1y return+16.7%S&P 500 +20.9%
3y return+50.1%S&P 500 +68.5%
5y return+49.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $197 against $280 in the S&P 500.2
Legacy Financial Advisors, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DGRWWisdomtree Us Quality Dividend Growth Fund | $70.1M | 8.5% | +1.4% |
| DIVIFranklin International Core Dividend Tilt Index Fund | $36.8M | 4.5% | |
| FRDMFreedom 100 Emerging Markets Etf | $28.8M | 3.5% | +2.0% |
| ITOTIshares Core S&p Total U.s. Stock Market Etf | $27.0M | 3.3% | −2.9% |
| AAPLApple Inc | $26.1M | 3.2% | +6.5% |
| NVDANvidia Corp | $24.6M | 3.0% | |
| WTVWisdomtree Us Value Fund Of Benef Interest | $23.1M | 2.8% | |
| QGRWWisdomtree U.s. Quality Growth Fund | $22.2M | 2.7% | +1.0% |
| PYLDPimco Multisector Bond Active Exchange-traded Fund | $22.2M | 2.7% | +2.7% |
| MSFTMicrosoft | $14.6M | 1.8% | +11.7% |
| GOOGLGoogle Inc | $12.8M | 1.6% | +3.9% |
| GQINatixis Gateway Quality Income Etf | $12.7M | 1.5% | +2.1% |
| VFLOVictoryshares Free Cash Flow Etf | $12.7M | 1.5% | +5.2% |
| PGProcter & Gamble Co Com | $12.1M | 1.5% | −5.2% |
| AMZNAmazon.com Inc | $12.0M | 1.5% | +8.0% |
| JMUBJpmorgan Municipal Etf | $11.7M | 1.4% | +2.2% |
| JPMJpmorgan Chase & Co Com | $11.5M | 1.4% | +3.2% |
| GOOGAlphabet Inc Cap Stk Cl C | $10.8M | 1.3% | +4.8% |
| DGROIshares Core Dividend Growth Etf | $10.7M | 1.3% | −2.7% |
| MUMicron Technology | $8.4M | 1.0% | −23.0% |
| AVGOAvago Technologies Ltd | $7.9M | 1.0% | +7.5% |
| TSLATesla Motors Inc | $7.1M | 0.9% | +5.2% |
| VTIVanguard Total Stk Mkt | $6.4M | 0.8% | −3.5% |
| METAMeta Platforms Inc Cl A | $6.3M | 0.8% | −3.4% |
| AMDAdvanced Micro Devices Inc Com | $6.0M | 0.7% | +6.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | September 30, 2020 | +1378.8% | $24.6M |
| AVGOAvago Technologies Ltd | September 30, 2020 | +936.9% | $7.9M |
| AMATApplied Matls Inc Com | December 31, 2020 | +737.7% | $4.9M |
| LLYEli Lilly & Co Com | September 30, 2020 | +710.3% | $4.1M |
| AMDAdvanced Micro Devices Inc Com | March 31, 2023 | +492.7% | $6.0M |
| LRCXLam Research Corp | September 30, 2024 | +431.0% | $4.2M |
| GOOGLGoogle Inc | September 30, 2020 | +387.7% | $12.8M |
| GOOGAlphabet Inc Cap Stk Cl C | September 30, 2020 | +380.9% | $10.8M |
| QGRWWisdomtree U.s. Quality Growth Fund | March 31, 2023 | +364.7% | $22.2M |
| JPMJpmorgan Chase & Co Com | June 30, 2020 | +248.0% | $11.5M |
Sold off last quarter
- Exxon Mobil Corp ComCUSIP 30231G102 was $4.0M
- Honeywell Intl IncCUSIP 438516106 was $976K
- DOWDow Hldgs Inc Com was $669K
- MMacys Inc Com was $588K
- DELLDell Technologies Inc Cl C was $537K
- CTRACabot Oil & Gas Cp Com was $536K
- EMNEastman Chemical Co was $462K
- PYPLPaypal Hldgs Inc Com was $434K
- AALAmerican Airlines Group Inc Com was $325K
- OMCOmnicom Group Inc Com was $298K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.8% | +14.8% |
| March 31, 2026 | −3.0% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +7.8% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +1.8% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +4.8% | +8.3% |
| March 31, 2023 | +4.2% | +7.0% |
| December 31, 2022 | +8.6% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −12.9% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
| December 31, 2021 | +8.2% | +10.7% |
| September 30, 2021 | −0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Legacy Financial Advisors, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1730810&type=13F-HR&dateb=&owner=include&count=40CIK 1730810
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1730810/000176538026000278/Filed August 5, 2026 · accession 0001765380-26-000278