# EDGAR Filing Document

**Accession Number:** 0002131510
**File Stem:** 0002131510-26-000001
**Filing Date:** 2026-5
**Character Count:** 16034
**Document Hash:** 866e8317de2e82a5ba9df329f68aaa16
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002131510-26-000001.hdr.sgml**: 20260505

**ACCESSION NUMBER**: 0002131510-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260505

**DATE AS OF CHANGE**: 20260505

**EFFECTIVENESS DATE**: 20260505

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
- **CENTRAL INDEX KEY:** 0002131510

**ORGANIZATION NAME:**
- **EIN:** 921690509
- **STATE OF INCORPORATION:** KY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26847
- **FILM NUMBER:** 26941932

**BUSINESS ADDRESS:**
- **STREET 1:** 100 MALLARD CREEK RD
- **STREET 2:** SUITE 402
- **CITY:** LOUISVILLE
- **STATE:** KY
- **ZIP:** 40207
- **BUSINESS PHONE:** (502) 873-0522

**MAIL ADDRESS:**
- **STREET 1:** 100 MALLARD CREEK RD
- **STREET 2:** SUITE 402
- **CITY:** LOUISVILLE
- **STATE:** KY
- **ZIP:** 40207

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** LEGACY FINANCIAL INDEPENDENT ADVISORS LLC<br>**Address:** 100 MALLARD CREEK RD<br>SUITE 402<br>LOUISVILLE, KY 40207

**Form 13F File Number:** 028-26847

**CRD Number (if applicable):** 000324258

**SEC File Number (if applicable):** 801-127031

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Christopher McCrea<br>**Title:** Chief Compliance Officer<br>**Phone:** 502-873-0524

**Signature, Place, and Date of Signing:**

Christopher McCrea  Louisville, KY  05-05-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 113

