Legacy Financial Group

Legacy Financial Group as of Dec. 31, 2025

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