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CIK: 0001965579
Total reported value
$428.5M
$428.5M
82 檔
25.9%
During the Q1 2025 filing period, Legacy Financial Group, Inc. (CIK: 0001965579) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $428.5M across 82 reported positions.
Legacy Financial Group, Inc. executed strategic sector rebalancing during Q1 2025, establishing 6 new positions while fully exiting 9 holdings and trimming 37 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 9.26% | +0.14% | +0.55% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 8.36% | +0.98% | +8.94% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.13% | -0.35% | -1.52% | |
| 4 | DFSD | Dimensional Short Duration | ETF-Other | 5.97% | +0.10% | +3.38% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.95% | -0.19% | +0.84% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 5.83% | -0.58% | +0.39% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.14% | -0.06% | +6.71% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.64% | +0.10% | +3.96% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.02% | +0.38% | +11.62% | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.84% | -0.18% | +8.00% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.72% | -0.35% | +6.26% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.99% | -0.28% | +7.44% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.84% | -0.07% | -0.59% | |
| 14 | DFAT | Dimensional US Target Value | ETF-Other | 2.66% | -0.11% | -1.29% | |
| 15 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.99% | +0.10% | +7.62% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.87% | -0.01% | -3.38% | |
| 17 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.85% | -0.15% | -2.51% | |
| 18 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.52% | -0.04% | +6.61% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 1.44% | -0.17% | -2.59% | |
| 20 | OKE | Oneok Inc | Stock-Energy | 1.42% | -0.25% | -2.27% | |
| 21 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.42% | -0.22% | -1.80% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.34% | -0.05% | +0.47% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.20% | +0.01% | +3.23% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | -0.06% | +0.93% | |
| 25 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.86% | +0.09% | +5.11% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.83% | +0.01% | +1.73% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.07% | -6.19% | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.72% | -0.02% | -0.78% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.71% | -0.02% | +1.57% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.09% | +129.61% | |
| 31 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.65% | +0.01% | +12.23% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | — | -1.64% | |
| 33 | DFIC | Dimensional International Co | ETF-Other | 0.57% | +0.02% | +10.44% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.05% | -0.09% | |
| 35 | WMB | Williams Cos Inc | Stock-Energy | 0.43% | +0.04% | +95.78% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.01% | +1.30% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | — | -0.12% | |
| 38 | BANF | Bancfirst CORP | Stock-Other | 0.28% | -0.03% | +0.86% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.03% | -10.64% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | — | -7.33% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.22% | — | +97.07% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.02% | +20.83% | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.19% | -0.04% | -0.25% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | -0.01% | +0.05% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.17% | — | -4.34% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.17% | -0.03% | -0.84% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | — | -0.41% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.05% | -0.84% | |
| 49 | OPER | Clearshares Ultra-short Matu | ETF-Other | 0.16% | -0.01% | -24.45% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.14% | +0.22% | +6.02% |
According to official SEC Form 13F filings, Legacy Financial Group, Inc. reported a total U.S. public equity portfolio value of $428.5M across 82 disclosed positions in Q1 2025.
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 25.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AVLC
市值: $398.8K
Top Position Liquidated / Trimmed
XLY
前期市值: $356.9K
During Q1 2025, Legacy Financial Group, Inc.'s top holdings by market value included VUG (9.3%)、AVUS (8.4%)、DFAC (6.1%). The largest single position, VUG, represented 9.3% of total portfolio value.
In Q1 2025, Legacy Financial Group, Inc. made 84 total portfolio adjustments, initiating 6 new buys, adding to 32 positions, trimming 37 holdings, and fully liquidating 9 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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