Legacy Financial Advisors, Inc.
Top Portfolio Positions
342 positions ·
$393,987,680 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
84,578 | $21,465,050 | 5.45% | |
| NVDA |
Nvidia Corp
Technology
|
122,808 | $21,417,715 | 5.44% | |
| MSFT |
Microsoft Corp
Technology
|
35,072 | $12,982,602 | 3.30% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
86,820 | $12,540,280 | 3.18% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
33,895 | $9,970,553 | 2.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
34,511 | $9,923,983 | 2.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
46,587 | $9,702,674 | 2.46% | |
| META |
Meta Platforms, Inc.
Communication Services
|
11,493 | $6,575,490 | 1.67% | |
| AVGO |
Broadcom Inc.
Technology
|
19,348 | $5,988,399 | 1.52% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
16,017 | $5,954,319 | 1.51% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OCC
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,492 | 33,393 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $193,098 | 43,393 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,083,056 | 256,534 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $964,580 | 331,471 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $321,396 | 115,196 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $581,484 | 161,076 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $568,243 | 212,031 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $280,823 | 103,625 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $229,275 | 81,016 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $147,244 | 54,535 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $91,147 | 30,484 | Shares | Sole | 2023-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||