account_balance

Investment manager · 13F filer · SEC CIK 1730810

Legacy Financial Advisors, Inc.

Reported value$847Mas of Sep 30, 2026

Positions425 26 new, 36 sold out

Top 10 weight36.7%DGRW alone is 8%

FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

DGRWWisdomtree US Quality Dividend Growth Fund

8.4%

DIVIFranklin International Core Dividend Tilt Index Fund

4.4%

AAPLApple Inc.

3.5%

NVDANVIDIA Corp

3.3%

FRDMFreedom 100 Emerging Markets ETF

3.3%

ITOTiShares Core S&P Total U.S. Stock Market ETF

3.2%Trimmed −2%

WTVWisdomtree US Value Fund of Benef Interest

2.8%Added +3%

QGRWWisdomtree U.S. Quality Growth Fund

2.8%

PYLDPimco Multisector Bond Active Exchange-Traded Fund

2.6%Added +3%

MSFTMicrosoft Corp

2.4%Added +2%

MHYMan Active High Yield ETF

1.8%

VFLOVictoryshares Free Cash Flow ETF

1.7%

DGRWWisdomtree US Quality Dividend Growth Fund

8.4%

DIVIFranklin International Core Dividend Tilt Index Fund

4.4%

AAPLApple Inc.

3.5%

NVDANVIDIA Corp

3.3%

FRDMFreedom 100 Emerging Markets ETF

3.3%

ITOTiShares Core S&P Total U.S. Stock Market ETF

3.2%

WTVWisdomtree US Value Fund of Benef Interest

2.8%

QGRWWisdomtree U.S. Quality Growth Fund

2.8%

PYLDPimco Multisector Bond Active Exchange-Traded Fund

2.6%

MSFT2.4%

MHY1.8%

VFLO1.7%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

DGRW Wisdomtree US Quality Dividend Growth Fund 8.4% Held

DIVI Franklin International Core Dividend Tilt Index Fund 4.4% Held

AAPL Apple Inc. 3.5% Held NVDA NVIDIA Corp 3.3% Held

FRDM Freedom 100 Emerging Markets ETF 3.3% Held

ITOT iShares Core S&P Total U.S. Stock Market ETF 3.2% Trimmed −2%

WTV Wisdomtree US Value Fund of Benef Interest 2.8% Added +3%

QGRW Wisdomtree U.S. Quality Growth Fund 2.8% Held

PYLD Pimco Multisector Bond Active Exchange-Traded Fund 2.6% Added +3%

MSFT Microsoft Corp 2.4% Added +2%

MHY Man Active High Yield ETF 1.8% Added +898%

VFLO Victoryshares Free Cash Flow ETF 1.7% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 5, 2026 filing

add_circleNew

TEAM $446K
AME $339K
ACI $304K
DELL $300K

arrow_upwardAdded

MHY +898%
DFAT +23%
DIS +23%
ORCL +18%

arrow_downwardTrimmed

MRK −29%
CRM −20%
JPST −12%
WMT −11%

remove_circleSold out

PCG $581K
VRT $420K
MRVL $414K
HONA $411K

Legacy Financial Advisors, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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