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CIK: 0001723925
Total reported value
$615.5M
$615.5M
152 檔
50.3%
In Q2 2026, Legacy Financial Strategies, LLC's U.S. equity holdings reached a combined market value of $615.5M, distributed across 152 disclosed stock positions.
Legacy Financial Strategies, LLC executed strategic sector rebalancing during Q2 2026, establishing 20 new positions while fully exiting 8 holdings and trimming 62 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 15.39% | +2.18% | +1.30% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 11.96% | +0.99% | +1.94% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.03% | -6.96% | -1.59% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.88% | +0.42% | +1.10% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 6.68% | +0.66% | +2.88% | |
| 6 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 6.48% | +0.68% | -0.12% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.91% | +0.26% | +0.98% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.08% | +0.25% | +1.58% | |
| 9 | SDSI | Amer Cent Sh Dur Strat Inc | ETF-Other | 2.63% | +0.16% | +6901.15% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.15% | +0.16% | +0.18% | |
| 11 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.92% | +0.03% | +2.15% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.68% | +0.36% | +0.13% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.43% | +0.27% | +0.78% | |
| 14 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.21% | +0.08% | +9.57% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.20% | -0.04% | -6.86% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.08% | -0.26% | -4.67% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | +0.08% | -0.13% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.90% | -0.04% | -3.78% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.07% | -8.11% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | +0.03% | -1.22% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.02% | -2.62% | |
| 22 | AFL | Aflac Inc | Stock-Financials | 0.57% | -0.02% | -5.60% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | +0.27% | -7.22% | |
| 24 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.52% | -0.07% | -5.71% | |
| 25 | LIN | Linde plc | Stock-Materials | 0.51% | -0.03% | -4.50% | |
| 26 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.51% | -0.02% | -4.68% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.05% | -2.61% | |
| 28 | ATO | Atmos Energy CORP | Stock-Utilities | 0.49% | -0.04% | -6.61% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.47% | -0.06% | -9.94% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.01% | +1.13% | |
| 31 | NDSN | Nordson CORP | Stock-Industrials | 0.47% | +0.03% | -6.21% | |
| 32 | CTAS | Cintas CORP | Stock-Industrials | 0.47% | +0.09% | -3.44% | |
| 33 | GWW | Ww Grainger Inc | Stock-Industrials | 0.44% | -0.05% | -3.01% | |
| 34 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.44% | +0.04% | — | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.42% | -0.06% | -5.20% | |
| 36 | FAST | Fastenal Co | Stock-Industrials | 0.41% | +0.01% | -6.27% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | — | +3.41% | |
| 38 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.39% | -0.02% | -0.21% | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.38% | +0.07% | -1.40% | |
| 40 | MU | Micron Technology Inc | Stock-Tech | 0.36% | +0.01% | +11.57% | |
| 41 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.35% | +0.02% | — | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.34% | -0.01% | -1.47% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.33% | -0.05% | -5.59% | |
| 44 | BRO | Brown & Brown Inc | Stock-Financials | 0.32% | -0.01% | -12.02% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.31% | +0.13% | +5.10% | |
