LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

CIK 0002131510 • 2 13F filings • May 5, 2026 – Aug 10, 2026

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Filer information

Filed by: LEGACY FINANCIAL INDEPENDENT ADVISORS LLC, Chief Compliance Officer
Address: 100 MALLARD CREEK RD, SUITE 402, LOUISVILLE, KY, 40207
Phone: 502-873-0524
AUM: $212.6M

AUM over time

$212.6M latest

Sector allocation over time

Past 2 quarters

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $212.6M124 positionsView on SEC.gov

			% of Portfolio
3M COMPANY	COM	$222K	0.1%	1,370 SH	New
ABBVIE INCORPORATED	COM	$1.9M	0.9%Prev: 0.7%	7,513 SH	Increased+1,093 SH
AERCAP HOLDINGS NV SHS (NETHERLANDS)	SHS	$590K	0.3%Prev: 0.3%	4,050 SH	Increased+190 SH
ALERIAN MLP ETF	ALERIAN MLP	$12.8M	6.0%Prev: 6.6%	246,815 SH	Increased+4,388 SH
ALLIENT INCORPORATED	COM	$569K	0.3%Prev: 0.2%	5,525 SH	Increased+243 SH
ALPHABET INCORPORATED CAP STK CLASS C	CAP STK CL C	$3.7M	1.7%Prev: 0.1%	10,518 SH	Increased+9,814 SH
ALTRIA GROUP INCORPORATED	COM	$374K	0.2%Prev: 0.2%	5,200 SH	Increased
AMAZON COM INCORPORATED	COM	$1.3M	0.6%Prev: 1.5%	5,308 SH	Decreased-8,328 SH
AMEREN CORPORATION	COM	$3.8M	1.8%Prev: 2.2%	33,494 SH	Decreased-4,284 SH
AMERICAN ELEC PWR COMPANY INCORPORATED	COM	$5.3M	2.5%Prev: 3.1%	38,757 SH	Decreased-6,701 SH
AMERICAN EXPRESS COMPANY	COM	$4.6M	2.1%Prev: 2.1%	13,453 SH	Increased-171 SH
APPLE INCORPORATED	COM	$7.3M	3.4%Prev: 0.9%	25,238 SH	Increased+18,465 SH
ASHLAND INCORPORATED	COM	$283K	0.1%Prev: 0.1%	4,290 SH	Increased-123 SH
ASML HOLDING NV (NETHERLANDS)	N Y REGISTRY SHS	$5.7M	2.7%	2,880 SH	New
AT&T INCORPORATED	COM	$246K	0.1%Prev: 0.2%	11,882 SH	Decreased-1,013 SH
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	CL B NEW	$222K	0.1%Prev: 0.1%	443 SH	Increased
BLACKROCK FLOATING RATE INCOME	COM	$393K	0.2%Prev: 0.3%	35,746 SH	Decreased-9,299 SH
BRIGHTSPRING HEALTH SVCS INCORPORATED	COM	$1.7M	0.8%Prev: 0.5%	24,470 SH	Increased+452 SH
BROWN FORMAN CORPORATION CLASS A	CL A	$210K	0.1%Prev: 0.1%	7,683 SH	Increased-91 SH
CADENCE DESIGN SYSTEM INCORPORATED	COM	$1.8M	0.9%	4,875 SH	New
CAMECO CORPORATION (CANADA)	COM	$850K	0.4%Prev: 0.3%	8,345 SH	Increased+2,452 SH
CAPITAL ONE FINL CORPORATION	COM	$2.3M	1.1%Prev: 2.1%	11,529 SH	Decreased-10,385 SH
CARPENTER TECHNOLOGY CORPORATION	COM	$889K	0.4%	1,441 SH	New
CATERPILLAR INCORPORATED	COM	$3.1M	1.4%Prev: 1.1%	2,890 SH	Increased-55 SH
CELESTICA INCORPORATED (CANADA)	COM	$971K	0.5%Prev: 0.4%	2,662 SH	Increased+211 SH
CHENIERE ENERGY INCORPORATED COM NEW	COM NEW	$275K	0.1%Prev: 0.2%	1,152 SH	Decreased-19 SH
CHEVRON CORPORATION	COM	$2.5M	1.2%Prev: 1.6%	14,850 SH	Decreased-356 SH
CHURCHILL DOWNS INCORPORATED	COM	$1.0M	0.5%Prev: 0.6%	11,622 SH	Decreased-670 SH
CISCO SYSTEMS INCORPORATED	COM	$367K	0.2%Prev: 0.1%	3,125 SH	Increased
COCA COLA COMPANY	COM	$279K	0.1%Prev: 0.1%	3,439 SH	Increased-150 SH
COMFORT SYSTEMS USA INCORPORATED	COM	$1.3M	0.6%Prev: 0.4%	651 SH	Increased+32 SH
CONSOLIDATED EDISON INCORPORATED	COM	$4.4M	2.1%Prev: 2.3%	39,467 SH	Decreased+234 SH
CORNING INCORPORATED	COM	$1.6M	0.8%	6,350 SH	New
CORTEVA INCORPORATED	COM	$640K	0.3%	7,553 SH	New
COSTCO WHOLESALE CORPORATION	COM	$222K	0.1%Prev: 0.1%	237 SH	Decreased-4 SH
CROWDSTRIKE HLDGS INCORPORATED CLASS A	CL A	$3.0M	1.4%Prev: 0.8%	3,915 SH	Increased-128 SH
CSX CORPORATION	COM	$875K	0.4%Prev: 0.4%	18,408 SH	Increased-219 SH
