Institutions / Legacy Financial Group, Inc.

Legacy Financial Group, Inc.

CIK 1965579 · Institution · as of Dec 31, 2025
Portfolio value
$381.44M
Positions
94
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 94 →
CompanyClassValueShares% of portfolio
American Centy ETF Tr—$39.17M350,45910.3%
Vanguard Index Fds—$35.25M72,2509.2%
Dimensional ETF Trust—$21.97M554,8925.8%
Dimensional ETF Trust—$21.96M471,3695.8%
Dimensional ETF Trust—$21.79M454,4285.7%
Dimensional ETF Trust—$21.68M568,9675.7%
Dimensional ETF Trust—$21.16M646,4025.5%
Dimensional ETF Trust—$18.55M487,8934.9%
Dimensional ETF Trust—$16.84M226,9944.4%
Dimensional ETF Trust—$15.34M327,8464.0%
Dimensional ETF Trust—$13.83M324,9823.6%
Vanguard Charlotte Fds—$11.90M246,3093.1%
Apple Inc.—$10.57M38,8742.8%
Dimensional ETF Trust—$9.40M274,7502.5%
Dimensional ETF Trust—$9.16M153,8812.4%
Schwab Strategic Tr—$6.61M245,6961.7%
Dimensional ETF Trust—$6.32M193,9801.7%
Dimensional ETF Trust—$4.64M202,5061.2%
iShares Tr—$4.52M9,5411.2%
Vanguard Index Fds—$3.93M44,3871.0%
ONEOK Inc—$3.68M50,0571.0%
Dimensional ETF Trust—$3.59M108,3920.9%
Dimensional ETF Trust—$3.23M93,5970.8%
Warren E. Buffett—$3.15M6,2700.8%
American Centy ETF Tr—$3.04M40,1760.8%

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.