Legacy Financial Independent Advisors
Latest statistics and disclosures from Legacy Financial Independent Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMLP, GSGO, AAPL, SPG, BNDX, and represent 20.48% of Legacy Financial Independent Advisors's stock portfolio.
- Added to shares of these 10 stocks: BNDX (+$6.0M), AAPL (+$5.3M), ASML, ROK, GOOG, TKO, MLM, GLW, MNST, MAR.
- Started 22 new stock positions in NVDA, ROK, INTC, FLY, MLM, CTVA, EWI, GLW, FLKR, HUM. TKO, RBCAA, FRME, WELL, FFIV, MMM, NBIX, VIRT, LYV, TJX, CRS, SYBT.
- Reduced shares in these 10 stocks: IBM (-$6.3M), CDNS, , SO, DUK, META, TTWO, COF, AMZN, NRG.
- Sold out of its positions in CBRE, CEG, DKNG, HUBB, ORCL, CWB, TTWO, COCO, KYIV, NU. FVRR.
- Legacy Financial Independent Advisors was a net buyer of stock by $3.7M.
- Legacy Financial Independent Advisors has $213M in assets under management (AUM), dropping by 10.57%.
- Central Index Key (CIK): 0002131510
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Portfolio Holdings for Legacy Financial Independent Advisors
Legacy Financial Independent Advisors holds 124 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alerian Mlp Etf Alerian Mlp (AMLP) | 6.0 | $13M | 247k | 51.85 |
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| Goldman Sachs Growth Opportunities Etf Growt Oppor Etf (GSGO) | 4.9 | $11M | 232k | 45.03 |
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| Apple (AAPL) | 3.4 | $7.3M | +272% | 25k | 289.36 |
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| Simon Property (SPG) | 3.1 | $6.6M | 30k | 223.65 |
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| Vanguard Total International Bond Etf Total Int Bd Etf (BNDX) | 3.0 | $6.3M | +1728% | 131k | 48.43 |
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| First Trust Wcm International Equity Etf Wcm Intl Equity (WCMI) | 2.8 | $5.9M | -6% | 302k | 19.57 |
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| Microsoft Corporation (MSFT) | 2.8 | $5.9M | +23% | 16k | 373.02 |
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| Asml Holding Nv N Y Registry Shs (ASML) | 2.7 | $5.7M | +655% | 2.9k | 1989.44 |
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| American Electric Power Company (AEP) | 2.5 | $5.3M | -14% | 39k | 136.81 |
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| Principal Investment Grade Corporate Etf Prnc Invt Grad (IG) | 2.4 | $5.0M | 244k | 20.66 |
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| PPL Corporation (PPL) | 2.3 | $5.0M | 137k | 36.35 |
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| Public Storage (PSA) | 2.2 | $4.7M | +2% | 15k | 318.31 |
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| Waste Management (WM) | 2.2 | $4.7M | +11% | 21k | 222.88 |
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| American Express Company (AXP) | 2.1 | $4.6M | 14k | 338.25 |
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| Mid-America Apartment (MAA) | 2.1 | $4.5M | +6% | 32k | 138.94 |
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| Consolidated Edison (ED) | 2.1 | $4.4M | 40k | 110.63 |
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| First Trust Tactical High Yield Etf First Tr Ta Hiyl (HYLS) | 1.9 | $4.1M | +4% | 101k | 40.65 |
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| Marriott International Incorporated New Class A Cl A (MAR) | 1.9 | $4.0M | +44% | 11k | 370.59 |
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| Eli Lilly & Co. (LLY) | 1.8 | $3.9M | -15% | 3.3k | 1199.43 |
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| Ameren Corporation (AEE) | 1.8 | $3.8M | -11% | 34k | 113.04 |
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| Rockwell Automation (ROK) | 1.8 | $3.7M | NEW | 7.5k | 495.08 |
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| Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) | 1.7 | $3.7M | +1394% | 11k | 353.33 |
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| Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 1.7 | $3.6M | +41% | 129k | 27.68 |
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| Monster Beverage Corp (MNST) | 1.7 | $3.5M | +62% | 37k | 96.12 |
