§ 13F · FUND PROFILE
Legacy Financial Strategies, LLC.
AUM · $646M (13F)Positions · 152Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 2.94M | $99M | 15.4% | +1% |
| 2 | SCHB | SCHWAB STRATEGIC TR | 2.67M | $77M | 12.0% | +2% |
| 3 | AGG | ISHARES TR | 458K | $45M | 7.0% | −2% |
| 4 | AVLV | AMERICAN CENTY ETF TR | 487K | $44M | 6.9% | +1% |
| 5 | AVDE | AMERICAN CENTY ETF TR | 484K | $43M | 6.7% | +3% |
| 6 | IGM | ISHARES TR | 256K | $42M | 6.5% | ±0% |
| 7 | DGRO | ISHARES TR | 418K | $32M | 4.9% | +1% |
| 8 | VTI | VANGUARD INDEX FDS | 54K | $20M | 3.1% | +2% |
| 9 | SDSI | AMERICAN CENTY ETF TR | 330K | $17M | 2.6% | +6901% |
| 10 | SCHD | SCHWAB STRATEGIC TR | 437K | $14M | 2.1% | ±0% |
§ 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 $646 million in assets. The fund runs a portfolio of 152 positions.
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