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Jay Kasting

Legacy Financial Advisors, Inc.

Assets Managed
$715.12M
Holdings
404
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
-1.08%(2Q avg: -0.74%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Financial Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 404 positions.

Assets under management

The assets under management (AUM) of Legacy Financial Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 715.12M in assets, with a quarterly growth rate of -1.08% and a 2-quarter average growth rate of -0.74%. The portfolio is managed by Jay Kasting, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Decreased -11.72%
8.88%
$63.457M
722,416 shares@ $87.84 avg price
DIVI
Franklin International Core
Recent Activity
Decreased -0.05%
4.75%
$33.945M
852,674 shares@ $39.82 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -4.89%
3.38%
$24.109M
169,271 shares@ $142.43 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.69%
3.01%
$21.465M
84,578 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 7.37%
3%
$21.418M
122,808 shares@ $174.41 avg price
WTV
Wisdomtree U.s. Value Fund
Recent Activity
Increased 1.35%
2.99%
$21.374M
225,627 shares@ $94.74 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 6.14%
2.99%
$21.336M
814,364 shares@ $26.21 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
New Position
2.96%
$21.133M
386,706 shares@ $54.66 avg price
QGRW
Wisdomtree Us Quality Growth
Recent Activity
Increased 1.59%
2.5%
$17.81M
333,342 shares@ $53.43 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.2%
1.82%
$12.983M
35,072 shares@ $370.18 avg price

1-10 of 404