Legacy Financial Advisors, Inc.

CIK 0001730810 · Q2 2026

13F Equity AUM

$820.4M

+14.7% QoQ

Positions

435

+31 QoQ

AUM Rank

#2,717

Top 31%

Skill Alpha (FF)

-1.6%/yr^ns

No Clear Edge

Rank #5,328 · Top 64%

vs S&P -3.5%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 23.0%Top 10: 36.0%Top 20: 50.0%

DGRW8.5%

DIVI4.5%

FRDM3.5%

ITOT3.3%

AAPL3.2%

NVDA3.0%

WTV2.8%

QGRW2.7%

PYLD2.7%

MSFT1.8%

Others (425)64.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services53.3%

Technology18.1%

Industrials5.3%

Consumer Cyclical5.0%

Communication Services4.7%

Healthcare4.5%

Consumer Defensive3.4%

Other5.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 435Median: 0.07%Avg: 0.23%

0–0.5%

401(40.7%)

0.5–1%

14(9.3%)

1–3%

14(24.1%)

3–5%

5(17.5%)

5%+

1(8.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 435vs 20 funds

0%Low

435

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New53Increased197Decreased175Exited22

New Positions

EXXONMOBIL HOLDINGS …0.4%

+25K

MHY0.2%

+61K

CLSE0.1%

+33K

MANI0.1%

+35K

SYY0.1%

+9K

EQH0.1%

+10K

HONEYWELL AEROSPACE …0.1%

+2K

HONEYWELL INTL INC0.1%

+2K

MRVL0.1%

+1K

WCN0.0%

+2K

Increased

FLMI0.7%

+33K(+17%)

FFBC0.2%

+32K(+235%)

PYLD2.7%

+22K(+3%)

NCLH0.1%

+14K(+84%)

VFLO1.5%

+14K(+5%)

DGRW8.5%

+10K(+1%)

MGK0.1%

+10K(+389%)

DVN0.1%

+9K(+207%)

CAG0.1%

+8K(+40%)

FRDM3.5%

+8K(+2%)

Decreased

F0.0%

-36,431(-74%)

CMCSA0.0%

-19,338(-57%)

XCEM0.1%

-15,292(-57%)

XC0.1%

-10,799(-33%)

WBD0.0%

-10,139(-44%)

FITB0.4%

-10,049(-14%)

CLSK0.1%

-9,989(-27%)

PFE0.1%

-5,412(-14%)

NFLX0.4%

-5,123(-10%)

ITOT3.3%

-4,952(-3%)

Exited

XOM

-23,805

HON

-4,316

DOW

-16,061

-32,520

-3,272

-15,265

-6,055

-9,601

-30,269

-33,393

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...