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 |
|---|---|---|---|---|---|
| 201 | UPSUNITED PARCEL SERVICE INC | 5,796 | $574K | 0.08% | |
| 202 | MTBM & T BK CORP COM | 2,785 | $561K | 0.08% | |
| 203 | DHRDANAHER CORP | 2,442 | $559K | 0.08% | |
| 204 | EXPEEXPEDIA INC DEL COM | 1,945 | $551K | 0.08% | |
| 205 | YUMYUM! BRANDS INC | 3,636 | $550K | 0.08% | |
| 206 | IYWISHARES DJ US TECHNOLOGY | 2,739 | $546K | 0.08% | |
| 207 | CLFCLEVELAND-CLIFFS INC NEW COM | 41,095 | $545K | 0.08% | |
| 208 | MOALTRIA GROUP INC COM | 9,463 | $545K | 0.08% | |
| 209 | DDOMINION RESOURCES INC | 9,255 | $542K | 0.07% | |
| 210 | MARMARRIOTT INTL INC | 1,729 | $536K | 0.07% | |
| 211 | FCXFREEPORT MCMORAN COPPER | 10,519 | $534K | 0.07% | |
| 212 | BMOBANK OF MONTREAL | 4,101 | $532K | 0.07% | |
| 213 | APHAMPHENOL CORP CL A | 3,937 | $531K | 0.07% | |
| 214 | VOOVANGUARD S&P 500 ETF | 832 | $521K | 0.07% | |
| 215 | DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | 10,796 | $502K | 0.07% | |
| 216 | ILMNILLUMINA INC | 3,811 | $499K | 0.07% | |
| 217 | CHTRCHARTER COMMUNICATIONS INC NEW CL A | 2,392 | $499K | 0.07% | |
| 218 | TTTRANE TECHNOLOGIES PLC SHS | 1,276 | $496K | 0.07% | |
| 219 | LMTLOCKHEED MARTIN CORP | 1,000 | $483K | 0.07% | |
| 220 | MCOMOODYS CORP | 944 | $482K | 0.07% | |
| 221 | ANETARISTA NETWORKS INC COM SHS | 3,677 | $481K | 0.07% | |
| 222 | TTETOTALENERGIES SE ACT | 7,364 | $481K | 0.07% | |
| 223 | MASMASCO CORP COM | 7,553 | $479K | 0.07% | |
| 224 | DYHTARGET CORP COM | 4,894 | $478K | 0.07% | |
| 225 | CEGCONSTELLATION ENERGY CORP COM | 1,352 | $477K | 0.07% | |
| 226 | BKBANK NEW YORK MELLON CORP COM | 4,111 | $477K | 0.07% | |
| 227 | CNCCENTENE CORP DEL | 11,594 | $477K | 0.07% | |
| 228 | TMUST-MOBILE US INC COM | 2,335 | $474K | 0.07% | |
| 229 | AONAON CORP | 1,345 | $474K | 0.07% | |
| 230 | KRKROGER CO COM | 7,578 | $473K | 0.07% | |
| 231 | BSXBOSTON SCIENTIFIC CORP | 4,956 | $472K | 0.07% | |
| 232 | TDTORONTO DOMINION BANK | 4,982 | $469K | 0.06% | |
| 233 | PCGPG&E CORP COM | 29,214 | $469K | 0.06% | |
| 234 | AALAMERICAN AIRLS GROUP INC COM | 30,383 | $465K | 0.06% | |
| 235 | CMICUMMINS INC COM | 904 | $461K | 0.06% | |
| 236 | TRVTRAVELERS COMPANIES INC COM | 1,589 | $461K | 0.06% | |
| 237 | FBTCFIDELITY WISE ORIGIN BITCOIN FUND | 5,978 | $455K | 0.06% | |
| 238 | FBINFORTUNE BRANDS INNOVATIONS INC COM | 9,049 | $452K | 0.06% | |
| 239 | MMM3M CO COM | 2,797 | $447K | 0.06% | |
| 240 | TEAMATLASSIAN CORPORATION CL A | 2,759 | $447K | 0.06% | |
| 241 | DELLDELL TECHNOLOGIES INC CL C | 3,546 | $446K | 0.06% | |
| 242 | 7HPHP INC COM | 20,059 | $446K | 0.06% | |
| 243 | SOSOUTHERN CO COM | 4,990 | $435K | 0.06% | |
| 244 | CDWCDW CORP COM | 3,200 | $435K | 0.06% | |
| 245 | IJHISHARES CORE S&P MID CAP ETF | 6,517 | $430K | 0.06% | |
| 246 | CPCANADIAN PACIFIC KANSAS CITY COM | 5,826 | $428K | 0.06% | |
| 247 | SNPSSYNOPSYS INC COM | 903 | $424K | 0.06% | |
| 248 | EXPDEXPEDITORS INTL WASH INC | 2,847 | $424K | 0.06% | |
| 249 | SYKSTRYKER CORP | 1,209 | $424K | 0.06% | |
| 250 | CDNSCADENCE DESIGN SYSTEM INC COM | 1,351 | $422K | 0.06% | |
