§ 13F · FUND PROFILE
Legacy Financial Strategies, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $509.6T (13F)Positions · 127Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$35.2T 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 JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 2.85M | $93.1T | 16.5% | −2% |
| 2 | SCHB | SCHWAB STRATEGIC TR | 2.59M | $68.0T | 12.0% | −3% |
| 3 | AGG | ISHARES TR | 462K | $46.1T | 8.2% | +11% |
| 4 | AVLV | AMERICAN CENTY ETF TR | 471K | $35.7T | 6.3% | +8% |
| 5 | AVDE | AMERICAN CENTY ETF TR | 405K | $33.3T | 5.9% | NEW |
| 6 | IGM | ISHARES TR | 255K | $32.9T | 5.8% | −15% |
| 7 | DGRO | ISHARES TR | 426K | $29.6T | 5.2% | −28% |
| 8 | VTI | VANGUARD INDEX FDS | 52K | $17.5T | 3.1% | −9% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 437K | $12.0T | 2.1% | −8% |
| 10 | NVDA | NVIDIA CORPORATION | 53K | $10.0T | 1.8% | +3% |
§ 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 $509625.1 trillion in assets. The fund runs a portfolio of 127 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