What does LEGACY FINANCIAL GROUP, INC. hold?

LEGACY FINANCIAL GROUP, INC.'s 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1965579.

What is LEGACY FINANCIAL GROUP, INC.'s AUM?

LEGACY FINANCIAL GROUP, INC. reported approximately $443.5M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source LEGACY FINANCIAL GROUP, INC.'s holdings?

All LEGACY FINANCIAL GROUP, INC. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1965579. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is LEGACY FINANCIAL GROUP, INC.'s 13F data updated on 13F Pro?

LEGACY FINANCIAL GROUP, INC.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

LEGACY FINANCIAL GROUP, INC.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1965579

Institutional-grade research for retail investors

Sector Allocation

Other88.8%$393.7M
Technology6.1%$27.1M
Energy1.5%$6.8M
Financials1.4%$6.4M
Consumer Staples0.6%$2.6M
Consumer Discretionary0.5%$2.1M
Healthcare0.5%$2.0M
Industrials0.4%$1.9M
Utilities0.1%$373,080
Communication Services0.1%$250,753

AUM History

13fpro.ai/research/fund/legacy-financial-group-inc-1965579

Conviction and streaks

Stable · top 10 = 62.2%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold12.4% weight · held 9 quarters

$Conviction hold8.6% weight · held 9 quarters

$Conviction hold6.5% weight · held 9 quarters

$Conviction hold5.8% weight · held 9 quarters

$Conviction hold5.6% weight · held 9 quarters

$Accumulating+112% shares · 9 quarters running

$Accumulating+95% shares · 9 quarters running

$Accumulating+91% shares · 9 quarters running

$Accumulating+152% shares · 9 quarters running

$Accumulating+284% shares · 9 quarters running

$Trimming-19% shares · 9 quarters running

$Trimming-41% shares · 9 quarters running

$Trimming-16% shares · 8 quarters running

$SPYTrimming-18% shares · 8 quarters running

$Trimming-12% shares · 6 quarters running

Largest positions — Q3 2026

AMERICAN
$54.8M
VANGUARD
$37.9M
DIMENSIONAL
$28.7M
DIMENSIONAL
$25.9M
DIMENSIONAL
$24.7M
DIMENSIONAL
$22.1M
DIMENSIONAL
$22.0M
DFA
$22.0M
DIMENSIONAL
$21.3M
DIMENSIONAL
$16.2M
DIMENSIONAL
$12.7M
AAPL
$12.4M
DIMENSIONAL
$12.2M
VANGUARD
$10.6M
DIMENSIONAL
$9.5M
SCHWAB
$7.0M
DIMENSIONAL
$5.7M
DFA
$5.5M
ISHARES
$4.8M
DIMENSIONAL
$4.5M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/legacy-financial-group-inc-1965579

LEGACY FINANCIAL GROUP, INC. 13F holdings — Q3 2026

$443.5M portfolio (+3.5% QoQ) · 108 holdings · Q3 2026 13F · top 10 are 62% of the stock portfolio

1
AMERICAN CENTY ETF TR - US EQT ETF
$54.8M
12.4% of stocks
+10%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$37.9M
8.6% of stocks
-0.7%This quarter—Since filed—Held
AIQuality—Est. buy—
3
DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF
$28.7M
6.5% of stocks
+15%This quarter—Since filed—Held
AIQuality—Est. buy—
4
DIMENSIONAL ETF TRUST - WORLD EX US CORE
$25.9M
5.8% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
5
DIMENSIONAL ETF TRUST - US MKTWIDE VALUE
$24.7M
5.6% of stocks
-0.5%This quarter—Since filed—Held
AIQuality—Est. buy—
6
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
$22.1M
5.0% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—
7
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$22.0M
5.0% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
8
DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI
$22.0M
5.0% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
9
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$21.3M
4.8% of stocks
-5%This quarter—Since filed—Held
AIQuality—Est. buy—
10
DIMENSIONAL ETF TRUST - US CORE EQT MKT
$16.2M
3.6% of stocks
-0.4%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	AMERICAN CENTY ETF TR - US EQT ETF	$54.8M	12.4%	+10%	—	—	—	—
2	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	$37.9M	8.6%	-0.7%	—	—	—	—
3	DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF	$28.7M	6.5%	+15%	—	—	—	—
4	DIMENSIONAL ETF TRUST - WORLD EX US CORE	$25.9M	5.8%	+5%	—	—	—	—
5	DIMENSIONAL ETF TRUST - US MKTWIDE VALUE	$24.7M	5.6%	-0.5%	—	—	—	—
6	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	$22.1M	5.0%	+7%	—	—	—	—
7	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	$22.0M	5.0%	-3%	—	—	—	—
8	DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI	$22.0M	5.0%	New	—	New this quarter	—	—
9	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	$21.3M	4.8%	-5%	—	—	—	—
10	DIMENSIONAL ETF TRUST - US CORE EQT MKT	$16.2M	3.6%	-0.4%	—	—	—	—

