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CIK: 0001965579
Total reported value
$428.5M
$428.5M
85 檔
29.2%
In Q2 2025, Legacy Financial Group, Inc.'s U.S. equity holdings reached a combined market value of $428.5M, distributed across 85 disclosed stock positions.
In Q2 2025, Legacy Financial Group, Inc. adopted a defensive or profit-taking posture, trimming 44 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 10.00% | +0.14% | -0.79% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 9.17% | +0.98% | +9.21% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 6.08% | -0.35% | -0.99% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 5.85% | -0.58% | -1.51% | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 5.84% | +0.10% | +5.19% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.68% | -0.19% | +1.12% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.41% | -0.06% | +2.08% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.71% | +0.10% | +2.75% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.28% | +0.38% | +4.23% | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.10% | -0.18% | +5.39% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.68% | -0.35% | +7.00% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.95% | -0.28% | +5.67% | |
| 13 | DFAT | Dimensional US Target Value | ETF-Other | 2.57% | -0.11% | +0.19% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.35% | -0.07% | -2.71% | |
| 15 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.10% | +0.10% | +12.66% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.86% | -0.01% | -2.33% | |
| 17 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.82% | -0.15% | -4.34% | |
| 18 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.40% | -0.04% | +1.29% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.32% | +0.01% | +1.28% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.20% | -0.05% | -1.12% | |
| 21 | SUB | Ishares Short-term National | ETF-Other | 1.18% | -0.17% | -11.51% | |
| 22 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.07% | -0.22% | -18.06% | |
| 23 | OKE | Oneok Inc | Stock-Energy | 1.04% | -0.25% | -3.90% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | -0.06% | +5.33% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | -0.07% | -7.50% | |
| 26 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.91% | +0.09% | +2.70% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.80% | +0.01% | -1.45% | |
| 28 | DFIC | Dimensional International Co | ETF-Other | 0.75% | +0.02% | +28.09% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | — | -16.60% | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.66% | -0.02% | -1.30% | |
| 31 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.65% | +0.01% | +4.74% | |
| 32 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.64% | -0.02% | -6.35% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.05% | -9.18% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | — | +64.08% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.09% | -45.21% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.01% | -13.97% | |
| 37 | BANF | Bancfirst CORP | Stock-Other | 0.29% | -0.03% | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | — | -1.30% | |
| 39 | PGR | Progressive CORP | Stock-Financials | 0.26% | -0.01% | — | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.24% | — | +167.52% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.03% | -18.48% | |
| 42 | WMB | Williams Cos Inc | Stock-Energy | 0.21% | +0.04% | -51.36% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.20% | -0.02% | -13.05% | |
| 44 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.18% | -0.04% | +0.89% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.17% | — | -3.72% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | -0.01% | -11.16% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.16% | +0.03% | +112.11% | |
| 48 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 0.15% | +0.12% | +18.45% | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.15% | -0.07% | -28.17% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-Other | 0.13% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | +0.8% | +9.21% | Add |
| 2 | VUG | Vanguard Growth ETF | +0.7% | -0.79% | Trim |
| 3 | DFAX | Dimensional World Ex US Core | +0.3% | +2.08% | Add |
| 4 | DFUS | Dimensional US Eq Mkt ETF | +0.3% | +4.23% | Add |
| 5 | DFAU | Dimensional US Core Equity M | +0.3% | +5.39% | Add |
| 6 | PGR | Progressive CORP | +0.3% | NEW | New buy |
| 7 | DFIC | Dimensional International Co | +0.2% | +28.09% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.2% | +64.08% | Add |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +167.52% | Add |
| 10 | IWF | Ishares Russell 1000 Growth | +0.1% | +1.28% | Add |
| 11 | AVUQ | Avantis US Quality Eq ETF | +0.1% | NEW | New buy |
| 12 | DFLV | Dim US Large Cap Value ETF | +0.1% | +12.66% | Add |
| 13 | MSFT | Microsoft CORP | +0.1% | -7.50% | Trim |
| 14 | VGT | Vanguard Info Tech ETF | +0.1% | +112.11% | Add |
| 15 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 16 | NVDA | Nvidia CORP | +0.1% | -16.60% | Trim |
| 17 | ✓ | Tidal Tr Ii | +0.1% | NEW | New buy |
| 18 | DUHP | Dimensional US High Profi Et | +0.1% | +2.75% | Add |
| 19 | VOOV | Vanguard S&p 500 Value ETF | +0.1% | NEW | New buy |
| 20 | INTU | Intuit Inc | +0.1% | NEW | New buy |
| 21 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 22 | VXUS | Vanguard Total Intl Stock | +0.1% | NEW | New buy |
| 23 | IJH | Ishares Core S&p Midcap ETF | +0.1% | NEW | New buy |
| 24 | IWP | Ishares Russell Mid-cap Grow | +0.1% | NEW | New buy |
| 25 | URI | United Rentals Inc | +0.1% | NEW | New buy |
| 26 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +2.70% | Add |
| 27 | DFAI | Dimensional International Co | 0% | -1.51% | Trim |
| 28 | AVLC | Avantis US Lg Cap Eq ETF | 0% | +18.45% | Add |
| 29 | BANF | Bancfirst CORP | 0% | — | Unchanged |
| 30 | PLTR | Palantir Technologies Inc-a | 0% | -28.17% | Trim |
| 31 | META | Meta Platforms Inc-class A | 0% | -13.05% | Trim |
| 32 | VOO | Vanguard S&p 500 ETF | 0% | +8.36% | Add |
| 33 | XLK | Ss Technology Select Sector | 0% | -8.54% | Trim |
| 34 | ZM | Zoom Communications Inc | 0% | +5.06% | Add |
| 35 | AVLV | Avantis US Large Cap Value | — | +4.74% | Add |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -1.30% | Trim |
| 37 | PM | Philip Morris International | — | -3.72% | Trim |
| 38 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 39 | PJT | Pjt Partners Inc - A | — | -2.08% | Trim |
| 40 | AXP | American Express Co | — | -2.73% | Trim |
| 41 | IYY | Ishares Dow Jones U.s. ETF | — | — | Unchanged |
| 42 | JPM | Jpmorgan Chase & Co | — | -11.16% | Trim |
| 43 | XLI | Ss Industrial Select Sector | — | -4.16% | Trim |
| 44 | PG | Procter & Gamble Co/the | — | +15.30% | Add |
| 45 | SYK | Stryker CORP | — | -1.66% | Trim |
| 46 | COST | Costco Wholesale CORP | — | -6.94% | Trim |
| 47 | LYG | Lloyds Banking Group Plc-adr | — | — | Unchanged |
| 48 | SCHX | Schwab US Large-cap ETF | 0% | -2.33% | Trim |
| 49 | AVUV | Avantis US Small Cap Value | 0% | +0.89% | Add |
| 50 | CAT | Caterpillar Inc | 0% | -18.57% | 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 Q2 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 29.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
PGR
市值: $875.8K
Top Position Liquidated / Trimmed
ARKK
前期市值: $400.7K
During Q2 2025, Legacy Financial Group, Inc.'s top holdings by market value included VUG (10.0%)、AVUS (9.2%)、DFAC (6.1%). The largest single position, VUG, represented 10.0% of total portfolio value.
In Q2 2025, Legacy Financial Group, Inc. made 88 total portfolio adjustments, initiating 11 new buys, adding to 25 positions, trimming 44 holdings, and fully liquidating 8 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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