Legacy Financial Advisors
Legacy Financial Advisors reported 435 stocks worth $820M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are DGRW (8.5%), DIVI (4.5%) and FRDM (3.5%). Compared with Q1 2026, the fund opened new positions in XOM and MHY, added to DGRW, DIVI and FRDM, trimmed ITOT, PG and DGRO and sold out of XOM, DOW and M.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DGRW Wisdomtree TR | $70.1M | 8.5% | 733K | +10K (+1%) | 8 of 8 | |
| 2 |  DIVI Franklin Templeton ETF TR | $36.8M | 4.5% | 860K | +7,769 (+1%) | 8 of 8 | |
| 3 |  FRDM Freedom 100 Emerging Markets ETF | $28.8M | 3.5% | 394K | +7,781 (+2%) | 2 of 8 | |
| 4 |  ITOT Ishares TR | $27M | 3.3% | 164K | −4,952 (−3%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $26.1M | 3.2% | 90K | +5,527 (+7%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $24.6M | 3.0% | 123K | +242 (+0%) | 8 of 8 | |
| 7 |  WTV Wisdomtree TR | $23.1M | 2.8% | 227K | +1,153 (+1%) | 8 of 8 | |
| 8 |  QGRW Wisdomtree TR | $22.2M | 2.7% | 337K | +3,388 (+1%) | 8 of 8 | |
| 9 |  PYLD Pimco ETF TR | $22.2M | 2.7% | 836K | +22K (+3%) | 7 of 8 | |
| 10 |  MSFT Microsoft Corp | $14.6M | 1.8% | 39K | +4,101 (+12%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $4M | 24K |
HONEYWELL INTL INC | $976K | 4,316 |
 DOW Dow Inc | $669K | 16K |
 M Macys Inc | $588K | 33K |
 DELL Dell Technologies Inc | $537K | 3,272 |
🔒 Free account: see all 22.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Legacy Financial Advisors 13F FAQ
What does Legacy Financial Advisors own?
Legacy Financial Advisors reported 435 stocks worth $820M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are DGRW (8.5%), DIVI (4.5%) and FRDM (3.5%). The table above lists every position in the filing (the top 10 without an account).
What did Legacy Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 53 new positions, 195 added to, 171 trimmed and 22 sold out. New positions include XOM and MHY. It sold all of XOM, DOW and M.
When will Legacy Financial Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Legacy Financial Advisors's portfolio worth?
The Q2 2026 filing reports $820M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.