Legacy Financial Advisors, Inc.
Q4 2025 13F Holdings
- Locationcovington, KY
- Num holdings
389
- Value ($000)
$722,929
- Date Filed02/04/2026
- Form type13F-HR
- CIK0001730810
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | ETF | 97717X669 | $73.18M | 10 % | 818,325 | ||
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | ETF | 35473P108 | $33.18M | 5 % | 853,141 | ||
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | 464287150 | $26.46M | 4 % | 177,984 | ||
APPLE INC | STOCK | 037833100 | $23.39M | 3 % | 86,033 | ||
NVIDIA CORP | STOCK | 67066G104 | $21.33M | 3 % | 114,381 | ||
WISDOMTREE US VALUE FUND OF BENEF INTEREST | ETF | 97717W547 | $20.77M | 3 % | 222,633 | ||
WISDOMTREE TRUE EMERGING MARKETS FUND | ETF | 97717Y535 | $20.5M | 3 % | 631,874 | ||
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | ETF | 72201R585 | $20.47M | 3 % | 767,274 | ||
WISDOMTREE U.S. QUALITY GROWTH FUND | ETF | 97717Y477 | $19.25M | 3 % | 328,144 | ||
MICROSOFT | STOCK | 594918104 | $17M | 2 % | 35,145 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100