Legacy Financial Group, Inc. Top Holdings and 13F Report (2026)

About Legacy Financial Group, Inc.

Investment Activity

Legacy Financial Group, Inc. has $428.53 million in total holdings as of June 30, 2026.
Legacy Financial Group, Inc. owns shares of 104 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
Approximately 12.31% of the portfolio was purchased this quarter.
About 1.97% of the portfolio was sold this quarter.
This quarter, Legacy Financial Group, Inc. has purchased 89 new stocks and bought additional shares in 39 stocks.
Legacy Financial Group, Inc. sold shares of 34 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Avantis U.S. Equity ETF: $49,958,796
Vanguard Growth ETF: $36,517,352
Dimensional Short-Duration Fixed Income ETF: $25,733,698
Dimensional US Marketwide Value ETF: $24,864,740
Dimensional World ex U.S. Core Equity 2 ETF: $24,572,265

Largest New Holdings this Quarter

92189F676 - VanEck Semiconductor ETF: $531,217 Holding
595112103 - Micron Technology: $412,082 Holding
007903107 - Advanced Micro Devices: $374,106 Holding
17275R102 - Cisco Systems: $337,932 Holding
29273V100 - Energy Transfer: $335,556 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 351,350 shares (about $30.27M)
iShares Russell 1000 Growth ETF: 28,924 shares (about $3.59M)
Avantis U.S. Equity ETF: 26,699 shares (about $3.42M)
Dimensional Short-Duration Fixed Income ETF: 71,612 shares (about $3.42M)
Dimensional U.S. Equity ETF: 15,280 shares (about $1.25M)

