Legacy Financial Advisors, Inc.

CIK 0001730810 · Q1 2026

13F Equity AUM

$715.1M

-1.1% QoQ

Positions

404

+15 QoQ

AUM Rank

#3,469

Top 28%

Skill Alpha (FF)

-1.7%/yr^ns

No Clear Edge

Rank #4,763 · Top 58%

vs S&P -6.1%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 23.0%Top 10: 36.2%Top 20: 50.3%

DGRW8.9%

DIVI4.8%

ITOT3.4%

AAPL3.0%

NVDA3.0%

WTV3.0%

PYLD3.0%

FRDM3.0%

QGRW2.5%

MSFT1.8%

Others (394)63.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services54.1%

Technology15.1%

Industrials5.4%

Consumer Cyclical5.2%

Communication Services5.1%

Healthcare4.6%

Consumer Defensive3.9%

Energy2.9%

Other3.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 404Median: 0.08%Avg: 0.25%

0–0.5%

370(40.9%)

0.5–1%

15(9.8%)

1–3%

15(29.4%)

3–5%

3(11.1%)

5%+

1(8.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 400Unique: 4vs 20 funds

5.5%Low

404

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

7.6%

BANK OF AMERICA CORP /DE/

8.4%

JPMORGAN CHASE & CO

8.2%

FMR LLC

12.8%

BlackRock, Inc.

9.1%

VANGUARD CAPITAL MANAGEMENT LLC

9.9%

GEODE CAPITAL MANAGEMENT, LLC

9.5%

STATE STREET CORP

9.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

11.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New42Increased212Decreased140Exited27

New Positions

FRDM3.0%

+387K

VFLO1.4%

+263K

RJF0.1%

+4K

GBIL0.1%

+5K

SUNBELT RENTALS HOLD…0.1%

+7K

GLW0.1%

+2K

EME0.0%

+350

SNDK0.0%

+469

TER0.0%

+1K

OMC0.0%

+4K

Increased

PYLD3.0%

+47K(+6%)

NFLX0.7%

+11K(+26%)

FLMI0.7%

+9K(+5%)

INTC0.2%

+9K(+40%)

NVDA3.0%

+8K(+7%)

PFE0.2%

+7K(+22%)

PCG0.1%

+6K(+20%)

SYF0.1%

+6K(+183%)

BAC0.2%

+5K(+27%)

QGRW2.5%

+5K(+2%)

Decreased

XC0.1%

-598,932(-95%)

DGRW8.9%

-95,909(-12%)

CLSK0.0%

-25,385(-41%)

DGRO1.4%

-23,616(-14%)

WBD0.1%

-21,866(-49%)

EMXC0.3%

-21,268(-41%)

GQI1.6%

-20,475(-9%)

ADT0.0%

-11,492(-51%)

USMV0.1%

-11,271(-51%)

OCC0.0%

-10,000(-23%)

Exited

-1,770

-6,736

-1,945

-2,759

-6,564

-1,359

-13,481

-11,355

-1,094

-4,097

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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