| 251 | CMGCHIPOTLE MEXICAN GRILL INC | 11,288 | $417K | 0.06% | |
| 252 | ESGVVANGUARD ESG U.S. STOCK ETF | 3,427 | $414K | 0.06% | |
| 253 | GPCGENUINE PARTS CO COM | 3,371 | $414K | 0.06% | |
| 254 | CNHICNH INDL N V SHS | 44,818 | $413K | 0.06% | |
| 255 | CRBGCOREBRIDGE FINL INC COM | 13,649 | $411K | 0.06% | |
| 256 | HCAHCA INC | 879 | $410K | 0.06% | |
| 257 | PNFPPINNACLE FINL PARTNERS INC COM | 4,283 | $408K | 0.06% | |
| 258 | CTRACABOT OIL & GAS CP COM | 15,479 | $407K | 0.06% | |
| 259 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 14,686 | $402K | 0.06% | |
| 260 | SHWSHERWIN WILLIAMS CO COM | 1,239 | $401K | 0.06% | |
| 261 | ABGCENCORA INC COM | 1,182 | $399K | 0.06% | |
| 262 | DFUSDIMENSIONAL U.S. EQUITY MARKET ETF | 5,304 | $393K | 0.05% | |
| 263 | ROSTROSS STORES INC | 2,179 | $392K | 0.05% | |
| 264 | FIXCOMFORT SYS USA INC COM | 421 | $392K | 0.05% | |
| 265 | AEPAMERICAN ELEC PWR CO INC COM | 3,358 | $387K | 0.05% | |
| 266 | EIXEDISON INTL COM | 6,435 | $386K | 0.05% | |
| 267 | EMNEASTMAN CHEMICAL CO | 6,044 | $385K | 0.05% | |
| 268 | ECLECOLAB INC COM | 1,467 | $385K | 0.05% | |
| 269 | NOCNORTHROP GRUMMAN CORP COM | 674 | $384K | 0.05% | |
| 270 | JBHTJB HUNT TRANSPORT SERVICES | 1,972 | $383K | 0.05% | |
| 271 | NSCNORFOLK SOUTHERN CRP | 1,325 | $382K | 0.05% | |
| 272 | CAHCARDINAL HEALTH INC | 1,856 | $381K | 0.05% | |
| 273 | STZCONSTELLATION BRANDS INC CL A | 2,758 | $380K | 0.05% | |
| 274 | BDCBELDEN CDT INC | 3,226 | $375K | 0.05% | |
| 275 | CAGCONAGRA BRANDS INC COM | 21,694 | $375K | 0.05% | |
| 276 | IWRISHARES TR RUSSELL MIDCAP INDEX FD | 3,883 | $373K | 0.05% | |
| 277 | BBARRICK GOLD CORP F | 8,569 | $373K | 0.05% | |
| 278 | BNBROOKFIELD CORP CL A LTD VT SH | 8,117 | $372K | 0.05% | |
| 279 | WMWASTE MANAGEMENT INC | 1,672 | $367K | 0.05% | |
| 280 | SEICSEI INVESTMENTS CO | 4,434 | $363K | 0.05% | |
| 281 | HLTHILTON WORLDWIDE HLDGS INC COM | 1,266 | $363K | 0.05% | |
| 282 | ADMARCHER DANIELS MIDLAND CO COM | 6,311 | $362K | 0.05% | |
| 283 | DOCUDOCUSIGN INC COM | 5,307 | $362K | 0.05% | |
| 284 | CIENCIENA CORP | 1,549 | $362K | 0.05% | |
| 285 | APDAIR PRODS & CHEMS INC COM | 1,467 | $362K | 0.05% | |
| 286 | AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 7,106 | $361K | 0.05% | |
| 287 | RHRH COM | 2,000 | $358K | 0.05% | |
| 288 | NULGNUVEEN ESG LARGE-CAP GROWTH ETF | 3,630 | $355K | 0.05% | |
| 289 | HIIHUNTINGTON INGALLS INDS INC COM | 1,045 | $355K | 0.05% | |
| 290 | STXSEAGATE TECHNOLOGY | 1,288 | $354K | 0.05% | |
| 291 | BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | 9,767 | $353K | 0.05% | |
| 292 | FEFIRSTENERGY CORP | 7,781 | $348K | 0.05% | |
| 293 | VOVANGUARD MID CAP | 1,190 | $345K | 0.05% | |
| 294 | STESTERIS PLC SHS USD | 1,359 | $344K | 0.05% | |
| 295 | NCLHNORWEGIAN CRUISE LINE HLDGS LTD SHS ISIN#BMG667211 | 15,349 | $342K | 0.05% | |
| 296 | CHRWC H ROBINSON WORLDWIDE INC COM NEW | 2,109 | $338K | 0.05% | |
| 297 | EAELECTRONICS ARTS | 1,641 | $335K | 0.05% | |
| 298 | FINXGLOBAL X FINTECH ETF | 11,355 | $334K | 0.05% | |
| 299 | NTRANATERA INC COM | 1,442 | $330K | 0.05% | |
| 300 | FFBCFIRST FINL BANCORP OH COM | 13,157 | $329K | 0.05% |