LEGACY FINANCIAL INDEPENDENT ADVISORS LLC: 13F holdings
CIK 21315102026Q2
| Positions | 124 |
|---|---|
| Reported value | $212.6m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AMLP ALERIAN MLP ETF | 246,815 | $12.8m | 6.0% |
| GOLDMAN SACHS GROWTH OPPORTUNITIES ETF | 232,435 | $10.5m | 4.9% |
| AAPL APPLE INCORPORATED | 25,238 | $7.3m | 3.4% |
| SPG SIMON PROPERTY GROUP INCORPORATED NEW REIT | 29,621 | $6.6m | 3.1% |
| BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF | 130,734 | $6.3m | 3.0% |
| FIRST TRUST WCM INTERNATIONAL EQUITY ETF | 301,672 | $5.9m | 2.8% |
| MSFT MICROSOFT CORPORATION | 15,743 | $5.9m | 2.8% |
| ASML HOLDING NV (NETHERLANDS) | 2,880 | $5.7m | 2.7% |
| AEP AMERICAN ELEC PWR COMPANY INCORPORATED | 38,757 | $5.3m | 2.5% |
| PRINCIPAL INVESTMENT GRADE CORPORATE ETF | 243,672 | $5.0m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2131510")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.