13F-HR filed by LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-05, with 113 holding rows worth $192,231,975.
- Accession
- 0002131510-26-000001
- Filer
- CIK 2131510
- Filed
- 2026-05-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 113 entries on the cover page, a total value of $192,231,975 stated on the cover page (in dollars after the unit check, H1), rows summing to $192,231,975 with VALUE read as dollars as filed, 13F file number 028-26847. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ALPS ETF TR | 00162Q452 | ALERIAN MLP | 242,427 | $12,761,357 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 38149W440 | CMN | 235,715 | $8,618,188 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 27,961 | $6,777,467 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 48,292 | $6,323,354 | dollars as filed | |
| Southern Company | 842587107 | COM | 64,522 | $6,227,663 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 45,458 | $5,958,635 | dollars as filed | |
| SIMON PPTY GROUP INC NEW COM | 828806109 | REIT | 29,236 | $5,453,391 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E732 | WCM INTL EQUITY | 321,391 | $5,389,727 | dollars as filed | |
| PPL CORP COM | 69351T106 | Stock | 137,029 | $5,234,508 | dollars as filed | |
| PRINCIPAL EXCHANGE TRADED FD | 74255Y821 | CMN | 239,466 | $4,942,339 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 12,787 | $4,733,364 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 39,233 | $4,440,391 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 18,676 | $4,291,558 | dollars as filed | |
| AMEREN CORP COM | 023608102 | Stock | 37,778 | $4,152,558 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 14,930 | $4,148,599 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 4,763 | $4,121,710 | dollars as filed | |
| American Express Company | 025816109 | COM | 13,624 | $4,120,988 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 21,914 | $3,997,771 | dollars as filed | |
| FIRST TRUST HIGH YIELD LONG/SH | 33738D408 | FIRST TR TA HIYL | 96,902 | $3,931,314 | dollars as filed | |
| PUBLIC STORAGE COM | 74460D109 | REIT | 14,271 | $3,865,728 | dollars as filed | |
| MID AMERICA APARTMENT COMMUNITIES INC. | 59522J103 | Common Stock, par value $0.01 per share | 30,211 | $3,689,367 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 3,849 | $3,540,195 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 22,953 | $3,376,616 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 15,206 | $3,146,121 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 5,133 | $2,936,743 | dollars as filed | |
| INVESCO BD FD | 46132L107 | COM | 190,361 | $2,855,415 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 13,636 | $2,839,970 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 17,091 | $2,497,679 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 7,543 | $2,467,089 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 3,971 | $2,400,033 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 11,847 | $2,339,782 | dollars as filed | |
| EATON VANCE TAX ADVT DIV INC | 27828G107 | COM | 90,783 | $2,228,723 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 2,945 | $2,086,415 | dollars as filed | |
| Apple Inc | 037833100 | COM | 6,773 | $1,718,920 | dollars as filed | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 22,536 | $1,632,959 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 4,043 | $1,578,428 | dollars as filed | |
| WESBANCO INC | 950810101 | COM | 42,624 | $1,470,102 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 6,420 | $1,396,286 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F276 | FT ENERGY INCOME | 61,316 | $1,378,997 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 21,850 | $1,350,767 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,409 | $1,296,951 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 7,243 | $1,228,847 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 8,937 | $1,110,690 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 5,335 | $1,110,160 | dollars as filed | |
| CHURCHILL DOWNS INC | 171484108 | COM | 12,292 | $1,104,190 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 11,237 | $1,083,022 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 7,893 | $1,043,297 | dollars as filed | |
| BRIGHTSPRING HEALTH SVCS | 10950A106 | COM | 24,018 | $1,023,407 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 619 | $853,595 | dollars as filed | |
| STERLING INFRASTRUCTURE INC COM | 859241101 | Stock | 2,046 | $833,274 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 3,184 | $778,297 | dollars as filed | |
| General Electric Company | 369604301 | COM | 2,697 | $765,328 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 18,627 | $764,638 | dollars as filed | |
| TEXAS ROADHOUSE INC COM | 882681109 | Stock | 4,249 | $701,680 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 2,451 | $690,398 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 7,660 | $679,442 | dollars as filed | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 1,959 | $676,149 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 5,893 | $640,039 | dollars as filed | |
| JABIL INC COM | 466313103 | Stock | 2,361 | $627,152 | dollars as filed | |
| VENTAS INC COM | 92276F100 | REIT | 7,644 | $625,126 | dollars as filed | |
| SPDR SER TR | 78464A359 | BBG CONV SEC ETF | 6,536 | $598,175 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 3,954 | $578,391 | dollars as filed | |
| HUBBELL INC COM | 443510607 | Stock | 1,165 | $571,712 | dollars as filed | |
| AERCAP HOLDINGS NV SHS | N00985106 | Stock | 3,860 | $529,515 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 3,635 | $525,039 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 4,570 | $504,345 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 381 | $503,236 | dollars as filed | |
| EQUITY RESIDENTIAL | 29476L107 | SH BEN INT | 8,486 | $501,947 | dollars as filed | |
| HEALTHPEAK PROPERTIES INC COM | 42250P103 | REIT | 30,547 | $501,887 | dollars as filed | |
| BLACKROCK FLOATING RATE INCO | 09255X100 | COM | 45,045 | $496,396 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 1,718 | $479,752 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 21,768 | $470,624 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 6,315 | $459,606 | dollars as filed | |
| SABA CAPITAL INCOME & OPPORT | 880198205 | COM NEW | 50,341 | $418,837 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 3,130 | $415,977 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 3,017 | $395,076 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 3,853 | $379,020 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 12,895 | $373,826 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 981 | $364,687 | dollars as filed | |
| KYIVSTAR GROUP LTD | G5331N101 | ORD SHS | 35,220 | $356,426 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 2,250 | $349,830 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 7,150 | $343,558 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 5,200 | $343,148 | dollars as filed | |
| SPY | 78462F103 | SHS | 518 | $336,876 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 1,171 | $332,283 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 384 | $324,860 | dollars as filed | |
| EVERCORE INC CLASS A | 29977A105 | Stock | 1,084 | $323,585 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,037 | $322,289 | dollars as filed | |
| ALLIENT INC | 019330109 | COM | 5,282 | $312,113 | dollars as filed | |
| CBRE GROUP INC CL A | 12504L109 | Stock | 2,272 | $307,765 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 2,490 | $295,638 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 677 | $291,306 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 1,349 | $283,330 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 19,457 | $279,597 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,764 | $273,932 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,589 | $272,943 | dollars as filed | |
| VITA COCO CO INC | 92846Q107 | COM | 5,627 | $269,590 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 1,634 | $264,267 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 1,250 | $261,275 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 2,777 | $252,763 | dollars as filed | |
| ASHLAND INC | 044186104 | COM | 4,413 | $245,407 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 3,125 | $242,469 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 241 | $240,140 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 4,569 | $225,572 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 743 | $213,241 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 4,637 | $213,163 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 443 | $212,286 | dollars as filed | |
| BROWN FORMAN CORP | 115637100 | CL A | 7,774 | $208,265 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 2,139 | $204,745 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 704 | $201,949 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E511 | PFD ETF | 16,421 | $178,660 | dollars as filed | |
| FIVERR INTL LTD ORD SHS | M4R82T106 | Stock | 17,262 | $172,965 | dollars as filed | |
| DNP SELECT INCOME FD INC | 23325P104 | COM | 14,640 | $150,792 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002131510-26-000001 | this filing | 2026-05-05 | acceptance time not in the bulk data set |