Legacy Financial Advisors, Inc.
Annual return '25
+16.6%
SPY '25
+17.7%
Alpha
-1.1ptsvs SPY
Invested
$715.1M
Holdings
404
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Held since at least Q1 2024
8.9%
02
$DIVI
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
Held since at least Q1 2024
4.7%
03
$ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Held since at least Q1 2024
3.4%
04
$AAPL
APPLE INC
Q1 2026: Sold 3.7% (3.5k → 3.4k shares)
3.0%
05
$NVDA
NVIDIA CORP
Q1 2026: Increased +11.4% (3.1k → 3.5k shares)
3.0%
06
$WTV
WISDOMTREE US VALUE FUND OF BENEF INTEREST
Q1 2026: Increased +5.5% (68.7k → 72.5k shares)
3.0%
07
$PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
Q1 2026: Increased +5.0% (208.8k → 219.2k shares)
3.0%
08
$FRDM
FREEDOM 100 EMERGING MARKETS ETF
Held since at least Q1 2024
3.0%
09
$QGRW
WISDOMTREE U.S. QUALITY GROWTH FUND
Held since at least Q1 2024
2.5%
10
$MSFT
MICROSOFT
Q4 2025: New position (3.2k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:40 UTC.