Legacy Financial Independent Advisors LLC

Legacy Financial Independent Advisors LLC reported 124 holdings worth US$213M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 10, 2026

Legacy Financial Independent Advisors LLC reported 124 holdings worth US$213M as of Jun 30, 2026. Largest: Apple Inc, Simon Property Group, Inc. and Microsoft Corp. Filed Aug 10, 2026 (Form 13F).

Holdings
124
Value as reported
US$213M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc25,238US$7.3M3.4%
Simon Property Group, Inc.29,621US$6.62M3.1%
Microsoft Corp.15,743US$5.87M2.8%
Asml Holding Nv2,880US$5.73M2.7%
American Electric Power Company, Inc.38,757US$5.3M2.5%
Ppl Corporation137KUS$4.99M2.3%
Public Storage14,684US$4.67M2.2%
Waste Management, Inc.20,894US$4.66M2.2%
American Express Company13,453US$4.55M2.1%
Mid-america Apartment Communities, Inc.32,159US$4.47M2.1%
Consolidated Edison, Inc.39,467US$4.37M2.1%
Marriott International10,891US$4.04M1.9%
Eli Lilly And Company3,251US$3.9M1.8%
Ameren Corporation33,494US$3.79M1.8%
Rockwell Automation, Inc.7,524US$3.72M1.8%
Alphabet Inc (google) Class C10,399US$3.72M1.7%
Monster Beverage Corporation36,610US$3.52M1.7%
Duke Energy Corporation (holding Company)24,796US$3.14M1.5%
Southern Company (the)32,657US$3.13M1.5%
Caterpillar, Inc.2,890US$3.08M1.4%
Crowdstrike Holdings, Inc.3,915US$2.99M1.4%
Tko Group Holdings, Inc.13,540US$2.73M1.3%
Mckesson Corporation3,400US$2.57M1.2%
Chevron Corporation14,850US$2.46M1.2%
Martin Marietta Materials, Inc.4,246US$2.45M1.2%
Capital One Financial Corporation11,529US$2.31M1.1%
Lockheed Martin Corporation3,971US$2.02M0.95%
Abbvie Inc.7,513US$1.89M0.89%
Cadence Design Systems, Inc.4,875US$1.83M0.86%
Walmart Inc.15,390US$1.74M0.82%
Brightspring Health Services, Inc.24,470US$1.71M0.80%
Wesbanco, Inc.41,823US$1.63M0.77%
Corning Incorporated6,350US$1.62M0.76%
International Business Machines Corporation5,701US$1.6M0.75%
Jp Morgan Chase & Co.4,287US$1.4M0.66%
Pnc Financial Services Group, Inc. (the)5,312US$1.31M0.62%
Comfort Systems Usa, Inc.651US$1.29M0.61%
Amazon.com, Inc.5,308US$1.27M0.60%
Walt Disney Company (the)11,596US$1.12M0.53%
Ge Aerospace2,804US$1.05M0.49%
Churchill Downs, Incorporated11,622US$1.04M0.49%
Jabil Inc.2,570US$991K0.47%
Celestica Inc.2,662US$971K0.46%
Prologis, Inc.7,087US$960K0.45%
Exxon Mobil Corporation6,893US$942K0.44%
Carpenter Technology Corporation1,441US$889K0.42%
Csx Corporation18,408US$875K0.41%
Cameco Corporation8,345US$850K0.40%
Sterling Infrastructure, Inc.1,005US$844K0.40%
Johnson & Johnson3,184US$809K0.38%
Nrg Energy, Inc.5,277US$771K0.36%
Live Nation Entertainment, Inc.3,838US$703K0.33%
Virtu Financial, Inc.10,921US$651K0.31%
Dominion Energy, Inc.9,398US$642K0.30%
Corteva, Inc.7,553US$640K0.30%
F5, Inc.1,493US$621K0.29%
L3harris Technologies, Inc.2,009US$584K0.27%
Healthpeak Properties, Inc.27,048US$579K0.27%
Allient Inc.5,525US$569K0.27%
Ventas, Inc.6,293US$559K0.26%
Equity Residential7,756US$527K0.25%
Procter & Gamble Company (the)3,541US$519K0.24%
Palantir Technologies Inc.4,148US$484K0.23%
Tjx Companies, Inc. (the)3,014US$457K0.21%
Williams Companies, Inc. (the)5,487US$408K0.19%
United Parcel Service, Inc.3,756US$404K0.19%
Evercore Inc.1,178US$402K0.19%
Altria Group, Inc.5,200US$374K0.18%
Goldman Sachs Group, Inc. (the)368US$372K0.18%
Cisco Systems, Inc.3,125US$367K0.17%
Yum! Brands, Inc.2,227US$356K0.17%
Humana Inc.782US$311K0.15%
Neurocrine Biosciences, Inc.1,816US$306K0.14%
Ebay Inc.2,716US$304K0.14%
Ashland Inc.4,290US$283K0.13%
Dollar General Corporation2,440US$281K0.13%
Mcdonald's Corporation1,035US$280K0.13%
Coca-cola Company (the)3,439US$279K0.13%
Cheniere Energy, Inc.1,152US$275K0.13%
Tesla, Inc.635US$267K0.13%
Firefly Aerospace Inc.9,034US$266K0.12%
Texas Roadhouse, Inc.1,340US$259K0.12%
At&t Inc.11,882US$246K0.12%
Pepsico, Inc.1,764US$239K0.11%
Norfolk Southern Corporation743US$234K0.11%
Truist Financial Corporation4,637US$231K0.11%
Welltower Inc.1,000US$227K0.11%
Meta Platforms, Inc.397US$224K0.11%
Republic Bancorp, Inc.2,457US$222K0.10%
T-mobile Us, Inc.1,323US$222K0.10%
3m Company1,370US$222K0.10%
Costco Wholesale Corporation237US$222K0.10%
Berkshire Hathaway Inc.443US$222K0.10%
Stock Yards Bancorp, Inc.2,762US$211K0.10%
Brown Forman Inc7,888US$210K0.10%
First Merchants Corporation4,675US$204K0.10%
Intel Corporation1,439US$201K0.09%
Nvidia Corporation1,000US$200K0.09%
The Vita Coco Company, Inc.0US$00.00%
Cbre Group Inc0US$00.00%

Every holding of Legacy Financial Independent Advisors LLC

Source

View original at SEC

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