Legacy Financial Group, Inc. Top Holdings and 13F Report (2025) About Legacy Financial Group, Inc.Investment ActivityLegacy Financial Group, Inc. has $311.53 million in total holdings as of March 31, 2025.Legacy Financial Group, Inc. owns shares of 82 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 4.30% of the portfolio was purchased this quarter.About 1.52% of the portfolio was sold this quarter.This quarter, Legacy Financial Group, Inc. has purchased 85 new stocks and bought additional shares in 32 stocks.Legacy Financial Group, Inc. sold shares of 37 stocks and completely divested from 9 stocks this quarter.Largest Holdings Vanguard Growth ETF $28,849,479Avantis U.S. Equity ETF $26,038,785Dimensional U.S. Core Equity 2 ETF $19,112,196Dimensional Short-Duration Fixed Income ETF $18,600,710Dimensional US Marketwide Value ETF $18,527,151 Largest New Holdings this Quarter 025072158 - AMERICAN CENTY ETF TR $398,810 Holding02209S103 - Altria Group $215,141 Holding464288810 - iShares U.S. Medical Devices ETF $208,077 Holding57636Q104 - Mastercard $204,591 Holding98980L101 - Zoom Video Communications $201,023 Holding Largest Purchases this Quarter Avantis U.S. Equity ETF 23,128 shares (about $2.14M)Dimensional U.S. Equity ETF 21,580 shares (about $1.31M)Walmart 13,406 shares (about $1.19M)Dimensional World ex U.S. Core Equity 2 ETF 38,439 shares (about $1.01M)Dimensional US Core Equity Market ETF 23,030 shares (about $885.27K) Largest Sales this Quarter OGE Energy 6,699 shares (about $307.89K)Dimensional U.S. Core Equity 2 ETF 8,928 shares (about $294.53K)Schwab US Large-Cap ETF 9,215 shares (about $203.47K)Industrial Select Sector SPDR Fund 1,425 shares (about $186.77K)Microsoft 446 shares (about $167.43K) 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$28,849,479$157,228 ▲0.5%77,7999.3%ETFAVUSAvantis U.S. Equity ETF$26,038,785$2,136,565 ▲8.9%281,8668.4%ETFDFACDimensional U.S. Core Equity 2 ETF$19,112,196$294,535 ▼-1.5%579,3336.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$18,600,710$608,589 ▲3.4%391,4296.0%ETFDFUVDimensional US Marketwide Value ETF$18,527,151$154,991 ▲0.8%449,5795.9%ETFDFAIDimensional International Core Equity Market ETF$18,150,751$70,080 ▲0.4%581,1965.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$16,007,706$1,007,102 ▲6.7%610,9815.1%ETFDUHPDimensional US High Profitability ETF$14,459,396$550,754 ▲4.0%436,3124.6%ETFDFUSDimensional U.S. Equity ETF$12,534,515$1,305,156 ▲11.6%207,2514.0%ETFDFAUDimensional US Core Equity Market ETF$11,951,995$885,273 ▲8.0%310,9263.8%ETFDFCFDimensional Core Fixed Income ETF$11,583,721$682,298 ▲6.3%275,4093.7%ETFBNDXVanguard Total International Bond ETF$9,302,993$644,326 ▲7.4%190,5573.0%ETFAAPLApple$8,846,981$52,867 ▼-0.6%39,8282.8%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$8,278,040$108,026 ▼-1.3%160,7702.7%ETFDFLVDimensional US Large Cap Value ETF$6,207,490$439,383 ▲7.6%203,0582.0%ETFSCHXSchwab US Large-Cap ETF$5,824,839$203,467 ▼-3.4%263,8061.9%ETFDFAEDimensional Emerging Core Equity Market ETF$5,768,810$148,738 ▼-2.5%222,8201.9%ETFDFARDimensional US Real Estate ETF$4,743,772$294,225 ▲6.6%199,5701.5%ETFSUBiShares Short-Term National Muni Bond ETF$4,484,304$119,328 ▼-2.6%42,4651.4%ETFOKEONEOK$4,436,000$102,891 ▼-2.3%44,7091.4%EnergyDFNMDimensional National Municipal Bond ETF$4,421,013$81,107 ▼-1.8%92,9371.4%ETFVNQVanguard Real Estate ETF$4,166,636$19,375 ▲0.5%46,0201.3%ETFIWFiShares Russell 1000 Growth ETF$3,738,726$116,993 ▲3.2%10,3541.2%ETFBRK.BBerkshire Hathaway$3,347,265$30,890 ▲0.9%6,2851.1%FinanceDFEMDimensional Emerging Markets Core Equity 2 ETF$2,677,209$130,210 ▲5.1%101,1790.9%ETFDFASDimensional U.S. Small Cap ETF$2,574,030$43,677 ▲1.7%43,0800.8%ETFMSFTMicrosoft$2,536,540$167,426 ▼-6.2%6,7570.8%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,247,121$17,765 ▼-0.8%45,0320.7%ManufacturingDFSVDimensional US Small Cap Value ETF$2,204,595$33,977 ▲1.6%78,3160.7%ETFWMTWalmart$2,111,339$1,191,823 ▲129.6%23,7490.7%Retail/WholesaleAVLVAvantis U.S. Large Cap Value ETF$2,013,163$219,301 ▲12.2%30,8720.6%ETFNVDANVIDIA$2,004,146$33,489 ▼-1.6%18,4920.6%Computer and TechnologyDFICDimensional International Core Equity 2 ETF$1,770,976$167,425 ▲10.4%63,7730.6%ETFGOOGAlphabet$1,524,690$1,406 ▼-0.1%9,7590.5%Computer and TechnologyWMBWilliams Companies$1,325,960$648,703 ▲95.8%23,3120.4%EnergyAMZNAmazon.com$1,273,030$16,362 ▲1.3%6,6910.