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CIK: 0002131510
Total reported value
$212.6M
$212.6M
113 檔
19.2%
At the close of Q1 2026, Legacy Financial Independent Advisors LLC disclosed equity holdings valued at approximately $212.6M, spread across 113 reported holdings.
During Q1 2026, Legacy Financial Independent Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AMLP, GSGO, IBM) accounted for 19.2% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMLP | Alerian Mlp ETF | ETF-Other | 6.64% | -0.62% | — | |
| 2 | GSGO | Gldmn Schs Grwth Oprtnty ETF | ETF-Other | 4.48% | +0.44% | — | |
| 3 | IBM | Intl Business Machines CORP | Stock-Tech | 3.53% | -2.78% | — | |
| 4 | DUK | Duke Energy CORP | Stock-Utilities | 3.29% | -1.81% | — | |
| 5 | SO | Southern Co/the | Stock-Utilities | 3.24% | -1.77% | — | |
| 6 | AEP | American Electric Power | Stock-Utilities | 3.10% | -0.61% | — | |
| 7 | SPG | Simon Property Group Inc | Stock-Real Estate | 2.84% | +0.28% | — | |
| 8 | WCMI | Ft Wcm International ETF | ETF-Other | 2.80% | -0.02% | — | |
| 9 | PPL | Ppl CORP | Stock-Utilities | 2.72% | -0.37% | — | |
| 10 | IG | Prin Invest Grad CORP Etf-ui | ETF-Other | 2.57% | -0.20% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.46% | +0.30% | — | |
| 12 | ED | Consolidated Edison Inc | Stock-Utilities | 2.31% | -0.26% | — | |
| 13 | WM | Waste Management Inc | Stock-Industrials | 2.23% | -0.04% | — | |
| 14 | AEE | Ameren Corporation | Stock-Utilities | 2.16% | -0.38% | — | |
| 15 | CDNS | Cadence Design Sys Inc | Stock-Tech | 2.16% | -1.30% | — | |
| 16 | MCK | Mckesson CORP | Stock-Healthcare | 2.14% | -0.93% | — | |
| 17 | AXP | American Express Co | Stock-Financials | 2.14% | — | — | |
| 18 | COF | Capital One Financial CORP | Stock-Financials | 2.08% | -0.99% | — | |
| 19 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 2.05% | -0.12% | — | |
| 20 | PSA | Public Storage | Stock-Real Estate | 2.01% | +0.19% | — | |
| 21 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.92% | +0.18% | — | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.84% | -0.01% | — | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 1.76% | -1.76% | EXIT | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.64% | -0.48% | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.53% | -1.42% | — | |
| 26 | VBF | Invesco Bond Fund | Stock-Other | 1.49% | -0.26% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | -0.88% | — | |
| 28 | NRG | Nrg Energy Inc | Stock-Utilities | 1.30% | -0.94% | — | |
| 29 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.28% | +0.62% | — | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.25% | -0.30% | — | |
| 31 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.22% | -1.22% | EXIT | |
| 32 | XEVTX | Eaton Vance Tax-adv Dvd Inc | Stock-Other | 1.16% | +0.52% | — | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 1.09% | +0.36% | — | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.89% | +2.55% | — | |
| 35 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.85% | +0.81% | — | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.82% | +0.59% | — | |
| 37 | WSBC | Wesbanco Inc | Stock-Other | 0.76% | +0.01% | — | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | +0.16% | — | |
| 39 | EIPI | Ft Energy Income ETF | ETF-Other | 0.72% | -0.16% | — | |
| 40 | D | Dominion Energy Inc | Stock-Utilities | 0.70% | -0.40% | — | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | -0.01% | — | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.20% | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | +0.24% | — | |
| 44 | PNC | Pnc Financial Services Group | Stock-Financials | 0.58% | +0.04% | — | |
| 45 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 0.57% | -0.08% | — | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.56% | -0.03% | — | |
| 47 | PLD | Prologis Inc | Stock-Real Estate | 0.54% | -0.09% | — | |
| 48 | BTSG | Brightspring Health Services | Stock-Other | 0.53% | +0.27% | — | |
| 49 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.44% | +0.17% | — | |
| 50 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.43% | -0.03% | — |
According to official SEC Form 13F filings, Legacy Financial Independent Advisors LLC reported a total U.S. public equity portfolio value of $212.6M across 113 disclosed positions in Q1 2026.
During Q1 2026, Legacy Financial Independent Advisors LLC's top holdings by market value included AMLP (6.6%)、GSGO (4.5%)、IBM (3.5%). The largest single position, AMLP, represented 6.6% of total portfolio value.
In Q1 2026, Legacy Financial Independent Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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