Legacy Financial Advisors, Inc. - Portfolio Stock Holdings
Legacy Financial Advisors, Inc. disclosed 460 stock positions in a recent SEC 13F filing. $845,093,051 of stock holdings were filed, with the largest holdings including DGRW, DIVI, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,515,563,474 and has 21 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:
460Est. Stock Holding Value:
$845,093,051Top Stock Holdings By Sector
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Portfolio Stock Holdings - Legacy Financial Advisors, Inc.
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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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