Long-term investor
Legacy Financial Advisors, Inc. @legacyfinancialadvisorsi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001730810).
Record
- Tracked since 2025-06-30 (446 days), 96 trades recorded
- Returns: week n/a · month n/a · 90 days +9.3% · 6 months n/a · 1 year +14.9% · all +14.9%
- Max drawdown n/a · win rate 11% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 97717X669 · 8.5% · long · since 2025-06-30
- 35473P108 · 4.5% · long · since 2025-06-30
- 02072L607 · 3.5% · long · since 2026-03-31
- 464287150 · 3.3% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- NVDA · 3.0% · long · since 2025-06-30
- 97717W547 · 2.8% · long · since 2025-06-30
- 97717Y477 · 2.7% · long · since 2025-06-30
- 72201R585 · 2.7% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30
- 02079K305 · 1.6% · long · since 2025-06-30
- 63873X307 · 1.5% · long · since 2025-06-30