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CIK: 0001965579
Total reported value
$428.5M
$428.5M
94 檔
32.7%
During the Q4 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 94 reported positions.
In Q4 2025, Legacy Financial Group, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 45 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 10.27% | +0.98% | +6.48% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 9.24% | +0.14% | -4.08% | |
| 3 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.76% | -0.35% | -0.77% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.76% | -0.19% | +1.92% | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 5.71% | +0.10% | +7.09% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 5.68% | -0.58% | -0.50% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.55% | -0.06% | +2.31% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.86% | +0.10% | +4.79% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.41% | +0.38% | +1.09% | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.02% | -0.18% | -1.52% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.63% | -0.35% | +5.92% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.12% | -0.28% | +14.03% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.77% | -0.07% | +4.60% | |
| 14 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.46% | +0.10% | +14.27% | |
| 15 | DFAT | Dimensional US Target Value | ETF-Other | 2.40% | -0.11% | -2.33% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.73% | -0.01% | -0.87% | |
| 17 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.66% | -0.15% | -5.24% | |
| 18 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.22% | -0.04% | +0.55% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.18% | +0.01% | -5.54% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.03% | -0.05% | -1.22% | |
| 21 | OKE | Oneok Inc | Stock-Energy | 0.96% | -0.25% | +4.51% | |
| 22 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.94% | +0.09% | +0.46% | |
| 23 | DFIC | Dimensional International Co | ETF-Other | 0.85% | +0.02% | +10.37% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | -0.06% | +0.92% | |
| 25 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.80% | +0.01% | +15.30% | |
| 26 | SUB | Ishares Short-term National | ETF-Other | 0.80% | -0.17% | -6.84% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.80% | +0.01% | +3.00% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | — | +3.55% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.07% | -0.84% | |
| 30 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.71% | -0.22% | -11.44% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.05% | -0.54% | |
| 32 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.64% | -0.02% | +0.82% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.56% | -0.02% | +1.06% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.09% | +0.71% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | — | +0.09% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | +0.01% | +2.19% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.03% | -6.79% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | — | -3.46% | |
| 39 | BANF | Bancfirst CORP | Stock-Other | 0.27% | -0.03% | +20.83% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.23% | — | -2.29% | |
| 41 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 0.22% | +0.12% | +14.96% | |
| 42 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.20% | -0.07% | +17.80% | |
| 43 | PGR | Progressive CORP | Stock-Financials | 0.19% | -0.01% | -3.26% | |
| 44 | AVUQ | Avantis US Quality Eq ETF | ETF-Other | 0.19% | — | +9.81% | |
| 45 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.19% | +0.11% | +33.20% | |
| 46 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.18% | -0.04% | +0.38% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | -0.01% | -0.10% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.22% | +24.63% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.16% | +0.07% | +5.18% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.15% | +0.03% | -3.18% |
According to official SEC Form 13F filings, Legacy Financial Group, Inc. reported a total U.S. public equity portfolio value of $428.5M across 94 disclosed positions in Q4 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 AVUS, VUG, DFAC) accounted for 32.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
MCD
市值: $404.1K
Top Position Liquidated / Trimmed
URI
前期市值: $244.4K
During Q4 2025, Legacy Financial Group, Inc.'s top holdings by market value included AVUS (10.3%)、VUG (9.2%)、DFAC (5.8%). The largest single position, AVUS, represented 10.3% of total portfolio value.
In Q4 2025, Legacy Financial Group, Inc. made 87 total portfolio adjustments, initiating 6 new buys, adding to 45 positions, trimming 32 holdings, and fully liquidating 4 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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