Legacy Financial Strategies, LLC 13F Holdings · Q2 2026
Legacy Financial Strategies, LLC reported 152 securities worth $645.66M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHG (15.39%), SCHB (11.96%), AGG (7.03%). Among its top 25 positions this quarter: 12 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $99.4M | 15.39% | 2.9M | Added |
| 2 | SCHB | SCHWAB STRATEGIC TR | $77.2M | 11.96% | 2.7M | Added |
| 3 | AGG | ISHARES TR | $45.4M | 7.03% | 458,378 | Trimmed |
| 4 | AVLV | AMERICAN CENTY ETF TR | $44.4M | 6.88% | 487,176 | Added |
| 5 | AVDE | AMERICAN CENTY ETF TR | $43.1M | 6.68% | 483,677 | Added |
| 6 | IGM | ISHARES TR | $41.8M | 6.48% | 255,742 | Trimmed |
| 7 | DGRO | ISHARES TR | $31.7M | 4.91% | 418,414 | Added |
| 8 | VTI | VANGUARD INDEX FDS | $19.9M | 3.08% | 53,791 | Added |
| 9 | SDSI | AMERICAN CENTY ETF TR | $17.0M | 2.63% | 330,104 | Added |
| 10 | SCHD | SCHWAB STRATEGIC TR | $13.9M | 2.15% | 437,276 | Added |
| 11 | SMH | VANECK ETF TRUST | $12.4M | 1.92% | 18,874 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $10.8M | 1.68% | 54,201 | Added |
| 13 | AAPL | APPLE INC | $9.3M | 1.43% | 31,984 | Added |
| 14 | SPMO | INVESCO EXCH TRADED FD TR II | $7.8M | 1.21% | 48,495 | Added |
| 15 | MUB | ISHARES TR | $7.8M | 1.20% | 72,042 | Trimmed |
| 16 | CAT | CATERPILLAR INC | $7.0M | 1.08% | 6,554 | Trimmed |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $6.4M | 0.99% | 8,552 | Trimmed |
| 18 | IJR | ISHARES TR | $5.8M | 0.90% | 39,253 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $5.1M | 0.78% | 7,360 | Trimmed |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.8M | 0.75% | 9,679 | Trimmed |
| 21 | AFL | AFLAC INC | $3.7M | 0.57% | 31,197 | Trimmed |
| 22 | WMT | WALMART INC | $3.7M | 0.57% | 32,751 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $3.6M | 0.56% | 9,638 | Trimmed |
| 24 | CINF | CINCINNATI FINL CORP | $3.4M | 0.52% | 18,238 | Trimmed |
| 25 | LIN | LINDE PLC | $3.3M | 0.51% | 6,369 | 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