**Form 13F Information Table Value Total:** $192231975

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INCORPORATED | COM | 00287Y109 |  | 1396286 | 6420 | SH |  | SOLE |  | 0 | 0 | 6420 |
| AERCAP HOLDINGS NV SHS (NETHERLANDS) | SHS | N00985106 |  | 529515 | 3860 | SH |  | SOLE |  | 0 | 0 | 3860 |
| ALERIAN MLP ETF | ALERIAN MLP | 00162Q452 |  | 12761357 | 242427 | SH |  | SOLE |  | 0 | 0 | 242427 |
| ALLIENT INCORPORATED | COM | 019330109 |  | 312113 | 5282 | SH |  | SOLE |  | 0 | 0 | 5282 |
| ALPHABET INCORPORATED CAP STK CLASS C | CAP STK CL C | 02079K107 |  | 201949 | 704 | SH |  | SOLE |  | 0 | 0 | 704 |
| ALTRIA GROUP INCORPORATED | COM | 02209S103 |  | 343148 | 5200 | SH |  | SOLE |  | 0 | 0 | 5200 |
| AMAZON COM INCORPORATED | COM | 023135106 |  | 2839970 | 13636 | SH |  | SOLE |  | 0 | 0 | 13636 |
| AMEREN CORPORATION | COM | 023608102 |  | 4152558 | 37778 | SH |  | SOLE |  | 0 | 0 | 37778 |
| AMERICAN ELEC PWR COMPANY INCORPORATED | COM | 025537101 |  | 5958635 | 45458 | SH |  | SOLE |  | 0 | 0 | 45458 |
| AMERICAN EXPRESS COMPANY | COM | 025816109 |  | 4120988 | 13624 | SH |  | SOLE |  | 0 | 0 | 13624 |
| APPLE INCORPORATED | COM | 037833100 |  | 1718920 | 6773 | SH |  | SOLE |  | 0 | 0 | 6773 |
| ASHLAND INCORPORATED | COM | 044186104 |  | 245407 | 4413 | SH |  | SOLE |  | 0 | 0 | 4413 |
| ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS) | N Y REGISTRY SHS | N07059210 |  | 503236 | 381 | SH |  | SOLE |  | 0 | 0 | 381 |
| AT INCORPORATED | COM | 00206R102 |  | 373826 | 12895 | SH |  | SOLE |  | 0 | 0 | 12895 |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | CL B NEW | 084670702 |  | 212286 | 443 | SH |  | SOLE |  | 0 | 0 | 443 |
| BLACKROCK FLOATING RATE INCOME | COM | 09255X100 |  | 496396 | 45045 | SH |  | SOLE |  | 0 | 0 | 45045 |
| BRIGHTSPRING HEALTH SVCS INCORPORATED | COM | 10950A106 |  | 1023407 | 24018 | SH |  | SOLE |  | 0 | 0 | 24018 |
| BROWN FORMAN CORPORATION CLASS A | CL A | 115637100 |  | 208265 | 7774 | SH |  | SOLE |  | 0 | 0 | 7774 |
| CADENCE DESIGN SYSTEMS INCORPORATED | COM | 127387108 |  | 4148599 | 14930 | SH |  | SOLE |  | 0 | 0 | 14930 |
| CAMECO CORPORATION (CANADA) | COM | 13321L108 |  | 640039 | 5893 | SH |  | SOLE |  | 0 | 0 | 5893 |
| CAPITAL ONE FINL CORPORATION | COM | 14040H105 |  | 3997771 | 21914 | SH |  | SOLE |  | 0 | 0 | 21914 |
| CATERPILLAR INCORPORATED | COM | 149123101 |  | 2086415 | 2945 | SH |  | SOLE |  | 0 | 0 | 2945 |
| CBRE GROUP INCORPORATED CLASS A | CL A | 12504L109 |  | 307765 | 2272 | SH |  | SOLE |  | 0 | 0 | 2272 |
| CELESTICA INCORPORATED (CANADA) | COM | 15101Q207 |  | 690398 | 2451 | SH |  | SOLE |  | 0 | 0 | 2451 |
| CHENIERE ENERGY INCORPORATED COM NEW | COM NEW | 16411R208 |  | 332283 | 1171 | SH |  | SOLE |  | 0 | 0 | 1171 |
| CHEVRON CORPORATION | COM | 166764100 |  | 3146121 | 15206 | SH |  | SOLE |  | 0 | 0 | 15206 |
| CHURCHILL DOWNS INCORPORATED | COM | 171484108 |  | 1104190 | 12292 | SH |  | SOLE |  | 0 | 0 | 12292 |
| CISCO SYSTEMS INCORPORATED | COM | 17275R102 |  | 242469 | 3125 | SH |  | SOLE |  | 0 | 0 | 3125 |
