Legacy Financial Advisors, Inc.

13F filer · CIK 0001730810

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$820MU.S. long equity reported on 13F

Positions37642 new · 18 closed

Net flow last quarter+$11.8MBuys minus sells

Top 10 positions weight19.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 2026376 positions
FRDMFreedom Environmental Services, Inc.	$28.8M	3.51%	Not reported	+2.0%	Q1 2026
AAPLApple Inc.	$26.1M	3.18%	0.00%	+6.5%	Q4 2017
NVDANvidia Corp	$24.6M	3.00%	0.00%	+0.2%	Q4 2017
MSFTMicrosoft Corp	$14.6M	1.78%	0.00%	+11.7%	Q4 2017
GOOGLAlphabet Inc.	$12.8M	1.56%	0.00%	+3.9%	Q4 2017
PGPROCTER & GAMBLE Co	$12.1M	1.47%	0.00%	-5.2%	Q4 2017
AMZNAmazon Com Inc	$12M	1.46%	0.00%	+8.0%	Q4 2017
JPMJPMorgan Chase & Co	$11.5M	1.40%	0.00%	+3.2%	Q4 2017
GOOGAlphabet Inc.	$10.8M	1.31%	Not reported	+4.8%	Q4 2017
MUMicron Technology Inc	$8.35M	1.02%	0.00%	-23.0%	Q4 2017
AVGOBroadcom Inc.	$7.85M	0.96%	0.00%	+7.5%	Q4 2017
TSLATesla, Inc.	$7.09M	0.86%	0.00%	+5.2%	Q4 2017
METAMeta Platforms, Inc.	$6.25M	0.76%	Not reported	-3.4%	Q4 2017
AMDAdvanced Micro Devices Inc	$6M	0.73%	0.00%	+6.6%	Q2 2018
INTCIntel Corp	$5.12M	0.62%	0.00%	+19.9%	Q4 2017
AMATApplied Materials Inc	$4.93M	0.60%	0.00%	+1.7%	Q4 2017
VVisa Inc.	$4.71M	0.57%	0.00%	+3.0%	Q4 2017
LRCXLam Research Corp	$4.17M	0.51%	0.00%	+4.6%	Q4 2017
LLYELI LILLY & Co	$4.12M	0.50%	0.00%	+8.0%	Q4 2017
PNCPNC Financial Services Group, Inc.	$4M	0.49%	0.00%	+1.4%	Q4 2017
BRK.BBerkshire Hathaway Inc	$3.97M	0.48%	Not reported	+4.0%	Q4 2017
JNJJohnson & Johnson	$3.92M	0.48%	0.00%	+2.0%	Q4 2017
