Legacy Financial Advisors, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing was signed by Jonathan G. Kasting, the Chief Compliance Officer for the firm, and lists 425 separate equity holdings.
The portfolio is diversified across a wide range of sectors, with technology and healthcare companies representing significant portions of the holdings. Major technology positions include Apple Inc., NVIDIA Corporation, Microsoft, Amazon.com Inc., and Alphabet Inc. (Class C). Additionally, the firm holds substantial positions in Procter & Gamble Co., JPMorgan Chase & Co., Johnson & Johnson, and ExxonMobil Holdings Corp.
The filing details specific share counts for each holding. For example, Legacy Financial Advisors holds 89,005 shares of Apple Inc. and 123,523 shares of NVIDIA Corporation. The firm also lists positions in Visa Inc., Costco Wholesale Corp., and Berkshire Hathaway Inc. Class B New shares.
In addition to individual stocks, the portfolio includes various exchange-traded funds (ETFs) and mutual funds. Notable ETF holdings include the WisdomTree U.S. Quality Dividend Growth Fund, the iShares Core S&P Total U.S. Stock Market ETF, and the Vanguard Total Stock Market ETF. The filing also lists several bond-focused ETFs, such as the PIMCO Multi-Sector Bond Active Exchange-Traded Fund and the JPMorgan Ultra-Short Income ETF.
