LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC reported 124 positions worth $212.6M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: AMLP (6.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMLP | SH | $12.8M | 6.02% | 246,815 | — | — | |
| ▸ 2 | GSGO | SH | $10.5M | 4.92% | 232,435 | — | — | |
| ▸ 3 | AAPL | SH | $7.3M | 3.44% | 25,238 | — | — | |
| ▸ 4 | SPG | SH | $6.6M | 3.12% | 29,621 | — | — | |
| ▸ 5 | BNDX | SH | $6.3M | 2.98% | 130,734 | — | — | |
| ▸ 6 | WCMI | SH | $5.9M | 2.78% | 301,672 | — | — | |
| ▸ 7 | MSFT | SH | $5.9M | 2.76% | 15,743 | — | — | |
| ▸ 8 | ASML | SH | $5.7M | 2.70% | 2,880 | — | — | |
| ▸ 9 | AEP | SH | $5.3M | 2.50% | 38,757 | — | — | |
| ▸ 10 | IG | SH | $5.0M | 2.37% | 243,672 | — | — |
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Frequently Asked Questions
What stocks does LEGACY FINANCIAL INDEPENDENT ADVISORS LLC hold as of Q2 2026?
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC reported 124 positions worth $212.6M in its Q2 2026 13F filing. Largest positions: AMLP (6.0%), GSGO (4.9%), AAPL (3.4%), SPG (3.1%) and BNDX (3.0%).
What did LEGACY FINANCIAL INDEPENDENT ADVISORS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LEGACY FINANCIAL INDEPENDENT ADVISORS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.