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Portfolio (Quarterly) Guide ↗

Legacy Financial Strategies, LLC

· CIK 0001723925
13F Portfolio $565M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 138 New
Page 4 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FNDX SCHWAB STRATEGIC TR 36,795.0 $1.0M 0.18% NEW $27.21 +11.6%
62 VIG VANGUARD SPECIALIZED FUNDS 4,517.0 $993K 0.18% NEW $219.77 +4.9%
63 GOOG ALPHABET INC Communication Services 3,097.0 $972K 0.17% NEW $313.81 +25.3%
64 HON HONEYWELL INTL INC Industrials 4,908.0 $958K 0.17% NEW $195.09 +9.3%
65 IBM INTERNATIONAL BUSINESS MACHS Technology 3,127.0 $926K 0.16% NEW $296.25 -26.0%
66 IOO ISHARES TR 6,518.0 $826K 0.15% NEW $126.67 +11.2%
67 LLY ELI LILLY & CO Healthcare 763.0 $820K 0.14% NEW $1075.23 -6.4%
68 IGV ISHARES TR 7,269.0 $768K 0.14% NEW $105.69 -12.1%
69 CANADIAN PACIFIC KANSAS CITY 10,192.0 $750K 0.13% NEW $73.63
70 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,416.0 $734K 0.13% NEW $303.89 +33.1%
71 AXP AMERICAN EXPRESS CO Financial Services 1,893.0 $700K 0.12% NEW $369.96 -15.6%
72 RSP INVESCO EXCHANGE TRADED FD T 3,589.0 $688K 0.12% NEW $191.58 +5.9%
73 V VISA INC Financial Services 1,909.0 $670K 0.12% NEW $350.76 -7.1%
74 SPHB INVESCO EXCH TRADED FD TR II 5,500.0 $643K 0.11% NEW $116.97 +15.9%
75 JNJ JOHNSON & JOHNSON Healthcare 3,023.0 $626K 0.11% NEW $206.93 +9.6%
76 FIDELITY COVINGTON TRUST 8,354.0 $621K 0.11% NEW $74.28
77 AMD ADVANCED MICRO DEVICES INC Technology 2,651.0 $568K 0.10% NEW $214.16 +96.6%
78 SO SOUTHERN CO Utilities 6,070.0 $529K 0.09% NEW $87.20 +6.1%
79 EOT EATON VANCE NATL MUN OPPORT Financial Services 30,547.0 $517K 0.09% NEW $16.91 -0.8%
80 GLD SPDR GOLD TR Financial Services 1,263.0 $501K 0.09% NEW $396.31 +5.3%
Page 4 of 7  ·  138 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 27.1%
Financial Services 19.3%
Industrials 18.5%
Consumer Cyclical 7.1%
Consumer Defensive 7.0%
Utilities 5.8%
Communication Services 4.8%
Basic Materials 4.7%
Healthcare 4.5%
Energy 1.1%