| 46 | NUE | Nucor CORP | Stock-Materials | 0.31% | +0.02% | — | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.30% | -0.30% | EXIT | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | -0.03% | +2.08% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.29% | +0.05% | +20.26% | |
| 50 | ITW | Illinois Tool Works | Stock-Industrials | 0.29% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SDSI | Amer Cent Sh Dur Strat Inc | +2.6% | +6901.15% | Add |
| 2 | IGM | Ishares Expanded Tech Sector | +1% | -0.12% | Trim |
| 3 | SMH | Vaneck Semiconductor ETF | +0.6% | +2.15% | Add |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | +0.3% | +9.57% | Add |
| 5 | NUE | Nucor CORP | +0.3% | NEW | New buy |
| 6 | ITW | Illinois Tool Works | +0.3% | NEW | New buy |
| 7 | MU | Micron Technology Inc | +0.3% | +11.57% | Add |
| 8 | ERIE | Erie Indemnity Company-cl A | +0.2% | NEW | New buy |
| 9 | CAT | Caterpillar Inc | +0.2% | -4.67% | Trim |
| 10 | AMD | Advanced Micro Devices | +0.2% | +20.26% | Add |
| 11 | SCHG | Schwab US Large-cap Growth | +0.2% | +1.30% | Add |
| 12 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +5.10% | Add |
| 13 | SCHB | Schwab US Broad Market ETF | +0.1% | +1.94% | Add |
| 14 | ✓ | +0.1% | NEW | New buy | |
| 15 | ✓ | +0.1% | NEW | New buy | |
| 16 | COHR | Coherent CORP | +0.1% | NEW | New buy |
| 17 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | New buy |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +81.59% | Add |
| 19 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +160.84% | Add |
| 20 | JPIE | Jpmorgan Income ETF | +0.1% | NEW | New buy |
| 21 | ✓ | +0.1% | NEW | New buy | |
| 22 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 23 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 0% | +3.34% | Add |
| 25 | PANW | Palo Alto Networks Inc | 0% | -10.44% | Trim |
| 26 | VUG | Vanguard Growth ETF | 0% | NEW | New buy |
| 27 | CSCO | Cisco Systems Inc | 0% | NEW | New buy |
| 28 | CSX | Csx CORP | 0% | NEW | New buy |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | +1.13% | Add |
| 30 | AVGO | Broadcom Inc | 0% | +3.41% | Add |
| 31 | LLY | Eli Lilly & Co | 0% | +8.07% | Add |
| 32 | GEV | GE Vernova Inc | 0% | +8.77% | Add |
| 33 | ASML | ASML Holding N.V. | 0% | +11.00% | Add |
| 34 | SPHY | Ss Spdr P High Yield ETF | 0% | NEW | New buy |
| 35 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 36 | VNQ | Vanguard Real Estate ETF | 0% | NEW | New buy |
| 37 | TER | Teradyne Inc | 0% | NEW | New buy |
| 38 | INTC | Intel CORP | 0% | NEW | New buy |
| 39 | GOOG | Alphabet Inc-cl C | 0% | +4.33% | Add |
| 40 | CDNS | Cadence Design Sys Inc | 0% | +14.80% | Add |
| 41 | ETHA | Ishares Ethereum Trust ETF | 0% | NEW | New buy |
| 42 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 43 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.58% | Add |
| 44 | GWW | Ww Grainger Inc | 0% | -3.01% | Trim |
| 45 | SPHB | Invesco S&p 500 High Beta Et | 0% | — | Unchanged |
| 46 | VGT | Vanguard Info Tech ETF | 0% | +700.00% | Add |
| 47 | ETN | Eaton Corporation plc | 0% | +13.02% | Add |
| 48 | V | Visa Inc-class A Shares | — | +2.69% | Add |
| 49 | CP | Canadian Pacific Kansas City | — | — | Unchanged |
| 50 | KLAC | Kla CORP | — | +537.57% | Add |
According to official SEC Form 13F filings, Legacy Financial Strategies, LLC reported a total U.S. public equity portfolio value of $615.5M across 152 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 SCHG, SCHB, AGG) accounted for 50.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
NUE
市值: $2.0M
Top Position Liquidated / Trimmed
MKC
前期市值: $1.6M
During Q2 2026, Legacy Financial Strategies, LLC's top holdings by market value included SCHG (15.4%)、SCHB (12.0%)、AGG (7.0%). The largest single position, SCHG, represented 15.4% of total portfolio value.
In Q2 2026, Legacy Financial Strategies, LLC made 141 total portfolio adjustments, initiating 20 new buys, adding to 51 positions, trimming 62 holdings, and fully liquidating 8 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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