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Legacy Financial Group

Latest statistics and disclosures from Legacy Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVUS, VUG, DFAC, DFUV, DFSD, and represent 36.74% of Legacy Financial Group's stock portfolio.
Added to shares of these 10 stocks: AVUS, BNDX, DFSD, DFLV, DUHP, DFCF, DFAX, AAPL, DFUV, MCD.
Started 6 new stock positions in LLY, EPD, IWB, MCD, MA, VIG.
Reduced shares in these 10 stocks: VUG, DFAE, DFNM, IWF, URI, DFAU, , SUB, DFAT, HD.
Sold out of its positions in HD, ORLY, YieldMax MSTR Opt, URI.
Legacy Financial Group was a net buyer of stock by $9.0M.
Legacy Financial Group has $381M in assets under management (AUM), dropping by 4.56%.
Central Index Key (CIK): 0001965579

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Portfolio Holdings for Legacy Financial Group

Legacy Financial Group holds 94 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	10.3	$39M	+6%	351k	111.78	View chart
Vanguard Index Fds Growth Etf (VUG)	9.2	$35M	-4%	72k	487.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	5.8	$22M		555k	39.59	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	5.8	$22M		471k	46.59	View chart
Dimensional Etf Trust Short Duration F (DFSD)	5.7	$22M	+7%	454k	47.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.7	$22M		569k	38.11	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	5.5	$21M	+2%	646k	32.73	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	4.9	$19M	+4%	488k	38.03	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	4.4	$17M		227k	74.17	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	4.0	$15M		328k	46.80	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.6	$14M	+5%	325k	42.56	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.1	$12M	+14%	246k	48.32	View chart
Apple (AAPL)	2.8	$11M	+4%	39k	271.95	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.5	$9.4M	+14%	275k	34.21	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.4	$9.2M	-2%	154k	59.54	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.7	$6.6M		246k	26.91	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.7	$6.3M	-5%	194k	32.57	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.2	$4.6M		203k	22.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.2	$4.5M	-5%	9.5k	473.30	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$3.9M		44k	88.49	View chart
Oneok (OKE)	1.0	$3.7M	+4%	50k	73.50	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.9	$3.6M		108k	33.08	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.8	$3.2M	+10%	94k	34.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$3.2M		6.3k	502.65	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.8	$3.0M	+15%	40k	75.77	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.8	$3.0M	-6%	29k	106.70	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$3.0M	+3%	44k	69.67	View chart
NVIDIA Corporation (NVDA)	0.8	$3.0M	+3%	16k	187.16	View chart
Microsoft Corporation (MSFT)	0.8	$2.9M		6.0k	484.06	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.7	$2.7M	-11%	56k	48.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$2.6M		8.3k	313.82	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.6	$2.5M		75k	32.89	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$2.1M		43k	49.46	View chart
Wal-Mart Stores (WMT)	0.4	$1.5M		13k	111.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.5M		2.1k	684.91	View chart
Amazon (AMZN)	0.4	$1.4M	+2%	6.1k	231.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.2M	-6%	3.9k	313.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.0M	-3%	1.5k	681.78	View chart
BancFirst Corporation (BANF)	0.3	$1.0M	+20%	9.7k	106.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$859k	-2%	2.6k	335.27	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.2	$837k	+14%	11k	78.62	View chart
Palantir Technologies Cl A (PLTR)	0.2	$768k	+17%	4.3k	177.75	View chart
Progressive Corporation (PGR)	0.2	$723k	-3%	3.2k	227.74	View chart
American Centy Etf Tr Avantis U S Qual (AVUQ)	0.2	$720k	+9%	12k	60.17	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$715k	+33%	9.7k	73.98	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$681k		6.7k	101.98	View chart
