Institutions / Legacy Financial Strategies, LLC
Legacy Financial Strategies, LLC
CIK 1723925 · Institution · as of Dec 31, 2025
Portfolio value
$564.78M
Positions
138
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 138 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $93.07M | 16.5% |
| Schwab Strategic Tr | $68.02M | 12.0% |
| iShares Tr | $46.11M | 8.2% |
| American Centy ETF Tr | $35.66M | 6.3% |
| American Centy ETF Tr | $33.35M | 5.9% |
| iShares Tr | $32.92M | 5.8% |
| iShares Tr | $29.59M | 5.2% |
| Vanguard Index Fds | $17.49M | 3.1% |
| Schwab Strategic Tr | $11.98M | 2.1% |
| NVIDIA Corp | $9.97M | 1.8% |
| Apple Inc. | $8.72M | 1.5% |
| iShares Tr | $8.03M | 1.4% |
| VanEck ETF Trust | $6.26M | 1.1% |
| SPDR S&P 500 ETF Tr | $5.90M | 1.0% |
| iShares Tr | $5.71M | 1.0% |
| Vanguard Index Fds | $5.46M | 1.0% |
| Warren E. Buffett | $5.00M | 0.9% |
| Invesco Exch Traded Fd Tr II | $4.87M | 0.9% |
| Microsoft Corp | $4.82M | 0.9% |
| Walmart Inc. | $4.04M | 0.7% |
| Jack Henry & Associates Inc | $3.77M | 0.7% |
| Aflac Inc | $3.74M | 0.7% |
| S&P Global Inc. | $3.54M | 0.6% |
| Cintas Corp | $3.46M | 0.6% |
| Atmos Energy Corp | $3.37M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.