Legacy Financial Independent Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Legacy Financial Independent Advisors LLC reported 113 stock positions worth $192.2 million. Its top holding was Alerian MLP ETF (AMLP) at 6.6% of the portfolio, followed by Gldmn SCHS Grwth Oprtnty ETF (GSGO, 4.5%) and Intl Business Machines (IBM, 3.5%).
- Most Recent 13F
- Q2 2026
- Location
- LOUISVILLE, KY
- CIK
- 0002131510
- Portfolio Value
- $192.2M (Q1 2026)
- SEC Filing
- 0002131510-26-000001 ↗ filed May 5, 2026
Holdings Value
Holdings 113 stocks · $192.2M
| AMLP Alerian MLP ETF | 6.64% | 242,427 | $12.8M | — |
| GSGO Gldmn SCHS Grwth Oprtnty ETF | 4.48% | 235,715 | $8.6M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.53% | 27,961 | $6.8M | — |
| DUK Duke Energy Corp. | 3.29% | 48,292 | $6.3M | — |
| SO The Southern Co. | 3.24% | 64,522 | $6.2M | — |
| AEP American Electric Power | 3.10% | 45,458 | $6.0M | — |
| SPG Simon Property Group Inc. | 2.84% | 29,236 | $5.5M | — |
| WCMI FT WCM International ETF | 2.80% | 321,391 | $5.4M | — |
| PPL PPL Corp. | 2.72% | 137,029 | $5.2M | — |
| IG Prin Invest Grad Corp. ETF-Ui | 2.57% | 239,466 | $4.9M | — |
| MSFT Microsoft Corp. | 2.46% | 12,787 | $4.7M | — |
| ED Consolidated Edison Inc. | 2.31% | 39,233 | $4.4M | — |
| WM Waste Management Inc. | 2.23% | 18,676 | $4.3M | — |
| AEE Ameren Corporation | 2.16% | 37,778 | $4.2M | — |
| CDNS Cadence Design SYS Inc. | 2.16% | 14,930 | $4.1M | — |
| MCK McKesson Corp. | 2.14% | 4,763 | $4.1M | — |
| AXP American Express Co. | 2.14% | 13,624 | $4.1M | — |
| COF Capital One Financial Corp. | 2.08% | 21,914 | $4.0M | — |
| HYLS FT Tactical High Yield ETF | 2.05% | 96,902 | $3.9M | — |
| PSA Public Storage | 2.01% | 14,271 | $3.9M | — |
| MAA Mid-America Apartment Comm | 1.92% | 30,211 | $3.7M | — |
| LLY Eli Lilly & Co. | 1.84% | 3,849 | $3.5M | — |
| ORCL Oracle Corp. | 1.76% | 22,953 | $3.4M | — |
| CVX Chevron Corp. | 1.64% | 15,206 | $3.1M | — |
| META Meta Platforms Inc. Class A | 1.53% | 5,133 | $2.9M | — |
| VBF Invesco Bond Fund | 1.49% | 190,361 | $2.9M | — |
| AMZN Amazon.com Inc. | 1.48% | 13,636 | $2.8M | — |
| NRG NRG Energy Inc. | 1.30% | 17,091 | $2.5M | — |
| MAR Marriott International Class A | 1.28% | 7,543 | $2.5M | — |
| LMT Lockheed Martin Corp. | 1.25% | 3,971 | $2.4M | — |
| TTWO Take-Two Interactive Softwre | 1.22% | 11,847 | $2.3M | — |
| XEVTX Eaton Vance Tax-Adv DVD Inc. | 1.16% | 90,783 | $2.2M | — |
| CAT Caterpillar Inc. | 1.09% | 2,945 | $2.1M | — |
| AAPL Apple Inc. | 0.89% | 6,773 | $1.7M | — |
| MNST Monster Beverage Corp. | 0.85% | 22,536 | $1.6M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.82% | 4,043 | $1.6M | — |
| WSBC Wesbanco Inc. | 0.76% | 42,624 | $1.5M | — |
| ABBV Abbvie Inc. | 0.73% | 6,420 | $1.4M | — |
| EIPI FT Energy Income ETF | 0.72% | 61,316 | $1.4M | — |
| D Dominion Energy Inc. | 0.70% | 21,850 | $1.4M | — |
| JPM JPMorgan Chase & Co. | 0.67% | 4,409 | $1.3M | — |
| XOM Exxon Mobil Corp. | 0.64% | 7,243 | $1.2M | — |
| WMT Walmart Inc. | 0.58% | 8,937 | $1.1M | — |
| PNC PNC Financial Services Group | 0.58% | 5,335 | $1.1M | — |
| CHDN Churchill Downs Inc. | 0.57% | 12,292 | $1.1M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.56% | 11,237 | $1.1M | — |