All holdings — LEGACY FINANCIAL GROUP, INC. (Q3 2026)

Sort

108 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	DIMENSIONAL ETF TRUST - US LARG VALU ETFetf/fund	—	$12.7M	2.9%	317K	+4%	—	—	13F
12	$AAPL	Apple Inc.	Technology	$12.4M	2.8%	37K	+0.1%	9+ qtrs	75.7	13F
13	—	DIMENSIONAL ETF TRUST - CORE FIXE IN ETFetf/fund	—	$12.2M	2.8%	304K	-11%	—	—	13F
14	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETFetf/fund	—	$10.6M	2.4%	227K	+4%	—	—	13F
15	—	DIMENSIONAL ETF TRUST - US TARGETED VLUetf/fund	—	$9.5M	2.1%	143K	-3%	—	—	13F
16	—	SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund	—	$7.0M	1.6%	232K	-2%	—	—	13F
17	—	DIMENSIONAL ETF TRUST - EMGR CRE EQT MNGetf/fund	—	$5.7M	1.3%	145K	-12%	—	—	13F
18	—	DFA INVT DIMENSIONS GROUP IN - REAL ESTATE SECU	—	$5.5M	1.3%	229K	New	—	—	13F
19	—	ISHARES TR - RUS 1000 GRW ETFetf/fund	—	$4.8M	1.1%	39K	-0.5%	—	—	13F
20	—	DIMENSIONAL ETF TRUST - INTL CORE EQUITYetf/fund	—	$4.5M	1.0%	121K	+14%	—	—	13F
21	—	DIMENSIONAL ETF TRUST - EMERGING MKTS COetf/fund	—	$4.5M	1.0%	114K	-1%	—	—	13F
22	—	AMERICAN CENTY ETF TR - US LARGE CAP VLUetf/fund	—	$4.0M	0.9%	44K	+6%	—	—	13F
23	$OKE	ONEOK INC /NEW/	Energy	$4.0M	0.9%	46K	+0.5%	9+ qtrs	71.0	13F
24	$NVDA	NVIDIA CORP	Technology	$3.9M	0.9%	17K	+8%	9+ qtrs	86.0	13F
25	—	VANGUARD INDEX FDS - REAL ESTATE ETFetf/fund	—	$3.5M	0.8%	40K	-8%	—	—	13F
26	—	DIMENSIONAL ETF TRUST - US SMALL CAP ETF	—	$3.4M	0.8%	44K	-0.8%
27	$MSFT	MICROSOFT CORP	Technology	$3.2M	0.7%	6,299	+7%
28	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$3.2M	0.7%	6,336	+1%
29	$GOOG	Alphabet Inc.	Technology	$2.8M	0.6%	8,313	+0.2%
30	—	ISHARES TR - SHRT NAT MUN ETF	—	$2.8M	0.6%	27K	+12%
31	—	DFA INVT DIMENSIONS GROUP IN - U.S. SML CP VAL	—	$2.7M	0.6%	72K	New
32	—	AMERICAN CENTY ETF TR - AVANTIS US LARG	—	$2.4M	0.6%	27K	+28%
33	—	VANGUARD MALVERN FDS - STRM INFPROIDX	—	$2.4M	0.6%	49K	+3%
34	—	AMERICAN CENTY ETF TR - INTL EQT ETF	—	$2.0M	0.5%	22K	New
35	—	ISHARES TR - CORE S&P500 ETF	—	$1.6M	0.3%	2,025	-2%
36	$AMZN	AMAZON COM INC	Consumer Discretionary	$1.5M	0.3%	6,163	+2%
37	$GOOGL	Alphabet Inc.	Technology	$1.5M	0.3%	4,259	+13%
38	—	DIMENSIONAL ETF TRUST - WORLD EQUITY ETF	—	$1.4M	0.3%	17K	-6%
39	$WMT	Walmart Inc.	Consumer Staples	$1.4M	0.3%	13K	+0.8%
40	—	DIMENSIONAL ETF TRUST - NATL MUN BD ETF	—	$1.2M	0.3%	26K	-40%
41	—	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	—	$1.2M	0.3%	13K	New
42	$SPY	SPDR S&P 500 ETF TRUST	—	$1.1M	0.2%	1,424	-3%
43	—	AMERICAN CENTY ETF TR - AVAN U S QUA ETF	—	$1.0M	0.2%	15K	+10%
44	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$986K	0.2%	2,634	+3%
45	$CAT	CATERPILLAR INC	Industrials	$946K	0.2%	1,167	+9%
46	—	AMERICAN CENTY ETF TR - US SML CP VALU	—	$840K	0.2%	7,130	+42%
47	$BANF	BANCFIRST CORP /OK/	Financials	$808K	0.2%	7,675	-21%
48	—	AMERICAN CENTY ETF TR - AVANTIS CORE FI	—	$774K	0.2%	20K	New
49	$WMB	WILLIAMS COMPANIES, INC.	Energy	$769K	0.2%	11K	-7%
50	—	VANGUARD WORLD FD - INF TECH ETF	—	$744K	0.2%	5,921	—
51	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$721K	0.2%	975	-55%
52	$PGR	PROGRESSIVE CORP/OH/	Financials	$658K	0.1%	3,176	—
53	$JPM	JPMORGAN CHASE & CO	Financials	$629K	0.1%	1,902	+2%
54	$MU	MICRON TECHNOLOGY INC	Technology	$618K	0.1%	580	+62%
55	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$593K	0.1%	3,032	+2%
56	$ABBV	AbbVie Inc.	Healthcare	$587K	0.1%	2,245	+1%
