Legacy Financial Independent Advisors LLC

13F filer · CIK 0002131510

Reported Aug 10, 2026

Net seller this quarter

13F portfolio value$213MU.S. long equity reported on 13F

Positions10920 new · 10 closed

Net flow last quarter-$3.03MBuys minus sells

Top 10 positions weight25.8%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 10, 2026109 positions
AAPLApple Inc.	$7.3M	3.44%	0.00%	+272.6%	Q1 2026
SPGSimon Property Group Inc.	$6.62M	3.12%	370.26%	+1.3%	Q1 2026
MSFTMicrosoft Corp	$5.87M	2.76%	0.00%	+23.1%	Q1 2026
ASMLAsml Holding NV	$5.73M	2.70%	0.00%	+655.9%	Q1 2026
AEPAmerican Electric Power Co Inc	$5.3M	2.49%	0.01%	-14.7%	Q1 2026
IGTeligent, Inc.	$5.04M	2.37%	0.26%	+1.8%	Q1 2026
PPLPPL Corp	$4.99M	2.35%	0.02%	+0.2%	Q1 2026
PSAPublic Storage	$4.67M	2.20%	0.01%	+2.9%	Q1 2026
WMWaste Management Inc	$4.66M	2.19%	0.01%	+11.9%	Q1 2026
AXPAmerican Express Co	$4.55M	2.14%	0.00%	-1.3%	Q1 2026
MAAMid America Apartment Communities Inc.	$4.47M	2.10%	0.03%	+6.5%	Q1 2026
EDConsolidated Edison Inc	$4.37M	2.05%	0.01%	+0.6%	Q1 2026
MARMarriott International Inc	$4.04M	1.90%	0.00%	+44.4%	Q1 2026
LLYELI LILLY & Co	$3.9M	1.83%	0.00%	-15.5%	Q1 2026
AEEAmeren Corp	$3.79M	1.78%	0.01%	-11.3%	Q1 2026
ROKRockwell Automation, Inc	$3.72M	1.75%	0.01%	New	Q2 2026
GOOGAlphabet Inc.	$3.72M	1.75%	Not reported	+1394.0%	Q1 2026
EVTEaton Vance Tax-Advantaged Dividend Income Fund	$3.57M	1.68%	Not reported	+41.9%	Q1 2026
MNSTMonster Beverage Corp	$3.52M	1.66%	0.00%	+62.5%	Q1 2026
DUKDuke Energy CORP	$3.14M	1.48%	0.00%	-48.7%	Q1 2026
SOSouthern Co	$3.13M	1.47%	0.00%	-49.4%	Q1 2026
CATCaterpillar Inc	$3.08M	1.45%	0.00%	-1.9%	Q1 2026
CRWDCrowdStrike Holdings, Inc.	$2.99M	1.41%	0.00%	-3.2%	Q1 2026
TKOTKO Group Holdings, Inc.	$2.73M	1.28%	Not reported	New	Q2 2026
VBFInvesco Bond Fund	$2.61M	1.23%	Not reported	-9.6%	Q1 2026
MCKMckesson Corp	$2.57M	1.21%	0.00%	-28.6%	Q1 2026
CVXChevron Corp	$2.46M	1.16%	0.00%	-2.3%	Q1 2026
MLMMartin Marietta Materials Inc	$2.45M	1.15%	0.01%	New	Q2 2026
COFCapital One Financial Corp	$2.31M	1.09%	0.00%	-47.4%	Q1 2026
LMTLockheed Martin Corp	$2.02M	0.95%	0.00%	Not reported	Q1 2026
ABBVAbbVie Inc.	$1.89M	0.89%	0.00%	+17.0%	Q1 2026
CDNSCadence Design Systems Inc	$1.83M	0.86%	0.00%	-67.4%	Q1 2026
WMTWalmart Inc.	$1.74M	0.82%	0.00%	+72.2%	Q1 2026
BTSGBrightSpring Health Services, Inc.	$1.71M	0.80%	0.01%	+1.9%	Q1 2026
WSBCWesbanco Inc	$1.63M	0.77%	0.04%	-1.9%	Q1 2026
GLWCorning Inc	$1.62M	0.76%	0.00%	New	Q2 2026
IBMInternational Business Machines Corp	$1.6M	0.75%	0.00%	-79.6%	Q1 2026
JPMJPMorgan Chase & Co	$1.4M	0.66%	0.00%	-2.8%	Q1 2026
PNCPNC Financial Services Group, Inc.	$1.31M	0.62%	0.00%	-0.4%	Q1 2026
FIXComfort Systems USA Inc	$1.29M	0.61%	0.00%	+5.2%	Q1 2026
AMZNAmazon Com Inc	$1.27M	0.60%	0.00%	-61.1%	Q1 2026
DISWalt Disney Co	$1.12M	0.53%	0.00%	+3.2%	Q1 2026
GEGeneral Electric Co	$1.05M	0.49%	0.00%	+4.0%	Q1 2026
CHDNChurchill Downs Inc	$1.04M	0.49%	0.02%	-5.5%	Q1 2026
JBLJabil Inc	$991K	0.47%	0.00%	+8.9%	Q1 2026
CLSCelestica Inc	$971K	0.46%	0.00%	+8.6%	Q1 2026
PLDPrologis, Inc.	$960K	0.45%	0.00%	-10.2%	Q1 2026
XOMExxonMobil Holdings Corp	$942K	0.44%	0.00%	-4.8%	Q1 2026
CRSCarpenter Technology Corp	$889K	0.42%	0.00%	New	Q2 2026
CSXCSX Corp	$875K	0.41%	0.00%	-1.2%	Q1 2026

