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Portfolio (Quarterly) Guide ↗

Legacy Financial Advisors, Inc.

· CIK 0001730810
13F Portfolio $820M AUM 435 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 435 New
Page 6 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DIS DISNEY WALT CO COM Communication Services 14,292.0 $1.4M 0.17% NEW $96.25 +11.7%
102 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 3,534.0 $1.4M 0.17% NEW $386.73 +2.8%
103 MS MORGAN STANLEY Financial Services 6,449.0 $1.3M 0.16% NEW $209.04 +0.0%
104 SBUX STARBUCKS CORP Consumer Cyclical 13,105.0 $1.3M 0.16% NEW $102.19 +1.0%
105 LIN LINDE PLC SHS Basic Materials 2,573.0 $1.3M 0.16% NEW $519.00 -7.5%
106 KDP KEURIG DR PEPPER INC COM Consumer Defensive 40,254.0 $1.3M 0.16% NEW $32.73 -3.0%
107 MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 24,729.0 $1.3M 0.16% NEW $52.60 -1.6%
108 NKE NIKE INC CLASS B Consumer Cyclical 31,638.0 $1.3M 0.16% NEW $41.05 -1.6%
109 ETN EATON CORP PLC SHS Industrials 3,047.0 $1.3M 0.16% NEW $426.17 -2.3%
110 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 11,309.0 $1.3M 0.16% NEW $114.18 +28.7%
111 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 3,082.0 $1.3M 0.16% NEW $415.33 +14.7%
112 WDC WESTERN DIGITAL CORP COM Technology 2,004.0 $1.3M 0.16% NEW $638.72 -27.0%
113 SCHW CHARLES SCHWAB CORP Financial Services 13,756.0 $1.3M 0.15% NEW $92.27 +19.4%
114 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 10,870.0 $1.3M 0.15% NEW $116.67 +49.9%
115 DE DEERE & CO COM Industrials 1,992.0 $1.3M 0.15% NEW $634.34 -2.8%
116 AMGN AMGEN INC Healthcare 3,407.0 $1.2M 0.15% NEW $362.13 +19.7%
117 SNDK SANDISK CORP COM Technology 541.0 $1.2M 0.15% NEW $2271.89 -30.3%
118 APH AMPHENOL CORP CL A Technology 6,808.0 $1.2M 0.15% NEW $176.31 -12.7%
119 ALLY ALLY FINL INC COM Financial Services 25,339.0 $1.2M 0.14% NEW $45.95 -7.3%
120 KE KIMBALL ELECTRONICS INC COM Industrials 45,373.0 $1.2M 0.14% NEW $25.60 -7.9%
Page 6 of 22  ·  435 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.9%
Financial Services 18.0%
Industrials 9.9%
Consumer Cyclical 9.1%
Communication Services 8.5%
Healthcare 7.8%
Consumer Defensive 6.7%
Energy 2.7%
Utilities 2.6%
Basic Materials 1.6%