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 INDEPENDENT ADVISORS LLC (CIK 2131510) reported $212.6M across 124 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMLP ($12.8M, 6.02%), GSGO ($10.5M, 4.92%), AAPL ($7.3M, 3.44%), SPG ($6.6M, 3.12%), BNDX ($6.3M, 2.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMLP | ALERIAN MLP ETF | $12.8M | 6.02% | 246,815 | Added |
| 2 | GSGO | GOLDMAN SACHS GROWTH OPPORTUNITIES ETF | $10.5M | 4.92% | 232,435 | Trimmed |
| 3 | AAPL | APPLE INCORPORATED | $7.3M | 3.44% | 25,238 | Added |
| 4 | SPG | SIMON PROPERTY GROUP INCORPORATED NEW REIT | $6.6M | 3.12% | 29,621 | Added |
| 5 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $6.3M | 2.98% | 130,734 | Added |
| 6 | WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $5.9M | 2.78% | 301,672 | Trimmed |
| 7 | MSFT | MICROSOFT CORPORATION | $5.9M | 2.76% | 15,743 | Added |
| 8 | ASML | ASML HOLDING NV (NETHERLANDS) | $5.7M | 2.70% | 2,880 | Added |
| 9 | AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $5.3M | 2.49% | 38,757 | Trimmed |
| 10 | IG | PRINCIPAL INVESTMENT GRADE CORPORATE ETF | $5.0M | 2.37% | 243,672 | Added |
| 11 | PPL | PPL CORPORATION | $5.0M | 2.35% | 137,349 | Added |
| 12 | PSA | PUBLIC STORAGE REIT | $4.7M | 2.20% | 14,684 | Added |
| 13 | WM | WASTE MGMT INCORPORATED DEL | $4.7M | 2.19% | 20,894 | Added |
| 14 | AXP | AMERICAN EXPRESS COMPANY | $4.6M | 2.14% | 13,453 | Trimmed |
| 15 | MAA | MID-AMER APT CMNTYS INCORPORATED REIT | $4.5M | 2.10% | 32,159 | Added |
| 16 | ED | CONSOLIDATED EDISON INCORPORATED | $4.4M | 2.05% | 39,467 | Added |
| 17 | HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $4.1M | 1.93% | 101,027 | Added |
| 18 | MAR | MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A | $4.0M | 1.90% | 10,891 | Added |
| 19 | LLY | ELI LILLY & COMPANY | $3.9M | 1.83% | 3,251 | Trimmed |
| 20 | AEE | AMEREN CORPORATION | $3.8M | 1.78% | 33,494 | Trimmed |
| 21 | ROK | ROCKWELL AUTOMATION INCORPORATED | $3.7M | 1.75% | 7,524 | New |
| 22 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $3.7M | 1.75% | 10,518 | Added |
| 23 | EVT | EATON VANCE TAX ADVT DIV INCM | $3.6M | 1.68% | 128,835 | Added |
| 24 | MNST | MONSTER BEVERAGE CORPORATION NEW | $3.5M | 1.66% | 36,610 | Added |
| 25 | DUK | DUKE ENERGY CORPORATION NEW COM NEW | $3.1M | 1.48% | 24,796 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30