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CIK: 0001723925
Total reported value
$645.7M
$645.7M
140 檔
42.6%
As reported in its official Q1 2026 Form 13F filing, Legacy Financial Strategies, LLC's tracked investment portfolio stood at $645.7M with 140 total positions.
Legacy Financial Strategies, LLC executed strategic sector rebalancing during Q1 2026, establishing 5 new positions while fully exiting 3 holdings and trimming 58 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 15.24% | +0.15% | +1.63% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 11.84% | +0.12% | +0.82% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.34% | -1.31% | +0.90% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 7.20% | -0.52% | +16.05% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 7.01% | -0.13% | +2.37% | |
| 6 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 5.48% | +1.00% | +0.46% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 5.25% | -0.34% | -2.80% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.07% | +0.01% | +1.49% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.42% | -0.27% | -0.09% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.70% | -0.02% | +1.30% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 1.48% | -0.28% | +3.23% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.45% | -0.02% | -1.09% | |
| 13 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.28% | +0.64% | +6.31% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | -0.01% | -1.01% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.92% | -0.02% | -14.08% | |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.90% | +0.31% | +8.50% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 0.88% | +0.20% | +90.97% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | -0.08% | -7.99% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.10% | -1.48% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.18% | -7.18% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | -0.13% | +4.29% | |
| 22 | AFL | Aflac Inc | Stock-Financials | 0.65% | -0.08% | -2.62% | |
| 23 | ATO | Atmos Energy CORP | Stock-Utilities | 0.65% | -0.16% | -3.23% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 0.65% | -0.18% | -5.68% | |
| 25 | LIN | Linde plc | Stock-Materials | 0.60% | -0.09% | -2.53% | |
| 26 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.59% | -0.15% | — | |
| 27 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.58% | -0.07% | -1.42% | |
| 28 | CTAS | Cintas CORP | Stock-Industrials | 0.56% | -0.09% | +0.07% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.56% | -0.14% | -4.44% | |
| 30 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.55% | -0.03% | -4.94% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | -0.02% | +0.13% | |
| 32 | NDSN | Nordson CORP | Stock-Industrials | 0.51% | -0.04% | -5.51% | |
| 33 | SPGI | S&p Global Inc | Stock-Financials | 0.49% | -0.34% | -5.21% | |
| 34 | FAST | Fastenal Co | Stock-Industrials | 0.49% | -0.08% | -1.59% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.14% | +488.67% | |
| 36 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.45% | -0.06% | +5.70% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.03% | +4.67% | |
| 38 | BRO | Brown & Brown Inc | Stock-Financials | 0.44% | -0.12% | +8.07% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.13% | -4.88% | |
| 40 | GWW | Ww Grainger Inc | Stock-Industrials | 0.43% | +0.01% | +2.08% | |
| 41 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.42% | -0.36% | -21.09% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.41% | -0.03% | -5.50% | |
| 43 | ECL | Ecolab Inc | Stock-Materials | 0.38% | -0.04% | — | |
| 44 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.38% | -0.03% | — | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | +0.03% | -7.09% | |
| 46 | ROP | Roper Technologies Inc | Stock-Tech | 0.36% | -0.08% | -0.87% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.35% | -0.09% | +1.12% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.02% | -0.28% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | -0.01% | +4.15% | |
