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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 5 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GS GOLDMAN SACHS GROUP INC Financial Services 1,757.0 $1.8M 0.22% NEW $1011.34 +1.0%
82 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 43,156.0 $1.7M 0.21% NEW $40.13 +10.0%
83 DAL DELTA AIR LINES INC DEL CMN Industrials 18,453.0 $1.7M 0.21% NEW $93.66 -11.1%
84 TXN TEXAS INSTRS INC COM Technology 5,715.0 $1.7M 0.21% NEW $298.05 -10.3%
85 TJX TJX COS INC NEW COM Consumer Cyclical 11,123.0 $1.7M 0.20% NEW $151.50 -4.6%
86 RTX RTX CORPORATION COM Industrials 8,793.0 $1.7M 0.20% NEW $189.72 +16.1%
87 ADI ANALOG DEVICES INC COM Technology 4,155.0 $1.7M 0.20% NEW $397.21 -6.0%
88 VRTX VERTEX PHARMACEUTICALS IN Healthcare 3,139.0 $1.6M 0.19% NEW $496.65 +11.2%
89 FFBC 1ST FINL BANCORP COM Financial Services 45,933.0 $1.6M 0.19% NEW $33.83 -2.7%
90 MHY MAN ACTIVE HIGH YIELD ETF 60,554.0 $1.5M 0.19% NEW $25.39 +1.7%
91 UNH UNITEDHEALTH GROUP Healthcare 3,684.0 $1.5M 0.19% NEW $415.60 -6.5%
92 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 26,235.0 $1.5M 0.18% NEW $57.62 +17.3%
93 CB CHUBB LIMITED COM Financial Services 4,403.0 $1.5M 0.18% NEW $340.77 +0.0%
94 CTVA CORTEVA INC COM Basic Materials 17,653.0 $1.5M 0.18% NEW $84.69 -7.2%
95 XMHQ INVESCO S&P MIDCAP QUALITY ETF 13,106.0 $1.5M 0.18% NEW $112.88 +5.8%
96 TRGP TARGA RES CORP COM Energy 5,448.0 $1.5M 0.18% NEW $268.12 +10.8%
97 MCD MCDONALDS CORP COM Consumer Cyclical 5,346.0 $1.4M 0.18% NEW $270.29 -1.0%
98 GLD SPDR GOLD ETF Financial Services 3,906.0 $1.4M 0.17% NEW $368.41 +12.3%
99 MNST MONSTER BEVERAGE CORP Consumer Defensive 14,644.0 $1.4M 0.17% NEW $96.12 -50.7%
100 STX SEAGATE TECHNOLOGY Technology 1,442.0 $1.4M 0.17% NEW $965.12 -13.7%
Page 5 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%