| COCA COLA COMPANY | COM | 191216100 |  | 272943 | 3589 | SH |  | SOLE |  | 0 | 0 | 3589 |
| COMFORT SYSTEMS USA INCORPORATED | COM | 199908104 |  | 853595 | 619 | SH |  | SOLE |  | 0 | 0 | 619 |
| CONSOLIDATED EDISON INCORPORATED | COM | 209115104 |  | 4440391 | 39233 | SH |  | SOLE |  | 0 | 0 | 39233 |
| CONSTELLATION ENERGY CORPORATION | COM | 21037T109 |  | 479752 | 1718 | SH |  | SOLE |  | 0 | 0 | 1718 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 240140 | 241 | SH |  | SOLE |  | 0 | 0 | 241 |
| CROWDSTRIKE HLDGS INCORPORATED CLASS A | CL A | 22788C105 |  | 1578428 | 4043 | SH |  | SOLE |  | 0 | 0 | 4043 |
| CSX CORPORATION | COM | 126408103 |  | 764638 | 18627 | SH |  | SOLE |  | 0 | 0 | 18627 |
| DISNEY WALT COMPANY | COM | 254687106 |  | 1083022 | 11237 | SH |  | SOLE |  | 0 | 0 | 11237 |
| DNP SELECT INCOME FD INCORPORATED | COM | 23325P104 |  | 150792 | 14640 | SH |  | SOLE |  | 0 | 0 | 14640 |
| DOLLAR GENERAL CORPORATION | COM | 256677105 |  | 295638 | 2490 | SH |  | SOLE |  | 0 | 0 | 2490 |
| DOMINION ENERGY INCORPORATED | COM | 25746U109 |  | 1350767 | 21850 | SH |  | SOLE |  | 0 | 0 | 21850 |
| DRAFTKINGS INCORPORATED NEW COM CLASS A | COM CL A | 26142V105 |  | 470624 | 21768 | SH |  | SOLE |  | 0 | 0 | 21768 |
| DUKE ENERGY CORPORATION NEW COM NEW | COM NEW | 26441C204 |  | 6323354 | 48292 | SH |  | SOLE |  | 0 | 0 | 48292 |
| EATON VANCE TAX ADVT DIV INCM | COM | 27828G107 |  | 2228723 | 90783 | SH |  | SOLE |  | 0 | 0 | 90783 |
| EBAY INCORPORATED. | COM | 278642103 |  | 252763 | 2777 | SH |  | SOLE |  | 0 | 0 | 2777 |
| ELI LILLY  COMPANY | COM | 532457108 |  | 3540195 | 3849 | SH |  | SOLE |  | 0 | 0 | 3849 |
| EQUITY RESIDENTIAL SH BEN INT REIT | SH BEN INT | 29476L107 |  | 501947 | 8486 | SH |  | SOLE |  | 0 | 0 | 8486 |
| EVERCORE INCORPORATED CLASS A | CLASS A | 29977A105 |  | 323585 | 1084 | SH |  | SOLE |  | 0 | 0 | 1084 |
| EXXON MOBIL CORPORATION | COM | 30231G102 |  | 1228847 | 7243 | SH |  | SOLE |  | 0 | 0 | 7243 |
| FIRST TRUST TACTICAL HIGH YIELD ETF | FIRST TR TA HIYL | 33738D408 |  | 3931314 | 96902 | SH |  | SOLE |  | 0 | 0 | 96902 |
| FIRST TRUST WCM INTERNATIONAL EQUITY ETF | WCM INTL EQUITY | 33733E732 |  | 5389727 | 321391 | SH |  | SOLE |  | 0 | 0 | 321391 |
| FIVERR INTERNATIONAL LIMITED ORD SHS (ISRAEL) | ORD SHS | M4R82T106 |  | 172965 | 17262 | SH |  | SOLE |  | 0 | 0 | 17262 |
| FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF | FT ENERGY INCOME | 33740F276 |  | 1378997 | 61316 | SH |  | SOLE |  | 0 | 0 | 61316 |
| GE AEROSPACE COM NEW | COM NEW | 369604301 |  | 765328 | 2697 | SH |  | SOLE |  | 0 | 0 | 2697 |
| GOLDMAN SACHS GROUP INCORPORATED | COM | 38141G104 |  | 324860 | 384 | SH |  | SOLE |  | 0 | 0 | 384 |
| GOLDMAN SACHS GROWTH OPPORTUNITIES ETF | GROWTH OPPORTUNI | 38149W440 |  | 8618188 | 235715 | SH |  | SOLE |  | 0 | 0 | 235715 |
| HEALTHPEAK PROPERTIES INCORPORATED REIT | COM | 42250P103 |  | 501887 | 30547 | SH |  | SOLE |  | 0 | 0 | 30547 |
| HUBBELL INCORPORATED | COM | 443510607 |  | 571712 | 1165 | SH |  | SOLE |  | 0 | 0 | 1165 |
