Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Legacy Financial Advisors, Inc. (CIK 1730810) reported $715.1M across 402 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DGRW ($63.5M, 8.87%), DIVI ($33.9M, 4.75%), ITOT ($24.1M, 3.37%), AAPL ($21.5M, 3.00%), WTV ($21.4M, 2.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $63.5M | 8.87% | 722,416 | Trimmed |
| 2 | DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $33.9M | 4.75% | 852,674 | Trimmed |
| 3 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $24.1M | 3.37% | 169,271 | Trimmed |
| 4 | AAPL | APPLE INC | $21.5M | 3.00% | 84,578 | Trimmed |
| 5 | WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | $21.4M | 2.99% | 225,627 | Added |
| 6 | NVDA | NVIDIA CORP | $21.4M | 2.99% | 122,808 | Added |
| 7 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $21.3M | 2.98% | 814,364 | Added |
| 8 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | $21.1M | 2.96% | 386,706 | New |
| 9 | QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | $17.8M | 2.49% | 333,342 | Added |
| 10 | MSFT | MICROSOFT | $13.0M | 1.82% | 35,072 | Trimmed |
| 11 | PG | PROCTER & GAMBLE CO COM | $12.5M | 1.75% | 86,820 | Added |
| 12 | GQI | NATIXIS GATEWAY QUALITY INCOME ETF | $11.5M | 1.61% | 209,699 | Trimmed |
| 13 | JMUB | JPMORGAN MUNICIPAL ETF | $11.3M | 1.58% | 225,720 | Trimmed |
| 14 | VFLO | VICTORYSHARES FREE CASH FLOW ETF | $10.4M | 1.45% | 262,945 | New |
| 15 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $10.2M | 1.43% | 145,807 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO COM | $10.0M | 1.39% | 33,895 | Added |
| 17 | GOOGL | GOOGLE INC | $9.9M | 1.39% | 34,511 | Added |
| 18 | AMZN | AMAZON.COM INC | $9.7M | 1.36% | 46,587 | Trimmed |
| 19 | GOOG | ALPHABET INC CAP STK CL C | $8.4M | 1.17% | 29,116 | Added |
| 20 | META | META PLATFORMS INC CL A | $6.6M | 0.92% | 11,493 | Added |
| 21 | AVGO | AVAGO TECHNOLOGIES LTD | $6.0M | 0.84% | 19,348 | Added |
| 22 | TSLA | TESLA MOTORS INC | $6.0M | 0.83% | 16,017 | Trimmed |
| 23 | VTI | VANGUARD TOTAL STK MKT | $5.7M | 0.80% | 17,798 | Trimmed |
| 24 | NFLX | NETFLIX COM INC | $4.9M | 0.68% | 50,521 | Added |
| 25 | IEFA | ISHARES CORE MSCI EAFE ETF | $4.7M | 0.66% | 51,941 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31