Legacy Financial Advisors, Inc.
•CIK: 1730810•Filing: Q4 2025
**Legacy Financial Advisors, Inc.** manages $723M across a diversified portfolio of 389 positions. The strategy exhibits a notable tilt toward income and dividend-focused assets, highlighted by the top holdings in DGRW ($73.2M) and DIVI ($33.2M). Further allocations include significant exposure to core technology names such as AAPL ($23.4M), NVDA ($21.3M), and MSFT ($17.0M). This structure suggests a mandate balancing yield generation with exposure to established mega-cap growth leaders.
Total AUM
$722.9M
QoQ Performance
-0.4%
Positions
389
Top 10 Concentration
41.9%
Latest Filing
Q4 2025
Top Holdings Allocation
DGRW
DGRW10.1%
DIVI4.6%
ITOT3.7%
AAPL3.2%
NVDA3.0%
WTV2.9%
XC2.8%
PYLD2.8%
📈 Biggest Buys
📉 Biggest Sells
GQI
NATIXIS GATEWAY QUALITY INCOME ETF
-36.3%
1.8% of portfolio
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-5.4%
3.7% of portfolio
QGRW
WISDOMTREE U.S. QUALITY GROWTH FUND
-5.4%
2.7% of portfolio
DIVI
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
-1.4%
4.6% of portfolio
WFC
WELLS FARGO & CO COM
-17.6%
0.3% of portfolio
Sector Breakdown
Other62.6%
Technology17.4%
Financial6.1%
Consumer5.2%
Healthcare2.9%
Industrial1.8%
ETF1.1%
Communication1.1%
🚪 Exited Positionssold since Q3 2025
+216 more exited positions
Changes from Q3 2025
NEW5 new positions
↑107 increased
↓85 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023