account_balance
Investment manager · 13F filer · SEC CIK 2131510
Legacy Financial Independent Advisors LLC
Reported value$202Mas of Sep 30, 2026
Positions128 12 new, 8 sold out
Top 10 weight37.0%AMLP alone is 6%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMLPAlerian MLP ETF
6.3%
MSFTMicrosoft Corporation
5.5%Added +37%
GSGOGoldman Sachs Growth Opportunities ETF
5.2%
AAPLApple Incorporated
3.8%Trimmed −8%
BNDXVanguard Total International Bond ETF
3.2%Added +6%
SPGSimon Property Group Incorporated New REIT
3.0%
WCMIFirst Trust WCM International Equity ETF
2.9%
ASMLAsml HLDG NV N Y Registry SHS (netherlands)
2.5%Trimmed −4%
IGPrincipal Investment Grade Corporate ETF
2.4%Added +3%
AEPAmerican Elec PWR Company Incorporated
2.3%
GLWCorning Incorporated
2.3%Added +371%
MARMarriott International Incorporated New Class A
2.1%Added +11%
AMLPAlerian MLP ETF
6.3%
MSFTMicrosoft Corporation
5.5%Added +37%
GSGOGoldman Sachs Growth Opportunities ETF
5.2%
AAPLApple Incorporated
3.8%Trimmed −8%
BNDX3.2%
SPG3.0%WCMI2.9%
ASML2.5%IG2.4%
AEP2.3%GLW2.3%MAR2.1%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
AMLP Alerian MLP ETF 6.3% Held
MSFT Microsoft Corporation 5.5% Added +37%GSGO Goldman Sachs Growth Opportunities ETF 5.2% Held
AAPL Apple Incorporated 3.8% Trimmed −8%BNDX Vanguard Total International Bond ETF 3.2% Added +6%
SPG Simon Property Group Incorporated New REIT 3.0% HeldWCMI First Trust WCM International Equity ETF 2.9% Held
ASML Asml HLDG NV N Y Registry SHS (netherlands) 2.5% Trimmed −4%IG Principal Investment Grade Corporate ETF 2.4% Added +3%
AEP American Elec PWR Company Incorporated 2.3% HeldGLW Corning Incorporated 2.3% Added +371%MAR Marriott International Incorporated New Class A 2.1% Added +11%What changed