LEGACY FINANCIAL INDEPENDENT ADVISORS LLC - Portfolio Stock Holdings
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC disclosed 135 stock positions in a recent SEC 13F filing. $202,164,456 of stock holdings were filed, with the largest holdings including AMLP, MSFT, and GSGO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $484,012,911 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
135Est. Stock Holding Value:
$202,164,456Top Stock Holdings By Sector
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Portfolio Stock Holdings - LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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