LF

Legacy Financial Advisors, Inc.

13F
Legacy Financial Advisors, Inc.
Last update 2025-05-14 362 Stocks (35 new)
Value $598.00 Mil Turnover 5 %
Countries:
Top Holdings: DGRW(10.73%)FLQH(4.69%)ITOT(4.16%)XC(3.18%)AAPL(3.07%)
Summary Stock Picks Current Portfolio
Legacy Financial Advisors, Inc... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
803,661
64,180.4
+2.41%
10.730
+0.25%
0.430
+11.75%
+6.84%
16,161.8
 
FLQH
Franklin LibertyQ International Equity Hedged ETF
Franklin LibertyQ International Equity Hedged ETF
859,866
28,023.0
+27.68%
4.690
+1.02%
-
+11.06%
+19.86%
0
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
203,683
24,851.4
-3.29%
4.160
-0.15%
0.040
+16.64%
+8.51%
72,996.2
 
XC
WisdomTree Emerging Markets Ex-China
WisdomTree Emerging Markets Ex-China
640,754
19,037.5
+3.53%
3.180
+0.11%
24.640
+13.64%
+12.14%
89.0
 
AAPL
Apple Inc
82,543
18,335.3
+2.94%
3.070
+0.09%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
QSY
WISDOMTREE U.S. VALUE FUND
217,300
17,855.6
-0.07%
2.990
0%
-
+14.10%
+5.13%
0
 
GQI
Natixis Gateway Quality Income ETF
329,520
16,914.3
+1.62%
2.830
+0.05%
12.630
+12.40%
+3.85%
155.6
 
QGRW
WisdomTree U.S. Quality Growth Fund
355,696
15,615.1
-0.48%
2.610
-0.01%
1.360
+22.38%
+9.58%
1,583.0
 
JMUB
JPMorgan Municipal ETF
304,871
15,243.6
+3.76%
2.550
+0.09%
0.540
+0.64%
-0.19%
3,086.8
 
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
552,163
14,549.5
+14.16%
2.430
+0.30%
0.300
+2.82%
+4.76%
6,304.3
 

Legacy Financial Advisors, Inc.'s Historical Top Holdings Breakdowns

Legacy Financial Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FLQH
Franklin LibertyQ International Equity Hedged ETF
Franklin LibertyQ International Equity Hedged ETF
2025-03-31
Add
Add
+1.02%
●
29.86 ($32.06) 34.01
$26.79
-16.44%
Add 27.68%
859,866
186,433
DWM
WisdomTree International Equity Fund
WisdomTree International Equity Fund
2025-03-31
Sold Out
Sold Out
-0.69%
●
52.19 ($56.3) 59.86
$64.88
15.24%
Sold Out
0
-79,337
USMV
iShares MSCI USA Min Vol Factor ETF
2025-03-31
Reduce
Reduce
-0.61%
●
87.68 ($92.03) 94.57
$94.00
2.14%
Reduce -55.27%
33,639
-41,568
DNL
WisdomTree Global ex-U.S. Quality Dividend Growth Fund
WisdomTree Global ex-U.S. Quality Dividend Growth Fund
2025-03-31
Reduce
Reduce
-0.60%
●
35.56 ($37) 38.21
$40.51
9.49%
Reduce -94.32%
6,132
-101,915
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
2025-03-31
Add
Add
+0.30%
●
25.77 ($26.17) 26.48
$26.40
0.88%
Add 14.16%
552,163
68,504
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2025-03-31
Add
Add
+0.25%
●
78 ($81.92) 84.37
$85.83
4.77%
Add 2.41%
803,661
18,887
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-03-31
Reduce
Reduce
-0.15%
●
120.29 ($128.89) 134.6
$138.75
7.65%
Reduce -3.29%
203,683
-6,929
AAL
American Airlines Group Inc
2025-03-31
Sold Out
Sold Out
-0.12%
●
10.55 ($15.06) 18.66
$11.46
-23.90%
Sold Out
0
-40,591
XC
WisdomTree Emerging Markets Ex-China
WisdomTree Emerging Markets Ex-China
2025-03-31
Add
Add
+0.11%
●
29.45 ($30.62) 31.51
$34.25
11.84%
Add 3.53%
640,754
21,823
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.11%
●
222.15 ($333.26) 428.22
$305.30
-8.39%
Reduce -9.82%
15,779
-1,719

Legacy Financial Advisors, Inc. Total Holding History ($B)

To

Legacy Financial Advisors, Inc.'s Asset Allocation

To

Legacy Financial Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Legacy Financial Advisors, Inc.'s Hypothetical Growth since 2025-03-31

Legacy Financial Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Legacy Financial Advisors, Inc.'s Holdings Heat Map

Size field:

Legacy Financial Advisors, Inc.'s Holdings Bubble Chart

Legacy Financial Advisors, Inc. News

  • 1

Discussions on Legacy Financial Advisors, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.