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Legacy Financial Strategies, LLC

All holdings · as of Dec 31, 2025

138 positions

CompanyClassValueShares% of portfolio
T Rowe Price Group Inc$1.80M17,5730.3%
JANUS DETROIT STR TR$1.52M30,0800.3%
Meta Platforms Inc$1.36M2,0590.2%
AbbVie Inc.$1.35M5,8970.2%
CrowdStrike Holdings, Inc.$1.31M2,8010.2%
T-Mobile US, Inc.TMUSCommon Stock$1.13M5,5710.2%
VANGUARD BD INDEX FDS$1.13M15,2510.2%
SELECT SECTOR SPDR TR$1.07M6,9350.2%
J P MORGAN EXCHANGE TRADED F$1.03M17,9250.2%
SPDR SERIES TRUST$1.02M40,8380.2%
SCHWAB STRATEGIC TR$1.00M36,7950.2%
VANGUARD SPECIALIZED FUNDS$992.7K4,5170.2%
Alphabet Inc.$971.9K3,0970.2%
HONEYWELL INTERNATIONAL INC$957.5K4,9080.2%
INTERNATIONAL BUSINESS MACHINES CORP$926.4K3,1270.2%
ISHARES TR$825.6K6,5180.1%
ELI LILLY & Co$820.4K7630.1%
ISHARES TR$768.3K7,2690.1%
CANADIAN PACIFIC KANSAS CITY$750.4K10,1920.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$734.2K2,4160.1%
AMERICAN EXPRESS CO$700.3K1,8930.1%
INVESCO EXCHANGE TRADED FD T$687.6K3,5890.1%
Visa Inc$669.6K1,9090.1%
INVESCO EXCH TRADED FD TR II$643.3K5,5000.1%
JOHNSON & JOHNSON$625.6K3,0230.1%
FIDELITY COVINGTON TRUST$620.5K8,3540.1%
ADVANCED MICRO DEVICES INC$567.7K2,6510.1%
SOUTHERN CO$529.3K6,0700.1%
EATON VANCE NATL MUN OPPORT$516.5K30,5470.1%
SPDR GOLD TR$500.5K1,2630.1%
SELECT SECTOR SPDR TR$465.7K3,9000.1%
PROSHARES TR$465.6K4,4740.1%
Williams Cos Inc/The$462.6K7,6950.1%
Palo Alto Networks Inc$446.3K2,4230.1%
MCDONALD'S CORP$431.4K1,4120.1%
VANECK ETF TRUST$425.7K4,1110.1%
AMERICAN CENTY ETF TR$406.3K3,9840.1%
CADENCE DESIGN SYSTEMS INC$377.9K1,2090.1%
Air Products & Chemicals, Inc.$374.2K1,5150.1%
AMERICAN CENTY ETF TR$357.0K7,0860.1%
SPDR SERIES TRUST$353.4K6,1020.1%
COSTCO WHOLESALE CORP /NEW$347.7K4030.1%
SPDR S&P MIDCAP 400 ETF TR$347.5K5760.1%
VANGUARD INDEX FDS$346.1K1,8120.1%
HOME DEPOT, INC.$341.1K9910.1%
THERMO FISHER SCIENTIFIC INC.$337.8K5830.1%
GE Vernova Inc.$337.2K5160.1%
Energy Transfer LPETMLP$336.3K20,3940.1%
J P MORGAN EXCHANGE TRADED F$332.4K5,7200.1%
SELECT SECTOR SPDR TR$329.7K2,2900.1%
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