LEGACY FINANCIAL GROUP, INC.
CIK: 0001965579SEC EDGAR →
Portfolio Value
$381.4M
Holdings
94
As of
Q4 2025
New Positions
94
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 350,459 | $39.2M | 10.27% |
| 2 | VANGUARD INDEX FDS | 72,250 | $35.2M | 9.24% |
| 3 | DIMENSIONAL ETF TRUST | 554,892 | $22.0M | 5.76% |
| 4 | DIMENSIONAL ETF TRUST | 471,369 | $22.0M | 5.76% |
| 5 | DIMENSIONAL ETF TRUST | 454,428 | $21.8M | 5.71% |
| 6 | DIMENSIONAL ETF TRUST | 568,967 | $21.7M | 5.68% |
| 7 | DIMENSIONAL ETF TRUST | 646,402 | $21.2M | 5.55% |
| 8 | DIMENSIONAL ETF TRUST | 487,893 | $18.6M | 4.86% |
| 9 | DIMENSIONAL ETF TRUST | 226,994 | $16.8M | 4.41% |
| 10 | DIMENSIONAL ETF TRUST | 327,846 | $15.3M | 4.02% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (94)
$39.2M · 350K shares
$35.2M · 72K shares
$22.0M · 555K shares
$22.0M · 471K shares
$21.8M · 454K shares
$21.7M · 569K shares
$21.2M · 646K shares
$18.6M · 488K shares
$16.8M · 227K shares
$15.3M · 328K shares
$13.8M · 325K shares
$11.9M · 246K shares
$10.6M · 39K shares
$9.4M · 275K shares
$9.2M · 154K shares
$6.6M · 246K shares
$6.3M · 194K shares
$4.6M · 203K shares
$4.5M · 10K shares
$3.9M · 44K shares
$3.7M · 50K shares
$3.6M · 108K shares
$3.2M · 94K shares
$3.2M · 6K shares
$3.0M · 40K shares
$3.0M · 29K shares
$3.0M · 44K shares
$3.0M · 16K shares
$2.9M · 6K shares
$2.7M · 56K shares
$2.6M · 8K shares
$2.5M · 75K shares
$2.1M · 43K shares
$1.5M · 13K shares
$1.5M · 2K shares
$1.4M · 6K shares
$1.2M · 4K shares
$1.0M · 2K shares
$1.0M · 10K shares
$858K · 3K shares
$836K · 11K shares
$768K · 4K shares
$723K · 3K shares
$720K · 12K shares
$715K · 10K shares
$681K · 7K shares
$622K · 2K shares
$618K · 1K shares
$616K · 1K shares
$574K · 762 shares
$550K · 9K shares
$497K · 2K shares
$490K · 741 shares
$466K · 2K shares
$455K · 3K shares
$436K · 4K shares
$426K · 679 shares
$404K · 1K shares
$383K · 2K shares
$380K · 1K shares
$363K · 9K shares
$350K · 2K shares
$346K · 770 shares
$338K · 2K shares
$316K · 2K shares
$303K · 813 shares
$295K · 275 shares
$294K · 3K shares
$290K · 785 shares
$287K · 6K shares
$280K · 1K shares
$253K · 723 shares
$251K · 2K shares
$246K · 8K shares
$246K · 1K shares
$245K · 1K shares
$243K · 2K shares
$242K · 5K shares
$229K · 6K shares
$228K · 5K shares
$227K · 3K shares
$222K · 3K shares
$216K · 3K shares
$215K · 250 shares
$213K · 972 shares
$213K · 2K shares
$210K · 818 shares
$207K · 194 shares
$205K · 1K shares
$203K · 2K shares
$202K · 355 shares
$201K · 573 shares
$201K · 1K shares
$71K · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 60 | $342.4M | 89.8% |
| Technology | 6 | $17.8M | 4.7% |
| Energy | 6 | $5.4M | 1.4% |
| Unknown | 4 | $4.5M | 1.2% |
| Communication Services | 3 | $4.3M | 1.1% |
| Consumer Cyclical | 3 | $2.2M | 0.6% |
| Consumer Defensive | 3 | $1.9M | 0.5% |
| Healthcare | 5 | $1.5M | 0.4% |
| Industrials | 2 | $862K | 0.2% |
| Utilities | 2 | $579K | 0.2% |