LEGACY FINANCIAL GROUP, INC. Q4 2025 Filing
Filed February 6, 2026
Portfolio Value
$381.4B
Holdings
94
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (94 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVUSAMERICAN CENTY ETF TR | 350,459 | $39.2B | 10.27% | |
| 2 | VUGVANGUARD INDEX FDS | 72,250 | $35.2B | 9.24% | |
| 3 | DFACDIMENSIONAL ETF TRUST | 554,892 | $22.0B | 5.76% | |
| 4 | DFUVDIMENSIONAL ETF TRUST | 471,369 | $22.0B | 5.76% | |
| 5 | DFSDDIMENSIONAL ETF TRUST | 454,428 | $21.8B | 5.71% | |
| 6 | DFAIDIMENSIONAL ETF TRUST | 568,967 | $21.7B | 5.68% | |
| 7 | DFAXDIMENSIONAL ETF TRUST | 646,402 | $21.2B | 5.55% | |
| 8 | DUHPDIMENSIONAL ETF TRUST | 487,893 | $18.6B | 4.86% | |
| 9 | DFUSDIMENSIONAL ETF TRUST | 226,994 | $16.8B | 4.41% | |
| 10 | DFAUDIMENSIONAL ETF TRUST | 327,846 | $15.3B | 4.02% | |
| 11 | DFCFDIMENSIONAL ETF TRUST | 324,982 | $13.8B | 3.63% | |
| 12 | BNDXVANGUARD CHARLOTTE FDS | 246,309 | $11.9B | 3.12% | |
| 13 | AAPLAPPLE INC | 38,874 | $10.6B | 2.77% | |
| 14 | DFLVDIMENSIONAL ETF TRUST | 274,750 | $9.4B | 2.46% | |
| 15 | DFATDIMENSIONAL ETF TRUST | 153,881 | $9.2B | 2.40% | |
| 16 | SCHXSCHWAB STRATEGIC TR | 245,696 | $6.6B | 1.73% | |
| 17 | DFAEDIMENSIONAL ETF TRUST | 193,980 | $6.3B | 1.66% | |
| 18 | DFARDIMENSIONAL ETF TRUST | 202,506 | $4.6B | 1.22% | |
| 19 | IWFISHARES TR | 9,541 | $4.5B | 1.18% | |
| 20 | VNQVANGUARD INDEX FDS | 44,387 | $3.9B | 1.03% | |
| 21 | OKEONEOK INC NEW | 50,057 | $3.7B | 0.96% | |
| 22 | DFEMDIMENSIONAL ETF TRUST | 108,392 | $3.6B | 0.94% | |
| 23 | DFICDIMENSIONAL ETF TRUST | 93,597 | $3.2B | 0.85% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,270 | $3.2B | 0.83% | |
| 25 | AVLVAMERICAN CENTY ETF TR | 40,176 | $3.0B | 0.80% | |
| 26 | SUBISHARES TR | 28,524 | $3.0B | 0.80% | |
| 27 | DFASDIMENSIONAL ETF TRUST | 43,611 | $3.0B | 0.80% | |
| 28 | NVDANVIDIA CORPORATION | 15,948 | $3.0B | 0.78% | |
| 29 | MSFTMICROSOFT CORP | 5,987 | $2.9B | 0.76% | |
| 30 | DFNMDIMENSIONAL ETF TRUST | 55,894 | $2.7B | 0.71% | |
| 31 | GOOGALPHABET INC | 8,290 | $2.6B | 0.68% | |
| 32 | DFSVDIMENSIONAL ETF TRUST | 74,641 | $2.5B | 0.64% | |
| 33 | VTIPVANGUARD MALVERN FDS | 43,231 | $2.1B | 0.56% | |
| 34 | WMTWALMART INC | 13,384 | $1.5B | 0.39% | |
| 35 | IVVISHARES TR | 2,134 | $1.5B | 0.38% | |
| 36 | AMZNAMAZON COM INC | 6,060 | $1.4B | 0.37% | |
| 37 | GOOGLALPHABET INC | 3,858 | $1.2B | 0.32% | |
| 38 | SPYSPDR S&P 500 ETF TR | 1,507 | $1.0B | 0.27% | |
| 39 | BANFBANCFIRST CORP | 9,675 | $1.0B | 0.27% | |
| 40 | VTIVANGUARD INDEX FDS | 2,562 | $858.0M | 0.22% | |
| 41 | AVLCAMERICAN CENTY ETF TR | 10,646 | $836.0M | 0.22% | |
| 42 | PLTRPALANTIR TECHNOLOGIES INC | 4,322 | $768.0M | 0.20% | |
| 43 | PGRPROGRESSIVE CORP | 3,176 | $723.0M | 0.19% | |
| 44 | AVUQAMERICAN CENTY ETF TR | 11,972 | $720.0M | 0.19% | |
