Legacy Financial Advisors, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 362Value: $598.0MLatest: 2025Q1

Legacy Financial Advisors, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 362 holdings worth $0.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "TROW",
  "ITUB",
  "AFG",
  "EXAS",
  "SABR",
  "ALSN",
  "MU",
  "ACN",
  "MMM",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "KSS",
  null,
  "VONG",
  "ALL",
  "GOOGL",
  "AXP",
  "ASML",
  "T",
  "BLK",
  "ASX",
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  "SAN",
  "BSX",
  "CCI",
  "COF",
  "CMI",
  null,
  "DUK",
  "D",
  "M",
  "FAT",
  "EOG",
  "QFIN",
  "EXPD",
  "FFBC",
  null,
  "FITB",
  "GD",
  "GILD",
  "GIS",
  "HLT",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  "APPS",
  null,
  null,
  null,
  null,
  "FE",
  "UNP",
  "QCOM",
  "GGB",
  "ISRG",
  "HSBC",
  "EMXC",
  "ITW",
  "INGR",
  "AMAT",
  "ING",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  "OPI",
  null,
  "IJH",
  null,
  "SWK",
  null,
  null,
  null,
  null,
  "LRCX",
  "LIN",
  "MPC",
  "MMC",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MFG",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "EQIX",
  "EQT",
  "GE",
  "RHI",
  "HIG",
  "HES",
  "HRL",
  "NVS",
  "FMC",
  "OMC",
  "ORLY",
  "EMN",
  "ADM",
  "BX",
  "AMP",
  "IJR",
  "EFG",
  "ANET",
  "KLAC",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "PAYX",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "DGX",
  "REGN",
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "ROP",
  "O",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  "BP",
  "AMT",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "CI",
  "TXN",
  "TD",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "UBS",
  "UBER",
  "UL",
  "UPS",
  "VO",
  "PNFP",
  "RCL",
  "VOE",
  "SCHW",
  "MNST",
  "KE",
  "ALC",
  null,
  null,
  "IWV",
  null,
  null,
  null,
  "LYG",
  "TTE",
  "GOGO",
  "SNY",
  "TSM",
  "GSK",
  "CHPT",
  "ETR",
  "BN.TO",
  "DD",
  "VRTX",
  null,
  "TT",
  "SEIC",
  "LECO",
  "MSM",
  "ADSK",
  "AON",
  "AMCR",
  "AEE",
  "AFL",
  "AMD",
  "SONY",
  "VFC",
  "X",
  "FI",
  "DOV",
  "F",
  "DEO",
  "AJG",
  "WM",
  "IWR",
  "CAH",
  "AEP",
  "BKR",
  null,
  "PEG",
  "FDS",
  "NVO",
  "AMZN",
  "MSI",
  "CLF",
  "PFG",
  "HII",
  "NTES",
  null,
  "HBAN",
  "RGA",
  "USB",
  "ESGV",
  "VEA",
  "MGK",
  "VTEB",
  "VOO",
  "V",
  "WBD",
  "WMT",
  "WFC",
  "WELL",
  "WHR",
  "WMB",
  null,
  null,
  null,
  "XEL",
  "WDAY",
  "YUM",
  "IUSG",
  null,
  null,
  "OCC",
  "MTB",
  "AEM",
  "SCHD",
  "JKHY",
  "NSC",
  "NOK",
  "HLMN",
  "NXPI",
  "SO",
  "PSX",
  "CRM",
  "S",
  "GEV",
  "ZM",
  "DGRO",
  "MCK",
  "SPYV",
  "ESGU",
  "FDX",
  "ADP",
  "AZO",
  "BAC",
  "BBVA",
  "BMO",
  "BCS",
  "BK",
  "BRK-B",
  "BDX",
  "BDC",
  "BKH",
  "BA",
  null,
  "BMY",
  "BTI",
  "CHRW",
  "CNI",
  "CDNS",
  "CBRE",
  "CNP",
  "CVX",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  "CLSK",
  "KOF",
  "CME",
  "KO",
  "CCEP",
  "CMA",
  "CMCSA",
  "CL",
  "COP",
  "ED",
  "CTRA",
  "COST",
  "CTVA",
  "CROX",
  "CVS",
  "CSX",
  "CFR",
  "DHR",
  "DE",
  "DVN",
  "DLR",
  "DOCU",
  "ADI",
  "MCO",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 362
Total Value: 597964044
Accession Number: 0001765380-25-000226
Form Type: 13F-HR
CIK: legacy-financial-advisors
Manager Name: Legacy-Financial-Advisors

