Legacy Financial Advisors, Inc. 13F Holdings
CIK 0001730810 · COVINGTON, KY
As of Sep 30, 2025, Legacy Financial Advisors, Inc. reported 416 positions worth $651.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 818,458 | $72.8M | 11.17% |
| FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX ETF | DIVI | — | 864,934 | $32.3M | 4.95% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 188,158 | $27.4M | 4.20% |
| WISDOMTREE TRUE EMERGING MARKETS FUND | XC | — | 633,589 | $21.9M | 3.37% |
| NVIDIA CORP | NVDA | Technology | 111,512 | $20.8M | 3.19% |
| APPLE INC | AAPL | Technology | 81,376 | $20.7M | 3.18% |
| WISDOMTREE US VALUE FUND | WTV | — | 223,859 | $20.4M | 3.13% |
| NATIXIS ETF TR | — | — | 361,433 | $20.3M | 3.11% |
| WISDOMTREE US QUALITY GROWTH FUND | QGRW | — | 346,961 |