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$906,889$1,119 ▼-0.1%1,6210.3%FinanceBANFBancFirst$880,104$7,472 ▲0.9%8,0100.3%FinanceGOOGLAlphabet$775,056$92,320 ▼-10.6%5,0120.2%Computer and TechnologyIVViShares Core S&P 500 ETF$724,331$57,317 ▼-7.3%1,2890.2%ETFVVisa$693,789$341,732 ▲97.1%2,0830.2%Business ServicesMETAMeta Platforms$605,178$104,321 ▲20.8%1,0500.2%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$587,459$1,482 ▼-0.3%6,7390.2%ETFJPMJPMorgan Chase & Co.$543,094$245 ▲0.0%2,2140.2%FinancePMPhilip Morris International$528,888$23,968 ▼-4.3%3,3320.2%Consumer StaplesCVXChevron$516,039$4,349 ▼-0.8%3,0850.2%EnergyABBVAbbVie$509,302$2,095 ▼-0.4%2,4310.2%MedicalXOMExxon Mobil$502,888$4,282 ▼-0.8%4,2280.2%EnergyOPERClearShares Ultra-Short Maturity ETF$499,146$161,539 ▼-24.5%4,9810.2%ETFQQQInvesco QQQ$438,080$24,859 ▲6.0%9340.1%FinancePALANTIR TECHNOLOGIES INC$431,115$24,898 ▲6.1%5,1080.1%CL AEPDEnterprise Products Partners$416,1590.0%12,1900.1%EnergyOGEOGE Energy$403,942$307,886 ▼-43.3%8,7890.1%UtilitiesARKKARK Innovation ETF$400,6710.0%8,4210.1%ETFAMERICAN CENTY ETF TR$398,810$398,810 ▲New Holding6,2120.1%AVANTIS US LARGVVVanguard Large-Cap ETF$392,9990.0%1,5290.1%ETFXLKTechnology Select Sector SPDR Fund$381,988$113,770 ▼-22.9%1,8500.1%ETFCATCaterpillar$372,962$21,764 ▲6.2%1,1310.1%IndustrialsJNJJohnson & Johnson$335,782$5,638 ▼-1.7%2,0250.1%MedicalCSCOCisco Systems$310,957$3,764 ▼-1.2%5,0390.1%Computer and TechnologyLLYEli Lilly and Company$310,926$86,001 ▼-21.7%3760.1%MedicalDIMENSIONAL ETF TRUST$310,366$28,916 ▼-8.5%6,1180.1%ULTRASHORT FIXEDXLEEnergy Select Sector SPDR Fund$309,880$71,302 ▼-18.7%3,3160.1%ETFXLIIndustrial Select Sector SPDR Fund$299,233$186,775 ▼-38.4%2,2830.1%ETFIYYiShares Dow Jones U.S. ETF$287,4430.0%2,1120.1%ETFUNHUnitedHealth Group$285,968$6,809 ▼-2.3%5460.1%MedicalVOOVanguard S&P 500 ETF$276,703$43,717 ▲18.8%5380.1%ETFVTIVanguard Total Stock Market ETF$269,893$11,818 ▼-4.2%9820.1%ETFPGProcter & Gamble$262,788$58,965 ▼-18.3%1,5420.1%Consumer StaplesMCDMcDonald's$250,2250.0%8010.1%Retail/WholesaleSYKStryker$245,985$11,536 ▼-4.5%6610.1%MedicalTSLATesla$243,610$4,406 ▼-1.8%9400.1%Auto/Tires/TrucksCOSTCostco Wholesale$231,717$3,783 ▼-1.6%2450.1%Retail/WholesaleCOPConocoPhillips$230,226$1,680 ▼-0.7%2,1920.1%EnergyAXPAmerican Express$217,1230.0%8070.1%FinanceMOAltria Group$215,141$215,141 ▲New Holding3,5840.1%Consumer StaplesPJTPJT Partners$211,7840.0%1,5360.1%FinanceIHIiShares U.S. Medical Devices ETF$208,077$208,077 ▲New Holding3,4570.1%ETFVGTVanguard Information Technology ETF$206,362$5,431 ▼-2.6%3800.1%ETFMAMastercard$204,591$204,591 ▲New Holding3730.1%Business ServicesZMZoom Video Communications$201,023$201,023 ▲New Holding2,7250.1%Computer and TechnologyLYGLloyds Banking Group$51,879$51,879 ▲New Holding13,5810.0%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$0$356,941 ▼-100.0%00.0%FinanceAVGOBroadcom$0$305,101 ▼-100.0%00.0%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$0$247,488 ▼-100.0%00.0%ETFMRKMerck & Co., Inc.$0$220,249 ▼-100.0%00.0%MedicalNFLXNetflix$0$205,004 ▼-100.0%00.0%Consumer DiscretionaryANETArista Networks$0$203,817 ▼-100.0%00.0%Computer and TechnologyDISWalt Disney$0$202,966 ▼-100.0%00.0%Consumer DiscretionaryCRMSalesforce$0$201,267 ▼-100.0%00.0%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$0$200,784 ▼-100.0%00.0%ETFShowing 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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