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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, DFSD, DFUV, DFAX, and represent 37.72% of Legacy Financial Group's stock portfolio.
Added to shares of these 10 stocks: VUG (+$30M), IWF, AVUS, DFSD, DFUS, QQQ, DFAX, DFLV, VGT, SMH.
Started 17 new stock positions in ET, ROK, UNH, ORLY, MU, CSSD, AMD, DE, SMH, CSPF. URI, MO, TSM, IWP, CSCO, ASML, STLD.
Reduced shares in these 10 stocks: DFAC, DFAU, DFAE, DFUV, DFAI, DFNM, AAPL, SUB, DFAT, OKE.
Sold out of its positions in COP, LYG.
Legacy Financial Group was a net buyer of stock by $44M.
Legacy Financial Group has $429M in assets under management (AUM), dropping by 13.24%.
Central Index Key (CIK): 0001965579

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Portfolio Holdings for Legacy Financial Group

Legacy Financial Group holds 104 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	11.7	$50M	+7%	390k	128.08	View chart
Vanguard Index Fds Growth Etf (VUG)	8.5	$37M	+484%	424k	86.14	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	6.0	$26M	+15%	539k	47.75	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	5.8	$25M	-3%	452k	55.01	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	5.7	$25M	+3%	667k	36.84	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	5.3	$23M	-6%	512k	44.36	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.2	$22M	-3%	543k	41.25	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	5.0	$21M		509k	41.73	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	4.8	$20M	+6%	249k	81.94	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.7	$16M	-5%	311k	51.69	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	3.4	$15M	+2%	343k	42.21	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	2.8	$12M	+6%	304k	39.54	View chart
Apple (AAPL)	2.5	$11M	-3%	37k	289.36	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.5	$11M		218k	48.43	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.4	$10M	-2%	147k	69.90	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$7.0M		237k	29.43	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.5	$6.6M	-12%	165k	40.21	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	1.2	$5.3M		202k	26.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$4.8M	+292%	39k	124.17	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.1	$4.7M	+5%	115k	40.64	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$4.2M		43k	96.43	View chart
Oneok (OKE)	0.9	$4.0M	-7%	46k	86.94	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.9	$4.0M	+10%	106k	37.26	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.9	$3.8M		41k	91.21	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.9	$3.7M		45k	82.34	View chart
NVIDIA Corporation (NVDA)	0.7	$3.2M		16k	200.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$3.1M		6.3k	500.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$2.9M		8.3k	353.35	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.7	$2.9M		74k	38.79	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$2.6M	-12%	24k	106.47	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$2.4M	+7%	48k	50.23	View chart
Microsoft Corporation (MSFT)	0.5	$2.2M		5.9k	372.99	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.5	$2.1M	-22%	44k	48.34	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.4	$1.9M	+35%	21k	89.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.6M	+114%	2.2k	736.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.5M		2.1k	748.87	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.4	$1.5M	+46%	18k	82.79	View chart
Wal-Mart Stores (WMT)	0.3	$1.5M		13k	113.26	View chart
Amazon (AMZN)	0.3	$1.4M		6.1k	238.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.3M		3.8k	357.37	View chart
Caterpillar (CAT)	0.3	$1.1M		1.1k	1064.77	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$1.1M		1.5k	746.63	View chart
BancFirst Corporation (BANF)	0.3	$1.1M		9.7k	111.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$950k		2.6k	370.04	View chart
American Centy Etf Tr Avan U S Qua Etf (AVUQ)	0.2	$917k		14k	66.00	View chart
Williams Companies (WMB)	0.2	$908k	+38%	12k	74.34	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$708k	+677%	5.9k	119.52	View chart
