StockDriftsStockDriftsTop 50 Legacy Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 8.87% | 722.4K | $63.5M | -11.72%(-95.91K) | $65.82(+45.35%) | 2026-03-31 | |
| DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | 4.75% | 852.7K | $33.9M | -0.05%(-467) | $32.01(+34.13%) | 2026-03-31 | |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 3.37% | 169.3K | $24.1M | -4.90%(-8.71K) | $74.91(+116.25%) | 2026-03-31 | |
| AAPL | APPLE INC | 3% | 84.6K | $21.5M | -1.69%(-1.46K) | $115.12(+159.63%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 2.99% | 122.8K | $21.4M | +7.37%(+8.43K) | $47.85(+371.94%) | 2026-03-31 | |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 2.99% | 225.6K | $21.4M | +1.34%(+2.99K) | $63.82(+55.37%) | 2026-03-31 | |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 2.98% | 814.4K | $21.3M | +6.14%(+47.09K) | $28.23(-6.71%) | 2026-03-31 | |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | 2.96% | 386.7K | $21.1M | new | $52.96(+28.10%) | 2026-03-31 | |
| QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | 2.49% | 333.3K | $17.8M | +1.58%(+5.20K) | $285.86(-77.08%) | 2026-03-31 | |
| MSFT | MICROSOFT | 1.82% | 35.1K | $13.0M | -0.21%(-73) | $241.47(+67.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.28% | +41.55% |
| Top 20 Holdings Unweighted | +15.86% | +55.54% |
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