Legacy Financial Advisors, Inc. holds a diversified book of 435 reported positions worth $820.4M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened ExxonMobil Holdings Corp and trimmed Ishares Core S&P Total U.S.. Their largest long position is Wisdomtree U.S. Quality Divi at 9% of the reported non-option book. Cloning the disclosed picks since 2024 would be +24% (+12.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Legacy Financial Advisors, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +26.2%, a 1.8-point gap that is the cost of the ~36-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Legacy Financial Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
56% mapped to company sectors
+5 sectors below the cut, 6% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Legacy Financial Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| Prospect Hill Management, LLC | 10 / 80 | $248.5M |
| Swiss Re Ltd | 48 / 80 | $1.1B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Uhlmann Price Securities, LLC | 41 / 80 | $2.5B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Draper Asset Management, LLC | 10 / 80 | $175.6M |
| Conway Capital Management, Inc. | 16 / 80 | $198.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Legacy Financial Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree US Quality Dividend Growth Fund ETF | $70.1M | 732.7K | 8.5% | ▲+1.4% Added · +10K sh | |
| 2 | Franklin International Core Dividend Tilt Index Fund ETF | $36.8M | 860.4K | 4.5% | ▲+0.9% Added · +8K sh | |
| 3 | Freedom 100 Emerging Markets ETF ETF | $28.8M | 394.5K | 3.5% | ▲+2.0% Added · +8K sh | |
| 4 | Ishares Core S&P Total U.S. Stock Market ETF ETF | $27.0M | 164.3K | 3.3% | ▼−2.9% Reduced · −5K sh | |
| 5 | Apple Inc Stock | $26.1M | 90.1K | 3.2% | ▲+6.5% Added · +6K sh | |
| 6 | Nvidia Corp Stock | $24.6M | 123.0K | 3.0% | ▲+0.2% Added · +242 sh | |
| 7 | Wisdomtree US Value Fund Of Benef Interest ETF | $23.1M | 226.8K | 2.8% | ▲+0.5% Added · +1K sh | |
| 8 | Wisdomtree U.S. Quality Growth Fund ETF | $22.2M | 336.7K | 2.7% | ▲+1.0% Added · +3K sh | |
| 9 | Pimco Multisector Bond Active Exchange-Traded Fund ETF | $22.2M | 836.4K | 2.7% | ▲+2.7% Added · +22K sh | |
| 10 | Microsoft Stock | $14.6M | 39.2K | 1.8% | ▲+12% Added · +4K sh | |
| 11 | Google Inc Stock | $12.8M | 35.8K | 1.6% | ▲+3.9% Added · +1K sh | |
| 12 | Natixis Gateway Quality Income ETF ETF | $12.7M | 214.0K | 1.5% | ▲+2.0% Added · +4K sh | |
| 13 | Victoryshares Free Cash Flow ETF ETF | $12.7M | 276.6K | 1.5% | ▲+5.2% Added · +14K sh | |
| 14 | Procter & Gamble Co Com Stock | $12.1M | 82.3K | 1.5% | ▼−5.2% Reduced · −5K sh | |
| 15 | Amazon.com Inc Stock | $12.0M | 50.3K | 1.5% | ▲+8.0% Added · +4K sh | |
| 16 | JPMorgan Municipal ETF ETF | $11.7M | 230.8K | 1.4% | ▲+2.2% Added · +5K sh | |
| 17 | JPMorgan Chase & Co Com Stock | $11.5M | 35.0K | 1.4% | ▲+3.2% Added · +1K sh | |
| 18 | Alphabet Inc Cap STK CL C Stock | $10.8M | 30.5K | 1.3% | ▲+4.8% Added · +1K sh | |
| 19 | Ishares Core Dividend Growth ETF ETF | $10.7M | 141.8K | 1.3% | ▼−2.7% Reduced · −4K sh | |
| 20 | Micron Technology Stock | $8.4M | 7.2K | 1.0% | ▼−23% Reduced · −2K sh | |
| 21 | Avago Technologies Ltd Stock | $7.9M | 20.8K | 1.0% | ▲+7.5% Added · +1K sh | |
