Legacy Financial Advisors, Inc.

Legacy Financial Advisors, Inc. reported 435 holdings worth US$820M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 5, 2026

Legacy Financial Advisors, Inc. reported 435 holdings worth US$820M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 5, 2026 (Form 13F).

Holdings
435
Value as reported
US$820M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc90,105US$26.1M3.2%
Nvidia Corporation123KUS$24.6M3.0%
Alphabet Inc (google) Class C66,019US$23.6M2.9%
Microsoft Corp.39,173US$14.6M1.8%
Procter & Gamble Company (the)82,311US$12.1M1.5%
Amazon.com, Inc.50,314US$12M1.5%
Jp Morgan Chase & Co.34,993US$11.5M1.4%
Micron Technology, Inc.7,234US$8.35M1.0%
Broadcom Inc.20,791US$7.85M0.96%
Tesla, Inc.16,848US$7.09M0.86%
Meta Platforms, Inc.11,098US$6.25M0.76%
Advanced Micro Devices Inc10,321US$6M0.73%
Intel Corporation36,676US$5.12M0.62%
Applied Materials, Inc.6,825US$4.93M0.60%
Visa Inc.13,732US$4.71M0.57%
Lam Research Corporation9,613US$4.17M0.51%
Eli Lilly And Company3,438US$4.12M0.50%
Pnc Financial Services Group, Inc. (the)16,248US$4M0.49%
Berkshire Hathaway Inc.7,931US$3.97M0.48%
Johnson & Johnson15,452US$3.92M0.48%
Cisco Systems, Inc.32,586US$3.83M0.47%
Merck & Company, Inc.28,939US$3.72M0.45%
Walmart Inc.31,467US$3.56M0.43%
Fifth Third Bancorp61,376US$3.46M0.42%
Netflix, Inc.45,398US$3.24M0.40%
Oracle Corporation22,014US$3.23M0.39%
Bank Of America Corporation56,504US$3.22M0.39%
Caterpillar, Inc.2,941US$3.13M0.38%
Ge Aerospace8,132US$3.04M0.37%
Ge Vernova Inc.2,575US$3.03M0.37%
Citigroup, Inc.18,681US$2.61M0.32%
Chevron Corporation15,484US$2.57M0.31%
Abbvie Inc.9,983US$2.51M0.31%
Kla Corporation8,048US$2.43M0.30%
Coca-cola Company (the)28,285US$2.3M0.28%
Boeing Company (the)10,610US$2.3M0.28%
Home Depot, Inc. (the)6,480US$2.29M0.28%
U.s. Bancorp36,474US$2.2M0.27%
Hillman Solutions Corp.253KUS$2.13M0.26%
Union Pacific Corporation7,723US$2.1M0.26%
Salesforce, Inc.13,125US$2.06M0.25%
Wells Fargo & Company24,801US$2.05M0.25%
Mastercard Incorporated3,920US$2.01M0.25%
International Business Machines Corporation6,852US$1.93M0.23%
Palo Alto Networks, Inc.5,546US$1.89M0.23%
Capital One Financial Corporation9,323US$1.87M0.23%
Airbnb, Inc.13,043US$1.87M0.23%
Philip Morris International Inc10,022US$1.81M0.22%
Snap-on Incorporated4,484US$1.8M0.22%
Costco Wholesale Corporation1,921US$1.8M0.22%
Conocophillips17,262US$1.79M0.22%
Goldman Sachs Group, Inc. (the)1,757US$1.78M0.22%
Delta Air Lines, Inc.18,453US$1.73M0.21%
Texas Instruments Incorporated5,715US$1.7M0.21%
Tjx Companies, Inc. (the)11,123US$1.69M0.21%
Rtx Corporation8,793US$1.67M0.20%
Analog Devices, Inc.4,155US$1.65M0.20%
Vertex Pharmaceuticals Incorporated3,139US$1.56M0.19%
First Financial Bancorp.45,933US$1.55M0.19%
Unitedhealth Group Incorporated3,684US$1.53M0.19%
Bristol-myers Squibb Company26,235US$1.51M0.18%
Corteva, Inc.17,653US$1.5M0.18%
Targa Resources, Inc.5,448US$1.46M0.18%
Mcdonald's Corporation5,346US$1.44M0.18%
Monster Beverage Corporation14,644US$1.41M0.17%
Walt Disney Company (the)14,292US$1.38M0.17%
Elevance Health, Inc.3,534US$1.37M0.17%
Morgan Stanley6,449US$1.35M0.16%
Starbucks Corporation13,105US$1.34M0.16%
Keurig Dr Pepper Inc.40,254US$1.32M0.16%
Nike, Inc.31,638US$1.3M0.16%
Shopify Inc.11,309US$1.29M0.16%
Motorola Solutions, Inc.3,082US$1.28M0.16%
Western Digital Corporation2,004US$1.28M0.16%
Charles Schwab Corporation (the)13,756US$1.27M0.15%
Palantir Technologies Inc.10,870US$1.27M0.15%
Deere & Company1,992US$1.26M0.15%
Amgen Inc.3,407US$1.23M0.15%
Sandisk Corporation541US$1.23M0.15%
Amphenol Corporation6,808US$1.2M0.15%
Ally Financial Inc.25,339US$1.16M0.14%
Kimball Electronics, Inc.45,373US$1.16M0.14%
Cintas Corporation6,809US$1.16M0.14%
Arista Networks, Inc.6,815US$1.16M0.14%
Fiserv, Inc.23,449US$1.15M0.14%
General Motors Company14,612US$1.13M0.14%
Qualcomm Incorporated6,088US$1.13M0.14%
Intercontinental Exchange Inc.9,085US$1.12M0.14%
Marathon Petroleum Corporation4,264US$1.09M0.13%
Royal Bank Of Canada5,229US$1.08M0.13%
Verizon Communications Inc.25,472US$1.08M0.13%
Crowdstrike Holdings, Inc.1,394US$1.06M0.13%
American International Group, Inc. New14,170US$1.06M0.13%
Pepsico, Inc.7,781US$1.05M0.13%
Thermo Fisher Scientific Inc2,097US$1.05M0.13%
Allstate Corporation (the)4,315US$1.03M0.13%
Comfort Systems Usa, Inc.516US$1.02M0.12%
Nextera Energy, Inc.11,652US$1.02M0.12%
Dover Corporation4,540US$1.02M0.12%
Truist Financial Corporation20,204US$1.01M0.12%

Every holding of Legacy Financial Advisors, Inc.

Source

View original at SEC

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