LEGACY FINANCIAL INDEPENDENT ADVISORS LLC — 13F holdings

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC reported 124 holdings worth $213M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. AMLP ALPS ETF TR — $12.8M (6.0%)
  2. GSGO GOLDMAN SACHS ETF TR — $10.5M (4.9%)
  3. AAPL APPLE INC — $7.30M (3.4%)
  4. SPG SIMON PPTY GROUP INC NEW — $6.62M (3.1%)
  5. BNDX VANGUARD CHARLOTTE FDS — $6.33M (3.0%)
  6. WCMI FIRST TR EXCHANGE-TRADED FD — $5.90M (2.8%)
  7. MSFT MICROSOFT CORP — $5.87M (2.8%)
  8. ASML ASML HOLDING N V — $5.73M (2.7%)
  9. AEP AMERICAN ELEC PWR CO INC — $5.30M (2.5%)
  10. IG PRINCIPAL EXCHANGE TRADED FD — $5.04M (2.4%)