| 22 | Tesla Motors Inc Stock | $7.1M | 16.8K | 0.9% | ▲+5.2% Added · +831 sh | |
| 23 | Vanguard Total STK MKT ETF | $6.4M | 17.2K | 0.8% | ▼−3.5% Reduced · −629 sh | |
| 24 | Meta Platforms Inc CL A Stock | $6.3M | 11.1K | 0.8% | ▼−3.4% Reduced · −395 sh | |
| 25 | Advanced Micro Devices Inc Com Stock | $6.0M | 10.3K | 0.7% | ▲+6.6% Added · +638 sh | |
| 26 | Franklin Dynamic Municipal Bond ETF ETF | $5.6M | 222.1K | 0.7% | ▲+17% Added · +33K sh | |
| 27 | Intel Corp Com Stock | $5.1M | 36.7K | 0.6% | ▲+20% Added · +6K sh | |
| 28 | Applied Matls Inc Com Stock | $4.9M | 6.8K | 0.6% | ▲+1.7% Added · +116 sh | |
| 29 | Ishares Core Msci Eafe ETF ETF | $4.9M | 50.4K | 0.6% | ▼−2.9% Reduced · −2K sh | |
| 30 | Vanguard Russell 1000 Growth ETF ETF | $4.8M | 37.9K | 0.6% | ▼−3.0% Reduced · −1K sh | |
| 31 | Visa Inc Stock | $4.7M | 13.7K | 0.6% | ▲+3.0% Added · +400 sh | |
| 32 | Ishares S&P 500 Index ETF | $4.2M | 5.7K | 0.5% | ▼−4.7% Reduced · −280 sh | |
| 33 | Lam Research Corp Stock | $4.2M | 9.6K | 0.5% | ▲+4.6% Added · +424 sh | |
| 34 | Eli Lilly & Co Com Stock | $4.1M | 3.4K | 0.5% | ▲+8.0% Added · +254 sh | |
| 35 | PNC Finl Svcs Group Inc Com Stock | $4.0M | 16.2K | 0.5% | ▲+1.4% Added · +223 sh | |
| 36 | Berkshire Hathaway Inc Del CL B New Stock | $4.0M | 7.9K | 0.5% | ▲+4.0% Added · +308 sh | |
| 37 | Johnson & Johnson Com Stock | $3.9M | 15.5K | 0.5% | ▲+2.0% Added · +301 sh | |
| 38 | Cisco Sys Inc Stock | $3.8M | 32.6K | 0.5% | ▲+1.3% Added · +427 sh | |
| 39 | Vanguard Ftse Developed Markets ETF ETF | $3.8M | 53.5K | 0.5% | ▲+3.0% Added · +2K sh | |
| 40 | JPMorgan Ultra-Short Income ETF ETF | $3.7M | 73.7K | 0.5% | ▼−1.8% Reduced · −1K sh | |
| 41 | Merck & Co Inc Stock | $3.7M | 28.9K | 0.5% | ▲+2.9% Added · +828 sh | |
| 42 | Invesco S&P 500 Quality ETF ETF | $3.6M | 39.7K | 0.4% | ▲+2.5% Added · +962 sh | |
| 43 | Walmart Inc Com Stock | $3.6M | 31.5K | 0.4% | ▼~0% Reduced · −8 sh | |
| 44 | Fifth Third Bancorp Stock | $3.5M | 61.4K | 0.4% | ▼−14% Reduced · −10K sh | |
| 45 | ExxonMobil Holdings Corp Com SHS Stock | $3.4M | 24.7K | 0.4% | ▲New New position | |
| 46 | Netflix Com Inc Stock | $3.2M | 45.4K | 0.4% | ▼−10% Reduced · −5K sh | |
| 47 | Oracle Corporation Stock | $3.2M | 22.0K | 0.4% | ▲+8.9% Added · +2K sh | |
| 48 | Bank Of Amer Corp Com Stock | $3.2M | 56.5K | 0.4% | ▲+3.1% Added · +2K sh | |
| 49 | Caterpillar Inc Com Stock | $3.1M | 2.9K | 0.4% | ▲+5.1% Added · +142 sh | |
| 50 | Ge Aerospace Com New Stock | $3.0M | 8.1K | 0.4% | ▲+1.2% Added · +94 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1730810/holdings"
Use Arkolith to show Legacy Financial Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 36d | 435 | $820.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 30d | 404 | $715.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 35d | 389 | $722.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 41d | 416 | $725.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 38d | 339 | $640.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 362 | $598.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 345 | $604.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 358 | $595.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.