| 50 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.30% | -0.30% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVDE | Avantis International Equity | +1.3% | +16.05% | Add |
| 2 | AVLV | Avantis US Large Cap Value | +0.7% | +2.37% | Add |
| 3 | CAT | Caterpillar Inc | +0.5% | +90.97% | Add |
| 4 | MCD | Mcdonald's CORP | +0.4% | +488.67% | Add |
| 5 | SCHD | Schwab US Dvd Equity ETF | +0.3% | -0.09% | Trim |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.2% | +0.90% | Add |
| 7 | SMH | Vaneck Semiconductor ETF | +0.2% | +6.31% | Add |
| 8 | LIN | Linde plc | +0.1% | -2.53% | Trim |
| 9 | FAST | Fastenal Co | +0.1% | -1.59% | Trim |
| 10 | NEE | Nextera Energy Inc | +0.1% | -5.68% | Trim |
| 11 | MUB | Ishares National Muni Bond E | +0.1% | +3.23% | Add |
| 12 | MU | Micron Technology Inc | +0.1% | +63.75% | Add |
| 13 | ATO | Atmos Energy CORP | +0.1% | -3.23% | Trim |
| 14 | GWW | Ww Grainger Inc | +0.1% | +2.08% | Add |
| 15 | GEV | GE Vernova Inc | 0% | +28.10% | Add |
| 16 | WMT | Walmart Inc | 0% | -7.18% | Trim |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | 0% | +8.50% | Add |
| 18 | HON | Honeywell International Inc | 0% | -0.06% | Trim |
| 19 | COST | Costco Wholesale CORP | 0% | +21.34% | Add |
| 20 | JNJ | Johnson & Johnson | 0% | +2.65% | Add |
| 21 | NDSN | Nordson CORP | 0% | -5.51% | Trim |
| 22 | MMIT | Nyli Mackay Muni Intrm ETF | 0% | +5.70% | Add |
| 23 | CVX | Chevron CORP | 0% | +9.37% | Add |
| 24 | GLD | Spdr Gold Shares | 0% | +14.25% | Add |
| 25 | COP | Conocophillips | 0% | +4.65% | Add |
| 26 | WMB | Williams Cos Inc | 0% | +1.94% | Add |
| 27 | XOM | Exxon Mobil CORP | 0% | +1.39% | Add |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 0% | +2.86% | Add |
| 29 | ASML | ASML Holding N.V. | 0% | +3.56% | Add |
| 30 | MNA | Nyli Merger Arbitrage ETF | 0% | +34.21% | Add |
| 31 | DGRO | Ishares Core Dividend Growth | 0% | -2.80% | Trim |
| 32 | QQQ | Invesco Qqq Trust Series 1 | 0% | +40.23% | Add |
| 33 | CASY | Casey's General Stores Inc | 0% | — | Unchanged |
| 34 | NFLX | Netflix Inc | 0% | +20.78% | Add |
| 35 | T | At&t Inc | 0% | +4.03% | Add |
| 36 | DE | Deere & Co | 0% | +3.52% | Add |
| 37 | ET | Energy Transfer LP | 0% | -0.01% | Trim |
| 38 | CP | Canadian Pacific Kansas City | 0% | — | Unchanged |
| 39 | KLAC | Kla CORP | 0% | +2.98% | Add |
| 40 | ETN | Eaton Corporation plc | 0% | +7.11% | Add |
| 41 | BND | Vanguard Total Bond Market | 0% | +4.52% | Add |
| 42 | SO | Southern Co/the | 0% | -2.17% | Trim |
| 43 | EVRG | Evergy Inc | 0% | — | Unchanged |
| 44 | TMUS | T-mobile US Inc | 0% | -0.66% | Trim |
| 45 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 46 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +1.94% | Add |
| 47 | AVUV | Avantis US Small Cap Value | 0% | -3.64% | Trim |
| 48 | AMC | Amc Entertainment Hlds-cl A | 0% | +190.38% | Add |
| 49 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +0.05% | Add |
| 50 | SPHB | Invesco S&p 500 High Beta Et | 0% | — | Unchanged |
According to official SEC Form 13F filings, Legacy Financial Strategies, LLC reported a total U.S. public equity portfolio value of $645.7M across 140 disclosed positions in Q1 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 SCHG, SCHB, AGG) accounted for 42.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
ECL
市值: $2.1M
Top Position Liquidated / Trimmed
TROW
前期市值: $1.8M
During Q1 2026, Legacy Financial Strategies, LLC's top holdings by market value included SCHG (15.2%)、SCHB (11.8%)、AGG (8.3%). The largest single position, SCHG, represented 15.2% of total portfolio value.
In Q1 2026, Legacy Financial Strategies, LLC made 125 total portfolio adjustments, initiating 5 new buys, adding to 59 positions, trimming 58 holdings, and fully liquidating 3 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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