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Legacy Financial Strategies, LLC

All holdings · as of Dec 31, 2025

138 positions

CompanyClassValueShares% of portfolio
AMC Entertainment Holdings, Inc.$16.0K10,2260.0%
Apollo Commercial Real Estate Finance, Inc.$113.3K11,7000.0%
TWO HARBORS INVESTMENT CORP.$158.0K15,0500.0%
SCHWAB STRATEGIC TR$201.5K6,7000.0%
KROGER CO$203.9K3,2630.0%
KLA CORP$204.5K1680.0%
VANGUARD WHITEHALL FDS$205.2K1,4300.0%
VANGUARD INDEX FDS$205.8K7980.0%
THE GOLDMAN SACHS GROUP, INC.$207.5K2360.0%
PIMCO ETF TR$217.8K2,1710.0%
GENERAL ELECTRIC CO$219.9K7140.0%
ConocoPhillips$229.5K2,4510.0%
NEW YORK LIFE INVESTMENTS ET$229.7K6,4170.0%
ISHARES TR$236.7K1,1160.0%
Eaton Corp plc$242.1K7600.0%
Arista Networks, Inc.ANETCommon Stock$242.9K1,8540.0%
EXXON MOBIL CORP$250.2K2,0790.0%
CASEYS GENERAL STORES INC$259.2K4690.0%
Suburban Propane Partners LP$259.6K14,0000.0%
INVESCO QQQ TR$264.2K4300.0%
DEERE & CO$264.4K5680.0%
ISHARES BITCOIN TRUST ETF$267.0K5,3770.0%
PROCTER & GAMBLE Co$269.0K1,8770.0%
ISHARES TR$273.1K2,2160.0%
CHEVRON CORP$279.6K1,8350.0%
Philip Morris International Inc.$280.1K1,7460.0%
Evergy, Inc.$282.2K3,8930.0%
COCA COLA CO$287.6K4,1140.1%
ISHARES TR$292.0K2,0700.1%
ASML HOLDING N V$300.6K2810.1%
VANGUARD WORLD FD$303.0K4020.1%
MICRON TECHNOLOGY INC$313.4K1,0980.1%
Netflix Inc$313.5K3,3440.1%
iShares MSCI UAE ETF$315.3K2,9550.1%
O REILLY AUTOMOTIVE INC$315.4K3,4580.1%
SELECT SECTOR SPDR TR$323.4K2,0850.1%
AT&T INC.$325.6K13,1070.1%
Mastercard Inc$326.6K5720.1%
SELECT SECTOR SPDR TR$329.7K2,2900.1%
J P MORGAN EXCHANGE TRADED F$332.4K5,7200.1%
Energy Transfer LPETMLP$336.3K20,3940.1%
GE Vernova Inc.$337.2K5160.1%
THERMO FISHER SCIENTIFIC INC.$337.8K5830.1%
HOME DEPOT, INC.$341.1K9910.1%
VANGUARD INDEX FDS$346.1K1,8120.1%
SPDR S&P MIDCAP 400 ETF TR$347.5K5760.1%
COSTCO WHOLESALE CORP /NEW$347.7K4030.1%
SPDR SERIES TRUST$353.4K6,1020.1%
AMERICAN CENTY ETF TR$357.0K7,0860.1%
Air Products & Chemicals, Inc.$374.2K1,5150.1%
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