Legacy Financial Group, Inc. Top Holdings and 13F Report (2026) About Legacy Financial Group, Inc.Investment ActivityLegacy Financial Group, Inc. has $378.43 million in total holdings as of March 31, 2026.Legacy Financial Group, Inc. owns shares of 89 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 1.56% of the portfolio was purchased this quarter.About 1.24% of the portfolio was sold this quarter.This quarter, Legacy Financial Group, Inc. has purchased 94 new stocks and bought additional shares in 26 stocks.Legacy Financial Group, Inc. sold shares of 46 stocks and completely divested from 7 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $40,398,348Vanguard Growth ETF $31,702,295Dimensional US Marketwide Value ETF $22,681,025Dimensional Short-Duration Fixed Income ETF $22,374,985Dimensional International Core Equity Market ETF $21,972,778 Largest New Holdings this Quarter 01877R108 - Alliance Resource Partners $292,952 Holding25434V765 - Dimensional International High Profitability ETF $209,043 Holding Largest Purchases this Quarter Avantis U.S. Equity ETF 12,901 shares (about $1.43M)Dimensional Short-Duration Fixed Income ETF 12,886 shares (about $616.98K)Dimensional U.S. Equity ETF 7,074 shares (about $501.62K)Dimensional US High Profitability ETF 12,875 shares (about $473.29K)Dimensional US Large Cap Value ETF 12,134 shares (about $433.31K) Largest Sales this Quarter Vanguard Total International Bond ETF 29,675 shares (about $1.43M)Dimensional U.S. Core Equity 2 ETF 5,356 shares (about $208.13K)Dimensional International Core Equity Market ETF 4,984 shares (about $194.18K)Dimensional Emerging Core Equity Market ETF 5,566 shares (about $188.46K)Dimensional US Marketwide Value ETF 3,333 shares (about $161.52K) 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 PortfolioSectorAVUSAvantis U.S. Equity ETF$40,398,348$1,434,333 ▲3.7%363,36010.7%ETFVUGVanguard Growth ETF$31,702,295$144,141 ▲0.5%72,5808.4%ETFDFUVDimensional US Marketwide Value ETF$22,681,025$161,517 ▼-0.7%468,0366.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$22,374,985$616,981 ▲2.8%467,3145.9%ETFDFAIDimensional International Core Equity Market ETF$21,972,778$194,177 ▼-0.9%563,9835.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$21,913,553$44,739 ▼-0.2%645,0855.8%ETFDFACDimensional U.S. Core Equity 2 ETF$21,354,970$208,134 ▼-1.0%549,5365.6%ETFDUHPDimensional US High Profitability ETF$18,408,250$473,285 ▲2.6%500,7684.9%ETFDFUSDimensional U.S. Equity ETF$16,597,737$501,617 ▲3.1%234,0684.4%ETFDFAUDimensional US Core Equity Market ETF$14,866,318$73,907 ▲0.5%329,4843.9%ETFDFCFDimensional Core Fixed Income ETF$14,071,183$350,426 ▲2.6%333,2823.7%ETFBNDXVanguard Total International Bond ETF$10,409,264$1,425,884 ▼-12.0%216,6342.8%ETFDFLVDimensional US Large Cap Value ETF$10,244,629$433,305 ▲4.4%286,8842.7%ETFAAPLApple$9,788,814$76,897 ▼-0.8%38,5712.6%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$9,483,086$126,773 ▼-1.3%151,8512.5%ETFDFAEDimensional Emerging Core Equity Market ETF$6,379,698$188,465 ▼-2.9%188,4141.7%ETFSCHXSchwab US Large-Cap ETF$6,187,609$112,047 ▼-1.8%241,3261.6%ETFDFARDimensional US Real Estate ETF$4,796,738$7,473 ▲0.2%202,8221.3%ETFOKEONEOK$4,499,370$25,309 ▼-0.6%49,7771.2%EnergyIWFiShares Russell 1000 Growth ETF$4,217,949$149,666 ▲3.7%9,8921.1%ETFVNQVanguard Real Estate ETF$3,868,441$68,653 ▼-1.7%43,6131.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,766,933$21,974 ▲0.6%109,0281.0%ETFDFICDimensional International Core Equity 2 ETF$3,421,752$96,251 ▲2.9%96,3060.9%ETFAVLVAvantis U.S. Large Cap Value ETF$3,275,990$37,403 ▲1.2%40,6400.9%ETFDFASDimensional U.S. Small Cap ETF$3,205,047$102,996 ▲3.3%45,0590.8%ETFBRK.BBerkshire Hathaway$2,998,354$6,230 ▼-0.2%6,2570.8%FinanceSUBiShares Short-Term National Muni Bond ETF$2,918,952$118,854 ▼-3.9%27,4080.8%ETFNVDANVIDIA$2,783,047$1,744 ▲0.1%15,9580.7%Computer and TechnologyDFNMDimensional National Municipal Bond ETF$2,703,731$24,732 ▲0.9%56,4100.7%ETFDFSVDimensional US Small Cap Value