Institutional Fund
Legacy Financial Independent Advisors LLC
Louisville, KYCIK 21315101 filings on record
Portfolio Value
$192.23M
Q1 2026
Holdings
113
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alps ETF Tr6.6%
- Goldman Sachs ETF Tr4.5%
- International Business Machs3.5%
- Duke Energy Corp New3.3%
- Southern Co3.2%
- American Elec Pwr Co Inc3.1%
- Other75.7%
Portfolio Holdings
113 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alps ETF Tr | 242.4K | $12.76M | 6.6% | +242.4K | First Filing |
| 2 | Goldman Sachs ETF Tr | 235.7K | $8.62M | 4.5% | +235.7K | First Filing |
| 3 | International Business Machs | 28.0K | $6.78M | 3.5% | +28.0K | First Filing |
| 4 | Duke Energy Corp New | 48.3K | $6.32M | 3.3% | +48.3K | First Filing |
| 5 | Southern Co | 64.5K | $6.23M | 3.2% | +64.5K | First Filing |
| 6 | American Elec Pwr Co Inc | 45.5K | $5.96M | 3.1% | +45.5K | First Filing |
| 7 | Simon Ppty Group Inc New | 29.2K | $5.45M | 2.8% | +29.2K | First Filing |
| 8 | First Tr Exchange-Traded Fd | 321.4K | $5.39M | 2.8% | +321.4K | First Filing |
| 9 | Ppl Corp | 137.0K | $5.23M | 2.7% | +137.0K | First Filing |
| 10 | Principal Exchange Traded Fd | 239.5K | $4.94M | 2.6% | +239.5K | First Filing |
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