Legacy Financial Advisors, Inc.
All 13F Filings
- Location
- Covington, KY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 715,120
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/30/2026 | 404 | 715,120 | 13F-HR | Legacy Financial Advisors, Inc. |
| Q4 2025 | 2/4/2026 | 389 | 722,929 | 13F-HR | Legacy Financial Advisors, Inc. |
| Q3 2025 | 11/10/2025 | 416 | 725,885 | 13F-HR | Legacy Financial Advisors, Inc. |
| Q2 2025 | 8/7/2025 | 339 | 640,136 | 13F-HR | Legacy Financial Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 395.6 K | 55.3% | 565 | 0 | 565 |
| ETFs | 319.5 K | 44.7% | 0 | 8.371 K | -8.371 K |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
715,120
Holdings
404
QoQ value change ($000)
-7,809
(-1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.