Portfolio (Quarterly) Guide ↗

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

· CIK 0002131510

13F Portfolio $213M AUM 124 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 22 New 33 Added 56 Reduced 11 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ORCL	ORACLE CORPORATION	Technology	22,953	$3.4M	1.76%	SOLD
2	TTWO	TAKE-TWO INTERACTIVE SOFTWARE	Communication Services	11,847	$2.3M	1.22%	SOLD
3	CWB	STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF	—	6,536	$598K	0.31%	SOLD
4	HUBB	HUBBELL INCORPORATED	Industrials	1,165	$572K	0.30%	SOLD
5	CEG	CONSTELLATION ENERGY CORPORATION	Utilities	1,718	$480K	0.25%	SOLD
6	DKNG	DRAFTKINGS INCORPORATED NEW COM CLASS A	Consumer Cyclical	21,768	$471K	0.24%	SOLD
7	KYIV	KYIVSTAR GROUP LIMITED ORD SHS (BERMUDA)	Communication Services	35,220	$356K	0.18%	SOLD
8	CBRE	CBRE GROUP INCORPORATED CLASS A	Real Estate	2,272	$308K	0.16%	SOLD
9	NU	NU HLDGS LIMITED ORD SHS CLASS A (CAYMAN ISLANDS)	Financial Services	19,457	$280K	0.14%	SOLD
10	COCO	VITA COCO COMPANY INCORPORATED	Consumer Defensive	5,627	$270K	0.14%	SOLD
11	FVRR	FIVERR INTERNATIONAL LIMITED ORD SHS (ISRAEL)	Communication Services	17,262	$173K	0.09%	SOLD

Sector Allocation

Technology 19.9%

Utilities 16.4%

Financial Services 13.3%

Industrials 13.3%

Real Estate 11.7%

Healthcare 7.2%

Consumer Cyclical 5.2%

Consumer Defensive 4.5%

Communication Services 3.3%

Energy 3.1%