Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMLPAlerian Mlp Etf | $12.8M | 6.0% | +1.8% |
| GSGOGoldman Sachs Growth Opportunities Etf | $10.5M | 4.9% | −1.4% |
| AAPLApple Incorporated | $7.3M | 3.4% | +272.6% |
| SPGSimon Property Group Incorporated New Reit | $6.6M | 3.1% | +1.3% |
| BNDXVanguard Total International Bond Etf | $6.3M | 3.0% | +1728.4% |
| WCMIFirst Trust Wcm International Equity Etf | $5.9M | 2.8% | −6.1% |
| MSFTMicrosoft Corporation | $5.9M | 2.8% | +23.1% |
| Asml Holding Nv (netherlands)CUSIP N07059210 | $5.7M | 2.7% | +655.9% |
| AEPAmerican Elec Pwr Company Incorporated | $5.3M | 2.5% | −14.7% |
| IGPrincipal Investment Grade Corporate Etf | $5.0M | 2.4% | +1.8% |
| PPLPpl Corporation | $5.0M | 2.3% | |
| PSAPublic Storage Reit | $4.7M | 2.2% | +2.9% |
| WMWaste Mgmt Incorporated Del | $4.7M | 2.2% | +11.9% |
| AXPAmerican Express Company | $4.6M | 2.1% | −1.3% |
| MAAMid-amer Apt Cmntys Incorporated Reit | $4.5M | 2.1% | +6.4% |
| EDConsolidated Edison Incorporated | $4.4M | 2.1% | |
| HYLSFirst Trust Tactical High Yield Etf | $4.1M | 1.9% | +4.3% |
| MARMarriott International Incorporated New Class A | $4.0M | 1.9% | +44.4% |
| LLYEli Lilly & Company | $3.9M | 1.8% | −15.5% |
| AEEAmeren Corporation | $3.8M | 1.8% | −11.3% |
| ROKRockwell Automation Incorporated | $3.7M | 1.8% | New |
| GOOGAlphabet Incorporated Cap Stk Class C | $3.7M | 1.7% | +1394.0% |
| XEVTXEaton Vance Tax Advt Div Incm | $3.6M | 1.7% | +41.9% |
| MNSTMonster Beverage Corporation New | $3.5M | 1.7% | +62.5% |
| DUKDuke Energy Corporation New Com New | $3.1M | 1.5% | −48.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CRWDCrowdstrike Hldgs Incorporated Class A | March 31, 2026 | +95.5% | $3.0M |
| BTSGBrightspring Health Svcs Incorporated | March 31, 2026 | +63.7% | $1.7M |
| Asml Holding Nv (netherlands)CUSIP N07059210 | March 31, 2026 | +50.6% | $5.7M |
| CATCaterpillar Incorporated | March 31, 2026 | +50.3% | $3.1M |
| CDNSCadence Design System Incorporated | March 31, 2026 | +35.1% | $1.8M |
| MNSTMonster Beverage Corporation New | March 31, 2026 | +32.7% | $3.5M |
| LLYEli Lilly & Company | March 31, 2026 | +30.4% | $3.9M |
| GOOGAlphabet Incorporated Cap Stk Class C | March 31, 2026 | +23.2% | $3.7M |
| GSGOGoldman Sachs Growth Opportunities Etf | March 31, 2026 | +23.2% | $10.5M |
| SPGSimon Property Group Incorporated New Reit | March 31, 2026 | +19.9% | $6.6M |
Sold off last quarter
- ORCLOracle Corporation was $3.4M
- TTWOTake-two Interactive Software was $2.3M
- CWBState Street Spdr Bloomberg Convertible Securities Etf was $598K
- HUBBHubbell Incorporated was $572K
- CEGConstellation Energy Corporation was $480K
- DKNGDraftkings Incorporated New Com Class A was $471K
- Kyivstar Group Limited Ord Shs (bermuda)CUSIP G5331N101 was $356K
- CBRECbre Group Incorporated Class A was $308K
- Nu Hldgs Limited Ord Shs Class A (cayman Islands)CUSIP G6683N103 was $280K
- COCOVita Coco Company Incorporated was $270K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.2% | +14.8% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Legacy Financial Independent Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2131510&type=13F-HR&dateb=&owner=include&count=40CIK 2131510
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2131510/000213151026000002/Filed August 10, 2026 · accession 0002131510-26-000002