§ 13F · FUND PROFILE
LEGACY FINANCIAL GROUP, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $365M (13F)Positions · 92Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$502K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 363K | $40M | 10.7% | +4% |
| 2 | VUG | VANGUARD INDEX FDS | 73K | $32M | 8.4% | ±0% |
| 3 | DFUV | DIMENSIONAL ETF TRUST | 468K | $23M | 6.0% | −1% |
| 4 | DFSD | DIMENSIONAL ETF TRUST | 467K | $22M | 5.9% | +3% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 564K | $22M | 5.8% | −1% |
| 6 | DFAX | DIMENSIONAL ETF TRUST | 645K | $22M | 5.8% | ±0% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 550K | $21M | 5.6% | −1% |
| 8 | DUHP | DIMENSIONAL ETF TRUST | 501K | $18M | 4.9% | +3% |
| 9 | DFUS | DIMENSIONAL ETF TRUST | 234K | $17M | 4.4% | +3% |
| 10 | DFAU | DIMENSIONAL ETF TRUST | 329K | $15M | 3.9% | ±0% |
§ 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 $365 million in assets. The fund runs a portfolio of 92 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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