CSCOCisco Systems, Inc.	$3.83M	0.47%	0.00%	+1.3%	Q4 2017
MRKMerck & Co., Inc.	$3.72M	0.45%	0.00%	+3.0%	Q4 2017
WMTWalmart Inc.	$3.56M	0.43%	0.00%	0.0%	Q4 2017
FITBFifth Third Bancorp	$3.46M	0.42%	0.01%	-14.1%	Q4 2017
XOMExxonMobil Holdings Corp	$3.37M	0.41%	0.00%	+3.7%	Q4 2017
NFLXNetflix Inc	$3.24M	0.40%	0.00%	-10.1%	Q4 2017
ORCLOracle Corp	$3.23M	0.39%	0.00%	+8.9%	Q4 2017
BACBank of America Corp	$3.22M	0.39%	0.00%	+3.1%	Q4 2017
CATCaterpillar Inc	$3.13M	0.38%	0.00%	+5.1%	Q4 2017
GEGeneral Electric Co	$3.04M	0.37%	0.00%	+1.2%	Q3 2021
GEVGE Vernova Inc.	$3.03M	0.37%	0.00%	+1.6%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$2.82M	0.34%	Not reported	-6.6%	Q4 2017
EMXCEmax Holdings Corp	$2.69M	0.33%	Not reported	-12.9%	Q4 2022
CCitigroup Inc	$2.61M	0.32%	0.00%	-2.0%	Q4 2017
CVXChevron Corp	$2.57M	0.31%	0.00%	+8.9%	Q4 2017
ABBVAbbVie Inc.	$2.51M	0.31%	0.00%	+9.8%	Q4 2017
KLACKla Corp	$2.43M	0.30%	0.00%	+6.7%	Q4 2017
KOCoca Cola Co	$2.3M	0.28%	0.00%	+1.6%	Q4 2017
BABoeing Co	$2.3M	0.28%	0.00%	+3.9%	Q4 2017
HDHome Depot, Inc.	$2.29M	0.28%	0.00%	+11.4%	Q4 2017
USBUS Bancorp \de\	$2.2M	0.27%	0.00%	+1.0%	Q4 2017
HLMNHillman Solutions Corp.	$2.13M	0.26%	0.13%	Not reported	Q1 2022
UNPUnion Pacific Corp	$2.1M	0.26%	0.00%	+5.4%	Q4 2017
CRMSalesforce, Inc.	$2.06M	0.25%	0.00%	+15.3%	Q4 2017
WFCWells Fargo & Company	$2.05M	0.25%	0.00%	+13.0%	Q4 2017
MAMastercard Inc	$2.01M	0.25%	0.00%	+3.9%	Q4 2017
IBMInternational Business Machines Corp	$1.93M	0.23%	0.00%	+7.6%	Q4 2017
PANWPalo Alto Networks Inc	$1.89M	0.23%	0.00%	+60.9%	Q4 2017

