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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 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 6,541.0 $2.0M 0.36% -499.0 -7.1% $309.49 +35.8%
22 ROP ROPER TECHNOLOGIES INC Industrials 5,582.0 $2.0M 0.36% -49.0 -0.9% $353.89 -9.0%
23 ABBV ABBVIE INC Healthcare 5,794.0 $1.3M 0.23% -103.0 -1.8% $217.48 -3.8%
24 TMUS T-MOBILE US INC Communication Services 5,534.0 $1.2M 0.21% -37.0 -0.7% $210.03 -10.9%
25 CRWD CROWDSTRIKE HLDGS INC Technology 2,512.0 $981K 0.18% -289.0 -10.3% $390.41 +53.4%
26 XLV SELECT SECTOR SPDR TR 6,396.0 $938K 0.17% -539.0 -7.8% $146.62 -1.5%
27 HYMB SPDR SERIES TRUST 36,068.0 $894K 0.16% -5K -11.7% $24.80 +0.1%
28 GOOG ALPHABET INC Communication Services 3,069.0 $880K 0.16% -28.0 -0.9% $286.88 +37.4%
29 FNDX SCHWAB STRATEGIC TR 31,305.0 $872K 0.16% -5K -14.9% $27.85 +8.7%
30 IOO ISHARES TR 6,203.0 $750K 0.14% -315.0 -4.8% $120.97 +16.9%
31 RSP INVESCO EXCHANGE TRADED FD T 3,554.0 $682K 0.12% -35.0 -1.0% $191.95 +5.1%
32 JEPI J P MORGAN EXCHANGE TRADED F 10,296.0 $584K 0.10% -8K -42.6% $56.68 -1.6%
33 FIDELITY COVINGTON TRUST 8,269.0 $582K 0.10% -85.0 -1.0% $70.36
34 SO SOUTHERN CO Utilities 5,938.0 $573K 0.10% -132.0 -2.2% $96.52 -4.1%
35 AXP AMERICAN EXPRESS CO Financial Services 1,855.0 $561K 0.10% -38.0 -2.0% $302.49 +3.0%
36 AOS SMITH A O CORP Industrials 8,480.0 $559K 0.10% -29K -77.7% $65.94 -15.0%
37 V VISA INC Financial Services 1,710.0 $517K 0.09% -199.0 -10.4% $302.16 +7.8%
38 NOBL PROSHARES TR 4,331.0 $459K 0.08% -143.0 -3.2% $106.00 -0.3%
39 AVUV AMERICAN CENTY ETF TR 3,839.0 $424K 0.08% -145.0 -3.6% $110.48 +6.4%
40 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,384.0 $402K 0.07% -131.0 -8.7% $290.44 +0.9%
Page 2 of 3  ·  52 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%