StockDriftsStockDriftsTop 50 Legacy Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 8.54% | 732.7K | $70.1M | +1.42%(+10.24K) | $66.17(+50.55%) | 2026-06-30 | |
| DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | 4.48% | 860.4K | $36.8M | +0.91%(+7.77K) | $32.08(+39.57%) | 2026-06-30 | |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | 3.51% | 394.5K | $28.8M | +2.01%(+7.78K) | $53.15(+28.71%) | 2026-06-30 | |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 3.29% | 164.3K | $27.0M | -2.93%(-4.95K) | $74.91(+126.72%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.18% | 90.1K | $26.1M | +6.53%(+5.53K) | $124.49(+145.30%) | 2026-06-30 | |
| NVDA | NVIDIA CORP | 3% | 123.0K | $24.6M | +0.20%(+242) | $48.12(+369.82%) | 2026-06-30 | |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 2.81% | 226.8K | $23.1M | +0.51%(+1.15K) | $63.99(+68.08%) | 2026-06-30 | |
| QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | 2.71% | 336.7K | $22.2M | +1.02%(+3.39K) | $31.03(+120.50%) | 2026-06-30 | |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 2.7% | 836.4K | $22.2M | +2.71%(+22.07K) | $28.19(-7.10%) | 2026-06-30 | |
| MSFT | MICROSOFT | 1.78% | 39.2K | $14.6M | +11.69%(+4.10K) | $254.51(+90.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.12% | +52.56% | +8.54% | +50.65% |
| Top 20 Holdings Unweighted | +18.43% | +66.09% | +10.21% | +62.59% |
Legacy Financial Advisors, Inc. reports $820.39M in US-listed equity holdings across 435 positions in its most recent 13F filing. Its largest disclosed positions are DGRW (8.5%), DIVI (4.5%) and FRDM (3.5%). The top 20 holdings account for 50.03% of reported assets. Its disclosed equity book has returned +52.56% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Legacy Financial Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730810). View Legacy Financial Advisors, Inc.’s 13F filings on SEC