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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TROW	PRICE T ROWE GROUP INC	Financial Services	17,573	$1.8M	0.32%	SOLD
2	ANET	ARISTA NETWORKS INC	Technology	1,854	$243K	0.04%	SOLD
3	VB	VANGUARD INDEX FDS	—	798	$206K	0.04%	SOLD

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%