LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

Est. AUM

$192.2M

13F long equity, this entity only

Positions

113

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALERIAN MLP ETF	ALERIAN MLP	$12.8M	242427	6.64%	SOLE
2	GOLDMAN SACHS GROWTH OPPORTUNITIES ETF	GROWTH OPPORTUNI	$8.6M	235715	4.48%	SOLE
3	INTERNATIONAL BUSINESS MACHINES	COM	$6.8M	27961	3.53%	SOLE
4	DUKE ENERGY CORPORATION NEW COM NEW	COM NEW	$6.3M	48292	3.29%	SOLE
5	SOUTHERN COMPANY	COM	$6.2M	64522	3.24%	SOLE
6	AMERICAN ELEC PWR COMPANY INCORPORATED	COM	$6.0M	45458	3.10%	SOLE
7	SIMON PROPERTY GROUP INCORPORATED NEW REIT	COM	$5.5M	29236	2.84%	SOLE
8	FIRST TRUST WCM INTERNATIONAL EQUITY ETF	WCM INTL EQUITY	$5.4M	321391	2.80%	SOLE
9	PPL CORPORATION	COM	$5.2M	137029	2.72%	SOLE
10	PRINCIPAL INVESTMENT GRADE CORPORATE ACTIVE ETF	PRNC INVT GRAD	$4.9M	239466	2.57%	SOLE
11	MICROSOFT CORPORATION	COM	$4.7M	12787	2.46%	SOLE
12	CONSOLIDATED EDISON INCORPORATED	COM	$4.4M	39233	2.31%	SOLE
13	WASTE MGMT INCORPORATED DEL	COM	$4.3M	18676	2.23%	SOLE
14	AMEREN CORPORATION	COM	$4.2M	37778	2.16%	SOLE
15	CADENCE DESIGN SYSTEMS INCORPORATED	COM	$4.1M	14930	2.16%	SOLE
16	MCKESSON CORPORATION	COM	$4.1M	4763	2.14%	SOLE
17	AMERICAN EXPRESS COMPANY	COM	$4.1M	13624	2.14%	SOLE
18	CAPITAL ONE FINL CORPORATION	COM	$4.0M	21914	2.08%	SOLE
19	FIRST TRUST TACTICAL HIGH YIELD ETF	FIRST TR TA HIYL	$3.9M	96902	2.04%	SOLE
20	PUBLIC STORAGE OPER COMPANY REIT	COM	$3.9M	14271	2.01%	SOLE
21	MID-AMER APT CMNTYS INCORPORATED REIT	COM	$3.7M	30211	1.92%	SOLE
22	ELI LILLY & COMPANY	COM	$3.5M	3849	1.84%	SOLE
23	ORACLE CORPORATION	COM	$3.4M	22953	1.76%	SOLE
24	CHEVRON CORPORATION	COM	$3.1M	15206	1.64%	SOLE
25	META PLATFORMS INCORPORATED CLASS A	CL A	$2.9M	5133	1.53%	SOLE
26	INVESCO BD FD	COM	$2.9M	190361	1.49%	SOLE
27	AMAZON COM INCORPORATED	COM	$2.8M	13636	1.48%	SOLE
28	NRG ENERGY INCORPORATED COM NEW	COM NEW	$2.5M	17091	1.30%	SOLE
29	MARRIOTT INTERNATIONAL INCORPORATED	CL A	$2.5M	7543	1.28%	SOLE
30	LOCKHEED MARTIN CORPORATION	COM	$2.4M	3971	1.25%	SOLE
31	TAKE-TWO INTERACTIVE SOFTWARE	COM	$2.3M	11847	1.22%	SOLE
32	EATON VANCE TAX ADVT DIV INCM	COM	$2.2M	90783	1.16%	SOLE
33	CATERPILLAR INCORPORATED	COM	$2.1M	2945	1.09%	SOLE
34	APPLE INCORPORATED	COM	$1.7M	6773	0.89%	SOLE
35	MONSTER BEVERAGE CORPORATION NEW	COM	$1.6M	22536	0.85%	SOLE
36	CROWDSTRIKE HLDGS INCORPORATED CLASS A	CL A	$1.6M	4043	0.82%	SOLE
37	WESBANCO INCORPORATED	COM	$1.5M	42624	0.76%	SOLE
38	ABBVIE INCORPORATED	COM	$1.4M	6420	0.73%	SOLE
39	FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF	FT ENERGY INCOME	$1.4M	61316	0.72%	SOLE
40	DOMINION ENERGY INCORPORATED	COM	$1.4M	21850	0.70%	SOLE
41	JPMORGAN CHASE & COMPANY	COM	$1.3M	4409	0.67%	SOLE
42	EXXON MOBIL CORPORATION	COM	$1.2M	7243	0.64%	SOLE
43	WALMART INCORPORATED	COM	$1.1M	8937	0.58%	SOLE
44	PNC FINL SVCS GROUP INCORPORATED	COM	$1.1M	5335	0.58%	SOLE
45	CHURCHILL DOWNS INCORPORATED	COM	$1.1M	12292	0.57%	SOLE
46	DISNEY WALT COMPANY	COM	$1.1M	11237	0.56%	SOLE
47	PROLOGIS INCORPORATED. REIT	COM	$1.0M	7893	0.54%	SOLE
48	BRIGHTSPRING HEALTH SVCS INCORPORATED	COM	$1.0M	24018	0.53%	SOLE
49	COMFORT SYSTEMS USA INCORPORATED	COM	$854K	619	0.44%	SOLE
50	STERLING INFRASTRUCTURE INCORPORATED	COM	$833K	2046	0.43%	SOLE

1–50 of 113

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.