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CIK: 0001723925
Total reported value
$645.7M
$645.7M
138 檔
42.8%
According to the latest 13F quarterly dataset, Legacy Financial Strategies, LLC managed an equity portfolio of $645.7M at the end of Q4 2025, spanning 138 distinct U.S. exchange-listed positions.
Legacy Financial Strategies, LLC executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 4 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 16.48% | +0.15% | -1.93% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 12.04% | +0.12% | -3.37% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.16% | -1.31% | +10.67% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.31% | -0.13% | +8.24% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 5.90% | -0.52% | — | |
| 6 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 5.83% | +1.00% | -15.16% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 5.24% | -0.34% | -28.30% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.10% | +0.01% | -9.21% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.12% | -0.27% | -7.60% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.76% | -0.02% | +2.65% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.54% | -0.02% | +0.66% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.42% | -0.28% | +2.93% | |
| 13 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.11% | +0.64% | +23.18% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.04% | -0.01% | +4.44% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.01% | -0.02% | -62.83% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.08% | -1.01% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.10% | -1.75% | |
| 18 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.86% | +0.31% | +15.69% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | -0.13% | +0.76% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.18% | -7.97% | |
| 21 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.67% | -0.15% | — | |
| 22 | AFL | Aflac Inc | Stock-Financials | 0.66% | -0.08% | -7.52% | |
| 23 | SPGI | S&p Global Inc | Stock-Financials | 0.63% | -0.34% | -7.68% | |
| 24 | CTAS | Cintas CORP | Stock-Industrials | 0.61% | -0.09% | -5.77% | |
| 25 | ATO | Atmos Energy CORP | Stock-Utilities | 0.60% | -0.16% | -8.44% | |
| 26 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.59% | -0.03% | -10.02% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.59% | -0.14% | -7.53% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.58% | -0.18% | -9.05% | |
| 29 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.58% | -0.07% | -8.09% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | -0.02% | +3.62% | |
| 31 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.54% | -0.36% | -12.81% | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 0.54% | -0.03% | -9.21% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.54% | -0.13% | -7.17% | |
| 34 | LIN | Linde plc | Stock-Materials | 0.52% | -0.09% | -10.19% | |
| 35 | BRO | Brown & Brown Inc | Stock-Financials | 0.48% | -0.12% | -4.92% | |
| 36 | NDSN | Nordson CORP | Stock-Industrials | 0.48% | -0.04% | -9.82% | |
| 37 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.45% | -0.04% | -10.86% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.03% | +3.75% | |
| 39 | ROP | Roper Technologies Inc | Stock-Tech | 0.44% | -0.08% | -9.80% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.03% | +23.44% | |
| 41 | FAST | Fastenal Co | Stock-Industrials | 0.42% | -0.08% | -11.76% | |
| 42 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.42% | -0.06% | -1.02% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.41% | -0.09% | +4.73% | |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.39% | -0.30% | EXIT | |
| 45 | GWW | Ww Grainger Inc | Stock-Industrials | 0.38% | +0.01% | -14.63% | |
| 46 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.38% | -0.03% | -0.12% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.37% | +0.20% | +7.33% | |
| 48 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.36% | -0.01% | -11.37% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | -0.01% | +4.48% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.02% | +1.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVLV | Avantis US Large Cap Value | +0.6% | +8.24% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.6% | +10.67% | Add |
| 3 | SMH | Vaneck Semiconductor ETF | +0.3% | +23.18% | Add |
| 4 | TROW | T Rowe Price Group Inc | +0.3% | +533.03% | Add |
| 5 | JKHY | Jack Henry & Associates Inc | +0.1% | — | Unchanged |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.75% | Add |
| 7 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +15.69% | Add |
| 8 | AVGO | Broadcom Inc | +0.1% | +23.44% | Add |
| 9 | CAT | Caterpillar Inc | +0.1% | +7.33% | Add |
| 10 | AAPL | Apple Inc | +0.1% | +0.66% | Add |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +29.39% | Add |
| 12 | LLY | Eli Lilly & Co | +0.1% | +1.06% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +4.44% | Add |
| 14 | GOOG | Alphabet Inc-cl C | 0% | +5.70% | Add |
| 15 | AMZN | Amazon.com Inc | 0% | +3.62% | Add |
| 16 | MUB | Ishares National Muni Bond E | 0% | +2.93% | Add |
| 17 | NVDA | Nvidia CORP | 0% | +2.65% | Add |
| 18 | TMUS | T-mobile US Inc | -0.1% | -4.57% | Trim |
| 19 | CINF | Cincinnati Financial CORP | -0.1% | -10.02% | Trim |
| 20 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -33.90% | Trim |
| 21 | MSFT | Microsoft CORP | -0.1% | +0.76% | Add |
| 22 | LOW | Lowe's Cos Inc | -0.1% | -7.53% | Trim |
| 23 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | -17.07% | Trim |
| 24 | ATO | Atmos Energy CORP | -0.1% | -8.44% | Trim |
| 25 | AFL | Aflac Inc | -0.1% | -7.52% | Trim |
| 26 | ADM | Archer-daniels-midland Co | -0.1% | -11.37% | Trim |
| 27 | ABT | Abbott Laboratories | -0.1% | -7.17% | Trim |
| 28 | AOS | Smith (a.o.) CORP | -0.1% | -10.86% | Trim |
| 29 | CTAS | Cintas CORP | -0.1% | -5.77% | Trim |
| 30 | SHW | Sherwin-williams Co/the | -0.1% | -8.09% | Trim |
| 31 | ROP | Roper Technologies Inc | -0.1% | -9.80% | Trim |
| 32 | LIN | Linde plc | -0.1% | -10.19% | Trim |
| 33 | BRO | Brown & Brown Inc | -0.1% | -4.92% | Trim |
| 34 | ADP | Automatic Data Processing | -0.2% | -9.21% | Trim |
| 35 | FAST | Fastenal Co | -0.2% | -11.76% | Trim |
| 36 | SCHD | Schwab US Dvd Equity ETF | -0.2% | -7.60% | Trim |
| 37 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -9.21% | Trim |
| 38 | SCHB | Schwab US Broad Market ETF | -0.4% | -3.37% | Trim |
| 39 | IGM | Ishares Expanded Tech Sector | -1% | -15.16% | Trim |
| 40 | IJR | Ishares Core S&p Small-cap E | -1.7% | -62.83% | Trim |
| 41 | DGRO | Ishares Core Dividend Growth | -2.1% | -28.30% | Trim |
| 42 | AVDE | Avantis International Equity | — | NEW | New buy |
| 43 | FDS | Factset Research Systems Inc | — | EXIT | Sold out |
| 44 | XLP | Ss Consumer Staples Sel Sect | — | EXIT | Sold out |
| 45 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 46 | GEV | GE Vernova Inc | — | NEW | New buy |
| 47 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 48 | MU | Micron Technology Inc | — | NEW | New buy |
| 49 | COWZ | Pacer US Cash Cows 100 ETF | — | EXIT | Sold out |
| 50 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
According to official SEC Form 13F filings, Legacy Financial Strategies, LLC reported a total U.S. public equity portfolio value of $645.7M across 138 disclosed positions in Q4 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 42.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
AVDE
市值: $33.3M
Top Position Liquidated / Trimmed
FDS
前期市值: $1.6M
During Q4 2025, Legacy Financial Strategies, LLC's top holdings by market value included SCHG (16.5%)、SCHB (12.0%)、AGG (8.2%). The largest single position, SCHG, represented 16.5% of total portfolio value.
In Q4 2025, Legacy Financial Strategies, LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 17 positions, trimming 23 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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