Legacy Financial Group, Inc. 13F Holdings · Q2 2026
Legacy Financial Group, Inc. reported 104 securities worth $428.53M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AVUS (11.66%), VUG (8.52%), DFSD (6.01%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $50.0M | 11.66% | 390,059 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $36.5M | 8.52% | 423,930 | Added |
| 3 | DFSD | DIMENSIONAL ETF TRUST | $25.7M | 6.01% | 538,926 | Added |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $24.9M | 5.80% | 452,004 | Trimmed |
| 5 | DFAX | DIMENSIONAL ETF TRUST | $24.6M | 5.73% | 667,000 | Added |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $22.7M | 5.29% | 511,473 | Trimmed |
| 7 | DFAI | DIMENSIONAL ETF TRUST | $22.4M | 5.23% | 542,946 | Trimmed |
| 8 | DUHP | DIMENSIONAL ETF TRUST | $21.3M | 4.96% | 509,323 | Added |
| 9 | DFUS | DIMENSIONAL ETF TRUST | $20.4M | 4.77% | 249,348 | Added |
| 10 | DFAU | DIMENSIONAL ETF TRUST | $16.1M | 3.75% | 310,597 | Trimmed |
| 11 | DFCF | DIMENSIONAL ETF TRUST | $14.5M | 3.37% | 342,537 | Added |
| 12 | DFLV | DIMENSIONAL ETF TRUST | $12.0M | 2.81% | 304,363 | Added |
| 13 | AAPL | APPLE INC | $10.8M | 2.52% | 37,281 | Trimmed |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | $10.6M | 2.47% | 218,204 | Added |
| 15 | DFAT | DIMENSIONAL ETF TRUST | $10.3M | 2.40% | 147,297 | Trimmed |
| 16 | SCHX | SCHWAB STRATEGIC TR | $7.0M | 1.63% | 237,283 | Trimmed |
| 17 | DFAE | DIMENSIONAL ETF TRUST | $6.6M | 1.54% | 164,593 | Trimmed |
| 18 | DFAR | DIMENSIONAL ETF TRUST | $5.3M | 1.23% | 201,626 | Trimmed |
| 19 | IWF | ISHARES TR | $4.8M | 1.12% | 38,816 | Added |
| 20 | DFEM | DIMENSIONAL ETF TRUST | $4.7M | 1.09% | 115,280 | Added |
| 21 | VNQ | VANGUARD INDEX FDS | $4.2M | 0.97% | 43,243 | Trimmed |
| 22 | OKE | ONEOK INC NEW | $4.0M | 0.94% | 46,209 | Trimmed |
| 23 | DFIC | DIMENSIONAL ETF TRUST | $4.0M | 0.92% | 106,136 | Added |
| 24 | AVLV | AMERICAN CENTY ETF TR | $3.8M | 0.88% | 41,373 | Added |
| 25 | DFAS | DIMENSIONAL ETF TRUST | $3.7M | 0.86% | 44,696 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR