Legacy Financial Independent Advisors
Legacy Financial Independent Advisors reported 128 stocks worth $202M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are AMLP (6.3%), MSFT (5.5%) and GSGO (5.2%). Compared with Q2 2026, the fund opened new positions in VLO, ANET and APH, added to MSFT, BNDX and SPG, trimmed AMLP, GSGO and AAPL and sold out of WM, XOM and NRG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMLP Alerian Mlp ETF | $12.8M | 6.3% | 246K | −471 (−0%) | 3 of 3 | |
| 2 |  MSFT Microsoft Corp | $11M | 5.5% | 22K | +5,778 (+37%) | 3 of 3 | |
| 3 |  GSGO Goldman Sachs ETF TR | $10.5M | 5.2% | 231K | −1,799 (−1%) | 3 of 3 | |
| 4 |  AAPL Apple Inc | $7.8M | 3.8% | 23K | −1,922 (−8%) | 3 of 3 | |
| 5 |  BNDX Vanguard Total | $6.5M | 3.2% | 138K | +7,550 (+6%) | 3 of 3 | |
| 6 |  SPG Simon Ppty Group Inc New | $6M | 3.0% | 30K | +106 (+0%) | 3 of 3 | |
| 7 |  WCMI First Trust | $5.8M | 2.9% | 302K | +353 (+0%) | 3 of 3 | |
| 8 |  ASML Asml Holding N V | $5M | 2.5% | 2,760 | −120 (−4%) | 3 of 3 | |
| 9 |  IG Principal Exchange Traded FD | $4.9M | 2.4% | 250K | +6,578 (+3%) | 3 of 3 | |
| 10 |  AEP American Elec Pwr Co Inc | $4.6M | 2.3% | 39K | +80 (+0%) | 3 of 3 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 WM Waste Mgmt Inc Del | $4.7M | 21K |
 XOM Exxon Mobil Corp | $942K | 6,893 |
 NRG Nrg Energy Inc | $771K | 5,277 |
 LNG Cheniere Energy Inc | $275K | 1,152 |
 FLY Firefly Aerospace Inc C | $266K | 9,034 |
🔒 Free account: see all 8.
Reported value
last 3 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Legacy Financial Independent Advisors 13F FAQ
What does Legacy Financial Independent Advisors own?
Legacy Financial Independent Advisors reported 128 stocks worth $202M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are AMLP (6.3%), MSFT (5.5%) and GSGO (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did Legacy Financial Independent Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 39 added to, 49 trimmed and 8 sold out. New positions include VLO, ANET and APH. It sold all of WM, XOM and NRG.
When will Legacy Financial Independent Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Legacy Financial Independent Advisors's portfolio worth?
The Q3 2026 filing reports $202M 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.