Q1 2026Reported Apr 30, 2026350 positions
AAPLApple Inc.	$21.5M	3.00%	0.00%	-1.7%	Q4 2017
NVDANvidia Corp	$21.4M	2.99%	0.00%	+7.4%	Q4 2017
FRDMFreedom Environmental Services, Inc.	$21.1M	2.96%	Not reported	New	Q1 2026
MSFTMicrosoft Corp	$13M	1.82%	0.00%	-0.2%	Q4 2017
PGPROCTER & GAMBLE Co	$12.5M	1.75%	0.00%	+6.2%	Q4 2017
JPMJPMorgan Chase & Co	$9.97M	1.39%	0.00%	+1.0%	Q4 2017
GOOGLAlphabet Inc.	$9.92M	1.39%	0.00%	+0.4%	Q4 2017
AMZNAmazon Com Inc	$9.7M	1.36%	0.00%	-1.3%	Q4 2017
GOOGAlphabet Inc.	$8.35M	1.17%	Not reported	+0.6%	Q4 2017
METAMeta Platforms, Inc.	$6.58M	0.92%	Not reported	+4.6%	Q4 2017
AVGOBroadcom Inc.	$5.99M	0.84%	0.00%	+3.0%	Q4 2017
TSLATesla, Inc.	$5.95M	0.83%	0.00%	-0.4%	Q4 2017
NFLXNetflix Inc	$4.86M	0.68%	0.00%	+26.3%	Q4 2017
XOMExxonMobil Holdings Corp	$4.04M	0.56%	0.00%	+2.5%	Q4 2017
VVisa Inc.	$4.03M	0.56%	0.00%	+3.2%	Q4 2017
WMTWalmart Inc.	$3.91M	0.55%	0.00%	+1.6%	Q4 2017
JNJJohnson & Johnson	$3.7M	0.52%	0.00%	+5.3%	Q4 2017
BRK.BBerkshire Hathaway Inc	$3.65M	0.51%	Not reported	+1.8%	Q4 2017
MRKMerck & Co., Inc.	$3.38M	0.47%	0.00%	-1.9%	Q4 2017
PNCPNC Financial Services Group, Inc.	$3.33M	0.47%	0.00%	+0.9%	Q4 2017
FITBFifth Third Bancorp	$3.32M	0.46%	0.01%	+1.0%	Q4 2017
MUMicron Technology Inc	$3.17M	0.44%	0.00%	+9.7%	Q4 2017
ORCLOracle Corp	$2.97M	0.42%	0.00%	+6.5%	Q4 2017
CVXChevron Corp	$2.94M	0.41%	0.00%	+2.4%	Q4 2017
LLYELI LILLY & Co	$2.93M	0.41%	0.00%	+1.1%	Q4 2017
BACBank of America Corp	$2.67M	0.37%	0.00%	-4.4%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$2.63M	0.37%	Not reported	-20.7%	Q4 2017
CSCOCisco Systems, Inc.	$2.5M	0.35%	0.00%	+12.5%	Q4 2017
EMXCEmax Holdings Corp	$2.38M	0.33%	Not reported	-41.3%	Q4 2022
COPConocophillips	$2.36M	0.33%	0.00%	-11.6%	Q4 2017
AMATApplied Materials Inc	$2.29M	0.32%	0.00%	+19.7%	Q4 2017
GEGeneral Electric Co	$2.28M	0.32%	0.00%	+5.2%	Q3 2021
GEVGE Vernova Inc.	$2.21M	0.31%	0.00%	+8.7%	Q2 2024
CCitigroup Inc	$2.16M	0.30%	0.00%	+0.7%	Q4 2017
PLTRPalantir Technologies Inc.	$2.14M	0.30%	0.00%	+1.1%	Q2 2024
CRMSalesforce, Inc.	$2.12M	0.30%	0.00%	-3.6%	Q4 2017
KOCoca Cola Co	$2.12M	0.30%	0.00%	+2.2%	Q4 2017
HLMNHillman Solutions Corp.	$2.1M	0.29%	0.13%	Not reported	Q1 2022
BABoeing Co	$2.03M	0.28%	0.00%	+1.4%	Q4 2017
CATCaterpillar Inc	$1.98M	0.28%	0.00%	+1.8%	Q4 2017
ABBVAbbVie Inc.	$1.98M	0.28%	0.00%	-0.6%	Q4 2017
AMDAdvanced Micro Devices Inc	$1.97M	0.28%	0.00%	+21.8%	Q2 2018
LRCXLam Research Corp	$1.96M	0.27%	0.00%	+28.3%	Q4 2017
HDHome Depot, Inc.	$1.91M	0.27%	0.00%	-1.8%	Q4 2017
COSTCostco Wholesale Corp	$1.9M	0.27%	0.00%	+12.0%	Q4 2017
MAMastercard Inc	$1.89M	0.26%	0.00%	-0.7%	Q4 2017
USBUS Bancorp \de\	$1.88M	0.26%	0.00%	+5.3%	Q4 2017
MCDMcdonalds Corp	$1.8M	0.25%	0.00%	+5.3%	Q4 2017
TJXTJX Companies Inc	$1.78M	0.25%	0.00%	+5.4%	Q4 2017
UNPUnion Pacific Corp	$1.78M	0.25%	0.00%	+3.8%	Q4 2017

