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CIK: 0001723925
Total reported value
$645.7M
$645.7M
135 檔
43.7%
As reported in its official Q3 2025 Form 13F filing, Legacy Financial Strategies, LLC's tracked investment portfolio stood at $645.7M with 135 total positions.
In Q3 2025, Legacy Financial Strategies, LLC displayed an active expansion posture, initiating 6 new positions and adding to 29 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 | 16.77% | +0.15% | -1.70% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 12.46% | +0.12% | +5.42% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.55% | -1.31% | +4.50% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 7.31% | -0.34% | +3.67% | |
| 5 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 6.83% | +1.00% | +9.92% | |
| 6 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.68% | -0.13% | -13.16% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.41% | +0.01% | -0.11% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.74% | -0.02% | -21.09% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.33% | -0.27% | -0.09% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.75% | -0.02% | +5.23% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.47% | -0.02% | +0.79% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.40% | -0.28% | +7.98% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | -0.01% | -12.28% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.08% | -0.57% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.92% | -0.13% | +5.89% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | -0.10% | -4.94% | |
| 17 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.83% | +0.64% | +241.37% | |
| 18 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.77% | +0.31% | — | |
| 19 | AFL | Aflac Inc | Stock-Financials | 0.74% | -0.08% | +3.63% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.18% | +2.15% | |
| 21 | CTAS | Cintas CORP | Stock-Industrials | 0.72% | -0.09% | +1.43% | |
| 22 | ADP | Automatic Data Processing | Stock-Tech | 0.69% | -0.03% | +2.07% | |
| 23 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.69% | -0.07% | +1.03% | |
| 24 | ATO | Atmos Energy CORP | Stock-Utilities | 0.68% | -0.16% | +4.67% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.67% | -0.14% | +6.94% | |
| 26 | LIN | Linde plc | Stock-Materials | 0.65% | -0.09% | +0.97% | |
| 27 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.65% | -0.03% | +0.29% | |
| 28 | SPGI | S&p Global Inc | Stock-Financials | 0.65% | -0.34% | +0.22% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.63% | -0.13% | +3.72% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 0.61% | -0.18% | -1.42% | |
| 31 | BRO | Brown & Brown Inc | Stock-Financials | 0.61% | -0.12% | +6.43% | |
| 32 | FAST | Fastenal Co | Stock-Industrials | 0.60% | -0.08% | -0.96% | |
| 33 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.56% | -0.04% | +2.87% | |
| 34 | ROP | Roper Technologies Inc | Stock-Tech | 0.56% | -0.08% | +1.58% | |
| 35 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.56% | -0.15% | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | -0.02% | +9.47% | |
| 37 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.52% | -0.36% | +3.74% | |
| 38 | NDSN | Nordson CORP | Stock-Industrials | 0.51% | -0.04% | +0.77% | |
| 39 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.47% | -0.30% | EXIT | |
| 40 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.44% | -0.01% | — | |
| 41 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.43% | -0.06% | +26.53% | |
| 42 | GWW | Ww Grainger Inc | Stock-Industrials | 0.43% | +0.01% | +2.94% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.41% | -0.09% | +15.33% | |
| 44 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.37% | -0.03% | — | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | +0.03% | +32.26% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.34% | +0.03% | +6.17% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | -0.01% | +4.75% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | -0.02% | +3.82% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.29% | +0.20% | -2.16% | |
