What Legacy Financial Independent Advisors LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 2131510 · Filed Aug 10, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
ALERIAN MLP ETFALERIAN MLP | 246.8K | +1.8% | $12.8M | 6% |
GOLDMAN SACHS GROWTH OPPORTUNITIES ETFGROWT OPPOR ETF | 232.4K | New | $10.5M | 4.9% |
AAPLApple Inc. | 25.2K | +272.6% | $7.3M | 3.4% |
| 29.6K |
| +1.3% |
| $6.6M |
| 3.1% |
VANGUARD TOTAL INTERNATIONAL BOND ETFTOTAL INT BD ETF | 130.7K | +1,728.4% | $6.3M | 3% |
FIRST TRUST WCM INTERNATIONAL EQUITY ETFWCM INTL EQUITY | 301.7K | −6.1% | $5.9M | 2.8% |
MSFTMicrosoft Corp | 15.7K | +23.1% | $5.9M | 2.8% |
ASMLASML Holding NV | 2.9K | +655.9% | $5.7M | 2.7% |
AEPAmerican Electric Power Co Inc | 38.8K | −14.7% | $5.3M | 2.5% |
PRINCIPAL INVESTMENT GRADE CORPORATE ETFPRNC INVT GRAD | 243.7K | +1.8% | $5M | 2.4% |
PPLPPL Corp | 137.3K | +0.2% | $5M | 2.3% |
PSAPublic Storage | 14.7K | +2.9% | $4.7M | 2.2% |
WMWaste Management Inc | 20.9K | +11.9% | $4.7M | 2.2% |
AXPAmerican Express Co | 13.5K | −1.3% | $4.6M | 2.1% |
MAAMid America Apartment Communities Inc. | 32.2K | +6.4% | $4.5M | 2.1% |
EDConsolidated Edison Inc | 39.5K | +0.6% | $4.4M | 2.1% |
FIRST TRUST TACTICAL HIGH YIELD ETFFIRST TR TA HIYL | 101K | +4.3% | $4.1M | 1.9% |
MARMarriott International Inc | 10.9K | +44.4% | $4M | 1.9% |
LLYELI LILLY & Co | 3.3K | −15.5% | $3.9M | 1.8% |
AEEAmeren Corp | 33.5K | −11.3% | $3.8M | 1.8% |
ROKRockwell Automation, Inc | 7.5K | New | $3.7M | 1.8% |
GOOGAlphabet Inc. | 10.5K | +1,394.0% | $3.7M | 1.7% |
EVTEaton Vance Tax-Advantaged Dividend Income Fund | 128.8K | +41.9% | $3.6M | 1.7% |
MNSTMonster Beverage Corp | 36.6K | +62.5% | $3.5M | 1.7% |
DUKDuke Energy CORP | 24.8K | −48.7% | $3.1M | 1.5% |
SOSouthern Co | 32.7K | −49.4% | $3.1M | 1.5% |
CATCaterpillar Inc | 2.9K | −1.9% | $3.1M | 1.4% |
CRWDCrowdStrike Holdings, Inc. | 3.9K | −3.2% | $3M | 1.4% |
TKOTKO Group Holdings, Inc. | 13.5K | New | $2.7M | 1.3% |
VBFInvesco Bond Fund | 172K | −9.6% | $2.6M | 1.2% |
MCKMcKesson Corp | 3.4K | −28.6% | $2.6M | 1.2% |
CVXChevron Corp | 14.9K | −2.3% | $2.5M | 1.2% |
MLMMartin Marietta Materials Inc | 4.2K | New | $2.4M | 1.2% |
COFCapital One Financial Corp | 11.5K | −47.4% | $2.3M | 1.1% |
LMTLockheed Martin Corp | 4K | ±0% | $2M | 1% |
ABBVAbbVie Inc. | 7.5K | +17.0% | $1.9M | 0.9% |
CDNSCadence Design Systems Inc | 4.9K | −67.3% | $1.8M | 0.9% |
WMTWalmart Inc. | 15.4K | +72.2% | $1.7M | 0.8% |
BTSGBrightSpring Health Services, Inc. | 24.5K | +1.9% | $1.7M | 0.8% |
