• 13F History

Legacy Financial Advisors, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$605M
Signature - Title
Jonathan G. Kasting - Compliance Officer
Location
Covington, KY
Summary
This page shows a list of all the recent 13F filings made by Legacy Financial Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Financial Advisors, Inc. reported 345 stock holdings with total value $605M as of Q4 2024. Top holdings included DGRW, ITOT, DIVI, AAPL, and XC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 345 $605M +$39.1M -$27.3M +$11.8M DGRW, ITOT, DIVI, AAPL, XC 13F-HR 2/13/2025, 11:38 AM
Q3 2024 358 $595M +$48.1M -$41.6M +$6.53M DGRW, ITOT, XC, DIVI, AAPL 13F-HR 11/13/2024, 07:42 PM
Q2 2024 334 $562M +$38.6M -$34.6M +$4M DGRW, ITOT, DWM, XC, DNL 13F-HR 8/13/2024, 04:32 PM
Q1 2024 324 $558M +$69.4M -$67.9M +$1.45M DGRW, ITOT, DWM, DNL, QGRW 13F-HR 5/14/2024, 09:33 AM
Q4 2023 299 $521M +$48.4M -$78.2M -$29.8M DGRW, USMV, ITOT, DWM, QGRW Restatement 2/13/2024, 01:59 PM
Q3 2023 282 $500M +$39.8M -$56.5M -$16.7M ITOT, DGRW, USMV, IEFA, QGRW 13F-HR 11/13/2023, 09:59 AM
Q2 2023 262 $535M +$106M -$80.9M +$24.7M ITOT, USMV, DGRW, AGG, IEFA 13F-HR 8/8/2023, 02:50 PM
Q1 2023 251 $489M +$22.8M -$12.3M +$10.5M ITOT, USMV, DGRO, AGG, IEFA 13F-HR 5/3/2023, 03:28 PM
Q4 2022 242 $464M +$62.7M -$25.4M +$37.2M ITOT, USMV, DGRO, AGG, IEFA 13F-HR 2/6/2023, 01:50 PM
Q3 2022 222 $418M +$69.4M -$20.9M +$48.5M ITOT, USMV, AGG, DGRO, IEFA 13F-HR 11/9/2022, 12:27 PM
Q2 2022 219 $402M +$42.9M -$10.1M +$32.9M ITOT, USMV, DGRO, AGG, EFAV 13F-HR 8/8/2022, 11:59 AM
Q1 2022 241 $445M +$45.7M -$11.2M +$34.5M ITOT, USMV, DGRO, AGG, EFAV 13F-HR 5/4/2022, 02:11 PM
Q4 2021 205 $436M +$64.3M -$68.5M -$4.28M USMV, ITOT, DGRO, AGG, EFAV 13F-HR 2/4/2022, 09:57 AM
Q3 2021 183 $408M +$17.4M -$3.34M +$14.1M USMV, ITOT, DGRO, GOVT, EFAV 13F-HR 10/26/2021, 03:49 PM
Q2 2021 173 $395M +$36.1M -$26M +$10.1M USMV, ITOT, DGRO, GOVT, EFAV 13F-HR 7/21/2021, 10:23 AM
Q1 2021 158 $365M +$26.3M -$30.5M -$4.23M USMV, ITOT, DGRO, EFAV, IEFA 13F-HR 4/28/2021, 10:50 AM
Q4 2020 142 $354M +$61M -$64.3M -$3.32M USMV, ITOT, DGRO, EFAV, IEFA 13F-HR 2/2/2021, 01:13 PM
Q3 2020 135 $328M +$48M -$6.51M +$41.4M USMV, ITOT, EFAV, DGRO, EEMV 13F-HR 11/9/2020, 09:09 AM
Q2 2020 45 $278M +$21.5M -$16.2M +$5.23M USMV, ITOT, EFAV, DGRO, EEMV 13F-HR 8/7/2020, 10:42 AM
Q1 2020 47 $263M +$42.5M -$12.5M +$30M USMV, EFAV, ITOT, EEMV, PG 13F-HR 5/12/2020, 01:38 PM
Q4 2019 113 $316M +$10.4M -$2.61M +$7.84M USMV, EFAV, ITOT, EEMV, PG 13F-HR 1/27/2020, 10:55 AM
Q3 2019 113 $301M +$14.7M -$1.83M +$12.9M USMV, EFAV, ITOT, EEMV, PG 13F-HR 11/7/2019, 10:36 AM
Q2 2019 111 $283M +$6.05M -$2.16M +$3.89M USMV, EFAV, ITOT, EEMV, PG 13F-HR 8/7/2019, 10:11 AM
Q1 2019 968 $295M +$24.6M -$9.35M +$15.3M USMV, EFAV, ITOT, EEMV, PG 13F-HR 5/14/2019, 01:59 PM
Q4 2018 888 $258M +$25.4M -$12.4M +$12.9M USMV, EFAV, ITOT, EEMV, PG 13F-HR 1/16/2019, 12:54 PM
Q3 2018 801 $276M +$11.6M -$4.49M +$7.09M USMV, EFAV, ITOT, EEMV, PG 13F-HR 10/30/2018, 12:41 PM
Q2 2018 848 $263M +$14.5M -$4.89M +$9.65M USMV, EFAV, ITOT, EEMV, PG 13F-HR 7/17/2018, 09:01 AM
Q1 2018 751 $251M +$19.5M -$5.96M +$13.6M USMV, EFAV, ITOT, EEMV, PG 13F-HR 4/12/2018, 09:29 AM
Q4 2017 752 $243M USMV, EFAV, ITOT, EEMV, PG 13F-HR 2/9/2018, 09:04 AM