Largest Sales this Quarter

Dimensional U.S. Core Equity 2 ETF: 38,063 shares (about $1.69M)
Dimensional US Core Equity Market ETF: 18,887 shares (about $976.27K)
Dimensional Emerging Core Equity Market ETF: 23,821 shares (about $957.84K)
Dimensional US Marketwide Value ETF: 16,032 shares (about $881.92K)
Dimensional International Core Equity Market ETF: 21,037 shares (about $867.78K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AVUS Avantis U.S. Equity ETF	$49,958,796	$3,419,611 â–²	7.3%	390,059	11.7%	ETF
VUG Vanguard Growth ETF	$36,517,352	$30,265,307 â–²	484.1%	423,930	8.5%	ETF
DFSD Dimensional Short-Duration Fixed Income ETF	$25,733,698	$3,419,471 â–²	15.3%	538,926	6.0%	ETF
DFUV Dimensional US Marketwide Value ETF	$24,864,740	$881,920 â–¼	-3.4%	452,004	5.8%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$24,572,265	$807,348 â–²	3.4%	667,000	5.7%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$22,688,943	$1,688,475 â–¼	-6.9%	511,473	5.3%	ETF
DFAI Dimensional International Core Equity Market ETF	$22,396,523	$867,776 â–¼	-3.7%	542,946	5.2%	ETF
DUHP Dimensional US High Profitability ETF	$21,254,069	$357,000 â–²	1.7%	509,323	5.0%	ETF
DFUS Dimensional U.S. Equity ETF	$20,431,600	$1,252,045 â–²	6.5%	249,348	4.8%	ETF
DFAU Dimensional US Core Equity Market ETF	$16,054,759	$976,269 â–¼	-5.7%	310,597	3.7%	ETF
DFCF Dimensional Core Fixed Income ETF	$14,458,505	$390,654 â–²	2.8%	342,537	3.4%	ETF
DFLV Dimensional US Large Cap Value ETF	$12,034,516	$691,120 â–²	6.1%	304,363	2.8%	ETF
AAPL Apple	$10,787,489	$373,270 â–¼	-3.3%	37,281	2.5%	Technology
BNDX Vanguard Total International Bond ETF	$10,567,620	$76,035 â–²	0.7%	218,204	2.5%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$10,296,051	$318,324 â–¼	-3.0%	147,297	2.4%	ETF
SCHX Schwab US Large-Cap ETF	$6,983,243	$118,986 â–¼	-1.7%	237,283	1.6%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$6,618,285	$957,842 â–¼	-12.6%	164,593	1.5%	ETF
DFAR Dimensional US Real Estate ETF	$5,274,547	$31,287 â–¼	-0.6%	201,626	1.2%	ETF
IWF iShares Russell 1000 Growth ETF	$4,819,783	$3,591,493 â–²	292.4%	38,816	1.1%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$4,684,985	$254,082 â–²	5.7%	115,280	1.1%	ETF
VNQ Vanguard Real Estate ETF	$4,169,888	$35,679 â–¼	-0.8%	43,243	1.0%	ETF
OKE ONEOK	$4,017,391	$310,200 â–¼	-7.2%	46,209	0.9%	Energy
DFIC Dimensional International Core Equity 2 ETF	$3,954,627	$366,266 â–²	10.2%	106,136	0.9%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$3,773,631	$66,857 â–²	1.8%	41,373	0.9%	ETF
DFAS Dimensional U.S. Small Cap ETF	$3,680,269	$29,889 â–¼	-0.8%	44,696	0.9%	ETF
NVDA NVIDIA	$3,187,602	$5,402 â–¼	-0.2%	15,931	0.7%	Technology
BRK.B Berkshire Hathaway	$3,127,938	$3,002 â–¼	-0.1%	6,251	0.7%	Finance
GOOG Alphabet	$2,930,333	$353 â–¼	0.0%	8,293	0.7%	Communication Services
DFSV Dimensional US Small Cap Value ETF	$2,876,666	$2,793 â–²	0.1%	74,160	0.7%	ETF
SUB iShares Short-Term National Muni Bond ETF	$2,557,303	$360,827 â–¼	-12.4%	24,019	0.6%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$2,389,319	$169,675 â–²	7.6%	47,568	0.6%	ETF
MSFT Microsoft	$2,193,185	$34,315 â–¼	-1.5%	5,880	0.5%	Technology
DFNM Dimensional National Municipal Bond ETF	$2,114,173	$612,404 â–¼	-22.5%	43,740	0.5%	ETF
AMERICAN CENTY ETF TR	$1,894,378	$497,839 â–²	35.6%	21,058	0.4%	AVANTIS US LARG
QQQ Invesco QQQ	$1,586,496	$847,752 â–²	114.8%	2,154	0.4%	ETF
IVV iShares Core S&P 500 ETF	$1,549,420		0.0%	2,069	0.4%	ETF
DIMENSIONAL ETF TRUST	$1,524,909	$482,417 â–²	46.3%	18,419	0.4%	WORLD EQUITY ETF
WALMART INC	$1,487,884	$17,782 â–¼	-1.2%	13,137	0.3%	COM
AMZN Amazon.com	$1,445,770	$7,150 â–²	0.5%	6,066	0.3%	Consumer Discretionary
GOOGL Alphabet	$1,341,210	$15,010 â–²	1.1%	3,753	0.3%	Communication Services
CAT Caterpillar	$1,139,309	$4,259 â–¼	-0.4%	1,070	0.3%	Industrials
SPY SPDR S&P 500 ETF Trust	$1,094,559	$16,426 â–¼	-1.5%	1,466	0.3%	ETF
BANF BancFirst	$1,075,228		0.0%	9,675	0.3%	Finance
VTI Vanguard Total Stock Market ETF	$949,893	$740 â–²	0.1%	2,567	0.2%	ETF
AMERICAN CENTY ETF TR	$917,335	$12,474 â–²	1.4%	13,899	0.2%	AVAN U S QUA ETF
WMB Williams Companies	$907,617	$250,526 â–²	38.1%	12,209	0.2%	Energy
VGT Vanguard Information Technology ETF	$707,668	$616,595 â–²	677.0%	5,921	0.2%	ETF
