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Legacy Financial Group, Inc.

All holdings · as of Dec 31, 2025

94 positions

CompanyClassValueShares% of portfolio
LLOYDS BANKING GROUP PLC$72.0K13,5810.0%
ISHARES TR$201.0K1,4680.1%
STRYKER CORP$201.4K5730.1%
Mastercard Inc$202.8K3550.1%
ConocoPhillips$203.2K2,1710.1%
PROCTER & GAMBLE Co$205.2K1,4320.1%
BlackRock, Inc.$207.6K1940.1%
VANGUARD INDEX FDS$210.9K8180.1%
Zoom Communications, Inc.$213.6K2,4750.1%
VANGUARD SPECIALIZED FUNDS$213.6K9720.1%
COSTCO WHOLESALE CORP /NEW$215.6K2500.1%
NEXTERA ENERGY INC$216.3K2,6940.1%
ISHARES TR$222.2K3,3660.1%
VANGUARD STAR FDS$227.4K3,0150.1%
ISHARES BITCOIN TRUST ETF$228.4K4,6000.1%
VERIZON COMMUNICATIONS INC$229.1K5,6250.1%
DIMENSIONAL ETF TRUST$242.2K4,7820.1%
Merck & Co., Inc.$243.3K2,3110.1%
VANGUARD ADMIRAL FDS INC$245.8K1,2000.1%
RTX Corp$246.1K1,3420.1%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$246.9K7,7000.1%
PJT Partners Inc.$251.5K1,5040.1%
Visa Inc$253.7K7230.1%
JOHNSON & JOHNSON$280.0K1,3530.1%
SELECT SECTOR SPDR TR$287.1K6,4220.1%
AMERICAN EXPRESS CO$290.4K7850.1%
ETF SER SOLUTIONS$294.2K2,9410.1%
ELI LILLY & Co$295.1K2750.1%
ISHARES TR$303.6K8130.1%
CHEVRON CORP$316.5K2,0770.1%
SELECT SECTOR SPDR TR$338.9K2,1850.1%
Tesla Inc$346.3K7700.1%
ISHARES TR$350.2K2,1120.1%
OGE Energy Corp$363.9K8,5220.1%
Broadcom Inc.$380.7K1,0920.1%
Philip Morris International Inc.$383.0K2,3880.1%
MCDONALD'S CORP$404.1K1,3220.1%
VANGUARD INDEX FDS$426.1K6790.1%
EXXON MOBIL CORP$436.7K3,6290.1%
SELECT SECTOR SPDR TR$455.1K3,1610.1%
AbbVie Inc.$466.2K2,0400.1%
Meta Platforms Inc$490.3K7410.1%
VANGUARD INDEX FDS$497.4K1,5800.1%
Williams Cos Inc/The$550.2K9,1540.1%
VANGUARD WORLD FD$574.1K7620.2%
CATERPILLAR INC$616.9K1,0770.2%
INVESCO QQQ TR$618.8K1,0070.2%
JPMORGAN CHASE & CO$622.9K1,9330.2%
AMERICAN CENTY ETF TR$681.0K6,6780.2%
DIMENSIONAL ETF TRUST$715.3K9,6690.2%
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