LEGACY FINANCIAL INDEPENDENT ADVISORS LLC - Portfolio overview

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC has 113 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Utilities and Technology.

Largest reported holdings by portfolio allocation

1. AMLP - ALERIAN MLP ETF, 6.64%
2. GSGO - GOLDMAN SACHS GROWTH OPPORTUNITIES ETF, 4.48%
3. IBM - INTERNATIONAL BUSINESS MACHINES, 3.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.