Legacy Financial Group, Inc. Top Holdings and 13F Report (2025) About Legacy Financial Group, Inc.Investment ActivityLegacy Financial Group, Inc. has $338.30 million in total holdings as of June 30, 2025.Legacy Financial Group, Inc. owns shares of 85 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 4.11% of the portfolio was purchased this quarter.About 3.01% of the portfolio was sold this quarter.This quarter, Legacy Financial Group, Inc. has purchased 82 new stocks and bought additional shares in 25 stocks.Legacy Financial Group, Inc. sold shares of 44 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Growth ETF $33,838,845Avantis U.S. Equity ETF $31,033,862Dimensional U.S. Core Equity 2 ETF $20,557,359Dimensional International Core Equity Market ETF $19,789,043Dimensional Short-Duration Fixed Income ETF $19,767,015 Largest New Holdings this Quarter 743315103 - Progressive $875,835 Holding02507A507 - AMERICAN CENTY ETF TR $409,590 Holding11135F101 - Broadcom $301,010 Holding88634T493 - TIDAL TR II $284,885 Holding921932703 - Vanguard S&P 500 Value ETF $226,452 Holding Largest Purchases this Quarter Avantis U.S. Equity ETF 25,949 shares (about $2.62M)Dimensional Short-Duration Fixed Income ETF 20,298 shares (about $974.51K)Progressive 3,282 shares (about $875.84K)Dimensional Core Fixed Income ETF 19,290 shares (about $815.20K)Dimensional US Large Cap Value ETF 25,702 shares (about $797.28K) Largest Sales this Quarter Walmart 10,737 shares (about $1.05M)Dimensional National Municipal Bond ETF 16,783 shares (about $796.02K)Williams Companies 11,974 shares (about $752.09K)iShares Short-Term National Muni Bond ETF 4,888 shares (about $519.79K)NVIDIA 3,070 shares (about $485.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$33,838,845$268,301 ▼-0.8%77,18710.0%ETFAVUSAvantis U.S. Equity ETF$31,033,862$2,616,174 ▲9.2%307,8159.2%ETFDFACDimensional U.S. Core Equity 2 ETF$20,557,359$205,937 ▼-1.0%573,5876.1%ETFDFAIDimensional International Core Equity Market ETF$19,789,043$302,902 ▼-1.5%572,4345.8%ETFDFSDDimensional Short-Duration Fixed Income ETF$19,767,015$974,507 ▲5.2%411,7275.8%ETFDFUVDimensional US Marketwide Value ETF$19,220,826$212,626 ▲1.1%454,6085.7%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$18,318,434$373,910 ▲2.1%623,7125.4%ETFDUHPDimensional US High Profitability ETF$15,941,814$426,543 ▲2.7%448,3074.7%ETFDFUSDimensional U.S. Equity ETF$14,477,301$587,362 ▲4.2%216,0154.3%ETFDFAUDimensional US Core Equity Market ETF$13,881,330$710,504 ▲5.4%327,6994.1%ETFDFCFDimensional Core Fixed Income ETF$12,453,998$815,197 ▲7.0%294,6993.7%ETFBNDXVanguard Total International Bond ETF$9,969,334$534,857 ▲5.7%201,3602.9%ETFDFATDimensional U.S. Targeted Value ETF$8,691,654$16,512 ▲0.2%161,0762.6%ETFAAPLApple$7,950,432$221,176 ▼-2.7%38,7502.4%Computer and TechnologyDFLVDimensional US Large Cap Value ETF$7,096,149$797,278 ▲12.7%228,7602.1%ETFSCHXSchwab US Large-Cap ETF$6,297,135$150,282 ▼-2.3%257,6571.9%ETFDFAEDimensional Emerging Core Equity Market ETF$6,170,808$279,831 ▼-4.3%213,1541.8%ETFDFARDimensional US Real Estate ETF$4,742,359$60,456 ▲1.3%202,1471.4%ETFIWFiShares Russell 1000 Growth ETF$4,452,570$56,469 ▲1.3%10,4871.3%ETFVNQVanguard Real Estate ETF$4,052,484$46,044 ▼-1.1%45,5031.2%ETFSUBiShares Short-Term National Muni Bond ETF$3,995,938$519,790 ▼-11.5%37,5771.2%ETFDFNMDimensional National Municipal Bond ETF$3,611,984$796,018 ▼-18.1%76,1541.1%ETFOKEONEOK$3,507,340$142,282 ▼-3.9%42,9661.0%EnergyBRK.BBerkshire Hathaway$3,215,797$162,733 ▲5.3%6,6201.0%FinanceMSFTMicrosoft$3,108,892$252,193 ▼-7.5%6,2500.9%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$3,084,127$81,145 ▲2.7%103,9130.9%ETFDFASDimensional U.S. Small Cap ETF$2,704,872$39,755 ▼-1.4%42,4560.8%ETFDFICDimensional International Core Equity 2 ETF$2,539,649$556,946 ▲28.1%81,6870.8%ETFNVDANVIDIA$2,436,497$485,024 ▼-16.6%15,4220.7%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,234,426$29,358 ▼-1.3%44,4480.7%ManufacturingAVLVAvantis