PGR Progressive	$693,869		0.0%	3,176	0.2%	Finance
AVUV Avantis U.S. Small Cap Value ETF	$625,422	$197,495 â–¼	-24.0%	5,013	0.1%	ETF
JPM JPMorgan Chase & Co.	$610,798	$6,874 â–¼	-1.1%	1,866	0.1%	Finance
XLK Technology Select Sector SPDR Fund	$563,749	$25,339 â–¼	-4.3%	2,959	0.1%	ETF
ABBV AbbVie	$559,233	$5,285 â–¼	-0.9%	2,222	0.1%	Healthcare
SMH VanEck Semiconductor ETF	$531,217	$531,217 â–²	New Holding	810	0.1%	ETF
VV Vanguard Large-Cap ETF	$513,458		0.0%	1,493	0.1%	ETF
VOO Vanguard S&P 500 ETF	$477,762	$13,042 â–²	2.8%	696	0.1%	ETF
XOM ExxonMobil	$453,576	$31,715 â–¼	-6.5%	3,318	0.1%	Energy
PALANTIR TECHNOLOGIES INC	$428,062	$76,185 â–¼	-15.1%	3,669	0.1%	CL A
PM Philip Morris International	$426,586	$5,427 â–¼	-1.3%	2,358	0.1%	Consumer Staples
AVGO Broadcom	$417,414	$4,911 â–²	1.2%	1,105	0.1%	Technology
MU Micron Technology	$412,082	$412,082 â–²	New Holding	357	0.1%	Technology
META Meta Platforms	$406,695		0.0%	722	0.1%	Communication Services
OGE OGE Energy	$403,781	$3,601 â–¼	-0.9%	8,298	0.1%	Utilities
DIMENSIONAL ETF TRUST	$390,346	$79,420 â–²	25.5%	7,687	0.1%	ULTR FIX INC ETF
IYY iShares Dow Jones U.S. ETF	$384,975		0.0%	2,112	0.1%	ETF
XLI Industrial Select Sector SPDR Fund	$378,425	$19,820 â–¼	-5.0%	2,043	0.1%	ETF
AMD Advanced Micro Devices	$374,106	$374,106 â–²	New Holding	644	0.1%	Technology
MCD McDonald's	$355,751		0.0%	1,316	0.1%	Consumer Discretionary
CVX Chevron	$343,249	$829 â–²	0.2%	2,071	0.1%	Energy
JNJ Johnson & Johnson	$339,558	$2,032 â–²	0.6%	1,337	0.1%	Healthcare
CSCO Cisco Systems	$337,932	$337,932 â–²	New Holding	2,877	0.1%	Technology
ET Energy Transfer	$335,556	$335,556 â–²	New Holding	17,550	0.1%	Energy
IWB iShares Russell 1000 ETF	$327,600	$5,324 â–¼	-1.6%	800	0.1%	ETF
TSLA Tesla	$323,862		0.0%	770	0.1%	Consumer Discretionary
LLY Eli Lilly and Company	$317,388	$2,395 â–²	0.8%	265	0.1%	Healthcare
MRK Merck & Co., Inc.	$293,366	$2,442 â–²	0.8%	2,283	0.1%	Healthcare
EPD Enterprise Products Partners	$279,956		0.0%	7,616	0.1%	Energy
COHEN & STEERS ETF TRUST	$276,383	$276,383 â–²	New Holding	10,985	0.1%	SHORT DURATN PFD
AXP American Express	$267,894	$2,368 â–²	0.9%	792	0.1%	Finance
VOOV Vanguard S&P 500 Value ETF	$263,052		0.0%	1,200	0.1%	ETF
VXUS Vanguard Total International Stock ETF	$259,267		0.0%	3,033	0.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$257,880	$1,542 â–²	0.6%	3,344	0.1%	ETF
TSM Taiwan Semiconductor Manufacturing	$257,410	$257,410 â–²	New Holding	539	0.1%	Technology
V Visa	$254,353	$7,208 â–²	2.9%	741	0.1%	Finance
ARLP Alliance Resource Partners	$254,068		0.0%	10,595	0.1%	Energy
RTX RTX	$251,772	$949 â–²	0.4%	1,327	0.1%	Industrials
COHEN & STEERS ETF TRUST	$249,820	$249,820 â–²	New Holding	9,579	0.1%	PFD IN OP AC ETF
URI United Rentals	$249,236	$249,236 â–²	New Holding	220	0.1%	Industrials
NEE NextEra Energy	$245,054	$73,639 â–¼	-23.1%	2,792	0.1%	Utilities
DIHP Dimensional International High Profitability ETF	$241,469	$20,066 â–²	9.1%	7,076	0.1%	ETF
ROK Rockwell Automation	$238,629	$238,629 â–²	New Holding	482	0.1%	Industrials
VZ Verizon Communications	$233,408	$2,371 â–²	1.0%	5,513	0.1%	Communication Services
COST Costco Wholesale	$232,939	$1,871 â–²	0.8%	249	0.1%	Consumer Staples
VIG Vanguard Dividend Appreciation ETF	$229,995		0.0%	972	0.1%	ETF
OPER ClearShares Ultra-Short Maturity ETF	$228,771		0.0%	2,286	0.1%	ETF
PJT PJT Partners	$225,052	$1,962 â–¼	-0.9%	1,491	0.1%	Finance
VB Vanguard Small-Cap ETF	$224,791	$7,271 â–¼	-3.1%	742	0.1%	ETF
ASML ASML	$218,838	$218,838 â–²	New Holding	110	0.1%	Technology
UNH UnitedHealth Group	$218,621	$218,621 â–²	New Holding	526	0.1%	Healthcare
PG Procter & Gamble	$217,467	$11,731 â–²	5.7%	1,483	0.1%	Consumer Staples
IWP iShares Russell Mid-Cap Growth ETF	$214,930	$214,930 â–²	New Holding	1,468	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Legacy Financial Group, Inc. Top Holdings and 13F Report (2026)

About Legacy Financial Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Legacy Financial Group, Inc. Top Holdings and 13F Report (2026)

About Legacy Financial Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLegacy Financial Group, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools