LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Filing Date
Mar 31, 2026
Global Rank
#4,842
/ 8,608
· as of Mar 2026
Top Industry
Utilities - Regulated Electric
22.5%
Period ended 4 months ago
Filed May 5, 2026 · 2mo
Clone Performance
May 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+5.4%
SPY
+2.0%
Annualised alpha
—
Max drawdown
−1.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
97 positions · as of Mar 31, 2026Top Position
4.5%
of portfolio value
Top 5
20.4%
of portfolio value
Top 10
35.6%
of portfolio value
HHI
228
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Utilities | 24.4% | $36,665,301 |
| Technology | 16.2% | $24,364,600 |
| Financial Services | 13.0% | $19,499,619 |
| Real Estate | 10.6% | $15,988,506 |
| Industrials | 9.8% | $14,759,586 |
| Healthcare | 7.2% | $10,859,890 |
| Consumer Cyclical | 5.9% | $8,873,118 |
| Communication Services | 5.0% | $7,546,094 |
| Energy | 3.9% | $5,806,893 |
| Consumer Defensive | 3.4% | $5,172,339 |
| Unclassified | 0.4% | $628,182 |
| Basic Materials | 0.2% | $245,406 |
97 positions ·
$150,409,534 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IBM |
International Business Machines Corp
Technology
|
First | 27,961 | $6,777,466 | 4.51% | |
| DUK |
Duke Energy CORP
Utilities
|
First | 48,292 | $6,323,354 | 4.20% | |
| SO |
Southern Co
Utilities
|
First | 64,522 | $6,227,663 | 4.14% | |
| AEP |
American Electric Power Co Inc
Utilities
|
First | 45,458 | $5,958,634 | 3.96% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
First | 29,236 | $5,453,391 | 3.63% | |
| PPL |
PPL Corp
Utilities
|
First | 137,029 | $5,234,507 | 3.48% | |
| MSFT |
Microsoft Corp
Technology
|
First | 12,787 | $4,733,363 | 3.15% | |
| ED |
Consolidated Edison Inc
Utilities
|
First | 39,233 | $4,440,390 | 2.95% | |
| WM |
Waste Management Inc
Industrials
|
First | 18,676 | $4,291,558 | 2.85% | |
| AEE |
Ameren Corp
Utilities
|
First | 37,778 | $4,152,557 | 2.76% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
First | 14,930 | $4,148,599 | 2.76% | |
| MCK |
Mckesson Corp
Healthcare
|
First | 4,763 | $4,121,709 | 2.74% | |
| AXP |
American Express Co
Financial Services
|
First | 13,624 | $4,120,987 | 2.74% | |
| COF |
Capital One Financial Corp
Financial Services
|
First | 21,914 | $3,997,771 | 2.66% | |
| PSA |
Public Storage
Real Estate
|
First | 14,271 | $3,865,728 | 2.57% | |
| MAA |
Mid America Apartment Communities Inc.
Real Estate
|
First | 30,211 | $3,689,367 | 2.45% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 3,849 | $3,540,194 | 2.35% | |
| ORCL |
Oracle Corp
Technology
|
First | 22,953 | $3,376,615 | 2.24% | |
| CVX |
Chevron Corp
Energy
|
First | 15,206 | $3,146,121 | 2.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 5,133 | $2,936,743 | 1.95% | |
| VBF |
Invesco Bond Fund
Financial Services
|
First | 190,361 | $2,855,415 | 1.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 13,636 | $2,839,969 | 1.89% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
First | 17,091 | $2,497,678 | 1.66% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
First | 7,543 | $2,467,089 | 1.64% | |
| LMT |
Lockheed Martin Corp
Industrials
|
First | 3,971 | $2,400,032 | 1.60% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
First | 11,847 | $2,339,782 | 1.56% | |
| EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
Financial Services
|
First | 90,783 | $2,228,722 | 1.48% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 2,945 | $2,086,414 | 1.39% | |
| AAPL |
Apple Inc.
Technology
|
First | 6,773 | $1,718,919 | 1.14% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
First | 22,536 | $1,632,958 | 1.09% | |
| WSBC |
Wesbanco Inc
Financial Services
|
First | 42,624 | $1,470,101 | 0.98% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 6,420 | $1,396,285 | 0.93% | |
| D |
Dominion Energy, Inc
Utilities
|
First | 21,850 | $1,350,767 | 0.90% | |
| 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 | 0.82% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 8,937 | $1,110,690 | 0.74% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
First | 5,335 | $1,110,160 | 0.74% | |
| 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 | 0.72% | |
| 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 | 0.57% | |
| STRL |
Sterling Infrastructure, Inc.
Industrials
|
First | 2,046 | $833,274 | 0.55% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 3,184 | $778,296 | 0.52% | |
| GE |
General Electric Co
Industrials
|
First | 2,697 | $765,327 | 0.51% | |
| CSX |
Csx Corp
Industrials
|
First | 18,627 | $764,638 | 0.51% | |
| TXRH |
Texas Roadhouse, Inc.
Consumer Cyclical
|
First | 4,249 | $701,679 | 0.47% | |
| CLS |
Celestica Inc
Technology
|
First | 2,451 | $690,397 | 0.46% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
First | 1,959 | $676,148 | 0.45% | |
| CCJ |
Cameco Corp
Energy
|
First | 5,893 | $640,038 | 0.43% |