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
+4.25%
+3.87%
15,695.1
 
FLQH
Franklin LibertyQ International Equity Hedged ETF
Franklin LibertyQ International Equity Hedged ETF
859,866
28,023.0
+27.68%
4.690
+1.02%
-
+9.66%
+21.05%
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
+8.78%
+5.06%
69,875.0
 
XC
WisdomTree Emerging Markets Ex-China
WisdomTree Emerging Markets Ex-China
640,754
19,037.5
+3.53%
3.180
+0.11%
24.640
+13.79%
+12.40%
89.2
 
AAPL
Apple Inc
82,543
18,335.3
+2.94%
3.070
+0.09%
0.000
-10.05%
-19.51%
3,003,295.9
Hardware
QSY
WISDOMTREE U.S. VALUE FUND
217,300
17,855.6
-0.07%
2.990
0%
-
+2.23%
+1.21%
0
 
GQI
Natixis Gateway Quality Income ETF
329,520
16,914.3
+1.62%
2.830
+0.05%
12.630
+5.79%
+2.75%
147.4
 
QGRW
WisdomTree U.S. Quality Growth Fund
355,696
15,615.1
-0.48%
2.610
-0.01%
1.360
+15.60%
+6.07%
1,499.6
 
JMUB
JPMorgan Municipal ETF
304,871
15,243.6
+3.76%
2.550
+0.09%
0.540
+0.68%
+0.29%
2,964.9
 
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
+2.23%
+4.49%
5,673.0
 

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
$63.45
12.69%
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
$93.01
1.06%
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
$40.16
8.54%
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
$26.46
1.11%
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
$83.45
1.87%
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
$134.34
4.23%
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
$11.27
-25.17%
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
$34.33
12.10%
Add 3.53%
640,754
21,823
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.11%
●
222.15 ($333.26) 428.22
$323.63
-2.89%
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

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