§ 13F · FUND PROFILE
LEGACY FINANCIAL GROUP, INC..
AUM · $429M (13F)Positions · 104Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 390K | $50M | 11.7% | +7% |
| 2 | VUG | VANGUARD INDEX FDS | 424K | $37M | 8.5% | +484% |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 539K | $26M | 6.0% | +15% |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 452K | $25M | 5.8% | −3% |
| 5 | DFAX | DIMENSIONAL ETF TRUST | 667K | $25M | 5.7% | +3% |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 511K | $23M | 5.3% | −7% |
| 7 | DFAI | DIMENSIONAL ETF TRUST | 543K | $22M | 5.2% | −4% |
| 8 | DUHP | DIMENSIONAL ETF TRUST | 509K | $21M | 5.0% | +2% |
| 9 | DFUS | DIMENSIONAL ETF TRUST | 249K | $20M | 4.8% | +7% |
| 10 | DFAU | DIMENSIONAL ETF TRUST | 311K | $16M | 3.7% | −6% |
§ 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 $429 million in assets. The fund runs a portfolio of 104 positions.
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