Q4 2025Reported Feb 4, 2026332 positions
AAPLApple Inc.	$23.4M	3.24%	0.00%	Not reported	Q4 2017
NVDANvidia Corp	$21.3M	2.95%	0.00%	Not reported	Q4 2017
MSFTMicrosoft Corp	$17M	2.35%	0.00%	Not reported	Q4 2017
PGPROCTER & GAMBLE Co	$11.7M	1.62%	0.00%	Not reported	Q4 2017
AMZNAmazon Com Inc	$10.9M	1.51%	0.00%	Not reported	Q4 2017
JPMJPMorgan Chase & Co	$10.8M	1.50%	0.00%	Not reported	Q4 2017
GOOGLAlphabet Inc.	$10.8M	1.49%	0.00%	Not reported	Q4 2017
GOOGAlphabet Inc.	$9.08M	1.26%	Not reported	Not reported	Q4 2017
METAMeta Platforms, Inc.	$7.25M	1.00%	Not reported	Not reported	Q4 2017
TSLATesla, Inc.	$7.23M	1.00%	0.00%	Not reported	Q4 2017
AVGOBroadcom Inc.	$6.5M	0.90%	0.00%	Not reported	Q4 2017
VVisa Inc.	$4.53M	0.63%	0.00%	Not reported	Q4 2017
BRK.BBerkshire Hathaway Inc	$3.77M	0.52%	Not reported	Not reported	Q4 2017
NFLXNetflix Inc	$3.75M	0.52%	0.00%	Not reported	Q4 2017
EMXCEmax Holdings Corp	$3.74M	0.52%	Not reported	Not reported	Q4 2022
ORCLOracle Corp	$3.7M	0.51%	0.00%	Not reported	Q4 2017
SPYSPDR S&P 500 ETF Trust	$3.47M	0.48%	Not reported	Not reported	Q4 2017
WMTWalmart Inc.	$3.45M	0.48%	0.00%	Not reported	Q4 2017
LLYELI LILLY & Co	$3.38M	0.47%	0.00%	Not reported	Q4 2017
PNCPNC Financial Services Group, Inc.	$3.31M	0.46%	0.00%	Not reported	Q4 2017
FITBFifth Third Bancorp	$3.31M	0.46%	0.01%	Not reported	Q4 2017
BACBank of America Corp	$3.15M	0.44%	0.00%	Not reported	Q4 2017
CRMSalesforce, Inc.	$3.13M	0.43%	0.00%	Not reported	Q4 2017
MRKMerck & Co., Inc.	$3.02M	0.42%	0.00%	Not reported	Q4 2017
JNJJohnson & Johnson	$2.98M	0.41%	0.00%	Not reported	Q4 2017
XOMExxonMobil Holdings Corp	$2.79M	0.39%	0.00%	Not reported	Q4 2017
PLTRPalantir Technologies Inc.	$2.57M	0.36%	0.00%	Not reported	Q2 2024
MUMicron Technology Inc	$2.44M	0.34%	0.00%	Not reported	Q4 2017
GEGeneral Electric Co	$2.35M	0.33%	0.00%	Not reported	Q3 2021
COFCapital One Financial Corp	$2.34M	0.32%	0.00%	Not reported	Q4 2017
CCitigroup Inc	$2.21M	0.31%	0.00%	Not reported	Q4 2017
CSCOCisco Systems, Inc.	$2.2M	0.30%	0.00%	Not reported	Q4 2017
HLMNHillman Solutions Corp.	$2.19M	0.30%	0.13%	Not reported	Q1 2022
BABoeing Co	$2.19M	0.30%	0.00%	Not reported	Q4 2017
MAMastercard Inc	$2.17M	0.30%	0.00%	Not reported	Q4 2017
WFCWells Fargo & Company	$2.13M	0.29%	0.00%	Not reported	Q4 2017
CVXChevron Corp	$2.11M	0.29%	0.00%	Not reported	Q4 2017
ABBVAbbVie Inc.	$2.09M	0.29%	0.00%	Not reported	Q4 2017
HDHome Depot, Inc.	$2.04M	0.28%	0.00%	Not reported	Q4 2017
NOWServiceNow, Inc.	$1.94M	0.27%	0.00%	Not reported	Q4 2021
KOCoca Cola Co	$1.9M	0.26%	0.00%	Not reported	Q4 2017
COPConocophillips	$1.9M	0.26%	0.00%	Not reported	Q4 2017
SHOPShopify Inc.	$1.88M	0.26%	0.00%	Not reported	Q1 2023
USBUS Bancorp \de\	$1.83M	0.25%	0.00%	Not reported	Q4 2017
AMDAdvanced Micro Devices Inc	$1.7M	0.24%	0.00%	Not reported	Q2 2018
MCDMcdonalds Corp	$1.68M	0.23%	0.00%	Not reported	Q4 2017
IBMInternational Business Machines Corp	$1.68M	0.23%	0.00%	Not reported	Q4 2017
PMPhilip Morris International Inc.	$1.64M	0.23%	0.00%	Not reported	Q4 2017
UNPUnion Pacific Corp	$1.63M	0.23%	0.00%	Not reported	Q4 2017
DISWalt Disney Co	$1.63M	0.22%	0.00%	Not reported	Q4 2017