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| Duke Energy Corporation Com New (DUK) | 1.5 | $3.1M | -48% | 25k | 126.58 |
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| Southern Company (SO) | 1.5 | $3.1M | -49% | 33k | 95.71 |
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| Caterpillar (CAT) | 1.4 | $3.1M | 2.9k | 1064.90 |
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| Crowdstrike Hldgs Incorporated Class A Cl A (CRWD) | 1.4 | $3.0M | -3% | 3.9k | 763.14 |
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| Tko Group Holdings Incorporated Class A Cl A (TKO) | 1.3 | $2.7M | NEW | 14k | 201.31 |
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| Invesco Van Kampen Bond Fund (VBF) | 1.2 | $2.6M | -9% | 172k | 15.16 |
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| McKesson Corporation (MCK) | 1.2 | $2.6M | -28% | 3.4k | 755.60 |
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| Chevron Corporation (CVX) | 1.2 | $2.5M | -2% | 15k | 165.76 |
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| Martin Marietta Materials (MLM) | 1.2 | $2.4M | NEW | 4.2k | 576.70 |
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| Capital One Financial (COF) | 1.1 | $2.3M | -47% | 12k | 200.62 |
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| Lockheed Martin Corporation (LMT) | 1.0 | $2.0M | 4.0k | 509.46 |
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| Abbvie (ABBV) | 0.9 | $1.9M | +17% | 7.5k | 251.64 |
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| Cadence Design Systems (CDNS) | 0.9 | $1.8M | -67% | 4.9k | 375.32 |
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| Wal-Mart Stores (WMT) | 0.8 | $1.7M | +72% | 15k | 113.26 |
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| Brightspring Health Svcs (BTSG) | 0.8 | $1.7M | 25k | 69.74 |
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| WesBan (WSBC) | 0.8 | $1.6M | 42k | 39.03 |
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| Corning Incorporated (GLW) | 0.8 | $1.6M | NEW | 6.4k | 255.43 |
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| International Business Machines (IBM) | 0.8 | $1.6M | -79% | 5.7k | 281.21 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $1.4M | -2% | 4.3k | 327.33 |
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| PNC Financial Services (PNC) | 0.6 | $1.3M | 5.3k | 246.22 |
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| Comfort Systems USA (FIX) | 0.6 | $1.3M | +5% | 651.00 | 1981.95 |
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| Amazon (AMZN) | 0.6 | $1.3M | -61% | 5.3k | 238.34 |
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| Ft Energy Income Partners Enhanced Income Etf Ft Ener Inco Etf (EIPI) | 0.6 | $1.2M | -11% | 54k | 21.84 |
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| Walt Disney Company (DIS) | 0.5 | $1.1M | +3% | 12k | 96.25 |
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| Ge Aerospace Com New (GE) | 0.5 | $1.0M | +3% | 2.8k | 373.73 |
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| Churchill Downs (CHDN) | 0.5 | $1.0M | -5% | 12k | 89.64 |
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| Jabil Circuit (JBL) | 0.5 | $991k | +8% | 2.6k | 385.48 |
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| Celestica (CLS) | 0.5 | $971k | +8% | 2.7k | 364.80 |
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| Prologis (PLD) | 0.5 | $960k | -10% | 7.1k | 135.47 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $942k | -4% | 6.9k | 136.72 |
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| Carpenter Technology Corporation (CRS) | 0.4 | $889k | NEW | 1.4k | 616.84 |
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| CSX Corporation (CSX) | 0.4 | $875k | 18k | 47.53 |
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| Cameco Corporation (CCJ) | 0.4 | $850k | +41% | 8.3k | 101.86 |
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| Sterling Construction Company (STRL) | 0.4 | $844k | -50% | 1.0k | 839.36 |
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| State Street Technology Select Sector Spdr Etf St Str Techn Etf (XLK) | 0.4 | $822k | +37% | 4.3k | 190.52 |
