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CIK: 0001965579
Total reported value
$428.5M
$428.5M
85 檔
26.4%
At the close of Q4 2024, Legacy Financial Group, Inc. disclosed equity holdings valued at approximately $428.5M, spread across 85 reported holdings.
Legacy Financial Group, Inc. executed strategic sector rebalancing during Q4 2024, establishing 9 new positions while fully exiting 3 holdings and trimming 33 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 10.23% | +0.14% | +0.33% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 8.08% | +0.98% | +5.67% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.55% | -0.35% | -1.69% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.87% | -0.19% | +1.42% | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 5.72% | +0.10% | +6.47% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 5.44% | -0.58% | +1.33% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.58% | -0.06% | +8.73% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.57% | +0.10% | +8.33% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.81% | +0.38% | +7.00% | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.75% | -0.18% | -0.74% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.44% | -0.35% | +4.84% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 3.23% | -0.07% | +11.57% | |
| 13 | DFAT | Dimensional US Target Value | ETF-Other | 2.92% | -0.11% | -2.93% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.80% | -0.28% | +13.15% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.04% | -0.01% | -0.81% | |
| 16 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.87% | -0.15% | -0.13% | |
| 17 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.82% | +0.10% | +11.92% | |
| 18 | SUB | Ishares Short-term National | ETF-Other | 1.48% | -0.17% | -2.16% | |
| 19 | OKE | Oneok Inc | Stock-Energy | 1.48% | -0.25% | -2.50% | |
| 20 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.46% | -0.22% | -5.08% | |
| 21 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.40% | -0.04% | +14.12% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.31% | -0.05% | -0.27% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.30% | +0.01% | +2.86% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.07% | +13.13% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | -0.06% | +0.03% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.89% | +0.01% | +9.44% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | — | -0.71% | |
| 28 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.81% | +0.09% | +13.30% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.76% | -0.02% | +4.89% | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.71% | -0.02% | +1.68% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.05% | -0.50% | |
| 32 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.59% | +0.01% | +17.61% | |
| 33 | DFIC | Dimensional International Co | ETF-Other | 0.48% | +0.02% | +59.03% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.01% | +6.34% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.03% | +6.63% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | — | -6.99% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.09% | -2.87% | |
| 38 | BANF | Bancfirst CORP | Stock-Other | 0.30% | -0.03% | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | — | +0.22% | |
| 40 | OPER | Clearshares Ultra-short Matu | ETF-Other | 0.21% | -0.01% | -3.61% | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.21% | -0.04% | +1.00% | |
| 42 | WMB | Williams Cos Inc | Stock-Energy | 0.21% | +0.04% | -4.34% | |
| 43 | OGE | Oge Energy CORP | Stock-Utilities | 0.21% | -0.02% | — | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.18% | +0.02% | +79.18% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | -0.01% | -0.81% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | -0.02% | -0.34% | |
| 47 | XLI | Ss Industrial Select Sector | ETF-Other | 0.16% | — | — | |