57	$XOM.R34088	EXXON MOBIL CORP	Energy	$578K	0.1%	3,552	+7%
58	$PM	Philip Morris International Inc.	Consumer Staples	$563K	0.1%	2,948	+25%
59	$META	Meta Platforms, Inc.	Technology	$554K	0.1%	764	+6%
60	—	VANGUARD INDEX FDS - MRNGSTR LRG CAP	—	$525K	0.1%	1,493	—
61	$AVGO	Broadcom Inc.	Technology	$518K	0.1%	1,475	+33%
62	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$503K	0.1%	718	+3%
63	—	DIMENSIONAL ETF TRUST - ULTR FIX INC ETF	—	$492K	0.1%	9,742	+27%
64	$CVX	CHEVRON CORP	Energy	$488K	0.1%	2,391	+15%
65	$LLY	ELI LILLY & Co	Healthcare	$412K	0.1%	356	+34%
66	$MRK	Merck & Co., Inc.	Healthcare	$395K	0.1%	2,715	+19%
67	$AMD	ADVANCED MICRO DEVICES INC	Technology	$394K	0.1%	644	—
68	—	ISHARES TR - DOW JONES US ETF	—	$392K	0.1%	2,112	—
69	$JNJ	JOHNSON & JOHNSON	Healthcare	$387K	0.1%	1,463	+9%
70	—	COHEN & STEERS ETF TRUST - PFD IN OP AC ETF	—	$376K	0.1%	15K	+56%
71	$OGE	OGE ENERGY CORP.	Utilities	$373K	0.1%	8,214	-1%
72	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$341K	0.1%	2,043	—
73	$CSCO	CISCO SYSTEMS, INC.	Technology	$335K	0.1%	3,113	+8%
74	—	ISHARES TR - RUS 1000 ETF	—	$333K	0.1%	800	—
75	—	COHEN & STEERS ETF TRUST - SHORT DURATN PFD	—	$307K	0.1%	13K	+14%
76	$MPC	Marathon Petroleum Corp	Energy	$306K	0.1%	773	New
77	$MCD	MCDONALDS CORP	Consumer Discretionary	$304K	0.1%	1,316	—
78	$RTX	RTX Corp	Industrials	$285K	0.1%	1,537	+16%
79	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$283K	0.1%	1,875	New
80	$V	VISA INC.	Financials	$276K	0.1%	769	+4%
81	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$276K	0.1%	606	+12%
82	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$275K	0.1%	8,427	New
83	$TSLA	Tesla, Inc.	Consumer Discretionary	$273K	0.1%	770	—
84	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	Energy	$271K	0.1%	7,616	—
85	—	VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD	—	$264K	0.1%	1,200	—
86	$ARLP	ALLIANCE RESOURCE PARTNERS LP	Energy	$257K	0.1%	11K	—
87	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$255K	0.1%	280	+12%
88	$ASML	ASML HOLDING NV	Technology	$254K	0.1%	140	+27%
89	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$252K	0.1%	2,964	-2%
90	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$251K	0.1%	5,467	-0.8%
91	$AXP	AMERICAN EXPRESS CO	Financials	$241K	0.1%	792	—
92	—	ISHARES TR - CORE S&P MCP ETF	—	$240K	0.1%	3,343	-0.0%
93	—	DIMENSIONAL ETF TRUST - INTL HIGH PROFIT	—	$238K	0.1%	7,076	—
94	$FCX	FREEPORT-MCMORAN INC	Materials	$238K	0.1%	3,398	New
95	$DE	DEERE & CO	Industrials	$232K	0.1%	346	+8%
96	—	ETF SER SOLUTIONS - CLEARSHS ULTRA	—	$226K	0.1%	2,253	-1%
97	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$225K	0.1%	964	-0.8%
98	$PG	PROCTER & GAMBLE Co	Consumer Staples	$222K	0.1%	1,529	+3%
99	$BLK	BlackRock, Inc.	Financials	$217K	0.1%	205	New
100	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$215K	0.1%	586	+11%
101	$ROK	ROCKWELL AUTOMATION, INC	Industrials	$214K	0.1%	492	+2%
102	$MO	ALTRIA GROUP, INC.	Consumer Staples	$213K	0.1%	3,160	+7%
103	$PJT	PJT Partners Inc.	Financials	$213K	0.1%	1,491	—
104	—	VANGUARD INDEX FDS - MRNGSTR SML CAP	—	$211K	0.1%	742	—
105	$MA	Mastercard Inc	Financials	$208K	0.1%	377	New
106	$URI	UNITED RENTALS, INC.	Industrials	$203K	0.1%	203	-8%
107	—	ISHARES TR - RUS MD CP GR ETF	—	$202K	0.1%	1,468	—
108	$COP	CONOCOPHILLIPS	Energy	$200K	0.1%	1,599	New

