Legacy Financial Strategies, LLC
CIK: 0001723925SEC EDGAR →
Portfolio Value
$539K
Holdings
138
As of
Q4 2025
New Positions
138
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 2,853,067 | $93K | 17.26% |
| 2 | SCHWAB STRATEGIC TR | 2,593,226 | $68K | 12.61% |
| 3 | ISHARES TR | 461,639 | $46K | 8.55% |
| 4 | AMERICAN CENTY ETF TR | 470,694 | $36K | 6.61% |
| 5 | AMERICAN CENTY ETF TR | 405,115 | $33K | 6.18% |
| 6 | ISHARES TR | 254,895 | $33K | 6.10% |
| 7 | ISHARES TR | 426,284 | $30K | 5.49% |
| 8 | VANGUARD INDEX FDS | 52,178 | $17K | 3.24% |
| 9 | SCHWAB STRATEGIC TR | 436,844 | $12K | 2.22% |
| 10 | NVIDIA CORPORATION | 53,432 | $10K | 1.85% |
Quarterly Changes
New Positions (138)
$93K · 2.9M shares
$68K · 2.6M shares
$46K · 462K shares
$36K · 471K shares
$33K · 405K shares
$33K · 255K shares
$30K · 426K shares
$17K · 52K shares
$12K · 437K shares
$10K · 53K shares
$9K · 32K shares
$8K · 75K shares
$6K · 17K shares
$6K · 47K shares
$5K · 41K shares
$5K · 10K shares
$4K · 36K shares
$4K · 21K shares
$4K · 34K shares
$3K · 18K shares
$3K · 20K shares
$3K · 20K shares
$3K · 14K shares
$3K · 41K shares
$3K · 10K shares
$3K · 14K shares
$3K · 20K shares
$3K · 12K shares
$3K · 24K shares
$3K · 7K shares
$3K · 34K shares
$3K · 11K shares
$3K · 38K shares
$3K · 8K shares
$3K · 6K shares
$2K · 7K shares
$2K · 60K shares
$2K · 97K shares
$2K · 13K shares
$2K · 32K shares
$2K · 21K shares
$2K · 36K shares
$2K · 4K shares
$2K · 6K shares
$2K · 18K shares
$2K · 30K shares
$1K · 6K shares
$1K · 3K shares
$1K · 6K shares
$1K · 15K shares
$1K · 7K shares
$1K · 18K shares
$1K · 41K shares
$1K · 37K shares
$992 · 5K shares
$971 · 3K shares
$957 · 5K shares
$926 · 3K shares
$825 · 7K shares
$820 · 763 shares
$768 · 7K shares
$750 · 10K shares
$734 · 2K shares
$700 · 2K shares
$687 · 4K shares
$669 · 2K shares
$643 · 6K shares
$625 · 3K shares
$620 · 8K shares
$567 · 3K shares
$529 · 6K shares
$516 · 31K shares
$500 · 1K shares
$465 · 4K shares
$465 · 4K shares
$462 · 8K shares
$446 · 2K shares
$431 · 1K shares
$425 · 4K shares
$406 · 4K shares
$377 · 1K shares
$374 · 2K shares
$356 · 7K shares
$353 · 6K shares
$347 · 403 shares
$347 · 576 shares
$346 · 2K shares
$341 · 991 shares
$337 · 516 shares
$337 · 583 shares
$336 · 20K shares
$332 · 6K shares
$329 · 2K shares
$326 · 572 shares
$325 · 13K shares
$323 · 2K shares
$315 · 3K shares
$315 · 3K shares
$313 · 1K shares
$313 · 3K shares
$303 · 402 shares
$300 · 281 shares
$291 · 2K shares
$287 · 4K shares
$282 · 4K shares
$280 · 2K shares
$279 · 2K shares
$273 · 2K shares
$269 · 2K shares
$266 · 5K shares
$264 · 430 shares
$264 · 568 shares
$259 · 469 shares
$259 · 14K shares
$250 · 2K shares
$242 · 760 shares
$242 · 2K shares
$236 · 1K shares
$229 · 6K shares
$229 · 2K shares
$219 · 714 shares
$217 · 2K shares
$207 · 236 shares
$205 · 1K shares
$205 · 798 shares
$204 · 168 shares
$203 · 3K shares
$201 · 7K shares
$158 · 15K shares
$113 · 12K shares
$15 · 10K shares
$5 · 9K shares
$5 · 9K shares
$4 · 10K shares
$3 · 7K shares
$2 · 2K shares
$2 · 4K shares
$1 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $428K | 79.4% |
| Technology | 17 | $38K | 7.0% |
| Industrials | 13 | $19K | 3.5% |
| Consumer Cyclical | 7 | $10K | 1.8% |
| Unknown | 6 | $9K | 1.7% |
| Utilities | 6 | $8K | 1.5% |
| Consumer Defensive | 6 | $7K | 1.3% |
| Basic Materials | 3 | $7K | 1.2% |
| Healthcare | 5 | $6K | 1.1% |
| Communication Services | 7 | $5K | 1.0% |
| Energy | 5 | $2K | 0.3% |
| Real Estate | 2 | $271 | 0.1% |