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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 14 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IJH ISHARES CORE S&P MID CAP ETF 5,778.0 $446K 0.05% NEW $77.11 -0.4%
262 SLV ISHARES SILVER TRUST ETF Financial Services 8,205.0 $439K 0.05% NEW $53.47 +17.8%
263 DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 5,304.0 $435K 0.05% NEW $81.94 +2.0%
264 EQH EQUITABLE HLDGS INC COM Financial Services 9,901.0 $434K 0.05% NEW $43.88 +12.3%
265 SHW SHERWIN WILLIAMS CO COM Basic Materials 1,256.0 $433K 0.05% NEW $344.39 +1.0%
266 IWR ISHARES TR RUSSELL MIDCAP INDEX FD 3,883.0 $428K 0.05% NEW $110.32 +2.8%
267 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 45,510.0 $427K 0.05% NEW $9.39 +22.4%
268 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 5,206.0 $423K 0.05% NEW $81.16 -8.5%
269 VRT VERTIV HOLDINGS CO COM CL A Industrials 1,255.0 $420K 0.05% NEW $334.91 -21.4%
270 HONEYWELL INTL INC 1,858.0 $416K 0.05% NEW $223.90
271 MDT MEDTRONIC PLC SHS Healthcare 5,299.0 $415K 0.05% NEW $78.23 +18.0%
272 MRVL MARVELL TECHNOLOGY GROUP LTD Technology 1,391.0 $414K 0.05% NEW $297.90 -17.4%
273 NSC NORFOLK SOUTHERN CRP Industrials 1,311.0 $412K 0.05% NEW $314.61 +11.1%
274 SUNB SUNBELT RENTALS HOLDINGS INC SHS Financial Services 5,495.0 $411K 0.05% NEW $74.81 +4.4%
275 HONEYWELL AEROSPACE INC COM 1,858.0 $411K 0.05% NEW $221.08
276 B BARRICK GOLD CORP F Basic Materials 11,171.0 $410K 0.05% NEW $36.73 +28.4%
277 KR KROGER CO COM Consumer Defensive 7,372.0 $409K 0.05% NEW $55.53 +2.4%
278 HWM HOWMET AEROSPACE INC COM Industrials 1,517.0 $408K 0.05% NEW $268.90 +2.6%
279 MCHP MICROCHIP TECHNOLOGY INC Technology 4,470.0 $408K 0.05% NEW $91.19 -16.4%
280 CIEN CIENA CORP Technology 819.0 $402K 0.05% NEW $490.56 -19.2%
Page 14 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%