DISNEY WALT COMPANY	COM	$1.1M	0.5%Prev: 0.6%	11,596 SH	Increased+359 SH
DNP SELECT INCOME FD INCORPORATED	COM	$153K	0.1%Prev: 0.1%	14,140 SH	Increased-500 SH
DOLLAR GENERAL CORPORATION	COM	$281K	0.1%Prev: 0.2%	2,440 SH	Decreased-50 SH
DOMINION ENERGY INCORPORATED	COM	$642K	0.3%Prev: 0.7%	9,398 SH	Decreased-12,452 SH
DUKE ENERGY CORPORATION NEW COM NEW	COM NEW	$3.1M	1.5%Prev: 3.3%	24,796 SH	Decreased-23,496 SH
EATON VANCE TAX ADVT DIV INCM	COM	$3.6M	1.7%Prev: 1.2%	128,835 SH	Increased+38,052 SH
EBAY INCORPORATED.	COM	$304K	0.1%Prev: 0.1%	2,716 SH	Increased-61 SH
ELI LILLY & COMPANY	COM	$3.9M	1.8%Prev: 1.8%	3,251 SH	Increased-598 SH
EQUITY RESIDENTIAL SH BEN INT REIT	SH BEN INT	$527K	0.2%Prev: 0.3%	7,756 SH	Increased-730 SH
EVERCORE INCORPORATED CLASS A	CLASS A	$402K	0.2%Prev: 0.2%	1,178 SH	Increased+94 SH
EXXON MOBIL CORPORATION	COM	$942K	0.4%Prev: 0.6%	6,893 SH	Decreased-350 SH
F5 INCORPORATED	COM	$621K	0.3%	1,493 SH	New
FIREFLY AEROSPACE INCORPORATED	COM	$266K	0.1%	9,034 SH	New
FIRST MERCHANTS CORPORATION	COM	$204K	0.1%	4,675 SH	New
FIRST TRUST TACTICAL HIGH YIELD ETF	FIRST TR TA HIYL	$4.1M	1.9%Prev: 2.0%	101,027 SH	Increased+4,125 SH
FIRST TRUST WCM INTERNATIONAL EQUITY ETF	WCM INTL EQUITY	$5.9M	2.8%Prev: 2.8%	301,672 SH	Increased-19,719 SH
FRANKLIN FTSE SOUTH KOREA ETF	FTSE SOUTH KOREA	$212K	0.1%	3,201 SH	New
FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF	FT ENER INCO ETF	$1.2M	0.6%	54,170 SH	New
GE AEROSPACE COM NEW	COM NEW	$1.0M	0.5%Prev: 0.4%	2,804 SH	Increased+107 SH
GOLDMAN SACHS GROUP INCORPORATED	COM	$372K	0.2%Prev: 0.2%	368 SH	Increased-16 SH
GOLDMAN SACHS GROWTH OPPORTUNITIES ETF	GROWT OPPOR ETF	$10.5M	4.9%	232,435 SH	New
HEALTHPEAK PROPERTIES INCORPORATED REIT	COM	$579K	0.3%Prev: 0.3%	27,048 SH	Increased-3,499 SH
HUMANA INCORPORATED	COM	$311K	0.1%	782 SH	New
INTEL CORPORATION	COM	$201K	0.1%	1,439 SH	New
INTERNATIONAL BUSINESS MACHINES	COM	$1.6M	0.8%Prev: 3.5%	5,701 SH	Decreased-22,260 SH
INVESCO BD FD	COM	$2.6M	1.2%Prev: 1.5%	172,032 SH	Decreased-18,329 SH
INVESCO PREFERRED ETF	PFD ETF	$151K	0.1%Prev: 0.1%	13,941 SH	Decreased-2,480 SH
ISHARES INCORPORATED MSCI ITALY ETF	MSCI ITALY ETF	$210K	0.1%	3,539 SH	New
ISHARES TR TIPS BD ETF	TIPS BD ETF	$460K	0.2%Prev: 0.3%	4,203 SH	Decreased-367 SH
JABIL INCORPORATED	COM	$991K	0.5%Prev: 0.3%	2,570 SH	Increased+209 SH
JOHNSON & JOHNSON	COM	$809K	0.4%Prev: 0.4%	3,184 SH	Increased
JOHNSON CONTROLS INTERNATION SHS (IRELAND)	SHS	$423K	0.2%Prev: 0.2%	2,892 SH	Increased-125 SH
JPMORGAN CHASE & COMPANY	COM	$1.4M	0.7%Prev: 0.7%	4,287 SH	Increased-122 SH
L3HARRIS TECHNOLOGIES INCORPORATED	COM	$584K	0.3%Prev: 0.4%	2,009 SH	Decreased+50 SH
LIVE NATION ENTERTAINMENT INCORPORATED	COM	$703K	0.3%	3,838 SH	New
LOCKHEED MARTIN CORPORATION	COM	$2.0M	1.0%Prev: 1.2%	3,971 SH	Decreased
MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A	CL A	$4.0M	1.9%	10,891 SH	New
MARTIN MARIETTA MATLS INCORPORATED	COM	$2.4M	1.2%	4,246 SH	New
MCDONALDS CORPORATION	COM	$280K	0.1%Prev: 0.2%	1,035 SH	Decreased-2 SH
MCKESSON CORPORATION	COM	$2.6M	1.2%Prev: 2.1%	3,400 SH	Decreased-1,363 SH
META PLATFORMS INCORPORATED CLASS A	CL A	$224K	0.1%Prev: 1.5%	397 SH	Decreased-4,736 SH
MICROSOFT CORPORATION	COM	$5.9M	2.8%Prev: 2.5%	15,743 SH	Increased+2,956 SH
MID-AMER APT CMNTYS INCORPORATED REIT	COM	$4.5M	2.1%Prev: 1.9%	32,159 SH	Increased+1,948 SH
