Long-term investor
Legacy Financial Independent Advisors LLC @legacyfinancialindepende
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002131510).
Record
- Tracked since 2026-03-31 (174 days), 53 trades recorded
- Returns: week n/a · month n/a · 90 days +7.4% · 6 months n/a · 1 year n/a · all +7.4%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 00162Q452 · 6.0% · long · since 2026-03-31
- 38149W440 · 4.9% · long · since 2026-03-31
- AAPL · 3.4% · long · since 2026-03-31
- 828806109 · 3.1% · long · since 2026-03-31
- 92203J407 · 3.0% · long · since 2026-03-31
- 33733E732 · 2.8% · long · since 2026-03-31
- MSFT · 2.8% · long · since 2026-03-31
- ASML · 2.7% · long · since 2026-03-31
- AEP · 2.5% · long · since 2026-03-31
- 74255Y821 · 2.4% · long · since 2026-03-31
- PPL · 2.3% · long · since 2026-03-31
- 74460D109 · 2.2% · long · since 2026-03-31