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Legacy Financial Advisors, Inc.
CIK:0001730810
Investment Adviser
$286M AUM
339 holdings
Bloomington, MN, USA
Legacy Financial Advisors, Inc. provides investment advisory services, focusing on helping clients achieve financial independence through various investment strategies
Investment Strategy
Utilizes numerous investment strategies
Latest 13F Filing Activity
Legacy Financial Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 336 equity positions with a total 13F market value of $640M. The fund increased holdings in Nvidia Corp., Microsoft, Wisdomtree Us Quality Dividend Growth Fund among other positions. Legacy Financial Advisors, Inc. reduced exposure to Apple Inc., Unitedhealth Group, Procter and Gamble Co. Com among others.
Top Buys
Top Holdings
Equity Positions (336)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 10.73% | $68.7M | 820,492 | $68.10 | $83.74 | +$4.5M |
D DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | 4.88% | $31.3M | 877,208 | $32.83 | $35.64 | +$3.2M |
I ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 4.19% | $26.8M | 198,558 | $76.06 | $135.04 | +$2.0M |
X XC | WISDOMTREE TRUE EMERGING MARKETS FUND | 3.43% | $22.0M | 638,635 | $28.21 | $34.42 | +$2.9M |
W WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 3.00% | $19.2M | 222,048 | $75.39 | $86.40 | +$1.3M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+5.4%
SEMICONDUCTORS & RELATED DEVICES
+4.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.2%
NATIONAL COMMERCIAL BANKS
+3.9%
ELECTRONIC COMPUTERS
+2.9%
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