Q2 2025Reported Aug 7, 2025290 positions
NVDANvidia Corp	$17.5M	2.74%	0.00%	+9.0%	Q4 2017
MSFTMicrosoft Corp	$17.5M	2.74%	0.00%	+2.8%	Q4 2017
AAPLApple Inc.	$15.8M	2.46%	0.00%	-7.0%	Q4 2017
PGPROCTER & GAMBLE Co	$12.1M	1.88%	0.00%	-5.4%	Q4 2017
JPMJPMorgan Chase & Co	$9.94M	1.55%	0.00%	-9.7%	Q4 2017
AMZNAmazon Com Inc	$9.5M	1.48%	0.00%	+11.1%	Q4 2017
METAMeta Platforms, Inc.	$8.3M	1.30%	Not reported	-0.3%	Q4 2017
GOOGLAlphabet Inc.	$6.21M	0.97%	0.00%	+28.5%	Q4 2017
NFLXNetflix Inc	$5.55M	0.87%	0.00%	-0.7%	Q4 2017
TSLATesla, Inc.	$5.47M	0.85%	0.00%	+9.1%	Q4 2017
VVisa Inc.	$4.86M	0.76%	0.00%	+0.8%	Q4 2017
GOOGAlphabet Inc.	$4.62M	0.72%	Not reported	+3.6%	Q4 2017
AVGOBroadcom Inc.	$4.59M	0.72%	0.00%	+11.7%	Q4 2017
ORCLOracle Corp	$4.18M	0.65%	0.00%	-0.4%	Q4 2017
EMXCEmax Holdings Corp	$3.58M	0.56%	Not reported	-3.9%	Q4 2022
BRK.BBerkshire Hathaway Inc	$3.3M	0.52%	Not reported	+0.2%	Q4 2017
PNCPNC Financial Services Group, Inc.	$3.01M	0.47%	0.00%	+0.2%	Q4 2017
BACBank of America Corp	$2.96M	0.46%	0.00%	+60.6%	Q4 2017
FITBFifth Third Bancorp	$2.91M	0.45%	0.01%	-0.6%	Q4 2017
XOMExxonMobil Holdings Corp	$2.51M	0.39%	0.00%	-20.0%	Q4 2017
WMTWalmart Inc.	$2.49M	0.39%	0.00%	+2.8%	Q4 2017
LLYELI LILLY & Co	$2.47M	0.39%	0.00%	+4.3%	Q4 2017
IBMInternational Business Machines Corp	$2.39M	0.37%	0.00%	+1.6%	Q4 2017
HDHome Depot, Inc.	$2.35M	0.37%	0.00%	-16.9%	Q4 2017
PLTRPalantir Technologies Inc.	$2.28M	0.36%	0.00%	-20.1%	Q2 2024
CRMSalesforce, Inc.	$2.25M	0.35%	0.00%	+27.9%	Q4 2017
BABoeing Co	$2.16M	0.34%	0.00%	+4.9%	Q4 2017
WFCWells Fargo & Company	$2.14M	0.33%	0.00%	+45.8%	Q4 2017
MAMastercard Inc	$2.11M	0.33%	0.00%	-0.6%	Q4 2017
KOCoca Cola Co	$1.99M	0.31%	0.00%	+3.3%	Q4 2017
JNJJohnson & Johnson	$1.98M	0.31%	0.00%	-29.3%	Q4 2017
GEGeneral Electric Co	$1.88M	0.29%	0.00%	+2.8%	Q3 2021
HLMNHillman Solutions Corp.	$1.8M	0.28%	0.13%	+124.4%	Q1 2022
CSCOCisco Systems, Inc.	$1.8M	0.28%	0.00%	-32.2%	Q4 2017
PMPhilip Morris International Inc.	$1.8M	0.28%	0.00%	+6.1%	Q4 2017
COSTCostco Wholesale Corp	$1.77M	0.28%	0.00%	+3.1%	Q4 2017
ABBVAbbVie Inc.	$1.76M	0.27%	0.00%	-4.1%	Q4 2017
SCHWSchwab Charles Corp	$1.7M	0.27%	0.00%	+154.7%	Q4 2017
NKENIKE, Inc.	$1.68M	0.26%	0.00%	+57.2%	Q4 2017
DISWalt Disney Co	$1.67M	0.26%	0.00%	+3.4%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$1.66M	0.26%	Not reported	-4.8%	Q4 2017
COFCapital One Financial Corp	$1.66M	0.26%	0.00%	+145.4%	Q4 2017
MRKMerck & Co., Inc.	$1.63M	0.25%	0.00%	+150.9%	Q4 2017
CTASCintas Corp	$1.61M	0.25%	0.00%	+0.7%	Q4 2017
CCitigroup Inc	$1.6M	0.25%	0.00%	+264.2%	Q4 2017
MCDMcdonalds Corp	$1.54M	0.24%	0.00%	-3.2%	Q4 2017
CMCSAComcast Corp	$1.52M	0.24%	0.00%	-6.4%	Q4 2017
SNASnap-on Inc	$1.51M	0.24%	0.01%	-17.0%	Q4 2017
ABTAbbott Laboratories	$1.5M	0.23%	0.00%	+6.4%	Q4 2017
COPConocophillips	$1.47M	0.23%	0.00%	+180.4%	Q4 2017

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