Progressive Corporation (PGR)	0.2	$694k		3.2k	218.47	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$625k	-23%	5.0k	124.76	View chart
JPMorgan Chase & Co. (JPM)	0.1	$611k		1.9k	327.33	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$564k	-4%	3.0k	190.52	View chart
Abbvie (ABBV)	0.1	$559k		2.2k	251.68	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$531k	NEW	810.00	655.82	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$514k		1.5k	343.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$478k	+2%	696.00	686.44	View chart
Exxon Mobil Corporation (XOM)	0.1	$454k	-6%	3.3k	136.70	View chart
Palantir Technologies Cl A (PLTR)	0.1	$428k	-15%	3.7k	116.67	View chart
Philip Morris International (PM)	0.1	$427k		2.4k	180.91	View chart
Broadcom (AVGO)	0.1	$417k		1.1k	377.75	View chart
Micron Technology (MU)	0.1	$412k	NEW	357.00	1154.29	View chart
Meta Platforms Cl A (META)	0.1	$407k		722.00	563.29	View chart
Oge Energy Corp (OGE)	0.1	$404k		8.3k	48.66	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.1	$390k	+25%	7.7k	50.78	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$385k		2.1k	182.28	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$378k	-4%	2.0k	185.23	View chart
Advanced Micro Devices (AMD)	0.1	$374k	NEW	644.00	580.91	View chart
McDonald's Corporation (MCD)	0.1	$356k		1.3k	270.33	View chart
Chevron Corporation (CVX)	0.1	$343k		2.1k	165.74	View chart
Johnson & Johnson (JNJ)	0.1	$340k		1.3k	253.97	View chart
Cisco Systems (CSCO)	0.1	$338k	NEW	2.9k	117.46	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$336k	NEW	18k	19.12	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$328k		800.00	409.50	View chart
Tesla Motors (TSLA)	0.1	$324k		770.00	420.60	View chart
Eli Lilly & Co. (LLY)	0.1	$317k		265.00	1197.69	View chart
Merck & Co (MRK)	0.1	$293k		2.3k	128.50	View chart
Enterprise Products Partners (EPD)	0.1	$280k		7.6k	36.76	View chart
Cohen & Steers Etf Trust Short Duratn Pfd (CSSD)	0.1	$276k	NEW	11k	25.16	View chart
American Express Company (AXP)	0.1	$268k		792.00	338.25	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$263k		1.2k	219.21	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$259k		3.0k	85.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$258k		3.3k	77.12	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$257k	NEW	539.00	477.57	View chart
Visa Com Cl A (V)	0.1	$254k	+2%	741.00	343.26	View chart
Alliance Resource Partners L Ut Ltd Part (ARLP)	0.1	$254k		11k	23.98	View chart
Raytheon Technologies Corp (RTX)	0.1	$252k		1.3k	189.73	View chart
Cohen & Steers Etf Trust Pfd In Op Ac Etf (CSPF)	0.1	$250k	NEW	9.6k	26.08	View chart
United Rentals (URI)	0.1	$249k	NEW	220.00	1132.89	View chart
Nextera Energy (NEE)	0.1	$245k	-23%	2.8k	87.77	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$242k	+9%	7.1k	34.13	View chart
Rockwell Automation (ROK)	0.1	$239k	NEW	482.00	495.08	View chart
Verizon Communications (VZ)	0.1	$233k		5.5k	42.34	View chart
Costco Wholesale Corporation (COST)	0.1	$233k		249.00	935.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$230k		972.00	236.62	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.1	$229k		2.3k	100.07	View chart
Pjt Partners Com Cl A (PJT)	0.1	$225k		1.5k	150.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$225k	-3%	742.00	302.95	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$219k	NEW	110.00	1989.44	View chart
UnitedHealth (UNH)	0.1	$219k	NEW	526.00	415.63	View chart
Procter & Gamble Company (PG)	0.1	$218k	+5%	1.5k	146.64	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$215k	NEW	1.5k	146.41	View chart
Altria (MO)	0.0	$212k	NEW	3.0k	71.95	View chart
Steel Dynamics (STLD)	0.0	$208k	NEW	908.00	229.46	View chart
Deere & Company (DE)	0.0	$203k	NEW	320.00	634.44	View chart
O'reilly Automotive (ORLY)	0.0	$202k	NEW	2.2k	92.09	View chart

Past Filings by Legacy Financial Group

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

Legacy Financial Group 2026 Q2 filed July 30, 2026
Legacy Financial Group 2026 Q1 filed April 27, 2026
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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