Data Enrichment

91% identified

329 identified33 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

362 positions • $598.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 19

Sort by:

97717X669

Shares:803.7K

Value:$64.2M

% of Portfolio:10.7% ($64.2M/$598.0M)

35473P108

Shares:859.9K

Value:$28.0M

% of Portfolio:4.7% ($28.0M/$598.0M)

464287150

ITOT|464287150

Shares:203.7K

Value:$24.9M

% of Portfolio:4.2% ($24.9M/$598.0M)

97717Y535

Shares:640.8K

Value:$19.0M

% of Portfolio:3.2% ($19.0M/$598.0M)

Apple Inc.

AAPL|037833100

Shares:82.5K

Value:$18.3M

% of Portfolio:3.1% ($18.3M/$598.0M)

97717W547

Shares:217.3K

Value:$17.9M

% of Portfolio:3.0% ($17.9M/$598.0M)

63873X307

Shares:329.5K

Value:$16.9M

% of Portfolio:2.8% ($16.9M/$598.0M)

97717Y477

Shares:355.7K

Value:$15.6M

% of Portfolio:2.6% ($15.6M/$598.0M)

46641Q647

Shares:304.9K

Value:$15.2M

% of Portfolio:2.5% ($15.2M/$598.0M)

72201R585

Shares:552.2K

Value:$14.5M

% of Portfolio:2.4% ($14.5M/$598.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:80.0K

Value:$13.6M

% of Portfolio:2.3% ($13.6M/$598.0M)

MICROSOFT CORP

MSFT|594918104

Shares:34.2K

Value:$12.9M

% of Portfolio:2.1% ($12.9M/$598.0M)

46434V621

DGRO|46434V621

Shares:187.1K

Value:$11.6M

% of Portfolio:1.9% ($11.6M/$598.0M)

NVIDIA CORP

NVDA|67066G104

Shares:101.8K

Value:$11.0M

% of Portfolio:1.8% ($11.0M/$598.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:38.0K

Value:$9.3M

% of Portfolio:1.6% ($9.3M/$598.0M)

AMAZON COM INC

AMZN|023135106

Shares:39.0K

Value:$7.4M

% of Portfolio:1.2% ($7.4M/$598.0M)

Meta Platforms, Inc.

META|30303M102

Shares:11.3K

Value:$6.5M

% of Portfolio:1.1% ($6.5M/$598.0M)

46432F842

IEFA|46432F842

Shares:64.9K

Value:$4.9M

% of Portfolio:0.8% ($4.9M/$598.0M)

VISA INC.

V|92826C839

Shares:13.6K

Value:$4.8M

% of Portfolio:0.8% ($4.8M/$598.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:27.4K

