LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

13F Portfolio Filings

Most recent 13F
Q2 2026
Location
Louisville, KY
CIK
0002131510
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 124 212,554 AMLP, GOLDMAN SACHS GROWTH OPPORTUNITIES ETF, AAPL, SPG 13F-HR 8/10/2026 000213151026000002
Q1 2026 113 192,231 AMLP, GOLDMAN SACHS GROWTH OPPORTUNITIES ETF, IBM, DUK 13F-HR 5/5/2026 000213151026000001