Universe · entity
Legacy Financial Advisors, Inc.
Institutional manager (13F) · CIK 1730810
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $468M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $63M | 722,416 |
| 2 | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $34M | 852,674 |
| 3 | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $24M | 169,271 |
| 4 | APPLE INC | $21M | 84,578 |
| 5 | NVIDIA CORP | $21M | 122,808 |
| 6 | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $21M | 225,627 |
| 7 | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $21M | 814,364 |
| 8 | FREEDOM 100 EMERGING MARKETS ETF | $21M | 386,706 |
| 9 | WISDOMTREE U.S. QUALITY GROWTH FUND | $18M | 333,342 |
| 10 | MICROSOFT | $13M | 35,072 |
| 11 | PROCTER & GAMBLE CO COM | $13M | 86,820 |
| 12 | NATIXIS GATEWAY QUALITY INCOME ETF | $12M | 209,699 |
| 13 | JPMORGAN MUNICIPAL ETF | $11M | 225,720 |
| 14 | VICTORYSHARES FREE CASH FLOW ETF | $10M | 262,945 |
| 15 | ISHARES CORE DIVIDEND GROWTH ETF | $10M | 145,807 |
| 16 | JPMORGAN CHASE & CO COM | $10M | 33,895 |
| 17 | GOOGLE INC | $10M | 34,511 |
| 18 | AMAZON.COM INC | $10M | 46,587 |
| 19 | ALPHABET INC CAP STK CL C | $8M | 29,116 |
| 20 | META PLATFORMS INC CL A | $7M | 11,493 |
| 21 | AVAGO TECHNOLOGIES LTD | $6M | 19,348 |
| 22 | TESLA MOTORS INC | $6M | 16,017 |
| 23 | VANGUARD TOTAL STK MKT | $6M | 17,798 |
| 24 | NETFLIX COM INC | $5M | 50,521 |
| 25 | ISHARES CORE MSCI EAFE ETF | $5M | 51,941 |
| 26 | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $5M | 189,574 |
| 27 | VANGUARD RUSSELL 1000 GROWTH ETF | $4M | 39,079 |
| 28 | EXXON MOBIL CORP COM | $4M | 23,805 |
| 29 | VISA INC | $4M | 13,332 |
| 30 | WALMART INC COM | $4M | 31,475 |
| 31 | ISHARES S&P 500 INDEX | $4M | 5,953 |
| 32 | JPMORGAN ULTRA-SHORT INCOME ETF | $4M | 75,020 |
| 33 | JOHNSON & JOHNSON COM | $4M | 15,151 |
| 34 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4M | 7,623 |
| 35 | MERCK & CO INC | $3M | 28,111 |
| 36 | PNC FINL SVCS GROUP INC COM | $3M | 16,025 |
| 37 | VANGUARD FTSE DEVELOPED MARKETS ETF | $3M | 51,930 |
| 38 | FIFTH THIRD BANCORP | $3M | 71,425 |
| 39 | MICRON TECHNOLOGY | $3M | 9,394 |
| 40 | ORACLE CORPORATION | $3M | 20,208 |
| 41 | CHEVRON CORPORATION COM | $3M | 14,214 |
| 42 | ELI LILLY & CO COM | $3M | 3,184 |
| 43 | INVESCO S&P 500 QUALITY ETF | $3M | 38,730 |
| 44 | BANK OF AMER CORP COM | $3M | 54,799 |
| 45 | STATE STREET SPDR S&P 500 ETF | $3M | 4,037 |
| 46 | DIMENSIONAL INTERNATIONAL VALUE ETF | $3M | 49,128 |
| 47 | CISCO SYS INC | $2M | 32,159 |
| 48 | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $2M | 30,223 |
| 49 | CONOCOPHILLIPS COM | $2M | 17,908 |
| 50 | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $2M | 92,585 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.