Legacy Financial Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$595M
Signature - Title
Kevin Kim - Compliance Officer
Location
Covington, KY
Summary
This page shows a list of all the recent 13F filings made by Legacy Financial Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Financial Advisors, Inc. reported 358 stock holdings with total value $595M as of Q3 2024. Top holdings included DGRW, ITOT, XC, DIVI, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 358 $595M +$48.1M -$41.6M +$6.53M DGRW, ITOT, XC, DIVI, AAPL 13F-HR 11/13/2024, 07:42 PM
Q2 2024 334 $562M +$38.6M -$34.6M +$4M DGRW, ITOT, DWM, XC, DNL 13F-HR 8/13/2024, 04:32 PM
Q1 2024 324 $558M +$69.4M -$67.9M +$1.45M DGRW, ITOT, DWM, DNL, QGRW 13F-HR 5/14/2024, 09:33 AM
Q4 2023 299 $521M +$48.4M -$78.2M -$29.8M DGRW, USMV, ITOT, DWM, QGRW Restatement 2/13/2024, 01:59 PM
Q3 2023 265 $500M +$39.8M -$56.5M -$16.7M ITOT, DGRW, USMV, IEFA, QGRW 13F-HR 11/13/2023, 09:59 AM
Q2 2023 262 $535M +$106M -$83.2M +$22.5M ITOT, USMV, DGRW, AGG, IEFA 13F-HR 8/8/2023, 02:50 PM
Q1 2023 251 $489M +$22.8M -$17.5M +$5.29M ITOT, USMV, DGRO, AGG, IEFA 13F-HR 5/3/2023, 03:28 PM
Q4 2022 242 $464M +$62.7M -$52M +$10.7M ITOT, USMV, DGRO, AGG, IEFA 13F-HR 2/6/2023, 02:50 PM
Q3 2022 222 $418M +$69.4M -$25M +$44.4M ITOT, USMV, AGG, DGRO, IEFA 13F-HR 11/9/2022, 01:27 PM
Q2 2022 219 $402M +$42.9M -$28.9M +$14.1M ITOT, USMV, DGRO, AGG, EFAV 13F-HR 8/8/2022, 11:59 AM
Q1 2022 241 $445M +$45.7M -$16.8M +$28.9M ITOT, USMV, DGRO, AGG, EFAV 13F-HR 5/4/2022, 02:11 PM
Q4 2021 205 $436M +$64.3M -$69.5M -$5.22M USMV, ITOT, DGRO, AGG, EFAV 13F-HR 2/4/2022, 10:57 AM
Q3 2021 183 $408M +$17.4M -$3.34M +$14.1M USMV, ITOT, DGRO, GOVT, EFAV 13F-HR 10/26/2021, 03:49 PM
Q2 2021 173 $395M +$36.1M -$26M +$10.1M USMV, ITOT, DGRO, GOVT, EFAV 13F-HR 7/21/2021, 10:23 AM
Q1 2021 158 $365M +$26.3M -$30.5M -$4.23M USMV, ITOT, DGRO, EFAV, IEFA 13F-HR 4/28/2021, 10:50 AM
Q4 2020 142 $354M +$61M -$66M -$5.03M USMV, ITOT, DGRO, EFAV, IEFA 13F-HR 2/2/2021, 02:13 PM
Q3 2020 135 $328M +$48M -$9.64M +$38.3M USMV, ITOT, EFAV, DGRO, EEMV 13F-HR 11/9/2020, 10:09 AM
Q2 2020 45 $278M +$21.4M -$20.4M +$978K USMV, ITOT, EFAV, DGRO, EEMV 13F-HR 8/7/2020, 10:42 AM
Q1 2020 55 $263M +$42.5M -$54.6M -$12.1M USMV, EFAV, ITOT, EEMV, PG 13F-HR 5/12/2020, 01:38 PM
Q4 2019 113 $316M +$10.4M -$7.01M +$3.44M USMV, EFAV, ITOT, EEMV, PG 13F-HR 1/27/2020, 11:55 AM
Q3 2019 113 $301M +$14.7M -$3.95M +$10.7M USMV, EFAV, ITOT, EEMV, PG 13F-HR 11/7/2019, 11:36 AM
Q2 2019 111 $283M +$6.05M -$28.1M -$22.1M USMV, EFAV, ITOT, EEMV, PG 13F-HR 8/7/2019, 10:11 AM
Q1 2019 1,049 $295M +$24.5M -$15M +$9.47M USMV, EFAV, ITOT, EEMV, PG 13F-HR 5/14/2019, 01:59 PM
Q4 2018 968 $258M +$25.1M -$16.1M +$8.98M USMV, EFAV, ITOT, EEMV, PG 13F-HR 1/16/2019, 01:54 PM
Q3 2018 875 $276M +$11.4M -$6.34M +$5.07M USMV, EFAV, ITOT, EEMV, PG 13F-HR 10/30/2018, 12:41 PM
Q2 2018 921 $263M +$14.6M -$8.44M +$6.12M USMV, EFAV, ITOT, EEMV, PG 13F-HR 7/17/2018, 09:01 AM
Q1 2018 806 $251M +$19.6M -$8.47M +$11.1M USMV, EFAV, ITOT, EEMV, PG 13F-HR 4/12/2018, 09:29 AM
Q4 2017 807 $244M $0 $0 USMV, EFAV, ITOT, EEMV, PG 13F-HR 2/9/2018, 10:04 AM