LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

CIK

2131510

Location

LOUISVILLE, KY

Portfolio Value

Small $151,593,355

Diversification

Diversified

Filing Date

Mar 31, 2026

Global Rank

#4,827 / 8,622 · as of Mar 2026

Top Industry

Utilities - Regulated Electric 22.3%

Period ended 4 months ago

Filed May 5, 2026 · 3mo

Clone Performance

May 2026–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+4.9%

SPY

+0.1%

Annualised alpha

—

Max drawdown

−3.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.

Portfolio Concentration

97 tracked positions · as of Mar 31, 2026

Top Position

4.5%

of portfolio value

Top 5

20.3%

of portfolio value

Top 10

35.4%

of portfolio value

HHI

226

Diversified

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Utilities	24.2%	$36,665,301	9
Technology	16.9%	$25,548,421	13
Financial Services	12.9%	$19,499,619	15
Real Estate	10.5%	$15,988,506	8
Industrials	9.7%	$14,759,586	13
Healthcare	7.2%	$10,859,890	5
Consumer Cyclical	5.9%	$8,873,118	9
Communication Services	5.0%	$7,546,094	7
Energy	3.8%	$5,806,893	5
Consumer Defensive	3.4%	$5,172,339	10
Unclassified	0.4%	$628,182	2
Basic Materials	0.2%	$245,406	1

Portfolio Positions

Compact Export CSV View 13F filing

97 tracked positions · $151,593,355 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 97 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IBM	International Business Machines Corp Technology	First	27,961	—	$6,777,466	—	4.47%
DUK	Duke Energy CORP Utilities	First	48,292	—	$6,323,354	—	4.17%
SO	Southern Co Utilities	First	64,522	—	$6,227,663	—	4.11%
AEP	American Electric Power Co Inc Utilities	First	45,458	—	$5,958,634	—	3.93%
SPG	Simon Property Group Inc. Real Estate	First	29,236	—	$5,453,391	—	3.60%
PPL	PPL Corp Utilities	First	137,029	—	$5,234,507	—	3.45%
MSFT	Microsoft Corp Technology	First	12,787	—	$4,733,363	—	3.12%
ED	Consolidated Edison Inc Utilities	First	39,233	—	$4,440,390	—	2.93%
WM	Waste Management Inc Industrials	First	18,676	—	$4,291,558	—	2.83%
AEE	Ameren Corp Utilities	First	37,778	—	$4,152,557	—	2.74%
CDNS	Cadence Design Systems Inc Technology	First	14,930	—	$4,148,599	—	2.74%
MCK	Mckesson Corp Healthcare	First	4,763	—	$4,121,709	—	2.72%
AXP	American Express Co Financial Services	First	13,624	—	$4,120,987	—	2.72%
COF	Capital One Financial Corp Financial Services	First	21,914	—	$3,997,771	—	2.64%
PSA	Public Storage Real Estate	First	14,271	—	$3,865,728	—	2.55%
MAA	Mid America Apartment Communities Inc. Real Estate	First	30,211	—	$3,689,367	—	2.43%
LLY	ELI LILLY & Co Healthcare	First	3,849	—	$3,540,194	—	2.34%
ORCL	Oracle Corp Technology	First	22,953	—	$3,376,615	—	2.23%
CVX	Chevron Corp Energy	First	15,206	—	$3,146,121	—	2.08%
META	Meta Platforms, Inc. Communication Services	First	5,133	—	$2,936,743	—	1.94%
VBF	Invesco Bond Fund Financial Services	First	190,361	—	$2,855,415	—	1.88%
AMZN	Amazon Com Inc Consumer Cyclical	First	13,636	—	$2,839,969	—	1.87%
NRG	Nrg Energy, Inc. Utilities	First	17,091	—	$2,497,678	—	1.65%
MAR	Marriott International Inc /Md/ Consumer Cyclical	First	7,543	—	$2,467,089	—	1.63%
LMT	Lockheed Martin Corp Industrials	First	3,971	—	$2,400,032	—	1.58%
TTWO	Take Two Interactive Software Inc Communication Services	First	11,847	—	$2,339,782	—	1.54%
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund Financial Services	First	90,783	—	$2,228,722	—	1.47%
CAT	Caterpillar Inc Industrials	First	2,945	—	$2,086,414	—	1.38%
AAPL	Apple Inc. Technology	First	6,773	—	$1,718,919	—	1.13%
MNST	Monster Beverage Corp Consumer Defensive	First	22,536	—	$1,632,958	—	1.08%
CRWD	CrowdStrike Holdings, Inc. Technology	First	4,043	—	$1,578,427	—	1.04%
WSBC	Wesbanco Inc Financial Services	First	42,624	—	$1,470,101	—	0.97%
ABBV	AbbVie Inc. Healthcare	First	6,420	—	$1,396,285	—	0.92%
D	Dominion Energy, Inc Utilities	First	21,850	—	$1,350,767	—	0.89%
JPM	Jpmorgan Chase & Co Financial Services	First	4,409	—	$1,296,951	—	0.86%
XOM	ExxonMobil Holdings Corp Energy	First	7,243	—	$1,228,847	—	0.81%
WMT	Walmart Inc. Consumer Defensive	First	8,937	—	$1,110,690	—	0.73%
PNC	Pnc Financial Services Group, Inc. Financial Services	First	5,335	—	$1,110,160	—	0.73%
CHDN	Churchill Downs Inc Consumer Cyclical	First	12,292	—	$1,104,190	—	0.73%
DIS	Walt Disney Co Communication Services	First	11,237	—	$1,083,022	—	0.71%
PLD	Prologis, Inc. Real Estate	First	7,893	—	$1,043,296	—	0.69%
BTSG	BrightSpring Health Services, Inc. Healthcare	First	24,018	—	$1,023,406	—	0.68%
FIX	Comfort Systems USA Inc Industrials	First	619	—	$853,594	—	0.56%
STRL	Sterling Infrastructure, Inc. Industrials	First	2,046	—	$833,274	—	0.55%
JNJ	Johnson & Johnson Healthcare	First	3,184	—	$778,296	—	0.51%
GE	General Electric Co Industrials	First	2,697	—	$765,327	—	0.50%
CSX	Csx Corp Industrials	First	18,627	—	$764,638	—	0.50%
TXRH	Texas Roadhouse, Inc. Consumer Cyclical	First	4,249	—	$701,679	—	0.46%
CLS	Celestica Inc Technology	First	2,451	—	$690,397	—	0.46%
LHX	L3harris Technologies, Inc. /De/ Industrials	First	1,959	—	$676,148	—	0.45%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.