What changed in Q3 2026

Against the previous quarter's 13F: 13 new, 51 added to, 27 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.

New positions (13)

DFA INVT DIMENSIONS GROUP IN - U.S. HIGH RELATI$22.0M
first bought this quarter
DFA INVT DIMENSIONS GROUP IN - REAL ESTATE SECU$5.5M
first bought this quarter
DFA INVT DIMENSIONS GROUP IN - U.S. SML CP VAL$2.7M
first bought this quarter
AMERICAN CENTY ETF TR - INTL EQT ETF$2.0M
first bought this quarter
AMERICAN CENTY ETF TR - AVANTIS EMGMKT$1.2M
first bought this quarter
AMERICAN CENTY ETF TR - AVANTIS CORE FI$774K
first bought this quarter

+7 more in the Excel export

Added to (51)

AMERICAN CENTY ETF TR - US EQT ETF+10%
now $54.8M
DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF+15%
now $28.7M
DIMENSIONAL ETF TRUST - US EQUI MARK ETF+7%
now $22.1M
DIMENSIONAL ETF TRUST - WORLD EX US CORE+5%
now $25.9M
DIMENSIONAL ETF TRUST - INTL CORE EQUITY+14%
now $4.5M
AMERICAN CENTY ETF TR - AVANTIS US LARG+28%
now $2.4M

+45 more in the Excel export

Trimmed (27)

DIMENSIONAL ETF TRUST - CORE FIXE IN ETF-11%
now $12.2M
DIMENSIONAL ETF TRUST - INTL CORE EQT MK-5%
now $21.3M
$QQQINVESCO QQQ TRUST, SERIES 1-55%
now $721K · held 9+ qtrs
DIMENSIONAL ETF TRUST - NATL MUN BD ETF-40%
now $1.2M
DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG-12%
now $5.7M
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF-3%
now $22.0M

+21 more in the Excel export

Sold out (8)

DIMENSIONAL ETF TRUST - US HIGH PROF ETFwas $21.3M
DIMENSIONAL ETF TRUST - US REAL ESTA ETFwas $5.3M
VANECK ETF TRUST - SEMICONDUCTR ETFwas $531K
$PLTRPalantir Technologies Inc.was $428K
$ETEnergy Transfer LPwas $336K
$NEENEXTERA ENERGY INCwas $245K

+2 more in the Excel export

Holdings by quarter

Every 13F LEGACY FINANCIAL GROUP, INC. has filed, 15 earlier quarters. Pick one to see what it held then.

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Is it too late to follow LEGACY FINANCIAL GROUP?

Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of LEGACY FINANCIAL GROUP's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

-0.8%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 14% over the last 4

Top 10 weight

62%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

91%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

LEGACY FINANCIAL GROUP, INC. disclosed 108 positions worth $443.5M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 13 new positions and exited 8. The portfolio is most concentrated in Other (88.8% of disclosed assets). All figures are sourced directly from LEGACY FINANCIAL GROUP, INC.’s Form 13F-HR filing with the SEC under CIK 1965579.

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AI-Powered Hedge Fund Analysis: LEGACY FINANCIAL GROUP, INC.

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Every holding in LEGACY FINANCIAL GROUP, INC.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.