Notify me when Legacy Financial Advisors, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 389 | $722,929,444 | +$49,461,945 | -$60,090,018 | -$10,628,073 | DGRW, DIVI, ITOT, AAPL, NVDA | 13F-HR | 04 Feb 2026, 15:14 |
| Q3 2025 | 416 | $725,884,609 | +$70,959,192 | -$28,037,000 | +$42,922,192 | DGRW, DIVI, ITOT, XC, NVDA | 13F-HR | 10 Nov 2025, 14:39 |
| Q2 2025 | 339 | $640,136,331 | +$59,453,840 | -$62,666,255 | -$3,212,415 | DGRW, DIVI, ITOT, XC, WTV | 13F-HR | 07 Aug 2025, 11:16 |
| Q1 2025 | 362 | $597,964,044 | +$32,225,510 | -$25,452,724 | +$6,772,786 | DGRW, DIVI, ITOT, XC, AAPL | 13F-HR | 14 May 2025, 08:00 |
| Q4 2024 | 345 | $604,870,180 | +$39,092,776 | -$27,318,217 | +$11,774,559 | DGRW, ITOT, DIVI, AAPL, XC | 13F-HR | 13 Feb 2025, 11:38 |
| Q3 2024 | 358 | $595,361,207 | +$48,149,983 | -$41,622,242 | +$6,527,741 | DGRW, ITOT, XC, DIVI, AAPL | 13F-HR | 13 Nov 2024, 19:42 |
| Q2 2024 | 334 | $561,588,771 | +$38,597,923 | -$34,600,316 | +$3,997,607 | DGRW, ITOT, DWM, XC, DNL | 13F-HR | 13 Aug 2024, 16:32 |
| Q1 2024 | 324 | $558,215,431 | +$69,391,271 | -$67,946,240 | +$1,445,031 | DGRW, ITOT, DWM, DNL, QGRW | 13F-HR | 14 May 2024, 09:33 |
| Q4 2023 | 299 | $520,640,345 | +$48,367,140 | -$78,210,729 | -$29,843,589 | DGRW, USMV, ITOT, DWM, QGRW | Restatement | 13 Feb 2024, 13:59 |
| Q3 2023 | 265 | $499,704,806 | +$39,814,717 | -$56,492,755 | -$16,678,038 | ITOT, DGRW, USMV, IEFA, QGRW | 13F-HR | 13 Nov 2023, 09:59 |
| Q2 2023 | 262 | $535,487,157 | +$105,632,177 | -$83,164,603 | +$22,467,574 | ITOT, USMV, DGRW, AGG, IEFA | 13F-HR | 08 Aug 2023, 14:50 |
| Q1 2023 | 251 | $489,427,944 | +$22,820,051 | -$17,529,567 | +$5,290,484 | ITOT, USMV, DGRO, AGG, IEFA | 13F-HR | 03 May 2023, 15:28 |
| Q4 2022 | 242 | $464,152,322 | +$62,689,277 | -$51,991,732 | +$10,697,545 | ITOT, USMV, DGRO, AGG, IEFA | 13F-HR | 06 Feb 2023, 14:50 |
| Q3 2022 | 222 | $418,240,000 | +$69,404,072 | -$24,967,482 | +$44,436,590 | ITOT, USMV, AGG, DGRO, IEFA | 13F-HR | 09 Nov 2022, 13:27 |
| Q2 2022 | 219 | $402,277,000 | +$42,930,273 | -$28,850,561 | +$14,079,712 | ITOT, USMV, DGRO, AGG, EFAV | 13F-HR | 08 Aug 2022, 11:59 |
| Q1 2022 | 241 | $444,522,000 | +$45,683,493 | -$16,801,105 | +$28,882,388 | ITOT, USMV, DGRO, AGG, EFAV | 13F-HR | 04 May 2022, 14:11 |
