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CIK: 0001723925
Total reported value
$645.7M
$645.7M
119 檔
35.9%
According to the latest 13F quarterly dataset, Legacy Financial Strategies, LLC managed an equity portfolio of $645.7M at the end of Q1 2025, spanning 119 distinct U.S. exchange-listed positions.
In Q1 2025, Legacy Financial Strategies, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 15.67% | +0.15% | +4.37% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 11.66% | +0.12% | +4.63% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.57% | -1.31% | +0.97% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 7.49% | -0.34% | +2.10% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 7.22% | -0.13% | +4.14% | |
| 6 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 5.13% | +1.00% | +2.45% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.66% | -0.02% | +3.31% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.33% | +0.01% | +2.09% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.89% | -0.27% | -3.46% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 1.56% | -0.28% | +2.18% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.54% | -0.02% | +2.35% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.10% | -2.23% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | -0.02% | +11.06% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | -0.01% | +6.15% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | -0.08% | +2.28% | |
| 16 | BRO | Brown & Brown Inc | Stock-Financials | 0.97% | -0.12% | -14.70% | |
| 17 | CTAS | Cintas CORP | Stock-Industrials | 0.90% | -0.09% | -7.74% | |
| 18 | AFL | Aflac Inc | Stock-Financials | 0.88% | -0.08% | -7.02% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.87% | -0.02% | +2.59% | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 0.85% | -0.03% | -1.26% | |
| 21 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.82% | -0.07% | -1.99% | |
| 22 | SPGI | S&p Global Inc | Stock-Financials | 0.80% | -0.34% | -0.78% | |
| 23 | ATO | Atmos Energy CORP | Stock-Utilities | 0.78% | -0.16% | -2.87% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 0.78% | -0.13% | +6.46% | |
| 25 | ROP | Roper Technologies Inc | Stock-Tech | 0.78% | -0.08% | +1.76% | |
| 26 | LIN | Linde plc | Stock-Materials | 0.75% | -0.09% | +1.19% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | -0.13% | -2.10% | |
| 28 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.71% | -0.03% | +0.31% | |
| 29 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.69% | -0.30% | EXIT | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.68% | -0.14% | +0.93% | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.68% | -0.18% | -5.40% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.18% | +232.72% | |
| 33 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.64% | -0.02% | +0.67% | |
| 34 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.57% | -0.04% | +2.70% | |
| 35 | FAST | Fastenal Co | Stock-Industrials | 0.55% | -0.08% | +9.22% | |
| 36 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.54% | -0.36% | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | -0.02% | +9.49% | |
| 38 | NDSN | Nordson CORP | Stock-Industrials | 0.51% | -0.04% | +25.66% | |
| 39 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.45% | -0.02% | -21.03% | |
| 40 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.44% | — | -0.97% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.42% | -0.07% | +84.77% | |
| 42 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.42% | -0.03% | — | |
| 43 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.40% | -0.06% | +2.79% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-Other | 0.34% | -0.02% | -8.50% | |
| 45 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.30% | -0.06% | +0.08% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.30% | -0.03% | -3.34% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.28% | +0.20% | -63.46% | |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.26% | — | -2.62% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.06% | +1.16% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.22% | -0.20% | EXIT |
According to official SEC Form 13F filings, Legacy Financial Strategies, LLC reported a total U.S. public equity portfolio value of $645.7M across 119 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 SCHG, SCHB, AGG) accounted for 35.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHG
市值: $71.9M
During Q1 2025, Legacy Financial Strategies, LLC's top holdings by market value included SCHG (15.7%)、SCHB (11.7%)、AGG (8.6%). The largest single position, SCHG, represented 15.7% of total portfolio value.
In Q1 2025, Legacy Financial Strategies, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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