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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
Page 1 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GSGO GOLDMAN SACHS GROWTH OPPORTUNITIES ETF 232,435.0 $10.5M 4.92% -3K -1.4% $45.03 -3.7%
2 WCMI FIRST TRUST WCM INTERNATIONAL EQUITY ETF 301,672.0 $5.9M 2.78% -20K -6.1% $19.57 -0.4%
3 AEP AMERICAN ELEC PWR COMPANY INCORPORATED Utilities 38,757.0 $5.3M 2.50% -7K -14.7% $136.81 -10.1%
4 AXP AMERICAN EXPRESS COMPANY Financial Services 13,453.0 $4.6M 2.14% -171.0 -1.3% $338.25 -4.2%
5 LLY ELI LILLY & COMPANY Healthcare 3,251.0 $3.9M 1.83% -598.0 -15.5% $1199.43 -3.3%
6 AEE AMEREN CORPORATION Utilities 33,494.0 $3.8M 1.78% -4K -11.3% $113.04 -6.1%
7 DUK DUKE ENERGY CORPORATION NEW COM NEW Utilities 24,796.0 $3.1M 1.48% -23K -48.6% $126.58 -4.9%
8 SO SOUTHERN COMPANY Utilities 32,657.0 $3.1M 1.47% -32K -49.4% $95.71 -8.0%
9 CAT CATERPILLAR INCORPORATED Industrials 2,890.0 $3.1M 1.45% -55.0 -1.9% $1064.90 -26.8%
10 CRWD CROWDSTRIKE HLDGS INCORPORATED CLASS A Technology 3,915.0 $3.0M 1.41% -128.0 -3.2% $190.78 +12.7%
11 VBF INVESCO BD FD Financial Services 172,032.0 $2.6M 1.23% -18K -9.6% $15.16 -3.5%
12 MCK MCKESSON CORPORATION Healthcare 3,400.0 $2.6M 1.21% -1K -28.6% $755.60 +20.0%
13 CVX CHEVRON CORPORATION Energy 14,850.0 $2.5M 1.16% -356.0 -2.3% $165.76 +27.3%
14 COF CAPITAL ONE FINL CORPORATION Financial Services 11,529.0 $2.3M 1.09% -10K -47.4% $200.62 +5.3%
15 CDNS CADENCE DESIGN SYSTEM INCORPORATED Technology 4,875.0 $1.8M 0.86% -10K -67.3% $375.32 -16.6%
16 WSBC WESBANCO INCORPORATED Financial Services 41,823.0 $1.6M 0.77% -801.0 -1.9% $39.03 +1.2%
17 IBM INTERNATIONAL BUSINESS MACHINES Technology 5,701.0 $1.6M 0.75% -22K -79.6% $281.21 -17.7%
18 JPM JPMORGAN CHASE & COMPANY Financial Services 4,287.0 $1.4M 0.66% -122.0 -2.8% $327.33 +8.4%
19 AMZN AMAZON COM INCORPORATED Consumer Cyclical 5,308.0 $1.3M 0.59% -8K -61.1% $238.34 +7.0%
20 EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF 54,170.0 $1.2M 0.56% -7K -11.7% $21.84 +4.8%
Page 1 of 3  ·  56 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 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%