ETF$2,596,044$19,377 ▼-0.7%74,0880.7%ETFGOOGAlphabet$2,379,126$1,147 ▲0.0%8,2940.6%Computer and TechnologyMSFTMicrosoft$2,210,814$5,553 ▼-0.3%5,9720.6%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,207,315$47,903 ▲2.2%44,1900.6%ManufacturingWALMART INC$1,652,156$11,185 ▼-0.7%13,2940.4%COMIVViShares Core S&P 500 ETF$1,351,450$42,457 ▼-3.0%2,0690.4%ETFAMZNAmazon.com$1,257,118$4,998 ▼-0.4%6,0360.3%Retail/WholesaleAMERICAN CENTY ETF TR$1,203,886$378,289 ▲45.8%15,5240.3%AVANTIS US LARGGOOGLAlphabet$1,067,135$42,271 ▼-3.8%3,7110.3%Computer and TechnologyBANFBancFirst$1,049,7820.0%9,6750.3%FinanceSPYSPDR S&P 500 ETF Trust$967,515$12,354 ▼-1.3%1,4880.3%FinanceDIMENSIONAL ETF TRUST$929,038$215,659 ▲30.2%12,5920.2%WORLD EQUITY ETFVTIVanguard Total Stock Market ETF$822,878$962 ▲0.1%2,5650.2%ETFAMERICAN CENTY ETF TR$777,889$98,612 ▲14.5%13,7100.2%AVANTIS U S QUALCATCaterpillar$760,797$2,125 ▼-0.3%1,0740.2%IndustrialsAVUVAvantis U.S. Small Cap Value ETF$728,660$9,059 ▼-1.2%6,5960.2%ETFWMBWilliams Companies$643,302$22,926 ▼-3.4%8,8390.2%EnergyPALANTIR TECHNOLOGIES INC$632,2220.0%4,3220.2%CL APGRProgressive$629,6760.0%3,1760.2%FinanceXOMExxonMobil$602,217$13,401 ▼-2.2%3,5500.2%EnergyQQQInvesco QQQ$579,057$2,309 ▼-0.4%1,0030.2%FinanceJPMJPMorgan Chase & Co.$555,080$13,531 ▼-2.4%1,8870.1%FinanceVGTVanguard Information Technology ETF$531,3910.0%7620.1%ETFABBVAbbVie$487,801$44,148 ▲10.0%2,2430.1%MedicalVVVanguard Large-Cap ETF$446,183$26,000 ▼-5.5%1,4930.1%ETFCVXChevron$427,406$2,276 ▼-0.5%2,0660.1%EnergyMETAMeta Platforms$413,078$10,870 ▼-2.6%7220.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$410,927$9,170 ▼-2.2%3,0920.1%ETFMCDMcDonald's$409,024$1,865 ▼-0.5%1,3160.1%Retail/WholesaleVOOVanguard S&P 500 ETF$404,280$1,194 ▼-0.3%6770.1%ETFOGEOGE Energy$401,521$7,194 ▼-1.8%8,3720.1%UtilitiesPMPhilip Morris International$394,8320.0%2,3880.1%Consumer StaplesXLIIndustrial Select Sector SPDR Fund$347,720$5,661 ▼-1.6%2,1500.1%ETFAVGOBroadcom$337,9850.0%1,0920.1%Computer and TechnologyNEENextEra Energy$337,247$87,028 ▲34.8%3,6310.1%UtilitiesIYYiShares Dow Jones U.S. ETF$334,6460.0%2,1120.1%ETFJNJJohnson & Johnson$324,861$5,867 ▼-1.8%1,3290.1%MedicalDIMENSIONAL ETF TRUST$310,497$68,002 ▲28.0%6,1230.1%ULTRASHORT FIXEDARLPAlliance Resource Partners$292,952$292,952 ▲New Holding10,5950.1%EnergyIWBiShares Russell 1000 ETF$289,8830.0%8130.1%ETFEPDEnterprise Products Partners$288,181$3,178 ▼-1.1%7,6160.1%EnergyCOPConocoPhillips$286,6000.0%2,1710.1%EnergyTSLATesla$286,2480.0%7700.1%Auto/Tires/TrucksVZVerizon Communications$273,945$8,434 ▼-3.0%5,4570.1%Computer and TechnologyMRKMerck & Co., Inc.$272,337$5,654 ▼-2.0%2,2640.1%MedicalRTXRTX$255,014$3,858 ▼-1.5%1,3220.1%AerospaceCOSTCostco Wholesale$246,125$2,989 ▼-1.2%2470.1%Retail/WholesaleVOOVVanguard S&P 500 Value ETF$244,5480.0%1,2000.1%ETFLLYEli Lilly and Company$241,522$11,020 ▼-4.4%2630.1%MedicalAXPAmerican Express$237,4470.0%7850.1%FinanceVXUSVanguard Total International Stock ETF$233,843$1,388 ▲0.6%3,0330.1%ETFOPERClearShares Ultra-Short Maturity ETF$228,783$65,552 ▼-22.3%2,2860.1%ETFIJHiShares Core S&P Mid-Cap ETF$224,477$2,836 ▼-1.2%3,3240.1%ETFVVisa$217,715$907 ▼-0.4%7200.1%Business ServicesPJTPJT Partners$210,1390.0%1,5040.1%FinanceDIHPDimensional International High Profitability ETF$209,043$209,043 ▲New Holding6,4880.1%ETFVIGVanguard Dividend Appreciation ETF$209,0380.0%9720.1%ETFPGProcter & Gamble$202,649$4,189 ▼-2.0%1,4030.1%Consumer StaplesVBVanguard Small-Cap ETF$200,517$13,612 ▼-6.4%7660.1%ETFLYGLloyds Banking Group$68,3120.0%13,5810.0%FinanceXLEEnergy Select Sector SPDR Fund$0$287,128 ▼-100.0%00.0%ETFISHARES BITCOIN TRUST ETF$0$228,390 ▼-100.0%00.0%SHS BEN INTZMZoom Communications$0$213,568 ▼-100.0%00.0%Computer and TechnologyBLACKROCK INC$0$207,646 ▼-100.0%00.0%COMMAMastercard$0$202,846 ▼-100.0%00.0%Business ServicesSYKStryker$0$201,408 ▼-100.0%00.0%MedicalIWPiShares Russell Mid-Cap Growth ETF$0$201,028 ▼-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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