| INTERNATIONAL BUSINESS MACHINES | COM | 459200101 |  | 6777467 | 27961 | SH |  | SOLE |  | 0 | 0 | 27961 |
| INVESCO BD FD | COM | 46132L107 |  | 2855415 | 190361 | SH |  | SOLE |  | 0 | 0 | 190361 |
| INVESCO PREFERRED ETF | PFD ETF | 46138E511 |  | 178660 | 16421 | SH |  | SOLE |  | 0 | 0 | 16421 |
| ISHARES TR TIPS BD ETF | TIPS BD ETF | 464287176 |  | 504345 | 4570 | SH |  | SOLE |  | 0 | 0 | 4570 |
| JABIL INCORPORATED | COM | 466313103 |  | 627152 | 2361 | SH |  | SOLE |  | 0 | 0 | 2361 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 778297 | 3184 | SH |  | SOLE |  | 0 | 0 | 3184 |
| JOHNSON CONTROLS INTERNATION SHS (IRELAND) | SHS | G51502105 |  | 395076 | 3017 | SH |  | SOLE |  | 0 | 0 | 3017 |
| JPMORGAN CHASE  COMPANY | COM | 46625H100 |  | 1296951 | 4409 | SH |  | SOLE |  | 0 | 0 | 4409 |
| KYIVSTAR GROUP LIMITED ORD SHS (BERMUDA) | ORD SHS | G5331N101 |  | 356426 | 35220 | SH |  | SOLE |  | 0 | 0 | 35220 |
| L3HARRIS TECHNOLOGIES INCORPORATED | COM | 502431109 |  | 676149 | 1959 | SH |  | SOLE |  | 0 | 0 | 1959 |
| LOCKHEED MARTIN CORPORATION | COM | 539830109 |  | 2400033 | 3971 | SH |  | SOLE |  | 0 | 0 | 3971 |
| MARRIOTT INTERNATIONAL INCORPORATED | CL A | 571903202 |  | 2467089 | 7543 | SH |  | SOLE |  | 0 | 0 | 7543 |
| MCDONALDS CORPORATION | COM | 580135101 |  | 322289 | 1037 | SH |  | SOLE |  | 0 | 0 | 1037 |
| MCKESSON CORPORATION | COM | 58155Q103 |  | 4121710 | 4763 | SH |  | SOLE |  | 0 | 0 | 4763 |
| META PLATFORMS INCORPORATED CLASS A | CL A | 30303M102 |  | 2936743 | 5133 | SH |  | SOLE |  | 0 | 0 | 5133 |
| MICROSOFT CORPORATION | COM | 594918104 |  | 4733364 | 12787 | SH |  | SOLE |  | 0 | 0 | 12787 |
| MID-AMER APT CMNTYS INCORPORATED REIT | COM | 59522J103 |  | 3689367 | 30211 | SH |  | SOLE |  | 0 | 0 | 30211 |
| MONSTER BEVERAGE CORPORATION NEW | COM | 61174X109 |  | 1632959 | 22536 | SH |  | SOLE |  | 0 | 0 | 22536 |
| NORFOLK SOUTHN CORPORATION | COM | 655844108 |  | 213241 | 743 | SH |  | SOLE |  | 0 | 0 | 743 |
| NRG ENERGY INCORPORATED COM NEW | COM NEW | 629377508 |  | 2497679 | 17091 | SH |  | SOLE |  | 0 | 0 | 17091 |
| NU HLDGS LIMITED ORD SHS CLASS A (CAYMAN ISLANDS) | ORD SHS CL A | G6683N103 |  | 279597 | 19457 | SH |  | SOLE |  | 0 | 0 | 19457 |
| ORACLE CORPORATION | COM | 68389X105 |  | 3376616 | 22953 | SH |  | SOLE |  | 0 | 0 | 22953 |
| PALANTIR TECHNOLOGIES INCORPORATED CLASS A | CL A | 69608A108 |  | 578391 | 3954 | SH |  | SOLE |  | 0 | 0 | 3954 |
| PEPSICO INCORPORATED | COM | 713448108 |  | 273932 | 1764 | SH |  | SOLE |  | 0 | 0 | 1764 |
| PNC FINL SVCS GROUP INCORPORATED | COM | 693475105 |  | 1110160 | 5335 | SH |  | SOLE |  | 0 | 0 | 5335 |
| PPL CORPORATION | COM | 69351T106 |  | 5234508 | 137029 | SH |  | SOLE |  | 0 | 0 | 137029 |
| PRINCIPAL INVESTMENT GRADE CORPORATE ACTIVE ETF | PRNC INVT GRAD | 74255Y821 |  | 4942339 | 239466 | SH |  | SOLE |  | 0 | 0 | 239466 |
| PROCTER  GAMBLE COMPANY | COM | 742718109 |  | 525039 | 3635 | SH |  | SOLE |  | 0 | 0 | 3635 |
| PROLOGIS INCORPORATED. REIT | COM | 74340W103 |  | 1043297 | 7893 | SH |  | SOLE |  | 0 | 0 | 7893 |
