Legacy Financial Independent Advisors LLC ETF holdings
Louisville, KY
Reported $49.8M in 18 ETFs in its Form 13F for June 30, 2026.
ETF value
$49.8M
ETFs held
18
Change from prior quarter
+21.4%
With price moves
ETFs as a share of its 13F
23.5%
of $212.6M
Top 10 of 18 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| AMLP | Alerian MLP ETF | $12.8M | 246,815 | +4,388 shares |
| GSGO | Goldman Sachs Growth Opportunities ETF | $10.5M | 232,435 | −3,280 shares |
| BNDX | Vanguard Total International Bond ETF | $6.3M | 130,734 | +123,584 shares |
| WCMI | First Trust WCM International Equity ETF | $5.9M | 301,672 | −19,719 shares |
| IG | Principal Investment Grade Corporate ETF | $5.0M | 243,672 | +4,206 shares |
| HYLS | First Trust Tactical High Yield ETF | $4.1M | 101,027 | +4,125 shares |
| EIPI | FT Energy Income Partners Enhanced Income ETF | $1.2M | 54,170 | −7,146 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $822K | 4,313 | +1,183 shares |
| VNQ | Vanguard Real Estate ETF | $729K | 7,558 | −102 shares |
| TIP | iShares TIPS Bond ETF | $460K | 4,203 | −367 shares |
8 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) 0002131510. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Legacy Financial Independent Advisors LLC own?
Legacy Financial Independent Advisors LLC reported 18 ETF positions worth $49.8M in its Form 13F for June 30, 2026. The largest was AMLP, at $12.8M.
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.