U.S. Large Cap Value ETF$2,205,502$99,723 ▲4.7%32,3340.7%ETFDFSVDimensional US Small Cap Value ETF$2,158,455$146,385 ▼-6.4%73,3420.6%ETFGOOGAlphabet$1,572,273$158,948 ▼-9.2%8,8630.5%Computer and TechnologyIVViShares Core S&P 500 ETF$1,313,123$512,832 ▲64.1%2,1150.4%ETFWMTWalmart$1,272,288$1,049,843 ▼-45.2%13,0120.4%Retail/WholesaleAMZNAmazon.com$1,262,809$205,130 ▼-14.0%5,7560.4%Retail/WholesaleBANFBancFirst$990,2470.0%8,0100.3%FinanceSPYSPDR S&P 500 ETF Trust$988,341$12,972 ▼-1.3%1,6000.3%FinancePGRProgressive$875,835$875,835 ▲New Holding3,2820.3%FinanceVTIVanguard Total Stock Market ETF$798,424$499,965 ▲167.5%2,6270.2%ETFGOOGLAlphabet$720,076$163,189 ▼-18.5%4,0860.2%Computer and TechnologyWMBWilliams Companies$712,140$752,087 ▼-51.4%11,3380.2%EnergyMETAMeta Platforms$673,876$101,118 ▼-13.0%9130.2%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$619,410$5,466 ▲0.9%6,7990.2%ETFPMPhilip Morris International$584,273$22,584 ▼-3.7%3,2080.2%Consumer StaplesJPMJPMorgan Chase & Co.$570,253$71,608 ▼-11.2%1,9670.2%FinanceVGTVanguard Information Technology ETF$534,278$282,385 ▲112.1%8060.2%ETFAMERICAN CENTY ETF TR$522,712$81,412 ▲18.4%7,3580.2%AVANTIS US LARGPALANTIR TECHNOLOGIES INC$500,158$196,164 ▼-28.2%3,6690.1%CL AVVVanguard Large-Cap ETF$436,2240.0%1,5290.1%ETFXLKTechnology Select Sector SPDR Fund$428,465$40,010 ▼-8.5%1,6920.1%ETFXOMExxon Mobil$425,642$30,187 ▼-6.6%3,9480.1%EnergyAMERICAN CENTY ETF TR$409,590$409,590 ▲New Holding7,5780.1%AVANTIS U S QUALOPERClearShares Ultra-Short Maturity ETF$403,184$95,762 ▼-19.2%4,0250.1%ETFABBVAbbVie$381,183$69,964 ▼-15.5%2,0540.1%MedicalOGEOGE Energy$378,206$11,849 ▼-3.0%8,5220.1%UtilitiesEPDEnterprise Products Partners$378,0050.0%12,1900.1%EnergyCATCaterpillar$357,493$81,513 ▼-18.6%9210.1%IndustrialsVOOVanguard S&P 500 ETF$331,195$25,564 ▲8.4%5830.1%ETFQQQInvesco QQQ$327,814$187,638 ▼-36.4%5940.1%FinanceXLIIndustrial Select Sector SPDR Fund$322,774$14,014 ▼-4.2%2,1880.1%ETFIYYiShares Dow Jones U.S. ETF$318,6460.0%2,1120.1%ETFAVGOBroadcom$301,010$301,010 ▲New Holding1,0920.1%Computer and TechnologyCVXChevron$300,799$140,879 ▼-31.9%2,1010.1%EnergyTIDAL TR II$284,885$284,885 ▲New Holding12,8500.1%YIELDMAX MSTR OPPGProcter & Gamble$283,271$37,600 ▲15.3%1,7780.1%Consumer StaplesXLEEnergy Select Sector SPDR Fund$275,802$5,428 ▼-1.9%3,2520.1%ETFVVisa$259,638$480,206 ▼-64.9%7310.1%Business ServicesSYKStryker$257,082$4,351 ▼-1.7%6500.1%MedicalTSLATesla$251,269$47,331 ▼-15.9%7910.1%Auto/Tires/TrucksAXPAmerican Express$250,399$7,018 ▼-2.7%7850.1%FinancePJTPJT Partners$248,175$5,280 ▼-2.1%1,5040.1%FinanceJNJJohnson & Johnson$243,596$65,672 ▼-21.2%1,5950.1%MedicalDIMENSIONAL ETF TRUST$236,140$74,349 ▼-23.9%4,6530.1%ULTRASHORT FIXEDVOOVVanguard S&P 500 Value ETF$226,452$226,452 ▲New Holding1,2000.1%ETFCOSTCostco Wholesale$225,709$16,829 ▼-6.9%2280.1%Retail/WholesaleZMZoom Communications$223,257$10,761 ▲5.1%2,8630.1%Computer and TechnologyINTUIntuit$217,386$217,386 ▲New Holding2760.1%Computer and TechnologyDISWalt Disney$212,773$212,773 ▲New Holding1,7160.1%Consumer DiscretionaryVXUSVanguard Total International Stock ETF$208,258$208,258 ▲New Holding3,0140.1%ETFIJHiShares Core S&P Mid-Cap ETF$207,140$207,140 ▲New Holding3,3400.1%ETFLLYEli Lilly and Company$203,845$89,817 ▼-30.6%2610.1%MedicalIWPiShares Russell Mid-Cap Growth ETF$203,582$203,582 ▲New Holding1,4680.1%ETFURIUnited Rentals$201,911$201,911 ▲New Holding2680.1%ConstructionLYGLloyds Banking Group$57,7190.0%13,5810.0%FinanceARKKARK Innovation ETF$0$400,671 ▼-100.0%00.0%ETFCSCOCisco Systems$0$310,957 ▼-100.0%00.0%Computer and TechnologyUNHUnitedHealth Group$0$285,968 ▼-100.0%00.0%MedicalMCDMcDonald's$0$250,225 ▼-100.0%00.0%Retail/WholesaleCOPConocoPhillips$0$230,226 ▼-100.0%00.0%EnergyMOAltria Group$0$215,141 ▼-100.0%00.0%Consumer StaplesIHIiShares U.S. Medical Devices ETF$0$208,077 ▼-100.0%00.0%ETFMAMastercard$0$204,591 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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