StockDriftsStockDriftsTop 50 Legacy Financial Independent Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMLP | ALERIAN MLP ETF | 6.02% | 246.8K | $12.8M | +1.81%(+4.39K) | $49.88(+10.54%) | 2026-06-30 | |
| GSGO | GOLDMAN SACHS GROWTH OPPORTUNITIES ETF | 4.92% | 232.4K | $10.5M | -1.39%(-3.28K) | $38.36(+16.81%) | 2026-06-30 | |
| AAPL | APPLE INCORPORATED | 3.44% | 25.2K | $7.3M | +272.63%(+18.46K) | $266.61(+15.03%) | 2026-06-30 | |
| SPG | SIMON PROPERTY GROUP INCORPORATED NEW REIT | 3.12% | 29.6K | $6.6M | +1.32%(+385) | $186.04(+18.25%) | 2026-06-30 | |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 2.98% | 130.7K | $6.3M | +1728.45%(+123.58K) | $48.11(-0.57%) | 2026-06-30 | |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | 2.78% | 301.7K | $5.9M | -6.14%(-19.72K) | $16.89(+16.99%) | 2026-06-30 | |
| MSFT | MICROSOFT CORPORATION | 2.76% | 15.7K | $5.9M | +23.12%(+2.96K) | $415.46(+21.01%) | 2026-06-30 | |
| ASML | ASML HOLDING NV (NETHERLANDS) | 2.7% | 2.9K | $5.7M | +655.91%(+2.50K) | $1565.30(+15.31%) | 2026-06-30 | |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | 2.49% | 38.8K | $5.3M | -14.74%(-6.70K) | $123.19(-0.02%) | 2026-06-30 | |
| IG | PRINCIPAL INVESTMENT GRADE CORPORATE ETF | 2.37% | 243.7K | $5.0M | +1.76%(+4.21K) | $20.76(-2.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.44% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.50% |
Legacy Financial Independent Advisors LLC reports $212.55M in US-listed equity holdings across 124 positions in its most recent 13F filing. Its largest disclosed positions are AMLP (6.0%), GSGO (4.9%) and AAPL (3.4%). The top 20 holdings account for 54.05% of reported assets. Its disclosed equity book has returned +6.44% cumulatively over 1 quarter. 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 Independent Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2131510). View Legacy Financial Independent Advisors LLC’s 13F filings on SEC