| 45 | DFAWDIMENSIONAL ETF TRUST | 9,669 | $715.0M | 0.19% | |
| 46 | AVUVAMERICAN CENTY ETF TR | 6,678 | $681.0M | 0.18% | |
| 47 | JPMJPMORGAN CHASE & CO. | 1,933 | $622.0M | 0.16% | |
| 48 | NDQINVESCO QQQ TR | 1,007 | $618.0M | 0.16% | |
| 49 | CATCATERPILLAR INC | 1,077 | $616.0M | 0.16% | |
| 50 | VGTVANGUARD WORLD FD | 762 | $574.0M | 0.15% | |
| 51 | WMBWILLIAMS COS INC | 9,154 | $550.0M | 0.14% | |
| 52 | VVVANGUARD INDEX FDS | 1,580 | $497.0M | 0.13% | |
| 53 | METAMETA PLATFORMS INC | 741 | $490.0M | 0.13% | |
| 54 | ABBVABBVIE INC | 2,040 | $466.0M | 0.12% | |
| 55 | XLKSELECT SECTOR SPDR TR | 3,161 | $455.0M | 0.12% | |
| 56 | XOMEXXON MOBIL CORP | 3,629 | $436.0M | 0.11% | |
| 57 | VOOVANGUARD INDEX FDS | 679 | $426.0M | 0.11% | |
| 58 | MCDMCDONALDS CORP | 1,322 | $404.0M | 0.11% | |
| 59 | 4I1PHILIP MORRIS INTL INC | 2,388 | $383.0M | 0.10% | |
| 60 | AVGOBROADCOM INC | 1,092 | $380.0M | 0.10% | |
| 61 | OGEOGE ENERGY CORP | 8,522 | $363.0M | 0.10% | |
| 62 | IYY*ISHARES TR | 2,112 | $350.0M | 0.09% | |
| 63 | TSLATESLA INC | 770 | $346.0M | 0.09% | |
| 64 | XLISELECT SECTOR SPDR TR | 2,185 | $338.0M | 0.09% | |
| 65 | CVXCHEVRON CORP NEW | 2,077 | $316.0M | 0.08% | |
| 66 | IWBISHARES TR | 813 | $303.0M | 0.08% | |
| 67 | LLYELI LILLY & CO | 275 | $295.0M | 0.08% | |
| 68 | OPERETF SER SOLUTIONS | 2,941 | $294.0M | 0.08% | |
| 69 | AXPAMERICAN EXPRESS CO | 785 | $290.0M | 0.08% | |
| 70 | XLESELECT SECTOR SPDR TR | 6,422 | $287.0M | 0.08% | |
| 71 | JNJJOHNSON & JOHNSON | 1,353 | $280.0M | 0.07% | |
| 72 | VVISA INC | 723 | $253.0M | 0.07% | |
| 73 | PJTPJT PARTNERS INC | 1,504 | $251.0M | 0.07% | |
| 74 | EPDENTERPRISE PRODS PARTNERS L | 7,700 | $246.0M | 0.06% | |
| 75 | RTXRTX CORPORATION | 1,342 | $246.0M | 0.06% | |
| 76 | VOOVVANGUARD ADMIRAL FDS INC | 1,200 | $245.0M | 0.06% | |
| 77 | MRKMERCK & CO INC | 2,311 | $243.0M | 0.06% | |
| 78 | DUSBDIMENSIONAL ETF TRUST | 4,782 | $242.0M | 0.06% | |
| 79 | BACVERIZON COMMUNICATIONS INC | 5,625 | $229.0M | 0.06% | |
| 80 | IBITISHARES BITCOIN TRUST ETF | 4,600 | $228.0M | 0.06% | |
| 81 | VXUSVANGUARD STAR FDS | 3,015 | $227.0M | 0.06% | |
| 82 | IJHISHARES TR | 3,366 | $222.0M | 0.06% | |
| 83 | NEENEXTERA ENERGY INC | 2,694 | $216.0M | 0.06% | |
| 84 | COSTCOSTCO WHSL CORP NEW | 250 | $215.0M | 0.06% | |
| 85 | VIGVANGUARD SPECIALIZED FUNDS | 972 | $213.0M | 0.06% | |
| 86 | ZMZOOM COMMUNICATIONS INC | 2,475 | $213.0M | 0.06% | |
| 87 | VBVANGUARD INDEX FDS | 818 | $210.0M | 0.06% | |
| 88 | BLKBLACKROCK INC | 194 | $207.0M | 0.05% | |
| 89 | PGPROCTER AND GAMBLE CO | 1,432 | $205.0M | 0.05% | |
| 90 | COPCONOCOPHILLIPS | 2,171 | $203.0M | 0.05% | |
| 91 | MAMASTERCARD INCORPORATED | 355 | $202.0M | 0.05% | |
| 92 | SYKSTRYKER CORPORATION | 573 | $201.0M | 0.05% | |
| 93 | IWPISHARES TR | 1,468 | $201.0M | 0.05% | |
| 94 | LYGLLOYDS BANKING GROUP PLC | 13,581 | $71.0M | 0.02% |