Q1 2026Reported May 5, 202699 positions
IBMInternational Business Machines Corp	$6.78M	3.53%	0.00%	New	Q1 2026
DUKDuke Energy CORP	$6.32M	3.29%	0.01%	New	Q1 2026
SOSouthern Co	$6.23M	3.24%	0.01%	New	Q1 2026
AEPAmerican Electric Power Co Inc	$5.96M	3.10%	0.01%	New	Q1 2026
SPGSimon Property Group Inc.	$5.45M	2.84%	365.45%	New	Q1 2026
PPLPPL Corp	$5.23M	2.72%	0.02%	New	Q1 2026
IGTeligent, Inc.	$4.94M	2.57%	0.26%	New	Q1 2026
MSFTMicrosoft Corp	$4.73M	2.46%	0.00%	New	Q1 2026
EDConsolidated Edison Inc	$4.44M	2.31%	0.01%	New	Q1 2026
WMWaste Management Inc	$4.29M	2.23%	0.00%	New	Q1 2026
AEEAmeren Corp	$4.15M	2.16%	0.01%	New	Q1 2026
CDNSCadence Design Systems Inc	$4.15M	2.16%	0.01%	New	Q1 2026
MCKMckesson Corp	$4.12M	2.14%	0.00%	New	Q1 2026
AXPAmerican Express Co	$4.12M	2.14%	0.00%	New	Q1 2026
COFCapital One Financial Corp	$4M	2.08%	0.00%	New	Q1 2026
PSAPublic Storage	$3.87M	2.01%	0.01%	New	Q1 2026
MAAMid America Apartment Communities Inc.	$3.69M	1.92%	0.03%	New	Q1 2026
LLYELI LILLY & Co	$3.54M	1.84%	0.00%	New	Q1 2026
ORCLOracle Corp	$3.38M	1.76%	0.00%	New	Q1 2026
CVXChevron Corp	$3.15M	1.64%	0.00%	New	Q1 2026
METAMeta Platforms, Inc.	$2.94M	1.53%	Not reported	New	Q1 2026
VBFInvesco Bond Fund	$2.86M	1.49%	Not reported	New	Q1 2026
AMZNAmazon Com Inc	$2.84M	1.48%	0.00%	New	Q1 2026
NRGNRG Energy, Inc.	$2.5M	1.30%	0.01%	New	Q1 2026
MARMarriott International Inc	$2.47M	1.28%	0.00%	New	Q1 2026
LMTLockheed Martin Corp	$2.4M	1.25%	0.00%	New	Q1 2026
TTWOTake Two Interactive Software Inc	$2.34M	1.22%	0.01%	New	Q1 2026
EVTEaton Vance Tax-Advantaged Dividend Income Fund	$2.23M	1.16%	Not reported	New	Q1 2026
CATCaterpillar Inc	$2.09M	1.09%	0.00%	New	Q1 2026
AAPLApple Inc.	$1.72M	0.89%	0.00%	New	Q1 2026
MNSTMonster Beverage Corp	$1.63M	0.85%	0.00%	New	Q1 2026
CRWDCrowdStrike Holdings, Inc.	$1.58M	0.82%	0.00%	New	Q1 2026
WSBCWesbanco Inc	$1.47M	0.76%	0.04%	New	Q1 2026
ABBVAbbVie Inc.	$1.4M	0.73%	0.00%	New	Q1 2026
DDominion Energy, Inc	$1.35M	0.70%	0.00%	New	Q1 2026
JPMJPMorgan Chase & Co	$1.3M	0.67%	0.00%	New	Q1 2026
XOMExxonMobil Holdings Corp	$1.23M	0.64%	0.00%	New	Q1 2026
WMTWalmart Inc.	$1.11M	0.58%	0.00%	New	Q1 2026
PNCPNC Financial Services Group, Inc.	$1.11M	0.58%	0.00%	New	Q1 2026
CHDNChurchill Downs Inc	$1.1M	0.57%	0.02%	New	Q1 2026
DISWalt Disney Co	$1.08M	0.56%	0.00%	New	Q1 2026
PLDPrologis, Inc.	$1.04M	0.54%	0.00%	New	Q1 2026
BTSGBrightSpring Health Services, Inc.	$1.02M	0.53%	0.01%	New	Q1 2026
FIXComfort Systems USA Inc	$854K	0.44%	0.00%	New	Q1 2026
STRLSterling Infrastructure, Inc.	$833K	0.43%	0.01%	New	Q1 2026
JNJJohnson & Johnson	$778K	0.40%	0.00%	New	Q1 2026
GEGeneral Electric Co	$765K	0.40%	0.00%	New	Q1 2026
CSXCSX Corp	$765K	0.40%	0.00%	New	Q1 2026
TXRHTexas Roadhouse, Inc.	$702K	0.37%	0.01%	New	Q1 2026
CLSCelestica Inc	$690K	0.36%	0.00%	New	Q1 2026

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