Legacy Financial Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Covington, KY
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
404
Total value ($000)
$715,120
Net value change ($000)
-7,809 (-1.1%)
New positions
42
Sold out positions
27
Turnover %
7.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FRDM 21,133 NEW
VFLO 10,381 NEW
XOM 1,245 44.6%
NFLX 1,107 29.5%
PYLD 865 4.2%
AMAT 853 59.2%
MRSH 826 268.2%
CVX 826 39.1%
PG 825 7.0%
DIVI 766 2.3%
Top Reduces (Value $000, Stocks/ETFs)
XC -19,473 -95.0%
DGRW -9,726 -13.3%
MSFT -4,014 -23.6%
ITOT -2,355 -8.9%
AAPL -1,924 -8.2%
GQI -1,633 -12.4%
DGRO -1,528 -13.0%
QGRW -1,442 -7.5%
EMXC -1,365 -36.5%
TSLA -1,277 -17.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type