Legacy Financial Advisors, Inc.

Q3 2025 13F Holdings

  • Location
    covington, KY
  • Num holdings

    416

  • Value ($000)

    $725,885

  • Date Filed
    11/10/2025
  • Form type
    13F-HR
  • CIK
    0001730810
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DGRW
DGRW

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

ETF
$72.81 M
10 %

818,458

DIVI
DIVI

FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND

ETF
$32.27 M
4 %

864,934

ITOT
ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

ETF
$27.41 M
4 %

188,158

XC
XC

WISDOMTREE TRUE EMERGING MARKETS FUND

ETF
$21.94 M
3 %

633,589

NVDA
NVDA

NVIDIA CORP

STOCK
$20.81 M
3 %

111,512

AAPL
AAPL

APPLE INC

STOCK
$20.72 M
3 %

81,376

WTV
WTV

WISDOMTREE US VALUE FUND OF BENEF INTEREST

ETF
$20.37 M
3 %

223,859

GQI
GQI

NATIXIS GATEWAY QUALITY INCOME ETF

ETF
$20.26 M
3 %

361,433

QGRW
QGRW

WISDOMTREE U.S. QUALITY GROWTH FUND

ETF
$19.90 M
3 %

346,961

PYLD
PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

ETF
$19.04 M
3 %

709,267

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