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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | XCEMCOLUMBIA EM CORE EX-CHINA ETF | 33,301 | $1.3M | 0.18% | |
| 102 | CITCINTAS CORP | 6,783 | $1.3M | 0.18% | |
| 103 | DFATDIMENSIONAL U.S. TARGETED VALUE ETF | 21,305 | $1.3M | 0.18% | |
| 104 | KEKIMBALL ELECTRONICS INC COM | 45,373 | $1.3M | 0.17% | |
| 105 | CBCHUBB LIMITED COM | 4,019 | $1.3M | 0.17% | |
| 106 | WTWWILLIS TOWERS WATSON PLC LTD SHS | 3,813 | $1.3M | 0.17% | |
| 107 | IQVIQVIA HLDGS INC COM | 5,560 | $1.3M | 0.17% | |
| 108 | VTEBVANGUARD TAX-EXEMPT BOND ETF | 24,580 | $1.2M | 0.17% | |
| 109 | LRCXLAM RESEARCH CORP | 7,164 | $1.2M | 0.17% | |
| 110 | PEPPEPSICO INC COM | 8,538 | $1.2M | 0.17% | |
| 111 | CTVACORTEVA INC COM | 18,010 | $1.2M | 0.17% | |
| 112 | TMOTHERMO FISHER SCIENTIFIC INC COM | 2,058 | $1.2M | 0.16% | |
| 113 | ISRGINTUITIVE SURGICAL, INC. | 2,099 | $1.2M | 0.16% | |
| 114 | TRGPTARGA RES CORP COM | 6,440 | $1.2M | 0.16% | |
| 115 | AIGAMERICAN INTL GROUP INC COM NEW | 13,688 | $1.2M | 0.16% | |
| 116 | ABTABBOTT LABS COM | 9,102 | $1.1M | 0.16% | |
| 117 | MNSTMONSTER BEVERAGE CORP | 14,595 | $1.1M | 0.15% | |
| 118 | XMHQINVESCO S&P MIDCAP QUALITY ETF | 10,742 | $1.1M | 0.15% | |
| 119 | MGKVANGUARD MEGA CAP GROWTH ETF | 2,664 | $1.1M | 0.15% | |
| 120 | GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 13,270 | $1.1M | 0.15% | |
| 121 | REGNREGENERON PHARMACEUTICALS INC | 1,385 | $1.1M | 0.15% | |
| 122 | ALLYALLY FINL INC COM | 23,573 | $1.1M | 0.15% | |
| 123 | MSIMOTOROLA SOLUTIONS INC COM NEW | 2,757 | $1.1M | 0.15% | |
| 124 | INTUINTUIT INC | 1,593 | $1.1M | 0.15% | |
| 125 | ADSKAUTODESK INC | 3,562 | $1.1M | 0.15% | |
| 126 | MPCMARATHON PETE CORP | 6,439 | $1.0M | 0.14% | |
| 127 | FCNCAFIRST CTZNS BANCSHARES INC DEL CL A | 475 | $1.0M | 0.14% | |
| 128 | AMGNAMGEN INC | 3,104 | $1.0M | 0.14% | |
| 129 | AXPAMERICAN EXPRESS CO COM | 2,692 | $996K | 0.14% | |
| 130 | TFCTRUIST FINL CORP COM | 20,205 | $994K | 0.14% | |
| 131 | SBUXSTARBUCKS CORP | 11,692 | $984K | 0.14% | |
| 132 | NDAQNASDAQ STK MKT INC | 9,776 | $949K | 0.13% | |
| 133 | DWDMORGAN STANLEY | 5,341 | $948K | 0.13% | |
| 134 | RYROYAL BANK OF CANADA | 5,533 | $943K | 0.13% | |
| 135 | ADIANALOG DEVICES INC COM | 3,467 | $940K | 0.13% | |
| 136 | DOVDOVER CORP COM | 4,561 | $890K | 0.12% | |
| 137 | PIDINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | 40,406 | $888K | 0.12% | |
| 138 | ALSALLSTATE CORP | 4,232 | $880K | 0.12% | |
| 139 | CMCSACOMCAST CORP NEW CL A | 29,184 | $872K | 0.12% | |
| 140 | RGAREINSURANCE GRP OF AMERICA INC COM NEW | 4,277 | $870K | 0.12% | |
| 141 | EFXEQUIFAX INC COM | 4,012 | $870K | 0.12% | |
| 142 | ZBHZIMMER HLDGS INC | 9,606 | $863K | 0.12% | |
| 143 | NEENEXTERA ENERGY INC COM | 10,608 | $851K | 0.12% | |
| 144 | ETNEATON CORP PLC SHS | 2,670 | $850K | 0.12% | |
| 145 | DUKDUKE ENERGY CORP NEW COM NEW | 7,249 | $849K | 0.12% | |
| 146 | LULULULULEMON ATHLETICA INC | 4,064 | $844K | 0.12% | |
| 147 | BKNGBOOKING HOLDINGS INC COM | 157 | $840K | 0.12% | |
| 148 | IWFISHARES RUSSELL 1000 GROWTH ETF | 1,770 | $837K | 0.12% | |