JPMorgan Chase & Co. (JPM)	0.2	$623k		1.9k	322.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$619k	+24%	1.0k	614.46	View chart
Caterpillar (CAT)	0.2	$617k	+5%	1.1k	572.80	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$574k	-3%	762.00	753.36	View chart
Williams Companies (WMB)	0.1	$550k	+23%	9.2k	60.11	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$497k	+5%	1.6k	314.80	View chart
Meta Platforms Cl A (META)	0.1	$490k	-16%	741.00	661.73	View chart
Abbvie (ABBV)	0.1	$466k		2.0k	228.54	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$455k	+89%	3.2k	143.97	View chart
Exxon Mobil Corporation (XOM)	0.1	$437k	-4%	3.6k	120.33	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$426k	+23%	679.00	627.59	View chart
McDonald's Corporation (MCD)	0.1	$404k	NEW	1.3k	305.65	View chart
Philip Morris International (PM)	0.1	$383k	-11%	2.4k	160.40	View chart
Broadcom (AVGO)	0.1	$381k		1.1k	348.62	View chart
Oge Energy Corp (OGE)	0.1	$364k		8.5k	42.70	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$350k		2.1k	165.81	View chart
Tesla Motors (TSLA)	0.1	$346k		770.00	449.72	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$339k		2.2k	155.12	View chart
Chevron Corporation (CVX)	0.1	$317k		2.1k	152.39	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$304k	NEW	813.00	373.44	View chart
Eli Lilly & Co. (LLY)	0.1	$295k	NEW	275.00	1072.96	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.1	$294k	-5%	2.9k	100.03	View chart
American Express Company (AXP)	0.1	$290k		785.00	369.95	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$287k	+104%	6.4k	44.71	View chart
Johnson & Johnson (JNJ)	0.1	$280k	-11%	1.4k	206.95	View chart
Visa Com Cl A (V)	0.1	$254k		723.00	350.86	View chart
Pjt Partners Com Cl A (PJT)	0.1	$252k		1.5k	167.20	View chart
Enterprise Products Partners (EPD)	0.1	$247k	NEW	7.7k	32.06	View chart
Raytheon Technologies Corp (RTX)	0.1	$246k	+9%	1.3k	183.40	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$246k		1.2k	204.85	View chart
Merck & Co (MRK)	0.1	$243k	-13%	2.3k	105.26	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$242k	+15%	4.8k	50.65	View chart
Verizon Communications (VZ)	0.1	$229k	-2%	5.6k	40.73	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$228k	+31%	4.6k	49.65	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$227k		3.0k	75.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$222k		3.4k	66.01	View chart
Nextera Energy (NEE)	0.1	$216k		2.7k	80.28	View chart
Costco Wholesale Corporation (COST)	0.1	$216k	+5%	250.00	862.36	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$214k	NEW	972.00	219.78	View chart
Zoom Communications Cl A (ZM)	0.1	$214k	-5%	2.5k	86.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$211k		818.00	257.80	View chart
Blackrock (BLK)	0.1	$208k		194.00	1070.34	View chart
Procter & Gamble Company (PG)	0.1	$205k	-22%	1.4k	143.31	View chart
ConocoPhillips (COP)	0.1	$203k		2.2k	93.62	View chart
Mastercard Incorporated Cl A (MA)	0.1	$203k	NEW	355.00	571.40	View chart
Stryker Corporation (SYK)	0.1	$201k		573.00	351.50	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$201k		1.5k	136.94	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$72k		14k	5.30	View chart

Past Filings by Legacy Financial Group

SEC 13F filings are viewable for Legacy Financial Group going back to 2022

Legacy Financial Group 2025 Q4 filed Feb. 6, 2026
Legacy Financial Group 2025 Q3 filed Nov. 5, 2025
Legacy Financial Group 2025 Q2 filed Aug. 12, 2025
Legacy Financial Group 2025 Q1 filed May 1, 2025
Legacy Financial Group 2024 Q4 filed Feb. 18, 2025
Legacy Financial Group 2024 Q3 filed Nov. 13, 2024
Legacy Financial Group 2024 Q2 filed Aug. 12, 2024
Legacy Financial Group 2024 Q1 filed May 13, 2024
Legacy Financial Group 2023 Q3 filed Nov. 13, 2023
Legacy Financial Group 2023 Q2 filed Aug. 7, 2023
Legacy Financial Group 2023 Q1 filed May 12, 2023
Legacy Financial Group 2022 Q4 filed Feb. 15, 2023

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