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Manager record

Legacy Financial Independent Advisors Llc

Louisville, KY · CIK 2131510 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$212.55MReported 13F valueQ2 2026 · as filed
124Holdings listed
+10.6%vs prior quartervalue change includes market moves
2Quarters on record
Aug 10Latest filed
Reported 13F value by quarter, Q1 2026 to Q2 2026Q1 2026: $192.2M$192.2MQ1 2026113 holdingsQ2 2026: $212.6M$212.6MQ2 2026124 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 10 2026 13F-HR · period Q2 2026

$212.55M · 124 holdings listed · View original SEC filing ↗
May 05 2026 13F-HR · period Q1 2026

$192.23M · 113 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 10, 2026 · Change methodology