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Portfolio (Quarterly) Guide ↗

Legacy Financial Strategies, LLC

· CIK 0001723925
13F Portfolio $554.2B AUM 140 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 54 Added 52 Reduced 3 Exited
Page 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DE DEERE & CO Industrials 588.0 $331K 0.06% +20.0 +3.5% $563.30 +2.0%
42 JEPQ J P MORGAN EXCHANGE TRADED F 5,918.0 $329K 0.06% +198.0 +3.5% $55.52 +7.7%
43 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,556.0 $328K 0.06% +98.0 +2.8% $92.31 -2.8%
44 MNA NEW YORK LIFE INVESTMENTS ET 8,612.0 $313K 0.06% +2K +34.2% $36.35 -0.1%
45 TMO THERMO FISHER SCIENTIFIC INC Healthcare 598.0 $294K 0.05% +15.0 +2.6% $491.53 -8.8%
46 ETN EATON CORP PLC Industrials 814.0 $291K 0.05% +54.0 +7.1% $357.67 +14.1%
47 PG PROCTER & GAMBLE CO Consumer Defensive 1,962.0 $283K 0.05% +85.0 +4.5% $144.47 -1.2%
48 IVW ISHARES TR 2,276.0 $257K 0.05% +60.0 +2.7% $113.12 +20.9%
49 KLAC KLA CORP Technology 173.0 $255K 0.05% +5.0 +3.0% $1475.40 +28.3%
50 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,202.0 $238K 0.04% +825.0 +15.3% $38.42 +16.7%
51 SCHM SCHWAB STRATEGIC TR 7,021.0 $217K 0.04% +321.0 +4.8% $30.96 +9.7%
52 GE GE AEROSPACE Industrials 751.0 $213K 0.04% +37.0 +5.2% $283.79 +2.7%
53 GS GOLDMAN SACHS GROUP INC Financial Services 248.0 $210K 0.04% +12.0 +5.1% $846.38 +14.5%
54 AMC ENTMT HLDGS INC 29,694.0 $29K 0.01% +19K +190.4% $0.98
Page 3 of 3  ·  54 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.3%
Industrials 18.8%
Financial Services 17.1%
Consumer Cyclical 8.5%
Basic Materials 6.8%
Utilities 6.7%
Consumer Defensive 5.7%
Communication Services 4.9%
Healthcare 4.1%
Energy 1.9%