MONSTER BEVERAGE CORPORATION NEW	COM	$3.5M	1.7%Prev: 0.8%	36,610 SH	Increased+14,074 SH
NEUROCRINE BIOSCIENCES INCORPORATED	COM	$306K	0.1%	1,816 SH	New
NORFOLK SOUTHN CORPORATION	COM	$234K	0.1%Prev: 0.1%	743 SH	Increased
NRG ENERGY INCORPORATED COM NEW	COM NEW	$771K	0.4%Prev: 1.3%	5,277 SH	Decreased-11,814 SH
NVIDIA CORPORATION	COM	$200K	0.1%	1,000 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$484K	0.2%	4,148 SH	New
PEPSICO INC	COM	$239K	0.1%	1,764 SH	New
PNC FINL SVCS GROUP INCORPORATED	COM	$1.3M	0.6%Prev: 0.6%	5,312 SH	Increased-23 SH
PPL CORPORATION	COM	$5.0M	2.3%Prev: 2.7%	137,349 SH	Decreased+320 SH
PRINCIPAL INVESTMENT GRADE CORPORATE ETF	PRNC INVT GRAD	$5.0M	2.4%	243,672 SH	New
PROCTER & GAMBLE COMPANY	COM	$519K	0.2%Prev: 0.3%	3,541 SH	Decreased-94 SH
PROLOGIS INCORPORATED. REIT	COM	$960K	0.5%Prev: 0.5%	7,087 SH	Decreased-806 SH
PUBLIC STORAGE REIT	COM	$4.7M	2.2%	14,684 SH	New
REPUBLIC BANCORP INCORPORATED KY CLASS A	CL A	$222K	0.1%	2,457 SH	New
ROCKWELL AUTOMATION INCORPORATED	COM	$3.7M	1.8%	7,524 SH	New
SABA CAPITAL INCOME & OPPORTUN COM NEW	COM NEW	$367K	0.2%Prev: 0.2%	43,916 SH	Decreased-6,425 SH
SIMON PROPERTY GROUP INCORPORATED NEW REIT	COM	$6.6M	3.1%Prev: 2.8%	29,621 SH	Increased+385 SH
SOUTHERN COMPANY	COM	$3.1M	1.5%Prev: 3.2%	32,657 SH	Decreased-31,865 SH
SPDR GOLD SHARES	GOLD SHS	$229K	0.1%Prev: 0.2%	622 SH	Decreased-55 SH
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	ST STR FINL ETF	$248K	0.1%	4,622 SH	New
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	ST STR INDL ETF	$425K	0.2%	2,293 SH	New
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF	ST BLOO HIGH ETF	$206K	0.1%	2,139 SH	New
STATE STREET SPDR S&P 500 ETF TRUST	TR UNIT	$332K	0.2%Prev: 0.2%	445 SH	Decreased-73 SH
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ST STR TECHN ETF	$822K	0.4%	4,313 SH	New
STERLING INFRASTRUCTURE INCORPORATED	COM	$844K	0.4%Prev: 0.4%	1,005 SH	Increased-1,041 SH
STOCK YDS BANCORP INCORPORATED	COM	$211K	0.1%	2,762 SH	New
T-MOBILE US INCORPORATED	COM	$222K	0.1%Prev: 0.1%	1,323 SH	Decreased-26 SH
TE CONNECTIVITY PLC ORD SHS (IRELAND)	ORD SHS	$252K	0.1%Prev: 0.1%	1,250 SH	Decreased
TESLA INCORPORATED	COM	$267K	0.1%Prev: 0.2%	635 SH	Decreased-346 SH
TEXAS ROADHOUSE INCORPORATED	COM	$259K	0.1%Prev: 0.4%	1,340 SH	Decreased-2,909 SH
TJX COMPANIES INCORPORATED NEW	COM	$457K	0.2%	3,014 SH	New
TKO GROUP HOLDINGS INCORPORATED CLASS A	CL A	$2.7M	1.3%	13,540 SH	New
TRUIST FINL CORPORATION	COM	$231K	0.1%Prev: 0.1%	4,637 SH	Increased
UNITED PARCEL SVCS INCORPORATED CLASS B	CL B	$404K	0.2%Prev: 0.2%	3,756 SH	Increased-97 SH
VANGUARD REAL ESTATE ETF	REAL ESTATE ETF	$729K	0.3%Prev: 0.4%	7,558 SH	Increased-102 SH
VANGUARD TOTAL INTERNATIONAL BOND ETF	TOTAL INT BD ETF	$6.3M	3.0%Prev: 0.2%	130,734 SH	Increased+123,584 SH
VENTAS INCORPORATED REIT	COM	$559K	0.3%Prev: 0.3%	6,293 SH	Decreased-1,351 SH
VIRTU FINL INCORPORATED CLASS A	CL A	$651K	0.3%	10,921 SH	New
WALMART INC	COM	$1.7M	0.8%	15,390 SH	New
WASTE MGMT INCORPORATED DEL	COM	$4.7M	2.2%Prev: 2.2%	20,894 SH	Increased+2,218 SH
WELLTOWER INCORPORATED REIT	COM	$227K	0.1%	1,000 SH	New
WESBANCO INCORPORATED	COM	$1.6M	0.8%Prev: 0.8%	41,823 SH	Increased-801 SH
WILLIAMS COMPANIES INCORPORATED	COM	$408K	0.2%Prev: 0.2%	5,487 SH	Decreased-828 SH
YUM BRANDS INCORPORATED	COM	$356K	0.2%Prev: 0.2%	2,227 SH	Increased-23 SH

