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CIK: 0001965579
Total reported value
$428.5M
$428.5M
79 檔
25.3%
As reported in its official Q3 2024 Form 13F filing, Legacy Financial Group, Inc.'s tracked investment portfolio stood at $428.5M with 79 total positions.
In Q3 2024, Legacy Financial Group, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 49 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 10.04% | +0.14% | +4.47% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 7.87% | +0.98% | +13.03% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.92% | -0.35% | -1.18% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 6.18% | -0.19% | +0.08% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 5.86% | -0.58% | +1.31% | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 5.71% | +0.10% | +6.65% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.61% | -0.06% | +15.49% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.44% | +0.10% | +7.82% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.88% | -0.18% | +1.49% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.64% | +0.38% | +16.03% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.53% | -0.35% | +19.06% | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 3.12% | -0.11% | -0.60% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.76% | -0.07% | +4.06% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.66% | -0.28% | +19.09% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.10% | -0.01% | +190.06% | |
| 16 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.06% | -0.15% | -2.63% | |
| 17 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.76% | +0.10% | +14.66% | |
| 18 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.62% | -0.22% | +2.31% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 1.60% | -0.17% | -6.27% | |
| 20 | OKE | Oneok Inc | Stock-Energy | 1.55% | -0.25% | +8.92% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.47% | -0.05% | +3.11% | |
| 22 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.38% | -0.04% | +4.11% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.24% | +0.01% | -2.15% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | -0.06% | +3.27% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | -0.07% | +17.08% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | — | +23.06% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.84% | +0.01% | +16.77% | |
| 28 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.78% | +0.09% | +17.59% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.76% | -0.02% | +8.31% | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.74% | -0.02% | +0.07% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.05% | -3.98% | |
| 32 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.52% | +0.01% | +52.83% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.01% | +33.97% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | — | +116.77% | |
| 35 | DFIC | Dimensional International Co | ETF-Other | 0.33% | +0.02% | +9.04% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | +0.03% | +48.46% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.09% | +24.14% | |
| 38 | BANF | Bancfirst CORP | Stock-Other | 0.29% | -0.03% | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | +3.58% | |
| 40 | OPER | Clearshares Ultra-short Matu | ETF-Other | 0.23% | -0.01% | -13.85% | |
| 41 | WMB | Williams Cos Inc | Stock-Energy | 0.22% | +0.04% | -9.54% | |
| 42 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.22% | -0.04% | +1.72% | |
| 43 | OGE | Oge Energy CORP | Stock-Utilities | 0.21% | -0.02% | +0.24% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.05% | +34.93% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.17% | — | -33.35% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | -0.01% | +43.20% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | -0.02% | +25.47% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.16% | -0.03% | +26.22% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.16% | — | +33.38% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.14% | +0.22% | +1.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | +0.5% | +13.03% | Add |
| 2 | DFUS | Dimensional US Eq Mkt ETF | +0.3% | +16.03% | Add |
| 3 | DFCF | Dimensional Core Fixed Inc | +0.3% | +19.06% | Add |
| 4 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +19.09% | Add |
| 5 | DFAX | Dimensional World Ex US Core | +0.2% | +15.49% | Add |
| 6 | OKE | Oneok Inc | +0.2% | +8.92% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +116.77% | Add |
| 8 | AVLV | Avantis US Large Cap Value | +0.2% | +52.83% | Add |
| 9 | DFLV | Dim US Large Cap Value ETF | +0.2% | +14.66% | Add |
| 10 | LLY | Eli Lilly & Co | +0.1% | NEW | New buy |
| 11 | NVDA | Nvidia CORP | +0.1% | +23.06% | Add |
| 12 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 13 | XLE | Ss Energy Select Sector | +0.1% | NEW | New buy |
| 14 | DUHP | Dimensional US High Profi Et | +0.1% | +7.82% | Add |
| 15 | DFAS | Dimensional US Small Cap ETF | +0.1% | +16.77% | Add |
| 16 | SYK | Stryker CORP | +0.1% | NEW | New buy |
| 17 | WMT | Walmart Inc | +0.1% | +24.14% | Add |
| 18 | MCD | Mcdonald's CORP | +0.1% | NEW | New buy |
| 19 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +48.46% | Add |
| 21 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 22 | AXP | American Express Co | +0.1% | NEW | New buy |
| 23 | PJT | Pjt Partners Inc - A | +0.1% | NEW | New buy |
| 24 | MO | Altria Group Inc | +0.1% | NEW | New buy |
| 25 | VNQ | Vanguard Real Estate ETF | +0.1% | +3.11% | Add |
| 26 | DFAR | Dimensional US Real Est ETF | +0.1% | +4.11% | Add |
| 27 | PM | Philip Morris International | +0.1% | +33.38% | Add |
| 28 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +17.59% | Add |
| 29 | AMZN | Amazon.com Inc | +0.1% | +33.97% | Add |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +43.20% | Add |
| 31 | META | Meta Platforms Inc-class A | 0% | +25.47% | Add |
| 32 | BANF | Bancfirst CORP | 0% | — | Unchanged |
| 33 | XOM | Exxon Mobil CORP | 0% | +34.93% | Add |
| 34 | PG | Procter & Gamble Co/the | 0% | +39.13% | Add |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +3.27% | Add |
| 36 | DFSV | Dimensional US Small Cap Val | 0% | +8.31% | Add |
| 37 | VOO | Vanguard S&p 500 ETF | 0% | +45.41% | Add |
| 38 | UNH | Unitedhealth Group Inc | 0% | +28.44% | Add |
| 39 | AAPL | Apple Inc | 0% | +4.06% | Add |
| 40 | CVX | Chevron CORP | 0% | +26.22% | Add |
| 41 | DUSB | Dimension Ultrashort Fi ETF | 0% | +18.08% | Add |
| 42 | DFIC | Dimensional International Co | — | +9.04% | Add |
| 43 | OGE | Oge Energy CORP | — | +0.24% | Add |
| 44 | WMB | Williams Cos Inc | — | -9.54% | Trim |
| 45 | CAT | Caterpillar Inc | — | +0.56% | Add |
| 46 | AVUV | Avantis US Small Cap Value | — | +1.72% | Add |
| 47 | COP | Conocophillips | — | +24.48% | Add |
| 48 | CSCO | Cisco Systems Inc | — | -0.18% | Trim |
| 49 | TSLA | Tesla Inc | — | -10.66% | Trim |
| 50 | MRK | Merck & Co. Inc. | — | +33.39% | Add |
According to official SEC Form 13F filings, Legacy Financial Group, Inc. reported a total U.S. public equity portfolio value of $428.5M across 79 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, AVUS, DFAC) accounted for 25.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
LLY
市值: $398.6K
Top Position Liquidated / Trimmed
CSX
前期市值: $250.7K
During Q3 2024, Legacy Financial Group, Inc.'s top holdings by market value included VUG (10.0%)、AVUS (7.9%)、DFAC (6.9%). The largest single position, VUG, represented 10.0% of total portfolio value.
In Q3 2024, Legacy Financial Group, Inc. made 79 total portfolio adjustments, initiating 10 new buys, adding to 49 positions, trimming 17 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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