| 48 | ARKK | Ark Innovation ETF | ETF-Other | 0.15% | — | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.05% | -1.98% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.15% | -0.03% | -1.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | +11.57% | Add |
| 2 | AVUS | Avantis U.s. Equity ETF | +0.2% | +5.67% | Add |
| 3 | VUG | Vanguard Growth ETF | +0.2% | +0.33% | Add |
| 4 | DFUS | Dimensional US Eq Mkt ETF | +0.2% | +7.00% | Add |
| 5 | XLI | Ss Industrial Select Sector | +0.2% | NEW | New buy |
| 6 | DFIC | Dimensional International Co | +0.2% | +59.03% | Add |
| 7 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +13.15% | Add |
| 8 | DUHP | Dimensional US High Profi Et | +0.1% | +8.33% | Add |
| 9 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 10 | XLY | Ss Consumer Disc Select Sect | +0.1% | NEW | New buy |
| 11 | MSFT | Microsoft CORP | +0.1% | +13.13% | Add |
| 12 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | +0.1% | +6.34% | Add |
| 14 | XLK | Ss Technology Select Sector | +0.1% | +79.18% | Add |
| 15 | XLV | Ss Health Care Select Sector | +0.1% | NEW | New buy |
| 16 | AVLV | Avantis US Large Cap Value | +0.1% | +17.61% | Add |
| 17 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 18 | ANETEUR | Arista Networks Inc | +0.1% | NEW | New buy |
| 19 | DFLV | Dim US Large Cap Value ETF | +0.1% | +11.92% | Add |
| 20 | IWF | Ishares Russell 1000 Growth | +0.1% | +2.86% | Add |
| 21 | CRM | Salesforce Inc | +0.1% | NEW | New buy |
| 22 | XLC | Ss Comm Select Sector Spdr | +0.1% | NEW | New buy |
| 23 | DFAS | Dimensional US Small Cap ETF | +0.1% | +9.44% | Add |
| 24 | TSLA | Tesla Inc | 0% | -2.45% | Trim |
| 25 | DFEM | Dimensional Emrg Mrkt Core | 0% | +13.30% | Add |
| 26 | GOOGL | Alphabet Inc-cl A | 0% | +6.63% | Add |
| 27 | DFAR | Dimensional US Real Est ETF | 0% | +14.12% | Add |
| 28 | GOOG | Alphabet Inc-cl C | 0% | -0.50% | Trim |
| 29 | ARKK | Ark Innovation ETF | 0% | — | Unchanged |
| 30 | DFSD | Dimensional Short Duration | 0% | +6.47% | Add |
| 31 | BANF | Bancfirst CORP | 0% | — | Unchanged |
| 32 | XLE | Ss Energy Select Sector | 0% | +19.62% | Add |
| 33 | CSCO | Cisco Systems Inc | 0% | +3.43% | Add |
| 34 | PJT | Pjt Partners Inc - A | 0% | — | Unchanged |
| 35 | V | Visa Inc-class A Shares | 0% | -0.75% | Trim |
| 36 | AXP | American Express Co | 0% | — | Unchanged |
| 37 | DFSV | Dimensional US Small Cap Val | — | +4.89% | Add |
| 38 | WMT | Walmart Inc | — | -2.87% | Trim |
| 39 | JPM | Jpmorgan Chase & Co | — | -0.81% | Trim |
| 40 | EPD | Enterprise Products Partners | — | — | Unchanged |
| 41 | QQQ | Invesco Qqq Trust Series 1 | — | +0.80% | Add |
| 42 | OGE | Oge Energy CORP | — | — | Unchanged |
| 43 | VGT | Vanguard Info Tech ETF | — | — | Unchanged |
| 44 | IYY | Ishares Dow Jones U.s. ETF | — | — | Unchanged |
| 45 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 46 | COST | Costco Wholesale CORP | — | -0.80% | Trim |
| 47 | JNJ | Johnson & Johnson | 0% | -0.82% | Trim |
| 48 | DIS | Walt Disney Co/the | 0% | -24.36% | Trim |
| 49 | IVV | Ishares Core S&p 500 ETF | 0% | +0.22% | Add |
| 50 | COP | Conocophillips | 0% | -0.63% | Trim |
According to official SEC Form 13F filings, Legacy Financial Group, Inc. reported a total U.S. public equity portfolio value of $428.5M across 85 disclosed positions in Q4 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 26.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
XLI
市值: $488.6K
Top Position Liquidated / Trimmed
PSX
前期市值: $233.9K
During Q4 2024, Legacy Financial Group, Inc.'s top holdings by market value included VUG (10.2%)、AVUS (8.1%)、DFAC (6.5%). The largest single position, VUG, represented 10.2% of total portfolio value.
In Q4 2024, Legacy Financial Group, Inc. made 76 total portfolio adjustments, initiating 9 new buys, adding to 31 positions, trimming 33 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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