| PLD Prologis Inc. | 0.54% | 7,893 | $1.0M | — |
| BTSG Brightspring Health Services | 0.53% | 24,018 | $1.0M | — |
| FIX Comfort Systems USA Inc. | 0.44% | 619 | $854K | — |
| STRL Sterling Infrastructure Inc. | 0.43% | 2,046 | $833K | — |
| JNJ Johnson & Johnson | 0.40% | 3,184 | $778K | — |
| GE General Electric filed as GE AEROSPACE | 0.40% | 2,697 | $765K | — |
| CSX CSX Corp. | 0.40% | 18,627 | $765K | — |
| TXRH Texas Roadhouse Inc. | 0.36% | 4,249 | $702K | — |
| CLS Celestica Inc. | 0.36% | 2,451 | $690K | — |
| VNQ Vanguard Real Estate ETF | 0.35% | 7,660 | $679K | — |
| LHX L3HARRIS Technologies Inc. | 0.35% | 1,959 | $676K | — |
| CCJ Cameco Corp. | 0.33% | 5,893 | $640K | — |
| JBL Jabil Inc. | 0.33% | 2,361 | $627K | — |
| VTR Ventas Inc. | 0.33% | 7,644 | $625K | — |
| CWB SS SPDR BB Conv Sec ETF | 0.31% | 6,536 | $598K | — |
| PLTR Palantir Technologies Inc. Class A | 0.30% | 3,954 | $578K | — |
| HUBB Hubbell Inc. | 0.30% | 1,165 | $572K | — |
| AER Aercap Holdings NV | 0.28% | 3,860 | $530K | — |
| PG The Procter & Gamble Co. | 0.27% | 3,635 | $525K | — |
| TIP iShares Tips Bond ETF | 0.26% | 4,570 | $504K | — |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.26% | 381 | $503K | — |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.26% | 8,486 | $502K | — |
| DOC Healthpeak Properties Inc. | 0.26% | 30,547 | $502K | — |
| XFRAX BlackRock Fltng RT Inc. Strat | 0.26% | 45,045 | $496K | — |
| CEG Constellation Energy | 0.25% | 1,718 | $480K | — |
| DKNG Draftkings Inc. Class A | 0.24% | 21,768 | $471K | — |
| WMB Williams Cos Inc. | 0.24% | 6,315 | $460K | — |
| SABA Saba Capital Income & Opp II | 0.22% | 50,341 | $419K | — |
| XLK SS Technology Select Sector | 0.22% | 3,130 | $416K | — |
| JCI Johnson Controls Internation | 0.21% | 3,017 | $395K | — |
| UPS United Parcel Service Class B | 0.20% | 3,853 | $379K | — |
| T AT&T Inc. | 0.19% | 12,895 | $374K | — |
| TSLA Tesla Inc. | 0.19% | 981 | $365K | — |
| KYIV Kyivstar Group Ltd. | 0.19% | 35,220 | $356K | — |
| YUM Yum! Brands Inc. | 0.18% | 2,250 | $350K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.18% | 7,150 | $344K | — |
| MO Altria Group Inc. | 0.18% | 5,200 | $343K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 518 | $337K | — |
| LNG Cheniere Energy Inc. | 0.17% | 1,171 | $332K | — |
| GS Goldman Sachs Group Inc. | 0.17% | 384 | $325K | — |
| EVR Evercore Inc. Class A | 0.17% | 1,084 | $324K | — |
| MCD McDonald's Corp. | 0.17% | 1,037 | $322K | — |
| ALNT Allient Inc. | 0.16% | 5,282 | $312K | — |
| CBRE CBRE Group Inc. Class A | 0.16% | 2,272 | $308K | — |
| DG Dollar General Corp. | 0.15% | 2,490 | $296K | — |
| GLD SPDR Gold Shares | 0.15% | 677 | $291K | — |
| TMUS T-Mobile US Inc. | 0.15% | 1,349 | $283K | — |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.15% | 19,457 | $280K | — |
| PEP Pepsico Inc. | 0.14% | 1,764 | $274K | — |
| KO The Coca-Cola Co. | 0.14% | 3,589 | $273K | — |
| COCO The Vita Coco Co. Inc. | 0.14% | 5,627 | $270K | — |
| XLI SS Industrial Select Sector | 0.14% | 1,634 | $264K | — |
| TEL Te Connectivity PLC | 0.14% | 1,250 | $261K | — |
| EBAY eBay Inc. | 0.13% | 2,777 | $253K | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.