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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, DFUV, DFSD, DFAI, and represent 36.76% of Legacy Financial Group's stock portfolio.
Added to shares of these 10 stocks: AVUS, DFSD, DFUS, DUHP, DFLV, AVLC, DFCF, ARLP, DFAW, DIHP.
Started 2 new stock positions in ARLP, DIHP.
Reduced shares in these 10 stocks: BNDX, , IBIT, ZM, DFAC, BLK, , SYK, IWP, DFAI.
Sold out of its positions in BLK, IWP, IBIT, MA, XLE, SYK, ZM.
Legacy Financial Group was a net buyer of stock by $1.2M.
Legacy Financial Group has $378M in assets under management (AUM), dropping by -0.79%.
Central Index Key (CIK): 0001965579

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Portfolio Holdings for Legacy Financial Group

Legacy Financial Group holds 89 positions in its portfolio as reported in the March 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)	10.7	$40M	+3%	363k	111.18	View chart
Vanguard Index Fds Growth Etf (VUG)	8.4	$32M		73k	436.79	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	6.0	$23M		468k	48.46	View chart
Dimensional Etf Trust Short Duration F (DFSD)	5.9	$22M	+2%	467k	47.88	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.8	$22M		564k	38.96	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	5.8	$22M		645k	33.97	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	5.6	$21M		550k	38.86	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	4.9	$18M	+2%	501k	36.76	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	4.4	$17M	+3%	234k	70.91	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.9	$15M		330k	45.12	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.7	$14M	+2%	333k	42.22	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.8	$10M	-12%	217k	48.05	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	2.7	$10M	+4%	287k	35.71	View chart
Apple (AAPL)	2.6	$9.8M		39k	253.79	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.5	$9.5M		152k	62.45	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.7	$6.4M	-2%	188k	33.86	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$6.2M		241k	25.64	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.3	$4.8M		203k	23.65	View chart
Oneok (OKE)	1.2	$4.5M		50k	90.39	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$4.2M	+3%	9.9k	426.40	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$3.9M		44k	88.70	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.0	$3.8M		109k	34.55	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.9	$3.4M	+2%	96k	35.53	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.9	$3.3M		41k	80.61	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$3.2M	+3%	45k	71.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$3.0M		6.3k	479.20	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.8	$2.9M	-3%	27k	106.50	View chart
NVIDIA Corporation (NVDA)	0.7	$2.8M		16k	174.40	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.7	$2.7M		56k	47.93	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.7	$2.6M		74k	35.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$2.4M		8.3k	286.85	View chart
Microsoft Corporation (MSFT)	0.6	$2.2M		6.0k	370.20	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$2.2M	+2%	44k	49.95	View chart
Wal-Mart Stores (WMT)	0.4	$1.7M		13k	124.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.4M	-3%	2.1k	653.19	View chart
Amazon (AMZN)	0.3	$1.3M		6.0k	208.27	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.3	$1.2M	+45%	16k	77.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.1M	-3%	3.7k	287.56	View chart
BancFirst Corporation (BANF)	0.3	$1.0M		9.7k	108.50	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$968k		1.5k	650.21	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$929k	+30%	13k	73.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$823k		2.6k	320.81	View chart
American Centy Etf Tr Avantis U S Qual (AVUQ)	0.2	$778k	+14%	14k	56.74	View chart
Caterpillar (CAT)	0.2	$761k		1.1k	708.38	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$729k		6.6k	110.47	View chart
Williams Companies (WMB)	0.2	$643k	-3%	8.8k	72.78	View chart
Palantir Technologies Cl A (PLTR)	0.2	$632k		4.3k	146.28	View chart
Progressive Corporation (PGR)	0.2	$630k		3.2k	198.26	View chart
Exxon Mobil Corporation (XOM)	0.2	$602k	-2%	3.6k	169.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$579k		1.0k	577.33	View chart
JPMorgan Chase & Co. (JPM)	0.1	$555k	-2%	1.9k	294.16	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$531k		762.00	697.36	View chart
Abbvie (ABBV)	0.1	$488k	+9%	2.2k	217.48	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$446k	-5%	1.5k	298.85	View chart
Chevron Corporation (CVX)	0.1	$427k		2.1k	206.88	View chart
Meta Platforms Cl A (META)	0.1	$413k	-2%	722.00	572.13	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$411k	-2%	3.1k	132.90	View chart
McDonald's Corporation (MCD)	0.1	$409k		1.3k	310.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$404k		677.00	597.16	View chart
Oge Energy Corp (OGE)	0.1	$402k		8.4k	47.96	View chart
Philip Morris International (PM)	0.1	$395k		2.4k	165.34	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$348k		2.2k	161.73	View chart
Broadcom (AVGO)	0.1	$338k		1.1k	309.51	View chart
Nextera Energy (NEE)	0.1	$337k	+34%	3.6k	92.88	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.1	$335k		2.1k	158.45	View chart
Johnson & Johnson (JNJ)	0.1	$325k		1.3k	244.44	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$311k	+28%	6.1k	50.71	View chart
Alliance Resource Partners L Ut Ltd Part (ARLP)	0.1	$293k	NEW	11k	27.65	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$290k		813.00	356.56	View chart
Enterprise Products Partners (EPD)	0.1	$288k		7.6k	37.84	View chart
ConocoPhillips (COP)	0.1	$287k		2.2k	132.01	View chart
Tesla Motors (TSLA)	0.1	$286k		770.00	371.75	View chart
Verizon Communications (VZ)	0.1	$274k	-2%	5.5k	50.20	View chart
Merck & Co (MRK)	0.1	$272k	-2%	2.3k	120.29	View chart
Raytheon Technologies Corp (RTX)	0.1	$255k		1.3k	192.90	View chart
Costco Wholesale Corporation (COST)	0.1	$246k		247.00	996.46	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$245k		1.2k	203.79	View chart
Eli Lilly & Co. (LLY)	0.1	$242k	-4%	263.00	918.33	View chart
American Express Company (AXP)	0.1	$237k		785.00	302.48	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$234k		3.0k	77.10	View chart
Etf Ser Solutions Clearshs Ultra (OPER)	0.1	$229k	-22%	2.3k	100.08	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$225k		3.3k	67.53	View chart
Visa Com Cl A (V)	0.1	$218k		720.00	302.38	View chart
Pjt Partners Com Cl A (PJT)	0.1	$210k		1.5k	139.72	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$209k	NEW	6.5k	32.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$209k		972.00	215.06	View chart
Procter & Gamble Company (PG)	0.1	$203k	-2%	1.4k	144.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$201k	-6%	766.00	261.77	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$68k		14k	5.03	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 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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