Legacy Financial Independent Advisors LLC holds a diversified book of 124 stocks worth $212.6M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Rockwell Automation Inc and trimmed GLDMN SCHS GRWTH Oprtnty ETF. Their largest long position is Alerian MLP ETF at 6% of the equity book. Cloning the disclosed picks since 2026 would be +2% (+9.3%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +8.8%, a 6.4-point gap that is the cost of the ~41-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Legacy Financial Independent Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 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.
73% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as Legacy Financial Independent Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $339.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $100.7B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $52.8B |
| LPL Financial LLC | 80 / 80 | $35.8B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $95.5B |
| UBS Group AG | 79 / 80 | $87.4B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $9.1B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $35.9B |
Ranked by how many of Legacy Financial Independent Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alerian MLP ETF ALERIAN MLP | $12.8M | 246.8K | 6.0% | ▲+1.8% Added · +4K sh | |
| 2 | Goldman Sachs Growth Opportunities ETF GROWT OPPOR ETF | $10.5M | 232.4K | 4.9% | ▼−1.4% Reduced · −3K sh | |
| 3 | Apple Incorporated COM | $7.3M | 25.2K | 3.4% | ▲+273% Added · +18K sh | |
| 4 | Simon Property Group Incorporated New REIT COM | $6.6M | 29.6K | 3.1% | ▲+1.3% Added · +385 sh | |
| 5 | Vanguard Total International Bond ETF TOTAL INT BD ETF | $6.3M | 130.7K | 3.0% | ▲18× Added · +124K sh | |
| 6 | First Trust WCM International Equity ETF WCM INTL EQUITY | $5.9M | 301.7K | 2.8% | ▼−6.1% Reduced · −20K sh | |
| 7 | Microsoft Corporation COM | $5.9M | 15.7K | 2.8% | ▲+23% Added · +3K sh | |
| 8 | ASML Holding NV (Netherlands) N Y REGISTRY SHS | $5.7M | 2.9K | 2.7% | ▲+656% Added · +2K sh | |
| 9 | American Elec PWR Company Incorporated COM | $5.3M | 38.8K | 2.5% | ▼−15% Reduced · −7K sh | |
| 10 | Principal Investment Grade Corporate ETF PRNC INVT GRAD | $5.0M | 243.7K | 2.4% | ▲+1.8% Added · +4K sh | |
| 11 | PPL Corporation COM | $5.0M | 137.3K | 2.3% | ▲+0.2% Added · +320 sh | |
| 12 | Public Storage REIT COM | $4.7M | 14.7K | 2.2% | ▲+2.9% Added · +413 sh | |
| 13 | Waste Mgmt Incorporated Del COM | $4.7M | 20.9K | 2.2% | ▲+12% Added · +2K sh | |
| 14 | American Express Company COM | $4.6M | 13.5K | 2.1% | ▼−1.3% Reduced · −171 sh | |
| 15 | Mid-Amer Apt Cmntys Incorporated REIT COM | $4.5M | 32.2K | 2.1% | ▲+6.4% Added · +2K sh | |
| 16 | Consolidated Edison Incorporated COM | $4.4M | 39.5K | 2.1% | ▲+0.6% Added · +234 sh | |
| 17 | First Trust Tactical High Yield ETF FIRST TR TA HIYL | $4.1M | 101.0K | 1.9% | ▲+4.3% Added · +4K sh | |
| 18 | Marriott International Incorporated New Class A CL A | $4.0M | 10.9K | 1.9% | ▲+44% Added · +3K sh | |
| 19 | Eli Lilly & Company COM | $3.9M | 3.3K | 1.8% | ▼−16% Reduced · −598 sh | |
