Legacy Financial Advisors, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Covington, KY
CIK
0001730810
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 358 595,361 DGRW, ITOT, XC, FLQH 13F-HR 11/13/2024 000176538024000455
Q2 2024 334 561,588 DGRW, ITOT, DWM, XC 13F-HR 8/13/2024 000176538024000333
Q1 2024 324 558,215 DGRW, ITOT, DWM, DNL 13F-HR 5/14/2024 000176538024000218
Q4 2023 299 520,640 DGRW, USMV, ITOT, DWM RESTATEMENT 2/13/2024 000176538024000115
Q3 2023 265 499,704 ITOT, DGRW, USMV, IEFA 13F-HR 11/13/2023 000176538023000227
Q2 2023 262 535,487 ITOT, USMV, DGRW, AGG 13F-HR 8/8/2023 000176538023000151
Q1 2023 251 489,427 ITOT, USMV, DGRO, AGG 13F-HR 5/3/2023 000176538023000080
Q4 2022 242 464,152 ITOT, USMV, DGRO, AGG 13F-HR 2/6/2023 000176538023000006
Q3 2022 222 418,240 ITOT, USMV, AGG, DGRO 13F-HR 11/9/2022 000176538022000152
Q2 2022 219 402,277 ITOT, USMV, DGRO, AGG 13F-HR 8/8/2022 000176538022000122
Q1 2022 241 444,522 ITOT, USMV, DGRO, AGG 13F-HR 5/4/2022 000176538022000061
Q4 2021 205 435,840 USMV, ITOT, DGRO, AGG 13F-HR 2/4/2022 000176538022000024
Q3 2021 183 407,919 USMV, ITOT, DGRO, GOVT 13F-HR 10/26/2021 000176538021000102
Q2 2021 173 394,976 USMV, ITOT, DGRO, GOVT 13F-HR 7/21/2021 000176538021000066
Q1 2021 158 364,935 USMV, ITOT, DGRO, EFAV 13F-HR 4/28/2021 000176538021000047
Q4 2020 142 353,702 USMV, ITOT, DGRO, EFAV 13F-HR 2/2/2021 000176538021000012
Q3 2020 135 327,822 USMV, ITOT, EFAV, DGRO 13F-HR 11/9/2020 000176538020000091
Q2 2020 45 278,266 USMV, ITOT, EFAV, DGRO 13F-HR 8/7/2020 000176538020000068
Q1 2020 55 269,740 USMV, EFAV, ITOT, EEMV 13F-HR 5/12/2020 000176538020000055
Q4 2019 113 316,183 USMV, EFAV, ITOT, EEMV 13F-HR 1/27/2020 000176538020000010
Q3 2019 113 300,810 USMV, EFAV, ITOT, EEMV 13F-HR 11/7/2019 000176538019000110
Q2 2019 111 282,769 USMV, EFAV, ITOT, EEMV 13F-HR 8/7/2019 000176538019000081
Q1 2019 1,082 295,143 USMV, EFAV, ITOT, EEMV 13F-HR 5/14/2019 000173081019000003
Q4 2018 1,014 258,298 USMV, EFAV, ITOT, EEMV 13F-HR 1/16/2019 000173081019000001
Q3 2018 946 276,088 USMV, EFAV, ITOT, EEMV 13F-HR 10/30/2018 000173081018000004
Q2 2018 951 263,515 USMV, EFAV, ITOT, EEMV 13F-HR 7/17/2018 000173081018000003
Q1 2018 891 251,542 USMV, EFAV, ITOT, EEMV 13F-HR 4/12/2018 000173081018000002
Q4 2017 889 243,631 USMV, EFAV, ITOT, EEMV 13F-HR 2/9/2018 000173081018000001
Additional filings from Legacy Financial Advisors, Inc. that have since been restated