Legacy Financial Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Covington, KY
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
435
Total value ($000)
$820,392
Net value change ($000)
+105,272 (14.7%)
New positions
53
Sold out positions
22
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 7,625 36.1%
DGRW 6,600 10.4%
MU 5,176 163.1%
AAPL 4,608 21.5%
QGRW 4,424 24.8%
AMD 4,026 204.4%
INTC 3,771 279.3%
EXXONMOBIL HOLDINGS CORP COM SHS 3,374 NEW
NVDA 3,203 15.0%
GOOGL 2,885 29.1%
Top Reduces (Value $000, Stocks/ETFs)
XOM -4,039 -100.0%
NFLX -1,617 -33.3%
HON -976 -100.0%
PSX -935 -60.1%
PLTR -873 -40.8%
DOW -669 -100.0%
CMCSA -616 -63.4%
M -588 -100.0%
COP -569 -24.1%
DELL -537 -100.0%
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