Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Legacy Financial Advisors, Inc. (CIK 1730810) reported $820.4M across 435 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DGRW ($70.1M, 8.54%), DIVI ($36.8M, 4.48%), FRDM ($28.8M, 3.51%), ITOT ($27.0M, 3.29%), AAPL ($26.1M, 3.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $70.1M | 8.54% | 732,660 | Added |
| 2 | DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $36.8M | 4.48% | 860,443 | Added |
| 3 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | $28.8M | 3.51% | 394,487 | Added |
| 4 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $27.0M | 3.29% | 164,319 | Trimmed |
| 5 | AAPL | APPLE INC | $26.1M | 3.18% | 90,105 | Added |
| 6 | NVDA | NVIDIA CORP | $24.6M | 3.00% | 123,050 | Added |
| 7 | WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $23.1M | 2.81% | 226,780 | Added |
| 8 | QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | $22.2M | 2.71% | 336,730 | Added |
| 9 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $22.2M | 2.70% | 836,433 | Added |
| 10 | MSFT | MICROSOFT | $14.6M | 1.78% | 39,173 | Added |
| 11 | GOOGL | GOOGLE INC | $12.8M | 1.56% | 35,844 | Added |
| 12 | VFLO | VICTORYSHARES FREE CASH FLOW ETF | $12.7M | 1.54% | 276,620 | Added |
| 13 | GQI | NATIXIS GATEWAY QUALITY INCOME ETF | $12.7M | 1.54% | 214,000 | Added |
| 14 | PG | PROCTER & GAMBLE CO COM | $12.1M | 1.47% | 82,311 | Trimmed |
| 15 | AMZN | AMAZON.COM INC | $12.0M | 1.46% | 50,314 | Added |
| 16 | JMUB | JPMORGAN MUNICIPAL ETF | $11.7M | 1.42% | 230,771 | Added |
| 17 | JPM | JPMORGAN CHASE & CO COM | $11.5M | 1.40% | 34,993 | Added |
| 18 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $10.7M | 1.31% | 141,800 | Trimmed |
| 19 | GOOG | ALPHABET INC CAP STK CL C | $10.8M | 1.31% | 30,520 | Added |
| 20 | MU | MICRON TECHNOLOGY | $8.4M | 1.02% | 7,234 | Trimmed |
| 21 | AVGO | AVAGO TECHNOLOGIES LTD | $7.9M | 0.96% | 20,791 | Added |
| 22 | TSLA | TESLA MOTORS INC | $7.1M | 0.86% | 16,848 | Added |
| 23 | VTI | VANGUARD TOTAL STK MKT | $6.4M | 0.77% | 17,169 | Trimmed |
| 24 | META | META PLATFORMS INC CL A | $6.3M | 0.76% | 11,098 | Trimmed |
| 25 | AMD | ADVANCED MICRO DEVICES INC COM | $6.0M | 0.73% | 10,321 | Added |
Source: SEC Form 13F filings · as of 2026-06-30