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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 11 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NCLH NORWEGIAN CRUISE LINE HLDGS LTD SHS ISIN#BMG667211 Consumer Cyclical 30,352.0 $641K 0.08% NEW $21.11 -21.2%
202 CNC CENTENE CORP DEL Healthcare 9,872.0 $634K 0.08% NEW $64.19 +0.1%
203 AON AON CORP Financial Services 1,904.0 $632K 0.08% NEW $331.72 +6.5%
204 YUM YUM! BRANDS INC Consumer Cyclical 3,913.0 $626K 0.08% NEW $159.86 -7.9%
205 SPGI S&P GLOBAL INC COM Financial Services 1,530.0 $623K 0.08% NEW $407.33 +5.2%
206 TOTALENERGIES SE ACT 8,003.0 $622K 0.08% NEW $77.76
207 PSX PHILLIPS 66 Energy 3,678.0 $622K 0.08% NEW $169.05 +44.2%
208 XCEM COLUMBIA EM CORE EX-CHINA ETF 11,710.0 $619K 0.07% NEW $52.88 -5.0%
209 UPS UNITED PARCEL SERVICE INC Industrials 5,745.0 $618K 0.07% NEW $107.51 -4.0%
210 GLW CORNING INC COM Technology 2,413.0 $616K 0.07% NEW $255.43 -40.7%
211 NULV NUVEEN ESG LARGE-CAP VALUE ETF 12,234.0 $612K 0.07% NEW $49.99 +6.6%
212 EIX EDISON INTL COM Utilities 8,212.0 $611K 0.07% NEW $74.45 +1.4%
213 SO SOUTHERN CO COM Utilities 6,387.0 $611K 0.07% NEW $95.71 -4.2%
214 TEL TE CONNECTIVITY LTD Technology 3,017.0 $608K 0.07% NEW $201.59 +0.2%
215 CDW CDW CORP COM Technology 4,308.0 $606K 0.07% NEW $140.65 -2.3%
216 CME CHICAGO MERCANTILE HLDGS INC Financial Services 2,740.0 $605K 0.07% NEW $220.83 +23.2%
217 TRV TRAVELERS COMPANIES INC COM Financial Services 1,832.0 $605K 0.07% NEW $330.21 +11.0%
218 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 10,796.0 $594K 0.07% NEW $55.01 +4.2%
219 ROP ROPER TECHNOLOGIES INC COM Industrials 1,743.0 $590K 0.07% NEW $338.40 +21.4%
220 PCG PG&E CORP COM Utilities 34,536.0 $581K 0.07% NEW $16.82 +8.7%
Page 11 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%