Legacy Financial Independent Advisors LLC has recently filed its 13F-HR report, disclosing a total portfolio value of $202,164,425 as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions across various sectors.

The firm, based in Louisville, Kentucky, is categorized under the investment advisory industry. This latest report showcases a diversified investment approach, with notable holdings in major companies such as Microsoft Corporation, Apple Incorporated, and Goldman Sachs Growth Opportunities ETF.

Background

Legacy Financial Independent Advisors LLC, incorporated in Kentucky, is an investment advisory firm that provides a range of financial services. The firm operates under the SEC file number 028-26847 and has a fiscal year ending on December 31. Recent filings include a 13F-HR on November 2, 2026, and an N-PX filing on August 17, 2026.

What the Filing Says

The recent 13F-HR filing indicates that Legacy Financial holds a total of 128 positions within its portfolio. The report highlights significant investments, including:

  • Alerian MLP ETF with a value of $12,777,863
  • Microsoft Corporation valued at $11,038,121
  • Goldman Sachs Growth Opportunities ETF at $10,484,758
  • Apple Incorporated valued at $7,764,694
  • Vanguard Total International Bond ETF at $6,481,371

These figures illustrate the firm's strategic focus on technology and financial services, among other sectors.

Impact

This filing may have implications for clients and potential investors looking for insight into the firm's investment strategies. The disclosure of a $202 million portfolio also reflects the firm's ability to navigate market conditions and manage assets effectively. Additionally, the transparency provided by this filing reinforces trust among clients and industry peers.

What's Next

The filing does not say what happens next, but it is expected that Legacy Financial will continue to monitor its investments and adjust its portfolio as necessary in response to market developments.