| 20 | Ameren Corporation COM | $3.8M | 33.5K | 1.8% | ▼−11% Reduced · −4K sh | |
| 21 | Rockwell Automation Incorporated COM | $3.7M | 7.5K | 1.8% | ▲New New position | |
| 22 | Alphabet Incorporated Cap STK Class C CAP STK CL C | $3.7M | 10.5K | 1.7% | ▲15× Added · +10K sh | |
| 23 | Eaton Vance Tax Advt Div Incm COM | $3.6M | 128.8K | 1.7% | ▲+42% Added · +38K sh | |
| 24 | Monster Beverage Corporation New COM | $3.5M | 36.6K | 1.7% | ▲+62% Added · +14K sh | |
| 25 | Duke Energy Corporation New Com New COM NEW | $3.1M | 24.8K | 1.5% | ▼−49% Reduced · −23K sh | |
| 26 | Southern Company COM | $3.1M | 32.7K | 1.5% | ▼−49% Reduced · −32K sh | |
| 27 | Caterpillar Incorporated COM | $3.1M | 2.9K | 1.4% | ▼−1.9% Reduced · −55 sh | |
| 28 | Crowdstrike Hldgs Incorporated Class A CL A | $3.0M | 3.9K | 1.4% | ▼−3.2% Reduced · −128 sh | |
| 29 | Tko Group Holdings Incorporated Class A CL A | $2.7M | 13.5K | 1.3% | ▲New New position | |
| 30 | Invesco BD FD COM | $2.6M | 172.0K | 1.2% | ▼−9.6% Reduced · −18K sh | |
| 31 | McKesson Corporation COM | $2.6M | 3.4K | 1.2% | ▼−29% Reduced · −1K sh | |
| 32 | Chevron Corporation COM | $2.5M | 14.8K | 1.2% | ▼−2.3% Reduced · −356 sh | |
| 33 | Martin Marietta Matls Incorporated COM | $2.4M | 4.2K | 1.2% | ▲New New position | |
| 34 | Capital One Finl Corporation COM | $2.3M | 11.5K | 1.1% | ▼−47% Reduced · −10K sh | |
| 35 | Lockheed Martin Corporation COM | $2.0M | 4.0K | 1.0% | —Held | |
| 36 | Abbvie Incorporated COM | $1.9M | 7.5K | 0.9% | ▲+17% Added · +1K sh | |
| 37 | Cadence Design System Incorporated COM | $1.8M | 4.9K | 0.9% | ▼−67% Reduced · −10K sh | |
| 38 | Walmart Inc COM | $1.7M | 15.4K | 0.8% | ▲+72% Added · +6K sh | |
| 39 | Brightspring Health Svcs Incorporated COM | $1.7M | 24.5K | 0.8% | ▲+1.9% Added · +452 sh | |
| 40 | Wesbanco Incorporated COM | $1.6M | 41.8K | 0.8% | ▼−1.9% Reduced · −801 sh | |
| 41 | Corning Incorporated COM | $1.6M | 6.3K | 0.8% | ▲New New position | |
| 42 | International Business Machines COM | $1.6M | 5.7K | 0.8% | ▼−80% Reduced · −22K sh | |
| 43 | JPMorgan Chase & Company COM | $1.4M | 4.3K | 0.7% | ▼−2.8% Reduced · −122 sh | |
| 44 | PNC Finl Svcs Group Incorporated COM | $1.3M | 5.3K | 0.6% | ▼−0.4% Reduced · −23 sh | |
| 45 | Comfort Systems USA Incorporated COM | $1.3M | 651 | 0.6% | ▲+5.2% Added · +32 sh | |
| 46 | Amazon Com Incorporated COM | $1.3M | 5.3K | 0.6% | ▼−61% Reduced · −8K sh | |
| 47 | FT Energy Income Partners Enhanced Income ETF FT ENER INCO ETF | $1.2M | 54.2K | 0.6% | ▼−12% Reduced · −7K sh | |
| 48 | Disney Walt Company COM | $1.1M | 11.6K | 0.5% | ▲+3.2% Added · +359 sh | |
| 49 | Ge Aerospace Com New COM NEW | $1.0M | 2.8K | 0.5% | ▲+4.0% Added · +107 sh | |
| 50 | Churchill Downs Incorporated COM | $1.0M | 11.6K | 0.5% | ▼−5.5% Reduced · −670 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund 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/2131510/holdings"
Use Arkolith to show LEGACY FINANCIAL INDEPENDENT ADVISORS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.