LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

CIK 0002131510 · Q1 2026

13F Equity AUM

$192.2M

Positions

113

AUM Rank

#7,570

Top 61%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 21.2%Top 10: 35.2%Top 20: 57.0%

AMLP6.6%

GSGO4.5%

IBM3.5%

DUK3.3%

SO3.2%

AEP3.1%

SPG2.8%

WCMI2.8%

PPL2.7%

IG2.6%

Others (103)64.8%

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

Sector Allocation

Financial Services31.5%

Utilities19.1%

Technology13.3%

Real Estate8.3%

Industrials7.7%

Healthcare5.7%

Communication Services4.6%

Consumer Cyclical3.9%

Other6.0%

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

Position Sizing

Positions: 113Median: 0.35%Avg: 0.89%

0–0.5%

65(13.9%)

0.5–1%

15(10.2%)

1–3%

27(51.6%)

3–5%

5(17.6%)

5%+

1(6.6%)

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

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Portfolio Overlap

Shared: 111Unique: 2vs 20 funds

1.5%Low

113

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

2.1%

BANK OF AMERICA CORP /DE/

2.3%

2.1%

2.5%

3.3%

2.8%

GEODE CAPITAL MANAGEMENT, LLC

2.6%

VANGUARD CAPITAL MANAGEMENT LLC

2.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New113Increased0Decreased0Exited0

New Positions

AMLP6.6%

+242K

GSGO4.5%

+236K

IBM3.5%

+28K

DUK3.3%

+48K

SO3.2%

+65K

AEP3.1%

+45K

SPG2.8%

+29K

WCMI2.8%

+321K

PPL2.7%

+137K

IG2.6%

+239K

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

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Holdings

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