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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 3 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MRK MERCK & CO INC Healthcare 28,939.0 $3.7M 0.45% NEW $128.50 +18.5%
42 SPHQ INVESCO S&P 500 QUALITY ETF 39,692.0 $3.6M 0.44% NEW $90.10 -4.5%
43 WMT WALMART INC COM Consumer Defensive 31,467.0 $3.6M 0.43% NEW $113.26 +0.9%
44 FITB FIFTH THIRD BANCORP Financial Services 61,376.0 $3.5M 0.42% NEW $56.37 -2.5%
45 EXXONMOBIL HOLDINGS CORP COM SHS 24,679.0 $3.4M 0.41% NEW $136.72
46 NFLX NETFLIX COM INC Communication Services 45,398.0 $3.2M 0.40% NEW $71.40 +12.4%
47 ORCL ORACLE CORPORATION Technology 22,014.0 $3.2M 0.39% NEW $146.55 -1.9%
48 BAC BANK OF AMER CORP COM Financial Services 56,504.0 $3.2M 0.39% NEW $56.98 +10.9%
49 CAT CATERPILLAR INC COM Industrials 2,941.0 $3.1M 0.38% NEW $1064.92 -23.4%
50 GE GE AEROSPACE COM NEW Industrials 8,132.0 $3.0M 0.37% NEW $373.75 -4.7%
51 GEV GE VERNOVA INC COM Utilities 2,575.0 $3.0M 0.37% NEW $1175.01 -16.0%
52 SPY STATE STREET SPDR S&P 500 ETF Financial Services 3,772.0 $2.8M 0.34% NEW $746.71 +3.0%
53 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 50,660.0 $2.7M 0.33% NEW $54.02 +7.0%
54 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 26,318.0 $2.7M 0.33% NEW $102.30 -6.0%
55 C CITIGROUP INC Financial Services 18,681.0 $2.6M 0.32% NEW $139.96 -5.1%
56 CVX CHEVRON CORPORATION COM Energy 15,484.0 $2.6M 0.31% NEW $165.76 +24.1%
57 ABBV ABBVIE INC COM Healthcare 9,983.0 $2.5M 0.31% NEW $251.63 +5.7%
58 KLAC KLA-TENCOR CORP Technology 8,048.0 $2.4M 0.30% NEW $301.72 -37.9%
59 IDHQ INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF 53,221.0 $2.3M 0.28% NEW $43.71 +4.9%
60 HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 91,245.0 $2.3M 0.28% NEW $25.44 -2.2%
Page 3 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%