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| Johnson & Johnson (JNJ) | 0.4 | $809k | 3.2k | 253.97 |
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| Nrg Energy Incorporated Com New (NRG) | 0.4 | $771k | -69% | 5.3k | 146.06 |
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| Vanguard Real Estate Etf Real Estate Etf (VNQ) | 0.3 | $729k | 7.6k | 96.43 |
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| Live Nation Entertainment (LYV) | 0.3 | $703k | NEW | 3.8k | 183.11 |
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| Virtu Finl Incorporated Class A Cl A (VIRT) | 0.3 | $651k | NEW | 11k | 59.57 |
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| Dominion Resources (D) | 0.3 | $642k | -56% | 9.4k | 68.29 |
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| Corteva (CTVA) | 0.3 | $640k | NEW | 7.6k | 84.69 |
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| F5 Networks (FFIV) | 0.3 | $621k | NEW | 1.5k | 415.96 |
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| Aercap Holdings Nv SHS (AER) | 0.3 | $590k | +4% | 4.1k | 145.78 |
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| L3harris Technologies (LHX) | 0.3 | $584k | +2% | 2.0k | 290.59 |
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| Peak (DOC) | 0.3 | $579k | -11% | 27k | 21.40 |
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| Allied Motion Technologies (ALNT) | 0.3 | $569k | +4% | 5.5k | 102.93 |
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| Ventas (VTR) | 0.3 | $559k | -17% | 6.3k | 88.80 |
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| Equity Residential Sh Ben Int Reit Sh Ben Int (EQR) | 0.2 | $527k | -8% | 7.8k | 67.93 |
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| Procter & Gamble Company (PG) | 0.2 | $519k | -2% | 3.5k | 146.64 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $484k | +4% | 4.1k | 116.67 |
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| Ishares Tr Tips Bd Etf Tips Bd Etf (TIP) | 0.2 | $460k | -8% | 4.2k | 109.43 |
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| TJX Companies (TJX) | 0.2 | $457k | NEW | 3.0k | 151.50 |
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| State Street Industrial Select Sector Spdr Etf St Str Indl Etf (XLI) | 0.2 | $425k | +40% | 2.3k | 185.23 |
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| Johnson Controls Internation SHS (JCI) | 0.2 | $423k | -4% | 2.9k | 146.11 |
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| Williams Companies (WMB) | 0.2 | $408k | -13% | 5.5k | 74.34 |
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| United Parcel Svcs Incorporated Class B CL B (UPS) | 0.2 | $404k | -2% | 3.8k | 107.49 |
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| Evercore Incorporated Class A Class A (EVR) | 0.2 | $402k | +8% | 1.2k | 341.44 |
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| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.2 | $393k | -20% | 36k | 10.99 |
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| Altria (MO) | 0.2 | $374k | 5.2k | 71.95 |
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| Goldman Sachs (GS) | 0.2 | $372k | -4% | 368.00 | 1011.37 |
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| Cisco Systems (CSCO) | 0.2 | $367k | 3.1k | 117.46 |
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| Saba Capital Income & Opportun Com New (SABA) | 0.2 | $367k | -12% | 44k | 8.35 |
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| Yum! Brands (YUM) | 0.2 | $356k | 2.2k | 159.86 |
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| State Street Spdr S&p 500 Etf Trust Tr Unit (SPY) | 0.2 | $332k | -14% | 445.00 | 746.77 |
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| Humana (HUM) | 0.1 | $311k | NEW | 782.00 | 397.22 |
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| Neurocrine Biosciences (NBIX) | 0.1 | $306k | NEW | 1.8k | 168.54 |
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| eBay (EBAY) | 0.1 | $304k | -2% | 2.7k | 111.75 |
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| Ashland (ASH) | 0.1 | $283k | -2% | 4.3k | 65.89 |
