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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 9 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BSV VANGUARD SHORT-TERM BOND ETF 10,315.0 $804K 0.10% NEW $77.91 -0.4%
162 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 4,469.0 $797K 0.10% NEW $178.25 +17.7%
163 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 12,419.0 $795K 0.10% NEW $64.01 +15.7%
164 MRSH MARSH & MCLENNAN COS INC COM Financial Services 4,751.0 $792K 0.10% NEW $166.67 +14.1%
165 BLK BLACKROCK INC Financial Services 822.0 $790K 0.10% NEW $961.64 +18.5%
166 SYY SYSCO CORP COM Consumer Defensive 9,441.0 $789K 0.10% NEW $83.58 -0.6%
167 GPN GLOBAL PAYMENTS INC Industrials 10,725.0 $778K 0.10% NEW $72.56 +27.2%
168 PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF 34,717.0 $771K 0.09% NEW $22.20 +3.6%
169 ENB ENBRIDGE INC COM Energy 14,215.0 $771K 0.09% NEW $54.21 -5.9%
170 RCL ROYAL CARRIBBEAN CRUISES LTD Consumer Cyclical 2,416.0 $767K 0.09% NEW $317.50 -9.4%
171 EFX EQUIFAX INC COM Industrials 4,810.0 $764K 0.09% NEW $158.74 +21.2%
172 STT STATE STR CORP COM Financial Services 4,460.0 $756K 0.09% NEW $169.61 +7.9%
173 LOW LOWES COS INC COM Consumer Cyclical 3,413.0 $752K 0.09% NEW $220.46 -1.4%
174 ORLY O REILLY AUTOMOTIVE INC Consumer Cyclical 8,165.0 $752K 0.09% NEW $92.09 -3.3%
175 FCX FREEPORT MCMORAN COPPER Basic Materials 11,822.0 $744K 0.09% NEW $62.89 +13.2%
176 T AT&T INC COM Communication Services 35,241.0 $729K 0.09% NEW $20.70 +21.5%
177 IMMUNITYBIO INC COM 81,230.0 $711K 0.09% NEW $8.76
178 UBS UBS AG NEW F Financial Services 14,196.0 $704K 0.09% NEW $49.56 +7.3%
179 MAR MARRIOTT INTL INC Consumer Cyclical 1,895.0 $702K 0.09% NEW $370.53 -3.8%
180 XC WISDOMTREE TRUE EMERGING MARKETS FUND 22,143.0 $702K 0.09% NEW $31.70 +1.9%
Page 9 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%