Q2 2026 13F · SEC CIK 2131510

Legacy Financial Independent Advisors LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $212.6M
Reported positions: 124
Holdings vs S&P 500, 3 yrs: —
Assets under management: $484.0M

Legacy Financial Independent Advisors LLC is a wealth manager that reported 124 positions worth $212.6M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Alps ETF Tr (AMLP, 6.0%), Goldman Sachs Growth Opportunities ETF (GSGO, 4.9%), Apple Inc (AAPL, 3.4%).

Legacy Financial Independent Advisors LLC holdings largest 50 of 124 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legacy Financial Independent Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AMLPAlps ETF Tr	6.0%	6.6%	246,815	+1.8%	$12.8M
GSGOGoldman Sachs Growth Opportunities ETF	4.9%	4.5%	232,435	-1.4%	$10.5M
AAPLApple Inc	3.4%	0.9%	25,238	+272.6%	$7.3M
SPGSimon Property Group Inc	3.1%	2.8%	29,621	+1.3%	$6.6M
BNDXVanguard Charlotte Fds	3.0%	—	130,734	—	$6.3M
WCMIFirst Trust	2.8%	2.8%	301,672	-6.1%	$5.9M
MSFTMicrosoft Corp	2.8%	2.5%	15,743	+23.1%	$5.9M
ASMLAsml Hldg NV	2.7%	—	2,880	—	$5.7M
AEPAmerican Elec Pwr Co Inc	2.5%	3.1%	38,757	-14.7%	$5.3M
IGPrincipal Exchange Traded Fd	2.4%	2.6%	243,672	+1.8%	$5.0M
PPLPpl Corp	2.3%	2.7%	137,349	+0.2%	$5.0M
PSAPublic Storage	2.2%	2.0%	14,684	+2.9%	$4.7M
WMWaste Mgmt Inc Del	2.2%	2.2%	20,894	+11.9%	$4.7M
AXPAmerican Express Co Com	2.1%	2.1%	13,453	-1.3%	$4.6M
MAAMid-America Apartment Communities Inc	2.1%	1.9%	32,159	+6.4%	$4.5M
EDConsolidated Edison Inc	2.1%	2.3%	39,467	+0.6%	$4.4M
HYLSFirst Tr Exchange-Traded Fd	1.9%	2.0%	101,027	+4.3%	$4.1M
MARMarriott Intl Inc New Cl A	1.9%	1.3%	10,891	+44.4%	$4.0M
LLYLilly Eli & Co	1.8%	1.8%	3,251	-15.5%	$3.9M
AEEAmeren Corp	1.8%	2.2%	33,494	-11.3%	$3.8M
ROKRockwell Automation Inc	1.8%	—	7,524	—	$3.7M
GOOGAlphabet Inc	1.7%	—	10,518	—	$3.7M
EVTEaton Vance Tax Advt Div Inc	1.7%	1.2%	128,835	+41.9%	$3.6M
MNSTMonster Beverage Corp New	1.7%	0.8%	36,610	+62.5%	$3.5M
DUKDuke Energy	1.5%	3.3%	24,796	-48.7%	$3.1M
SOSouthern Co.	1.5%	3.2%	32,657	-49.4%	$3.1M
CATCaterpillar Inc Com	1.4%	1.1%	2,890	-1.9%	$3.1M
CRWDCrowdstrike Hldgs Inc Class A	1.4%	0.8%	3,915	-3.2%	$3.0M
TKOTko Group Holdings Inc	1.3%	—	13,540	—	$2.7M
VBFInvesco Bd Fd	1.2%	1.5%	172,032	-9.6%	$2.6M
MCKMckesson Corp Com	1.2%	2.1%	3,400	-28.6%	$2.6M
CVXChevron Corp New	1.2%	1.6%	14,850	-2.3%	$2.5M
MLMMartin Marietta Matls Inc	1.2%	—	4,246	—	$2.4M
COFCapital One Financial Corp	1.1%	2.1%	11,529	-47.4%	$2.3M
LMTLockheed Martin Corp Com	1.0%	1.2%	3,971	+0.0%	$2.0M
ABBVAbbvie Inc	0.9%	0.7%	7,513	+17.0%	$1.9M
CDNSCadence Design System Inc	0.9%	2.2%	4,875	-67.3%	$1.8M
WMTWalmart Inc	0.8%	0.6%	15,390	+72.2%	$1.7M
BTSGBrightspring Health Svcs Inc	0.8%	0.5%	24,470	+1.9%	$1.7M
WSBCWesbanco Incorporated	0.8%	0.8%	41,823	-1.9%	$1.6M
GLWCorning Inc.	0.8%	—	6,350	—	$1.6M
IBMInternational Business Machs	0.8%	3.5%	5,701	-79.6%	$1.6M
JPMJpmorgan Chase & Co	0.7%	0.7%	4,287	-2.8%	$1.4M
PNCPnc Finl Svcs Group Inc	0.6%	0.6%	5,312	-0.4%	$1.3M
FIXComfort Sys USA Inc	0.6%	0.4%	651	+5.2%	$1.3M
AMZNAmazon Com Inc Com	0.6%	1.5%	5,308	-61.1%	$1.3M
EIPIFirst Tr Exchng Traded Fd Vi	0.6%	0.7%	54,170	-11.7%	$1.2M
DISDisney Walt Co	0.5%	0.6%	11,596	+3.2%	$1.1M
GEGe Aerospace	0.5%	—	2,804	—	$1.0M
CHDNChurchill Downs Inc	0.5%	0.6%	11,622	-5.5%	$1.0M

What Legacy Financial Independent Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$212.6M	124
Q1 2026	$192.2M	113

Questions about Legacy Financial Independent Advisors LLC's portfolio

What stocks does Legacy Financial Independent Advisors LLC own?

Legacy Financial Independent Advisors LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 124 positions worth $212.6M. The largest are Alps ETF Tr (AMLP) at 6.0%, Goldman Sachs Growth Opportunities ETF (GSGO) at 4.9%, Apple Inc (AAPL) at 3.4%, Simon Property Group Inc (SPG) at 3.1% and Vanguard Charlotte Fds (BNDX) at 3.0%.

What did Legacy Financial Independent Advisors LLC buy last quarter?

In Q2 2026, Legacy Financial Independent Advisors LLC added Apple Inc (AAPL) (+272.6% shares), Walmart Inc (WMT) (+72.2% shares) and Monster Beverage Corp New (MNST) (+62.5% shares), compared with its Q1 2026 filing.

What did Legacy Financial Independent Advisors LLC sell last quarter?

In Q2 2026, Legacy Financial Independent Advisors LLC cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Meta Platforms Inc Class A (META), cut from its top 50 Nrg Energy Inc (NRG), cut from its top 50 Take-Two Interactive Softwar (TTWO), cut from its top 50 Dominion Energy Inc (D), International Business Machs (IBM) (-79.6% shares), Cadence Design System Inc (CDNS) (-67.3% shares) and Amazon Com Inc Com (AMZN) (-61.1% shares), compared with its Q1 2026 filing.

When is Legacy Financial Independent Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Legacy Financial Independent Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Legacy Financial Independent Advisors LLC manage?

Legacy Financial Independent Advisors LLC reported $484.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $212.6M.