| PUBLIC STORAGE OPER COMPANY REIT | COM | 74460D109 |  | 3865728 | 14271 | SH |  | SOLE |  | 0 | 0 | 14271 |
| SABA CAPITAL INCOME  OPPORTUN COM NEW | COM NEW | 880198205 |  | 418837 | 50341 | SH |  | SOLE |  | 0 | 0 | 50341 |
| SIMON PROPERTY GROUP INCORPORATED NEW REIT | COM | 828806109 |  | 5453391 | 29236 | SH |  | SOLE |  | 0 | 0 | 29236 |
| SOUTHERN COMPANY | COM | 842587107 |  | 6227663 | 64522 | SH |  | SOLE |  | 0 | 0 | 64522 |
| SPDR GOLD SHARES | GOLD SHS | 78463V107 |  | 291306 | 677 | SH |  | SOLE |  | 0 | 0 | 677 |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | STATE STREET FIN | 81369Y605 |  | 225572 | 4569 | SH |  | SOLE |  | 0 | 0 | 4569 |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | STATE STREET IND | 81369Y704 |  | 264267 | 1634 | SH |  | SOLE |  | 0 | 0 | 1634 |
| STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | STATE STREET SPD | 78464A359 |  | 598175 | 6536 | SH |  | SOLE |  | 0 | 0 | 6536 |
| STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | STATE STREET SPD | 78468R622 |  | 204745 | 2139 | SH |  | SOLE |  | 0 | 0 | 2139 |
| STATE STREET SPDR S 500 ETF TRUST | TR UNIT | 78462F103 |  | 336876 | 518 | SH |  | SOLE |  | 0 | 0 | 518 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | STATE STREET TEC | 81369Y803 |  | 415977 | 3130 | SH |  | SOLE |  | 0 | 0 | 3130 |
| STERLING INFRASTRUCTURE INCORPORATED | COM | 859241101 |  | 833274 | 2046 | SH |  | SOLE |  | 0 | 0 | 2046 |
| TAKE-TWO INTERACTIVE SOFTWARE | COM | 874054109 |  | 2339782 | 11847 | SH |  | SOLE |  | 0 | 0 | 11847 |
| TE CONNECTIVITY PLC ORD SHS (IRELAND) | ORD SHS | G87052109 |  | 261275 | 1250 | SH |  | SOLE |  | 0 | 0 | 1250 |
| TESLA INCORPORATED | COM | 88160R101 |  | 364687 | 981 | SH |  | SOLE |  | 0 | 0 | 981 |
| TEXAS ROADHOUSE INCORPORATED | COM | 882681109 |  | 701680 | 4249 | SH |  | SOLE |  | 0 | 0 | 4249 |
| T-MOBILE US INCORPORATED | COM | 872590104 |  | 283330 | 1349 | SH |  | SOLE |  | 0 | 0 | 1349 |
| TRUIST FINL CORPORATION | COM | 89832Q109 |  | 213163 | 4637 | SH |  | SOLE |  | 0 | 0 | 4637 |
| UNITED PARCEL SVCS INCORPORATED CLASS B | CL B | 911312106 |  | 379020 | 3853 | SH |  | SOLE |  | 0 | 0 | 3853 |
| VANGUARD REAL ESTATE ETF | REAL ESTATE ETF | 922908553 |  | 679442 | 7660 | SH |  | SOLE |  | 0 | 0 | 7660 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | TOTAL INT BD ETF | 92203J407 |  | 343558 | 7150 | SH |  | SOLE |  | 0 | 0 | 7150 |
| VENTAS INCORPORATED REIT | COM | 92276F100 |  | 625126 | 7644 | SH |  | SOLE |  | 0 | 0 | 7644 |
| VITA COCO COMPANY INCORPORATED | COM | 92846Q107 |  | 269590 | 5627 | SH |  | SOLE |  | 0 | 0 | 5627 |
| WALMART INCORPORATED | COM | 931142103 |  | 1110690 | 8937 | SH |  | SOLE |  | 0 | 0 | 8937 |
| WASTE MGMT INCORPORATED DEL | COM | 94106L109 |  | 4291558 | 18676 | SH |  | SOLE |  | 0 | 0 | 18676 |
| WESBANCO INCORPORATED | COM | 950810101 |  | 1470102 | 42624 | SH |  | SOLE |  | 0 | 0 | 42624 |
| WILLIAMS COMPANIES INCORPORATED | COM | 969457100 |  | 459606 | 6315 | SH |  | SOLE |  | 0 | 0 | 6315 |
| YUM BRANDS INCORPORATED | COM | 988498101 |  | 349830 | 2250 | SH |  | SOLE |  | 0 | 0 | 2250 |

---