Value:$4.2M

% of Portfolio:0.7% ($4.2M/$598.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717X669)✕	803.7K	QoQ +2.40% (+18.9K) YoY -0.13% (-1.1K)	All Managers (Combined)	$64.2M	10.7% ($64.2M/$598.0M)	QoQ +1.05% (+$668.6K) YoY +4.67% (-$2.9M)
(cusip35473P108)✕	859.9K	QoQ +27.68% (+186.4K) YoY NEW(+859.9K)	All Managers (Combined)	$28.0M	4.7% ($28.0M/$598.0M)	QoQ +38.66% (+$7.8M) YoY NEW(+$28.0M)
(ITOTcusip464287150)	203.7K	QoQ -3.28% (-6.9K) YoY -8.90% (-19.9K)	All Managers (Combined)	$24.9M	4.2% ($24.9M/$598.0M)	QoQ -8.25% (-$2.2M) YoY -3.60% (-$928.9K)
(cusip97717Y535)✕	640.8K	QoQ +3.52% (+21.8K) YoY +7.80% (+46.4K)	All Managers (Combined)	$19.0M	3.2% ($19.0M/$598.0M)	QoQ +0.05% (+$10.8K) YoY +4.37% (+$798.6K)
Apple Inc.(AAPLcusip037833100)	82.5K	QoQ +2.94% (-2.4K) YoY +11.94% (+8.8K)	All Managers (Combined)	$18.3M	3.1% ($18.3M/$598.0M)	QoQ -8.68% (-$1.7M) YoY +45.01% (+$5.7M)
(cusip97717W547)✕	217.3K	QoQ -0.07% (-154) YoY +14.70% (+27.9K)	All Managers (Combined)	$17.9M	3.0% ($17.9M/$598.0M)	QoQ -1.75% (-$319.2K) YoY +24.66% (+$3.5M)
(cusip63873X307)✕	329.5K	QoQ +1.62% (-5.3K) YoY +17.17% (+48.3K)	All Managers (Combined)	$16.9M	2.8% ($16.9M/$598.0M)	QoQ -4.07% (-$718.9K) YoY +12.25% (+$1.8M)
(cusip97717Y477)✕	355.7K	QoQ -0.47% (-1.7K) YoY -22.73% (-104.6K)	All Managers (Combined)	$15.6M	2.6% ($15.6M/$598.0M)	QoQ -11.30% (-$2.0M) YoY -17.46% (-$3.3M)
(cusip46641Q647)✕	304.9K	QoQ +3.76% (+11.1K) YoY +19.43% (+49.6K)	All Managers (Combined)	$15.2M	2.5% ($15.2M/$598.0M)	QoQ +3.45% (+$508.5K) YoY +17.69% (+$2.3M)
(cusip72201R585)✕	552.2K	QoQ +14.16% (+68.5K) YoY NEW(+552.2K)	All Managers (Combined)	$14.5M	2.4% ($14.5M/$598.0M)	QoQ +16.05% (+$2.0M) YoY NEW(+$14.5M)
PROCTER & GAMBLE Co(PGcusip742718109)	80.0K	QoQ +0.16% (+131) YoY +6.17% (+4.6K)	All Managers (Combined)	$13.6M	2.3% ($13.6M/$598.0M)	QoQ +1.81% (+$243.4K) YoY +11.51% (+$1.4M)
MICROSOFT CORP(MSFTcusip594918104)	34.2K	QoQ -3.15% (-1.1K) YoY +2.76% (-922)	All Managers (Combined)	$12.9M	2.1% ($12.9M/$598.0M)	QoQ -13.75% (-$2.0M) YoY -8.30% (-$1.2M)
(DGROcusip46434V621)	187.1K	QoQ -3.45% (-6.7K) YoY -8.44% (-17.3K)	All Managers (Combined)	$11.6M	1.9% ($11.6M/$598.0M)	QoQ -2.75% (-$328.0K) YoY -2.57% (-$305.7K)
NVIDIA CORP(NVDAcusip67066G104)	101.8K	QoQ -0.28% (-292) YoY +946.71% (+92.1K)	All Managers (Combined)	$11.0M	1.8% ($11.0M/$598.0M)	QoQ -19.52% (-$2.7M) YoY +25.54% (+$2.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	38.0K	QoQ -0.58% (-225) YoY -4.42% (-1.8K)	All Managers (Combined)	$9.3M	1.6% ($9.3M/$598.0M)	QoQ +1.72% (-$158.1K) YoY +17.05% (-$1.4M)
AMAZON COM INC(AMZNcusip023135106)	39.0K	QoQ +2.85% (-1.1K) YoY +13.32% (+4.6K)	All Managers (Combined)	$7.4M	1.2% ($7.4M/$598.0M)	QoQ -10.79% (-$897.4K) YoY +19.53% (+$1.2M)
Meta Platforms, Inc.(METAcusip30303M102)	11.3K	QoQ +3.79% (+412) YoY +10.54% (+1.1K)	All Managers (Combined)	$6.5M	1.1% ($6.5M/$598.0M)	QoQ +2.16% (+$137.7K) YoY +31.19% (+$1.5M)
(IEFAcusip46432F842)	64.9K	QoQ -4.77% (-3.3K) YoY -12.66% (-9.4K)	All Managers (Combined)	$4.9M	0.8% ($4.9M/$598.0M)	QoQ +2.50% (-$120.0K) YoY -10.98% (-$606.2K)
VISA INC.(Vcusip92826C839)	13.6K	QoQ +0.80% (+109) YoY +10.96% (+1.3K)	All Managers (Combined)	$4.8M	0.8% ($4.8M/$598.0M)	QoQ +11.78% (+$501.9K) YoY +39.33% (+$1.3M)
Alphabet Inc.(GOOGLcusip02079K305)	27.4K	QoQ -0.96% (-267) YoY +5.98% (+1.5K)	All Managers (Combined)	$4.2M	0.7% ($4.2M/$598.0M)	QoQ -19.09% (-$1.0M) YoY +8.58% (+$335.7K)