K | 765.72 | +20.0% |
| DFIV Dimensional International Value ETF | 2.6M | 0.4% | 49.1K | 58.31 | +27.8% |
| CSCO CISCO SYSTEMS, INC. | 2.5M | 0.3% | 32.2K | 111.04 | +65.5% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 2.4M | 0.3% | 30.2K | 97.80 | +53.2% |
| COP CONOCOPHILLIPS | 2.4M | 0.3% | 17.9K | 134.87 | +42.1% |
| HYMB State Street SPDR Nuveen ICE High Yield Munici | 2.3M | 0.3% | 92.6K | 24.81 | +2.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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