Legacy Financial Independent Advisors LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists a total of 128 distinct positions held by the firm.
The firm’s largest equity holding is ALERIAN MLP ETF, which accounts for 2,463,443 shares. Other significant positions include Microsoft Corporation with 21,521 shares and Goldman Sachs Growth Opportunities ETF with 230,636 shares.
The portfolio includes a mix of large-cap technology, energy, and consumer staples companies. Key holdings include Apple Inc., Alphabet Inc., Visa Inc., and Johnson & Johnson. The filing also lists positions in Palantir Technologies Inc. with 521,870 shares and NVIDIA Corporation with 228,380 shares.
Additionally, the portfolio includes various exchange-traded funds (ETFs) such as the Vanguard Total International Bond ETF, State Street SPDR S&P 500 ETF Trust, and the BlackRock Floating Rate Income ETF.