| 149 | LINLINDE PLC SHS | 1,921 | $819K | 0.11% | |
| 150 | ADPAUTOMATIC DATA PROCESSING INC COM | 3,163 | $813K | 0.11% | |
| 151 | PFEPFIZER INC COM | 32,680 | $813K | 0.11% | |
| 152 | LOWLOWES COS INC COM | 3,358 | $809K | 0.11% | |
| 153 | PANWPALO ALTO NETWORKS INC COM | 4,391 | $808K | 0.11% | |
| 154 | XELXCEL ENERGY INC COM | 10,930 | $807K | 0.11% | |
| 155 | INTCINTEL CORP COM | 21,849 | $806K | 0.11% | |
| 156 | PHPARKER-HANNIFIN CORP COM | 916 | $805K | 0.11% | |
| 157 | CMECHICAGO MERCANTILE HLDGS INC | 2,942 | $803K | 0.11% | |
| 158 | IUSGISHARES CORE S&P U.S. GROWTH ETF | 4,756 | $798K | 0.11% | |
| 159 | NEMNEWMONT CORP COM | 7,952 | $794K | 0.11% | |
| 160 | BACVERIZON COMMUNICATIONS | 19,402 | $790K | 0.11% | |
| 161 | TAT&T INC COM | 31,724 | $788K | 0.11% | |
| 162 | UNHUNITEDHEALTH GROUP | 2,322 | $766K | 0.11% | |
| 163 | CBRECBRE GROUP INC A | 4,714 | $757K | 0.10% | |
| 164 | TXNTEXAS INSTRS INC COM | 4,350 | $754K | 0.10% | |
| 165 | GDGENERAL DYNAMICS CORP COM | 2,232 | $751K | 0.10% | |
| 166 | UBERUBER TECHNOLOGIES INC COM | 9,177 | $749K | 0.10% | |
| 167 | ORLYO REILLY AUTOMOTIVE INC | 8,179 | $745K | 0.10% | |
| 168 | EOGEOG RESOURCES INC | 7,065 | $741K | 0.10% | |
| 169 | AERAERCAP HOLDINGS N V SHS | 5,149 | $740K | 0.10% | |
| 170 | FDO.FMACYS INC COM | 33,470 | $738K | 0.10% | |
| 171 | ZMZOOM COMMUNICATIONS INC CL A | 8,375 | $722K | 0.10% | |
| 172 | BLKBLACKROCK INC | 671 | $718K | 0.10% | |
| 173 | SPGIS&P GLOBAL INC COM | 1,372 | $717K | 0.10% | |
| 174 | TELTE CONNECTIVITY LTD | 3,126 | $711K | 0.10% | |
| 175 | ENBENBRIDGE INC COM | 14,784 | $707K | 0.10% | |
| 176 | PGRPROGRESSIVE CORP COM | 3,074 | $700K | 0.10% | |
| 177 | GPNGLOBAL PAYMENTS INC | 9,031 | $698K | 0.10% | |
| 178 | STTSTATE STR CORP COM | 5,405 | $697K | 0.10% | |
| 179 | CGCARLYLE GROUP INC COM | 11,683 | $690K | 0.10% | |
| 180 | KLACKLA-TENCOR CORP | 567 | $689K | 0.10% | |
| 181 | AEMAGNICO EAGLE MINES LTD COM | 3,999 | $677K | 0.09% | |
| 182 | MDTMEDTRONIC PLC SHS | 7,027 | $675K | 0.09% | |
| 183 | ADBEADOBE SYS INC | 1,925 | $673K | 0.09% | |
| 184 | AGGISHARES AGGREGATE BOND ETF | 6,736 | $672K | 0.09% | |
| 185 | FDXFEDEX CORP | 2,326 | $671K | 0.09% | |
| 186 | MCKMCKESSON CORP | 816 | $668K | 0.09% | |
| 187 | THOTHOR INDS INC | 6,309 | $647K | 0.09% | |
| 188 | PYPLPAYPAL HLDGS INC COM | 10,886 | $635K | 0.09% | |
| 189 | FFORD MOTOR COMPANY | 48,384 | $634K | 0.09% | |
| 190 | CLSKCLEANSPARK INC COM NEW | 62,607 | $633K | 0.09% | |
| 191 | UBSUBS AG NEW F | 13,584 | $629K | 0.09% | |
| 192 | NULVNUVEEN ESG LARGE-CAP VALUE ETF | 13,923 | $627K | 0.09% | |
| 193 | AMRZAMRIZE LTD SHS | 11,580 | $626K | 0.09% | |
| 194 | HBANHUNTINGTON BANCSHARES INC COM | 35,504 | $616K | 0.09% | |
| 195 | RCLROYAL CARRIBBEAN CRUISES LTD | 2,184 | $609K | 0.08% | |
| 196 | HONHONEYWELL INTL INC | 3,090 | $602K | 0.08% | |
| 197 | ACNACCENTURE LTD BERMUDA CL A | 2,245 | $602K | 0.08% | |
| 198 | BSVVANGUARD SHORT-TERM BOND ETF | 7,634 | $601K | 0.08% | |
| 199 | GILDGILEAD SCIENCES INC | 4,845 | $594K | 0.08% | |
| 200 | SLVISHARES SILVER TRUST ETF | 9,174 | $590K | 0.08% |