Legacy Financial Advisors, Inc. Q4 2025 Filing
Filed February 4, 2026
Portfolio Value
$722.9M
Holdings
389
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (389 positions)
| Stock | Value |
|---|---|
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $73.2M |
DIVIFRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $33.2M |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $26.5M |
AAPLAPPLE INC | $23.4M |
NVDANVIDIA CORP | $21.3M |
WTVWISDOMTREE US VALUE FUND OF BENEF INTEREST | $20.8M |
XCWISDOMTREE TRUE EMERGING MARKETS FUND | $20.5M |
PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $20.5M |
QGRWWISDOMTREE U.S. QUALITY GROWTH FUND | $19.3M |
MSFTMICROSOFT | $17.0M |
GQINATIXIS GATEWAY QUALITY INCOME ETF | $13.1M |
DGROISHARES CORE DIVIDEND GROWTH ETF | $11.8M |
PGPROCTER & GAMBLE CO COM | $11.7M |
JMUBJPMORGAN MUNICIPAL ETF | $11.4M |
AMZNAMAZON.COM INC | $10.9M |
JPMJPMORGAN CHASE & CO. COM | $10.8M |
GOOGLGOOGLE INC | $10.8M |
GOOGALPHABET INC CAP STK CL C | $9.1M |
METAMETA PLATFORMS INC CL A | $7.3M |
TSLATESLA MOTORS INC | $7.2M |
AVGOAVAGO TECHNOLOGIES LTD | $6.5M |
VTIVANGUARD TOTAL STK MKT | $6.0M |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $5.1M |
AQLTISHARES CORE MSCI EAFE ETF | $5.0M |
VVISA INC | $4.5M |
FLMIFRANKLIN DYNAMIC MUNICIPAL BOND ETF | $4.5M |
IVVISHARES S&P 500 INDEX | $4.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $3.8M |
NFLXNETFLIX COM INC | $3.8M |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $3.7M |
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | $3.7M |
ORCLORACLE CORPORATION | $3.7M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $3.5M |
SPYSTATE STR SPDR S&P 500 ETF TR TR UNIT | $3.5M |
WMTWALMART INC COM | $3.5M |
LLYELI LILLY & CO COM | $3.4M |
PNCPNC FINL SVCS GROUP INC COM | $3.3M |
FITBFIFTH THIRD BANCORP | $3.3M |
BACBANK AMERICA CORP COM | $3.2M |
CRMSALESFORCE COM | $3.1M |
MRKMERCK & CO INC | $3.0M |
JNJJOHNSON & JOHNSON COM | $3.0M |
XOMEXXON MOBIL CORP COM | $2.8M |
PLTRPALANTIR TECHNOLOGIES INC CL A | $2.6M |
SPHQINVESCO S&P 500 QUALITY ETF | $2.6M |
MUMICRON TECHNOLOGY | $2.4M |
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF | $2.4M |
GEGE AEROSPACE COM NEW | $2.4M |
HYMBSTATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $2.3M |
COFCAPITAL ONE FINANCIAL CORP | $2.3M |
TRVCCITIGROUP INC | $2.2M |
CSCOCISCO SYS INC | $2.2M |
BABOEING CO COM | $2.2M |
HLMNHILLMAN SOLUTIONS CORP COM | $2.2M |
MAMASTERCARD INC | $2.2M |
WFCWELLS FARGO & CO COM | $2.1M |
CVXCHEVRON CORP NEW COM | $2.1M |
USMVISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | $2.1M |
ABBVABBVIE INC COM | $2.1M |
HDHOME DEPOT | $2.0M |
NOWSERVICE NOW INC | $1.9M |
KOCOCA COLA CO COM | $1.9M |
COPCONOCOPHILLIPS COM | $1.9M |
SHOPSHOPIFY INC CL A SUB VTG SHS | $1.9M |
USBUS BANCORP DEL COM NEW | $1.8M |
IDHQINVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF | $1.7M |
AMDADVANCED MICRO DEVICES INC COM | $1.7M |
MCDMCDONALDS CORP COM | $1.7M |
IBMINTL BUSINESS MACHINES | $1.7M |
4I1PHILIP MORRIS INTL INC | $1.6M |
UNPUNION PAC CORP COM | $1.6M |
DISDISNEY WALT CO COM | $1.6M |
TJXTJX COS INC NEW COM | $1.6M |
QCOMQUALCOMM INC COM | $1.6M |
SNASNAP ON INC COM | $1.6M |
NKENIKE INC CLASS B | $1.6M |
NDQPOWERSHARES QQQ TR | $1.6M |
RWJINVESCO S&P SMALLCAP 600 REVENUE ETF | $1.6M |
CATCATERPILLAR INC COM | $1.6M |
GQ9SPDR GOLD ETF | $1.5M |
GEVGE VERNOVA INC COM | $1.5M |
RTXRTX CORPORATION COM | $1.5M |
ABNBAIRBNB INC COM CL A | $1.5M |
SCHWCHARLES SCHWAB CORP | $1.5M |
GSGOLDMAN SACHS GROUP INC | $1.5M |
DISVDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $1.5M |
COSTCOSTCO WHOLESALE CORP | $1.5M |
FISVFISERV INC | $1.4M |
AMATAPPLIED MATLS INC COM | $1.4M |
DEDEERE & CO COM | $1.4M |
PSXPHILLIPS 66 | $1.4M |
ICEINTERCONTINENTAL EXCHANGE INC COM | $1.4M |
DALDELTA AIR LINES INC DEL CMN | $1.4M |
MUNIPIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $1.4M |
GMGENERAL MOTORS CORP | $1.4M |
BMYBRISTOL-MYERS SQUIBB CO COM | $1.4M |
VRTXVERTEX PHARMACEUTICALS IN | $1.3M |
ELVELEVANCE HEALTH INC FORMERLY A COM | $1.3M |
KDPKEURIG DR PEPPER INC COM | $1.3M |
WBDDISCOVERY HLDG CO | $1.3M |
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