Sold (vs prior filing)

ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS) — $503K
CADENCE DESIGN SYSTEMS INCORPORATED — $4.1M
CBRE GROUP INCORPORATED CLASS A — $308K
CONSTELLATION ENERGY CORPORATION — $480K
DRAFTKINGS INCORPORATED NEW COM CLASS A — $471K
FIVERR INTERNATIONAL LIMITED ORD SHS (ISRAEL) — $173K
FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF — $1.4M
GOLDMAN SACHS GROWTH OPPORTUNITIES ETF — $8.6M
HUBBELL INCORPORATED — $572K
KYIVSTAR GROUP LIMITED ORD SHS (BERMUDA) — $356K
MARRIOTT INTERNATIONAL INCORPORATED — $2.5M
NU HLDGS LIMITED ORD SHS CLASS A (CAYMAN ISLANDS) — $280K
ORACLE CORPORATION — $3.4M
PALANTIR TECHNOLOGIES INCORPORATED CLASS A — $578K
PEPSICO INCORPORATED — $274K
PRINCIPAL INVESTMENT GRADE CORPORATE ACTIVE ETF — $4.9M
PUBLIC STORAGE OPER COMPANY REIT — $3.9M
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF — $226K
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF — $264K
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF — $598K
… and 5 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Aug 10, 2026	Q2 2026	13F-HR	0002131510-26-000002	$212.6M	View
May 5, 2026	Q1 2026	13F-HR	0002131510-26-000001	$192.2M	View