Legacy Financial Strategies, LLC
CIK: 0001723925SEC EDGAR →
Portfolio Value
$564.8M
Holdings
138
As of
Q4 2025
New Positions
138
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 2,853,067 | $93.1M | 16.48% |
| 2 | SCHWAB STRATEGIC TR | 2,593,226 | $68.0M | 12.04% |
| 3 | ISHARES TR | 461,639 | $46.1M | 8.16% |
| 4 | AMERICAN CENTY ETF TR | 470,694 | $35.7M | 6.31% |
| 5 | AMERICAN CENTY ETF TR | 405,115 | $33.3M | 5.90% |
| 6 | ISHARES TR | 254,895 | $32.9M | 5.83% |
| 7 | ISHARES TR | 426,284 | $29.6M | 5.24% |
| 8 | VANGUARD INDEX FDS | 52,178 | $17.5M | 3.10% |
| 9 | SCHWAB STRATEGIC TR | 436,844 | $12.0M | 2.12% |
| 10 | NVIDIA CORPORATION | 53,432 | $10.0M | 1.76% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (138)
$93.1M · 2.9M shares
$68.0M · 2.6M shares
$46.1M · 462K shares
$35.7M · 471K shares
$33.3M · 405K shares
$32.9M · 255K shares
$29.6M · 426K shares
$17.5M · 52K shares
$12.0M · 437K shares
$10.0M · 53K shares
$8.7M · 32K shares
$8.0M · 75K shares
$6.3M · 17K shares
$5.9M · 9K shares
$5.7M · 47K shares
$5.5M · 9K shares
$5.0M · 10K shares
$4.9M · 41K shares
$4.8M · 10K shares
$4.0M · 36K shares
$3.8M · 21K shares
$3.7M · 34K shares
$3.5M · 7K shares
$3.5M · 18K shares
$3.4M · 20K shares
$3.3M · 20K shares
$3.3M · 14K shares
$3.3M · 41K shares
$3.3M · 10K shares
$3.2M · 14K shares
$3.0M · 20K shares
$3.0M · 12K shares
$3.0M · 24K shares
$2.9M · 7K shares
$2.7M · 34K shares
$2.7M · 11K shares
$2.5M · 38K shares
$2.5M · 8K shares
$2.5M · 6K shares
$2.4M · 7K shares
$2.4M · 60K shares
$2.4M · 97K shares
$2.3M · 13K shares
$2.2M · 32K shares
$2.1M · 2K shares
$2.1M · 21K shares
$2.1M · 4K shares
$2.1M · 36K shares
$1.9M · 4K shares
$1.8M · 6K shares
$1.8M · 18K shares
$1.5M · 30K shares
$1.4M · 2K shares
$1.3M · 6K shares
$1.3M · 3K shares
$1.1M · 6K shares
$1.1M · 15K shares
$1.1M · 7K shares
$1.0M · 18K shares
$1.0M · 41K shares
$1.0M · 37K shares
$992K · 5K shares
$971K · 3K shares
$957K · 5K shares
$926K · 3K shares
$825K · 7K shares
$820K · 763 shares
$768K · 7K shares
$750K · 10K shares
$734K · 2K shares
$700K · 2K shares
$687K · 4K shares
$669K · 2K shares
$643K · 6K shares
$625K · 3K shares
$620K · 8K shares
$567K · 3K shares
$529K · 6K shares
$516K · 31K shares
$500K · 1K shares
$465K · 4K shares
$465K · 4K shares
$462K · 8K shares
$446K · 2K shares
$431K · 1K shares
$425K · 4K shares
$406K · 4K shares
$377K · 1K shares
$374K · 2K shares
$356K · 7K shares
$353K · 6K shares
$347K · 576 shares
$347K · 403 shares
$346K · 2K shares
$341K · 991 shares
$337K · 583 shares
$337K · 516 shares
$336K · 20K shares
$332K · 6K shares
$329K · 2K shares
$326K · 572 shares
$325K · 13K shares
$323K · 2K shares
$315K · 3K shares
$315K · 3K shares
$313K · 1K shares
$313K · 3K shares
$303K · 402 shares
$300K · 281 shares
$291K · 2K shares
$287K · 4K shares
$282K · 4K shares
$280K · 2K shares
$279K · 2K shares
$273K · 2K shares
$269K · 2K shares
$266K · 5K shares
$264K · 568 shares
$264K · 430 shares
$259K · 469 shares
$259K · 14K shares
$250K · 2K shares
$242K · 2K shares
$242K · 760 shares
$236K · 1K shares
$229K · 6K shares
$229K · 2K shares
$219K · 714 shares
$217K · 2K shares
$207K · 236 shares
$205K · 1K shares
$205K · 798 shares
$204K · 168 shares
$203K · 3K shares
$201K · 7K shares
$158K · 15K shares
$113K · 12K shares
$15K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $443.3M | 78.5% |
| Technology | 17 | $38.0M | 6.7% |
| Industrials | 13 | $22.9M | 4.1% |
| Unknown | 6 | $14.4M | 2.5% |
| Consumer Cyclical | 7 | $9.7M | 1.7% |
| Utilities | 6 | $8.1M | 1.4% |
| Consumer Defensive | 6 | $7.2M | 1.3% |
| Communication Services | 7 | $6.6M | 1.2% |
| Basic Materials | 3 | $6.6M | 1.2% |
| Healthcare | 5 | $6.2M | 1.1% |
| Energy | 5 | $1.6M | 0.3% |
| Real Estate | 2 | $271K | 0.0% |