§ 13F · FUND PROFILE
Legacy Financial Strategies, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $554M (13F)Positions · 135Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M 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 MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 2.90M | $84M | 15.2% | +2% |
| 2 | SCHB | SCHWAB STRATEGIC TR | 2.61M | $66M | 11.8% | +1% |
| 3 | AGG | ISHARES TR | 466K | $46M | 8.3% | +1% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 470K | $40M | 7.2% | +16% |
| 5 | AVLV | AMERICAN CENTY ETF TR | 482K | $39M | 7.0% | +2% |
| 6 | IGM | ISHARES TR | 256K | $30M | 5.5% | ±0% |
| 7 | DGRO | ISHARES TR | 414K | $29M | 5.2% | −3% |
| 8 | VTI | VANGUARD INDEX FDS | 53K | $17M | 3.1% | +1% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 436K | $13M | 2.4% | ±0% |
| 10 | NVDA | NVIDIA CORPORATION | 54K | $9M | 1.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Financial Strategies, LLC is a Other fund managing $554 million in assets. The fund runs a portfolio of 135 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