§ 13F · FUND PROFILE
LEGACY FINANCIAL GROUP, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $338.3T (13F)Positions · 85Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 350K | $39.2T | 10.3% | +6% |
| 2 | VUG | VANGUARD INDEX FDS | 72K | $35.2T | 9.2% | −4% |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 555K | $22.0T | 5.8% | −1% |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 471K | $22.0T | 5.8% | +2% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 454K | $21.8T | 5.7% | +7% |
| 6 | DFAI | DIMENSIONAL ETF TRUST | 569K | $21.7T | 5.7% | ±0% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | 646K | $21.2T | 5.5% | +2% |
| 8 | DUHP | DIMENSIONAL ETF TRUST | 488K | $18.6T | 4.9% | +5% |
| 9 | DFUS | DIMENSIONAL ETF TRUST | 227K | $16.8T | 4.4% | +1% |
| 10 | DFAU | DIMENSIONAL ETF TRUST | 328K | $15.3T | 4.0% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
LEGACY FINANCIAL GROUP, INC. is a Other fund managing $338295.3 trillion in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed