LEGACY FINANCIAL GROUP, INC.
CIK: 0001965579Latest portfolio: $381.4M · Q4 2025
Holdings
94
Total Value
$381.4M
New Positions
94
Closed Positions
0
Top Holdings
View All 94 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AVUSAMERICAN CENTY ETF TR | 350,459 | $39.2M | 10.27% | NEW | |
| 2 | VUGVANGUARD INDEX FDS | 72,250 | $35.2M | 9.24% | NEW | |
| 3 | DFACDIMENSIONAL ETF TRUST | 554,892 | $22.0M | 5.76% | NEW | |
| 4 | DFUVDIMENSIONAL ETF TRUST | 471,369 | $22.0M | 5.76% | NEW | |
| 5 | DFSDDIMENSIONAL ETF TRUST | 454,428 | $21.8M | 5.71% | NEW | |
| 6 | DFAIDIMENSIONAL ETF TRUST | 568,967 | $21.7M | 5.68% | NEW | |
| 7 | DFAXDIMENSIONAL ETF TRUST | 646,402 | $21.2M | 5.55% | NEW | |
| 8 | DUHPDIMENSIONAL ETF TRUST | 487,893 | $18.6M | 4.86% | NEW | |
| 9 | DFUSDIMENSIONAL ETF TRUST | 226,994 | $16.8M | 4.41% | NEW | |
| 10 | DFAUDIMENSIONAL ETF TRUST | 327,846 | $15.3M | 4.02% | NEW | |
| 11 | DFCFDIMENSIONAL ETF TRUST | 324,982 | $13.8M | 3.63% | NEW | |
| 12 | BNDXVANGUARD CHARLOTTE FDS | 246,309 | $11.9M | 3.12% | NEW | |
| 13 | AAPLAPPLE INC | 38,874 | $10.6M | 2.77% | NEW | |
| 14 | DFLVDIMENSIONAL ETF TRUST | 274,750 | $9.4M | 2.46% | NEW | |
| 15 | DFATDIMENSIONAL ETF TRUST | 153,881 | $9.2M | 2.40% | NEW | |
| 16 | SCHXSCHWAB STRATEGIC TR | 245,696 | $6.6M | 1.73% | NEW | |
| 17 | DFAEDIMENSIONAL ETF TRUST | 193,980 | $6.3M | 1.66% | NEW | |
| 18 | DFARDIMENSIONAL ETF TRUST | 202,506 | $4.6M | 1.22% | NEW | |
| 19 | IWFISHARES TR | 9,541 | $4.5M | 1.18% | NEW | |
| 20 | VNQVANGUARD INDEX FDS | 44,387 | $3.9M | 1.03% | NEW | |
| 21 | OKEONEOK INC NEW | 50,057 | $3.7M | 0.96% | NEW | |
| 22 | DFEMDIMENSIONAL ETF TRUST | 108,392 | $3.6M | 0.94% | NEW | |
| 23 | DFICDIMENSIONAL ETF TRUST | 93,597 | $3.2M | 0.85% | NEW | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,270 | $3.2M | 0.83% | NEW | |
| 25 | AVLVAMERICAN CENTY ETF TR | 40,176 | $3.0M | 0.80% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($3.917435247219682e+211T)
Technology0.0% ($1057129842898.8T)
Energy0.0% ($3679550436.3T)
Healthcare0.0% ($466295.3T)
Unknown0.0% ($3151.6T)
Communication Services0.0% ($26.0T)
Consumer Defensive0.0% ($1.5T)
Consumer Cyclical0.0% ($1.4T)
Industrials0.0% ($616.2M)
Utilities0.0% ($363.2M)
Filing History
Fund Information
LEGACY FINANCIAL GROUP, INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $381.4M across 94 holdings. The largest position is AMERICAN CENTY ETF TR (AVUS), representing 10.3% of the portfolio. Compared to the previous quarter, the fund opened 94 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.