Legacy Financial Advisors, Inc. - Portfolio overview

Legacy Financial Advisors, Inc. has 486 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DGRW - WISDOMTREE US QUALITY DIVIDEND GROWTH FUND, 8.42%
2. DIVI - FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND, 4.50%
3. ITOT - ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF, 3.20%

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.