Legacy Financial Advisors, Inc.
Q3 2025 13F Holdings
- Locationcovington, KY
- Num holdings
416
- Value ($000)
$725,885
- Date Filed11/10/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | ETF | 97717X669 | $72.81M | 10 % | 818,458 | ||
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | ETF | 35473P108 | $32.27M | 4 % | 864,934 | ||
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | 464287150 | $27.41M | 4 % | 188,158 | ||
WISDOMTREE TRUE EMERGING MARKETS FUND | ETF | 97717Y535 | $21.94M | 3 % | 633,589 | ||
NVIDIA CORP | STOCK | 67066G104 | $20.81M | 3 % | 111,512 | ||
APPLE INC | STOCK | 037833100 | $20.72M | 3 % | 81,376 | ||
WISDOMTREE US VALUE FUND OF BENEF INTEREST | ETF | 97717W547 | $20.37M | 3 % | 223,859 | ||
NATIXIS GATEWAY QUALITY INCOME ETF | ETF | 63873X307 | $20.26M | 3 % | 361,433 | ||
WISDOMTREE U.S. QUALITY GROWTH FUND | ETF | 97717Y477 | $19.9M | 3 % | 346,961 | ||
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | ETF | 72201R585 | $19.04M | 3 % | 709,267 |
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