| 50 | FDS | Factset Research Systems Inc | Stock-Financials | 0.29% | — | +1.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGM | Ishares Expanded Tech Sector | +1.7% | +9.92% | Add |
| 2 | SCHG | Schwab US Large-cap Growth | +1.1% | -1.70% | Add |
| 3 | SCHB | Schwab US Broad Market ETF | +0.8% | +5.42% | Add |
| 4 | SMH | Vaneck Semiconductor ETF | +0.8% | +241.37% | Add |
| 5 | NVDA | Nvidia CORP | +0.6% | +5.23% | Add |
| 6 | AVGO | Broadcom Inc | +0.3% | +32.26% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.2% | +15.33% | Add |
| 8 | MSFT | Microsoft CORP | +0.2% | +5.89% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +3.82% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.17% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | +4.75% | Add |
| 12 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +28.91% | Add |
| 13 | IBM | Intl Business Machines CORP | +0.1% | +15.74% | Add |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.11% | Add |
| 15 | WMT | Walmart Inc | +0.1% | +2.15% | Add |
| 16 | FAST | Fastenal Co | +0.1% | -0.96% | Add |
| 17 | MMIT | Nyli Mackay Muni Intrm ETF | 0% | +26.53% | Add |
| 18 | META | Meta Platforms Inc-class A | 0% | +6.13% | Add |
| 19 | AMZN | Amazon.com Inc | 0% | +9.47% | Add |
| 20 | NDSN | Nordson CORP | — | +0.77% | Add |
| 21 | LOW | Lowe's Cos Inc | 0% | +6.94% | Add |
| 22 | AOS | Smith (a.o.) CORP | 0% | +2.87% | Add |
| 23 | VOO | Vanguard S&p 500 ETF | 0% | -0.57% | Trim |
| 24 | EXPD | Expeditors Intl Wash Inc | 0% | +3.74% | Add |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -12.28% | Trim |
| 26 | AAPL | Apple Inc | -0.1% | +0.79% | Trim |
| 27 | ASML | ASML Holding N.V. | -0.1% | -79.42% | Trim |
| 28 | XLV | Ss Health Care Select Sector | -0.1% | -21.91% | Trim |
| 29 | MUB | Ishares National Muni Bond E | -0.2% | +7.98% | Add |
| 30 | DGRO | Ishares Core Dividend Growth | -0.2% | +3.67% | Add |
| 31 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | +0.70% | Trim |
| 32 | COWZ | Pacer US Cash Cows 100 ETF | -0.2% | -67.24% | Trim |
| 33 | MKC | Mccormick & Co-non Vtg Shrs | -0.2% | -2.05% | Add |
| 34 | ROP | Roper Technologies Inc | -0.2% | +1.58% | Add |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -4.94% | Trim |
| 36 | BRO | Brown & Brown Inc | -0.4% | +6.43% | Add |
| 37 | AVUV | Avantis US Small Cap Value | -0.4% | -6.48% | Trim |
| 38 | TROW | T Rowe Price Group Inc | -0.4% | +3.31% | Trim |
| 39 | APD | Air Products & Chemicals Inc | -0.5% | -8.90% | Trim |
| 40 | ABBV | Abbvie Inc | -0.6% | -66.57% | Trim |
| 41 | IJR | Ishares Core S&p Small-cap E | -0.9% | -21.09% | Trim |
| 42 | AGG | Ishares Core U.s. Aggregate | -1% | +4.50% | Add |
| 43 | AVLV | Avantis US Large Cap Value | -1.5% | -13.16% | Trim |
| 44 | SPMO | Invesco S&p 500 Momentum ETF | — | NEW | New buy |
| 45 | JKHY | Jack Henry & Associates Inc | — | NEW | New buy |
| 46 | ADM | Archer-daniels-midland Co | — | NEW | New buy |
| 47 | GWW | Ww Grainger Inc | — | NEW | New buy |
| 48 | FDS | Factset Research Systems Inc | — | NEW | New buy |
| 49 | XLP | Ss Consumer Staples Sel Sect | — | NEW | New buy |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Legacy Financial Strategies, LLC reported a total U.S. public equity portfolio value of $645.7M across 135 disclosed positions in Q3 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 43.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPMO
市值: $4.3M
Top Position Liquidated / Trimmed
SCHZ
前期市值: $517.6K
During Q3 2025, Legacy Financial Strategies, LLC's top holdings by market value included SCHG (16.8%)、SCHB (12.5%)、AGG (7.5%). The largest single position, SCHG, represented 16.8% of total portfolio value.
In Q3 2025, Legacy Financial Strategies, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 29 positions, trimming 14 holdings, and fully liquidating 1 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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