Legacy Financial Group

Legacy Financial Group as of March 31, 2026

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