| Q4 2021 | 205 | $435,840,000 | +$64,271,763 | -$69,490,447 | -$5,218,684 | USMV, ITOT, DGRO, AGG, EFAV | 13F-HR | 04 Feb 2022, 10:57 |
| Q3 2021 | 183 | $407,919,000 | +$17,412,353 | -$3,341,463 | +$14,070,890 | USMV, ITOT, DGRO, GOVT, EFAV | 13F-HR | 26 Oct 2021, 15:49 |
| Q2 2021 | 173 | $394,976,000 | +$36,114,359 | -$26,032,811 | +$10,081,548 | USMV, ITOT, DGRO, GOVT, EFAV | 13F-HR | 21 Jul 2021, 10:23 |
| Q1 2021 | 158 | $364,935,000 | +$26,301,676 | -$30,534,528 | -$4,232,852 | USMV, ITOT, DGRO, EFAV, IEFA | 13F-HR | 28 Apr 2021, 10:50 |
| Q4 2020 | 142 | $353,702,000 | +$60,972,362 | -$66,003,870 | -$5,031,508 | USMV, ITOT, DGRO, EFAV, IEFA | 13F-HR | 02 Feb 2021, 14:13 |
| Q3 2020 | 135 | $327,822,000 | +$47,955,665 | -$9,642,781 | +$38,312,884 | USMV, ITOT, EFAV, DGRO, EEMV | 13F-HR | 09 Nov 2020, 10:09 |
| Q2 2020 | 45 | $278,266,000 | +$21,379,269 | -$20,401,064 | +$978,205 | USMV, ITOT, EFAV, DGRO, EEMV | 13F-HR | 07 Aug 2020, 10:42 |
| Q1 2020 | 55 | $263,264,000 | +$42,511,861 | -$54,579,744 | -$12,067,883 | USMV, EFAV, ITOT, EEMV, PG | 13F-HR | 12 May 2020, 13:38 |
| Q4 2019 | 113 | $316,183,000 | +$10,448,013 | -$7,008,753 | +$3,439,260 | USMV, EFAV, ITOT, EEMV, PG | 13F-HR | 27 Jan 2020, 11:55 |
| Q3 2019 | 113 | $300,810,000 | +$14,693,025 | -$3,952,718 | +$10,740,307 | USMV, EFAV, ITOT, EEMV, PG | 13F-HR | 07 Nov 2019, 11:36 |
| Q2 2019 | 111 | $282,769,000 | +$6,053,448 | -$28,123,500 | -$22,070,052 | USMV, EFAV, ITOT, EEMV, PG | 13F-HR | 07 Aug 2019, 10:11 |
| Q1 2019 | 1,049 | $295,049,000 | +$24,469,018 | -$14,996,386 | +$9,472,632 | USMV, EFAV, ITOT, EEMV, PG | 13F-HR | 14 May 2019, 13:59 |
| Q4 2018 | 968 | $258,217,000 | +$25,132,136 | -$16,147,767 | +$8,984,369 | USMV, EFAV, ITOT, EEMV, PG | 13F-HR | 16 Jan 2019, 13:54 |
| Q3 2018 | 875 | $275,946,000 | +$11,408,215 | -$6,339,219 | +$5,068,996 | USMV, EFAV, ITOT, EEMV, PG | 13F-HR | 30 Oct 2018, 12:41 |
| Q2 2018 | 921 | $263,409,000 | +$14,562,366 | -$8,444,792 | +$6,117,574 | USMV, EFAV, ITOT, EEMV, PG | 13F-HR | 17 Jul 2018, 09:01 |
| Q1 2018 | 806 | $251,470,000 | +$19,611,149 | -$8,469,747 | +$11,141,402 | USMV, EFAV, ITOT, EEMV, PG | 13F-HR | 12 Apr 2018, 09:29 |
| Q4 2017 | 807 | $243,537,000 | $0 | $0 | $0 | USMV, EFAV, ITOT, EEMV, PG | 13F-HR | 09 Feb 2018, 10:04 |