Legacy Financial Group

Legacy Financial Group as of June 30, 2026

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