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| Dollar General (DG) | 0.1 | $281k | -2% | 2.4k | 115.11 |
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| McDonald's Corporation (MCD) | 0.1 | $280k | 1.0k | 270.31 |
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| Coca-Cola Company (KO) | 0.1 | $280k | -4% | 3.4k | 81.27 |
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| Cheniere Energy Incorporated Com New (LNG) | 0.1 | $275k | 1.2k | 239.01 |
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| Tesla Motors (TSLA) | 0.1 | $267k | -35% | 635.00 | 420.60 |
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| Firefly Aerospace (FLY) | 0.1 | $266k | NEW | 9.0k | 29.40 |
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| Texas Roadhouse (TXRH) | 0.1 | $259k | -68% | 1.3k | 193.23 |
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| Te Connectivity Plc Ord Ord Shs (TEL) | 0.1 | $252k | 1.3k | 201.61 |
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| State Street Financial Select Sector Spdr Etf St Str Finl Etf (XLF) | 0.1 | $248k | 4.6k | 53.61 |
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| At&t (T) | 0.1 | $246k | -7% | 12k | 20.70 |
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| Pepsi (PEP) | 0.1 | $239k | 1.8k | 135.40 |
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| Norfolk Southern (NSC) | 0.1 | $234k | 743.00 | 314.59 |
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| Truist Financial Corp equities (TFC) | 0.1 | $231k | 4.6k | 49.82 |
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| Spdr Gold Shares Gold Shs (GLD) | 0.1 | $229k | -8% | 622.00 | 368.38 |
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| Welltower Inc Com reit (WELL) | 0.1 | $227k | NEW | 1.0k | 226.97 |
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| Meta Platforms Incorporated Class A Cl A (META) | 0.1 | $224k | -92% | 397.00 | 563.29 |
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| Republic Bancorp Incorporated Ky Class A Cl A (RBCAA) | 0.1 | $222k | NEW | 2.5k | 90.43 |
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| Metropcs Communications (TMUS) | 0.1 | $222k | 1.3k | 167.73 |
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| 3M Company (MMM) | 0.1 | $222k | NEW | 1.4k | 161.91 |
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| Costco Wholesale Corporation (COST) | 0.1 | $222k | 237.00 | 935.47 |
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| Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) | 0.1 | $222k | 443.00 | 500.39 |
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| Franklin Ftse South Korea Etf Ftse South Korea (FLKR) | 0.1 | $212k | NEW | 3.2k | 66.08 |
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| Stock Yards Ban (SYBT) | 0.1 | $211k | NEW | 2.8k | 76.47 |
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| Brown Forman Corporation Class A Cl A (BF.A) | 0.1 | $210k | 7.7k | 27.36 |
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| Ishares Incorporated Msci Italy Etf Msci Italy Etf (EWI) | 0.1 | $210k | NEW | 3.5k | 59.24 |
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| State Street Spdr Bloomberg High Yield Bond Etf St Bloo High Etf (JNK) | 0.1 | $206k | 2.1k | 96.37 |
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| First Merchants Corporation (FRME) | 0.1 | $204k | NEW | 4.7k | 43.69 |
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| Intel Corporation (INTC) | 0.1 | $201k | NEW | 1.4k | 139.63 |
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| NVIDIA Corporation (NVDA) | 0.1 | $200k | NEW | 1.0k | 200.09 |
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| DNP Select Income Fund (DNP) | 0.1 | $153k | -3% | 14k | 10.79 |
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| Invesco Preferred Etf Pfd Etf (PGX) | 0.1 | $151k | -15% | 14k | 10.84 |
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Past Filings by Legacy Financial Independent Advisors
SEC 13F filings are viewable for Legacy Financial Independent Advisors going back to 2026
- Legacy Financial Independent Advisors 2026 Q2 filed Aug. 10, 2026
- Legacy Financial Independent Advisors 2026 Q1 filed May 5, 2026