Legacy Financial Advisors, Inc. ETF holdings
Covington, KY
Reported $360.9M in 72 ETFs in its Form 13F for June 30, 2026.
ETF value
$360.9M
ETFs held
72
Change from prior quarter
+13.0%
With price moves
ETFs as a share of its 13F
44.0%
of $820.4M
Top 10 of 72 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | $70.1M | 732,660 | +10,244 shares |
| DIVI | Franklin International Core Dividend Tilt Index ETF | $36.8M | 860,443 | +7,769 shares |
| FRDM | Freedom 100 Emerging Markets ETF | $28.8M | 394,487 | +7,781 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $27.0M | 164,319 | −4,952 shares |
| WTV | WisdomTree U.S. Value Fund | $23.1M | 226,780 | +1,153 shares |
| QGRW | Wisdomtree U.S. Quality Growth Fund | $22.2M | 336,730 | +3,388 shares |
| PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | $22.2M | 836,433 | +22,069 shares |
| GQI | Natixis Gateway Quality Income ETF | $12.7M | 214,000 | +4,301 shares |
| VFLO | Victoryshares Free Cash Flow ETF | $12.7M | 276,620 | +13,675 shares |
| JMUB | JPMorgan Municipal ETF | $11.7M | 230,771 | +5,051 shares |
62 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001730810. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Legacy Financial Advisors, Inc. own?
Legacy Financial Advisors, Inc. reported 72 ETF positions worth $360.9M in its Form 13F for June 30, 2026. The largest was DGRW, at $70.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.