Legacy Financial Advisors, Inc. — 13F holdings

Legacy Financial Advisors, Inc. reported 435 holdings worth $820M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. DGRW WISDOMTREE TR — $70.1M (8.5%)
2. DIVI FRANKLIN TEMPLETON ETF TR — $36.8M (4.5%)
3. FRDM EA SERIES TRUST — $28.8M (3.5%)
4. ITOT ISHARES TR — $27.0M (3.3%)
5. AAPL APPLE INC — $26.1M (3.2%)
6. NVDA NVIDIA CORPORATION — $24.6M (3.0%)
7. WTV WISDOMTREE TR — $23.1M (2.8%)
8. QGRW WISDOMTREE TR — $22.2M (2.7%)
9. PYLD PIMCO ETF TR — $22.2M (2.7%)
10. MSFT MICROSOFT CORP — $14.6M (1.8%)