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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 17 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 VUG VANGUARD GROWTH ETF 3,983.0 $343K 0.04% NEW $86.14 +1.3%
322 DDOG DATADOG INC CL A COM Technology 1,309.0 $341K 0.04% NEW $260.27 -11.1%
323 ES EVERSOURCE ENERGY COM Utilities 4,695.0 $339K 0.04% NEW $72.27 -0.4%
324 CINF CINCINNATI FINL CORP COM Financial Services 1,830.0 $339K 0.04% NEW $185.14 -8.6%
325 UBER UBER TECHNOLOGIES INC COM Technology 4,680.0 $338K 0.04% NEW $72.15 +9.0%
326 QTUM DEFIANCE QUANTUM ETF 2,041.0 $337K 0.04% NEW $165.36 -9.3%
327 CRBG COREBRIDGE FINL INC COM Financial Services 11,758.0 $337K 0.04% NEW $28.63 +12.5%
328 MOH MOLINA HEALTHCARE INC Healthcare 1,456.0 $333K 0.04% NEW $228.70 -12.9%
329 EMR EMERSON ELEC CO COM Industrials 2,324.0 $333K 0.04% NEW $143.12 +9.0%
330 DGX QUEST DIAGNOSTICS INC Healthcare 1,568.0 $332K 0.04% NEW $211.98 +13.6%
331 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 6,449.0 $329K 0.04% NEW $51.05 +31.8%
332 NOC NORTHROP GRUMMAN CORP COM Industrials 643.0 $327K 0.04% NEW $509.07 +10.4%
333 S SENTINELONE INC CL A Technology 19,252.0 $327K 0.04% NEW $16.97 +21.7%
334 IWV ISHARES RUSSELL 3000 ETF 754.0 $322K 0.04% NEW $426.40 +2.3%
335 CL COLGATE PALMOLIVE CO COM Consumer Defensive 3,491.0 $320K 0.04% NEW $91.69 -1.7%
336 CENCORA INC COM 1,129.0 $319K 0.04% NEW $282.94
337 BWA BORG WARNER AUTOMOTIVE INC Consumer Cyclical 4,777.0 $317K 0.04% NEW $66.40 +2.4%
338 BLOCK INC CL A 4,148.0 $315K 0.04% NEW $75.99
339 D DOMINION RESOURCES INC Utilities 4,577.0 $313K 0.04% NEW $68.29 -1.2%
340 WCN WASTE CONNECTIONS INC Industrials 1,874.0 $312K 0.04% NEW $166.70 +1.2%
Page 17 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%