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CIK: 0001965579
Total reported value
$443.5M
$443.5M
104 檔
36.4%
According to the latest 13F quarterly dataset, Legacy Financial Group, Inc. managed an equity portfolio of $443.5M at the end of Q2 2026, spanning 104 distinct U.S. exchange-listed positions.
In Q2 2026, Legacy Financial Group, Inc. displayed an active expansion posture, initiating 17 new positions and adding to 39 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 | 11.66% | +0.70% | +7.35% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 8.52% | +0.03% | +484.09% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 6.01% | +0.47% | +15.32% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.80% | -0.23% | -3.43% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.73% | +0.10% | +3.40% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 5.29% | -0.33% | -6.93% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 5.23% | -0.42% | -3.73% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.96% | -4.96% | EXIT | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.77% | +0.21% | +6.53% | |
| 10 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.75% | -0.10% | -5.73% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.37% | -0.62% | +2.78% | |
| 12 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.81% | +0.06% | +6.09% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.52% | +0.28% | -3.34% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.47% | -0.07% | +0.72% | |
| 15 | DFAT | Dimensional US Target Value | ETF-Other | 2.40% | -0.25% | -3.00% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.63% | -0.06% | -1.68% | |
| 17 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.54% | -0.26% | -12.64% | |
| 18 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.23% | -1.23% | EXIT | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.12% | -0.03% | +292.40% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.09% | -0.07% | +5.73% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.97% | -0.17% | -0.85% | |
| 22 | OKE | Oneok Inc | Stock-Energy | 0.94% | -0.94% | EXIT | |
| 23 | DFIC | Dimensional International Co | ETF-Other | 0.92% | +0.10% | +10.21% | |
| 24 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.88% | +0.02% | +1.80% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.86% | -0.09% | -0.81% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | +0.15% | -0.17% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.02% | -0.10% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | -0.04% | -0.01% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.67% | -0.67% | EXIT | |
| 30 | SUB | Ishares Short-term National | ETF-Other | 0.60% | +0.04% | -12.37% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.56% | -0.01% | +7.64% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | +0.22% | -1.54% | |
| 33 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.49% | -0.22% | -22.46% | |
| 34 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 0.44% | +0.11% | +35.65% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.37% | -0.21% | +114.76% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | -0.01% | — | |
| 37 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.36% | -0.04% | +46.28% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.04% | -1.18% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.01% | +0.50% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | +0.02% | +1.13% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.27% | -0.06% | -0.37% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | -0.02% | -1.48% | |
| 43 | BANF | Bancfirst CORP | Stock-Other | 0.25% | -0.07% | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.22% | — | +0.08% | |
| 45 | AVUQ | Avantis US Quality Eq ETF | ETF-Other | 0.21% | +0.02% | +1.38% | |
| 46 | WMB | Williams Cos Inc | Stock-Energy | 0.21% | -0.04% | +38.13% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.17% | — | +677.03% | |
| 48 | PGR | Progressive CORP | Stock-Financials | 0.16% | -0.01% | — | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.15% | +0.04% | -24.00% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | — | -1.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | +1% | +7.35% | Add |
| 2 | DFUS | Dimensional US Eq Mkt ETF | +0.4% | +6.53% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +114.76% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.1% | +484.09% | Add |
| 5 | AVLC | Avantis US Lg Cap Eq ETF | +0.1% | +35.65% | Add |
| 6 | SMH | Vaneck Semiconductor ETF | +0.1% | NEW | New buy |
| 7 | DFAW | Dimensional World Eqty ETF | +0.1% | +46.28% | Add |
| 8 | DFSD | Dimensional Short Duration | +0.1% | +15.32% | Add |
| 9 | DUHP | Dimensional US High Profi Et | +0.1% | +1.71% | Add |
| 10 | DFLV | Dim US Large Cap Value ETF | +0.1% | +6.09% | Add |
| 11 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 12 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +5.73% | Add |
| 13 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 14 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 15 | ET | Energy Transfer LP | +0.1% | NEW | New buy |
| 16 | CAT | Caterpillar Inc | +0.1% | -0.37% | Trim |
| 17 | CSSD | C&s Sd Pref & Inc Active ETF | +0.1% | NEW | New buy |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 19 | CSPF | C&s Pref & Income Active ETF | +0.1% | NEW | New buy |
| 20 | URI | United Rentals Inc | +0.1% | NEW | New buy |
| 21 | ROK | Rockwell Automation Inc | +0.1% | NEW | New buy |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | -0.01% | Trim |
| 23 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 24 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 25 | IWP | Ishares Russell Mid-cap Grow | +0.1% | NEW | New buy |
| 26 | MO | Altria Group Inc | +0.1% | NEW | New buy |
| 27 | STLD | Steel Dynamics Inc | +0.1% | NEW | New buy |
| 28 | DE | Deere & Co | +0.1% | NEW | New buy |
| 29 | ORLY | O'reilly Automotive Inc | +0.1% | NEW | New buy |
| 30 | WMB | Williams Cos Inc | 0% | +38.13% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +1.13% | Add |
| 32 | VGT | Vanguard Info Tech ETF | 0% | +677.03% | Add |
| 33 | DFIC | Dimensional International Co | 0% | +10.21% | Add |
| 34 | XLK | Ss Technology Select Sector | 0% | -4.30% | Trim |
| 35 | IWF | Ishares Russell 1000 Growth | 0% | +292.40% | Add |
| 36 | AVLV | Avantis US Large Cap Value | 0% | +1.80% | Add |
| 37 | DFAS | Dimensional US Small Cap ETF | 0% | -0.81% | Trim |
| 38 | AMZN | Amazon.com Inc | 0% | +0.50% | Add |
| 39 | DUSB | Dimension Ultrashort Fi ETF | 0% | +25.54% | Add |
| 40 | AVGO | Broadcom Inc | 0% | +1.19% | Add |
| 41 | LLY | Eli Lilly & Co | 0% | +0.76% | Add |
| 42 | NVDA | Nvidia CORP | — | -0.17% | Trim |
| 43 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 44 | AVUQ | Avantis US Quality Eq ETF | — | +1.38% | Add |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -1.48% | Trim |
| 46 | VTI | Vanguard Total Stock Mkt ETF | — | +0.08% | Add |
| 47 | VOO | Vanguard S&p 500 ETF | — | +2.81% | Add |
| 48 | ABBV | Abbvie Inc | — | -0.94% | Trim |
| 49 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 50 | IYY | Ishares Dow Jones U.s. ETF | — | — | Unchanged |
According to official SEC Form 13F filings, Legacy Financial Group, Inc. reported a total U.S. public equity portfolio value of $443.5M across 104 disclosed positions in Q2 2026.
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 AVUS, VUG, DFSD) accounted for 36.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
SMH
市值: $531.2K
Top Position Liquidated / Trimmed
COP
前期市值: $286.6K
During Q2 2026, Legacy Financial Group, Inc.'s top holdings by market value included AVUS (11.7%)、VUG (8.5%)、DFSD (6.0%). The largest single position, AVUS, represented 11.7% of total portfolio value.
In Q2 2026, Legacy Financial Group, Inc. made 92 total portfolio adjustments, initiating 17 new buys, adding to 39 positions, trimming 34 holdings, and fully liquidating 2 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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