WSBCWesbanco Inc | 41.8K | −1.9% | $1.6M | 0.8% |
GLWCorning Inc | 6.4K | New | $1.6M | 0.8% |
IBMInternational Business Machines Corp | 5.7K | −79.6% | $1.6M | 0.8% |
JPMJPMorgan Chase & Co | 4.3K | −2.8% | $1.4M | 0.7% |
PNCPNC Financial Services Group, Inc. | 5.3K | −0.4% | $1.3M | 0.6% |
FIXComfort Systems USA Inc | 651 | +5.2% | $1.3M | 0.6% |
AMZNAmazon Com Inc | 5.3K | −61.1% | $1.3M | 0.6% |
FT ENERGY INCOME PARTNERS ENHANCED INCOME ETFFT ENER INCO ETF | 54.2K | New | $1.2M | 0.6% |
DISWalt Disney Co | 11.6K | +3.2% | $1.1M | 0.5% |
GEGeneral Electric Co | 2.8K | +4.0% | $1M | 0.5% |
CHDNChurchill Downs Inc | 11.6K | −5.5% | $1M | 0.5% |
JBLJabil Inc | 2.6K | +8.9% | $990.7K | 0.5% |
CLSCelestica Inc | 2.7K | +8.6% | $971.1K | 0.5% |
PLDPrologis, Inc. | 7.1K | −10.2% | $960.1K | 0.5% |
EXXON MOBIL CORPORATIONCOM | 6.9K | −4.8% | $942.4K | 0.4% |
CRSCarpenter Technology Corp | 1.4K | New | $888.9K | 0.4% |
CSXCSX Corp | 18.4K | −1.2% | $874.9K | 0.4% |
CCJCameco Corp | 8.3K | +41.6% | $850K | 0.4% |
STRLSterling Infrastructure, Inc. | 1K | −50.9% | $843.6K | 0.4% |
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFST STR TECHN ETF | 4.3K | New | $821.7K | 0.4% |
JNJJohnson & Johnson | 3.2K | ±0% | $808.6K | 0.4% |
NRGNRG Energy, Inc. | 5.3K | −69.1% | $770.8K | 0.4% |
VANGUARD REAL ESTATE ETFREAL ESTATE ETF | 7.6K | −1.3% | $728.8K | 0.3% |
LYVLive Nation Entertainment, Inc. | 3.8K | New | $702.8K | 0.3% |
VIRTVirtu Financial, Inc. | 10.9K | New | $650.6K | 0.3% |
DDominion Energy, Inc | 9.4K | −57.0% | $641.8K | 0.3% |
CTVACorteva, Inc. | 7.6K | New | $639.7K | 0.3% |
FFIVF5, Inc. | 1.5K | New | $621K | 0.3% |
AERAerCap Holdings N.V. | 4.1K | +4.9% | $590.4K | 0.3% |
LHXL3HARRIS Technologies, Inc. | 2K | +2.6% | $583.8K | 0.3% |
DOCHealthpeak Properties, Inc. | 27K | −11.5% | $578.8K | 0.3% |
ALNTAllient Inc | 5.5K | +4.6% | $568.7K | 0.3% |
VTRVentas, Inc. | 6.3K | −17.7% | $558.8K | 0.3% |
EQRVivmark Residential | 7.8K | −8.6% | $526.9K | 0.2% |
PGPROCTER & GAMBLE Co | 3.5K | −2.6% | $519.3K | 0.2% |
PLTRPalantir Technologies Inc. | 4.1K | +4.9% | $483.9K | 0.2% |
ISHARES TR TIPS BD ETFTIPS BD ETF | 4.2K | −8.0% | $459.9K | 0.2% |
TJXTJX Companies Inc | 3K | New | $456.6K | 0.2% |
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETFST STR INDL ETF | 2.3K | New | $424.7K | 0.2% |
JCIJohnson Controls International plc | 2.9K | −4.1% | $422.6K | 0.2% |
WMBWilliams Companies, Inc. | 5.5K | −13.1% | $407.9K | 0.2% |
UPSUnited Parcel Service Inc | 3.8K | −2.5% | $403.7K | 0.2% |
EVREvercore Inc. | 1.2K | +8.7% | $402.2K | 0.2% |
