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CIK: 0001965579
Total reported value
$428.5M
$428.5M
92 檔
31.5%
The Q3 2025 SEC filing reveals that Legacy Financial Group, Inc. held a total portfolio value of $428.5M, covering 92 public equity positions.
Legacy Financial Group, Inc. executed strategic sector rebalancing during Q3 2025, establishing 19 new positions while fully exiting 9 holdings and trimming 50 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 9.90% | +0.14% | -2.41% | |
| 2 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 9.81% | +0.98% | +6.92% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.91% | -0.35% | -2.51% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 5.70% | -0.58% | -0.11% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.67% | -0.19% | +1.73% | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 5.61% | +0.10% | +3.06% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.43% | -0.06% | +1.30% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.82% | +0.10% | +3.86% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.46% | +0.38% | +3.95% | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.18% | -0.18% | +1.59% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.60% | -0.35% | +4.11% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.93% | -0.28% | +7.27% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.59% | -0.07% | -4.09% | |
| 14 | DFAT | Dimensional US Target Value | ETF-Other | 2.51% | -0.11% | -2.18% | |
| 15 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.17% | +0.10% | +5.10% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.79% | -0.01% | -3.80% | |
| 17 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.77% | -0.15% | -3.96% | |
| 18 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.32% | -0.04% | -0.37% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.30% | +0.01% | -3.68% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.13% | -0.05% | -1.25% | |
| 21 | OKE | Oneok Inc | Stock-Energy | 0.96% | -0.25% | +11.48% | |
| 22 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.95% | +0.09% | +3.83% | |
| 23 | SUB | Ishares Short-term National | ETF-Other | 0.90% | -0.17% | -18.52% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.07% | -3.39% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.06% | -6.15% | |
| 26 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.83% | -0.22% | -17.12% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.79% | +0.01% | -0.28% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | — | -0.14% | |
| 29 | DFIC | Dimensional International Co | ETF-Other | 0.76% | +0.02% | +3.82% | |
| 30 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.69% | +0.01% | +7.77% | |
| 31 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.65% | -0.02% | +0.94% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.59% | -0.02% | -3.76% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.05% | -5.96% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | — | +0.80% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.09% | +2.14% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.01% | +3.02% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | — | -2.44% | |
| 38 | BANF | Bancfirst CORP | Stock-Other | 0.28% | -0.03% | -0.04% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | +0.03% | +1.30% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.24% | — | -0.19% | |
| 41 | PGR | Progressive CORP | Stock-Financials | 0.22% | -0.01% | +0.03% | |
| 42 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 0.19% | +0.12% | +25.86% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.18% | -0.07% | — | |
| 44 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.18% | -0.04% | -2.15% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | -0.02% | -2.96% | |
| 46 | AVUQ | Avantis US Quality Eq ETF | ETF-Other | 0.18% | — | +43.86% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | -0.01% | -1.63% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.16% | +0.03% | -2.36% | |
| 49 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.14% | +0.11% | — | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.13% | +0.07% | +11.18% |
According to official SEC Form 13F filings, Legacy Financial Group, Inc. reported a total U.S. public equity portfolio value of $428.5M across 92 disclosed positions in Q3 2025.
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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 31.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
PGR
市值: $810.8K
Top Position Liquidated / Trimmed
EPD
前期市值: $416.2K
During Q3 2025, Legacy Financial Group, Inc.'s top holdings by market value included VUG (9.9%)、AVUS (9.8%)、DFAC (5.9%). The largest single position, VUG, represented 9.9% of total portfolio value.
In Q3 2025, Legacy Financial Group, Inc. made 99 total portfolio adjustments, initiating 19 new buys, adding to 21 positions, trimming 50 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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