FRABlackRock Floating Rate Income Strategies Fund, Inc. | 35.7K | −20.6% | $392.8K | 0.2% |
MOAltria Group, Inc. | 5.2K | ±0% | $374.1K | 0.2% |
GSGoldman Sachs Group Inc | 368 | −4.2% | $372.2K | 0.2% |
CSCOCisco Systems, Inc. | 3.1K | ±0% | $367.1K | 0.2% |
SABASaba Capital Income & Opportunities Fund II | 43.9K | −12.8% | $366.7K | 0.2% |
YUMYUM Brands Inc | 2.2K | −1.0% | $356K | 0.2% |
SPYSPDR S&P 500 ETF Trust | 445 | −14.1% | $332.3K | 0.2% |
HUMHumana Inc | 782 | New | $310.6K | 0.1% |
NBIXNeurocrine Biosciences Inc | 1.8K | New | $306.1K | 0.1% |
EBAYeBay Inc | 2.7K | −2.2% | $303.5K | 0.1% |
ASHAshland Inc. | 4.3K | −2.8% | $282.7K | 0.1% |
DGDollar General Corp | 2.4K | −2.0% | $280.9K | 0.1% |
MCDMcDonald's Corp | 1K | −0.2% | $279.8K | 0.1% |
KOCoca Cola Co | 3.4K | −4.2% | $279.5K | 0.1% |
LNGCheniere Energy, Inc. | 1.2K | −1.6% | $275.3K | 0.1% |
TSLATesla, Inc. | 635 | −35.3% | $267.1K | 0.1% |
FLYFirefly Aerospace Inc. | 9K | New | $265.6K | 0.1% |
TXRHTexas Roadhouse, Inc. | 1.3K | −68.5% | $258.9K | 0.1% |
TELTE Connectivity plc | 1.3K | ±0% | $252K | 0.1% |
STATE STREET FINANCIAL SELECT SECTOR SPDR ETFST STR FINL ETF | 4.6K | New | $247.8K | 0.1% |
TAT&T Inc. | 11.9K | −7.9% | $246K | 0.1% |
PEPPepsiCo Inc | 1.8K | ±0% | $238.8K | 0.1% |
NSCNorfolk Southern Corp | 743 | ±0% | $233.7K | 0.1% |
TFCTruist Financial Corp | 4.6K | ±0% | $231K | 0.1% |
GLDSPDR Gold Trust | 622 | −8.1% | $229.1K | 0.1% |
WELLWelltower Inc. | 1K | New | $227K | 0.1% |
METAMeta Platforms, Inc. | 397 | −92.3% | $223.6K | 0.1% |
RBCAARepublic Bancorp Inc | 2.5K | New | $222.2K | 0.1% |
TMUST-Mobile US, Inc. | 1.3K | −1.9% | $221.9K | 0.1% |
MMM3M Co | 1.4K | New | $221.8K | 0.1% |
COSTCostco Wholesale Corp | 237 | −1.7% | $221.7K | 0.1% |
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWCL B NEW | 443 | ±0% | $221.7K | 0.1% |
FRANKLIN FTSE SOUTH KOREA ETFFTSE SOUTH KOREA | 3.2K | New | $211.5K | 0.1% |
SYBTStock Yards Bancorp, Inc. | 2.8K | New | $211.2K | 0.1% |
BROWN FORMAN CORPORATION CLASS ACL A | 7.7K | −1.2% | $210.2K | 0.1% |
ISHARES INCORPORATED MSCI ITALY ETFMSCI ITALY ETF | 3.5K | New | $209.7K | 0.1% |
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETFST BLOO HIGH ETF | 2.1K | New | $206.1K | 0.1% |
FRMEFirst Merchants Corp | 4.7K | New | $204.3K | 0.1% |
INTCIntel Corp | 1.4K | New | $200.9K | 0.1% |
NVDANVIDIA Corp | 1K | New | $200.1K | 0.1% |
DNPDNP Select Income Fund Inc | 14.1K | −3.4% | $152.6K | 0.1% |
INVESCO PREFERRED ETFPFD ETF | 13.9K | −15.1% | $151.1K | 0.1% |
