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Portfolio (Quarterly) Guide ↗

Legacy Financial Strategies, LLC

· CIK 0001723925
13F Portfolio $646M AUM 152 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 41 Added 59 Reduced 8 Exited
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADP AUTOMATIC DATA PROCESSING IN Industrials 10,999.0 $2.5M 0.38% -156.0 -1.4% $223.95 +25.4%
22 ECL ECOLAB INC Basic Materials 7,886.0 $2.2M 0.34% -118.0 -1.5% $278.61 +1.1%
23 MCD MCDONALDS CORP Consumer Cyclical 7,847.0 $2.1M 0.33% -465.0 -5.6% $270.30 +0.2%
24 BRO BROWN & BROWN INC Financial Services 32,531.0 $2.1M 0.32% -4K -12.0% $64.15 +13.7%
25 ABT ABBOTT LABORATORIES Healthcare 21,360.0 $1.9M 0.30% -2K -7.2% $90.74 +28.5%
26 JPM JPMORGAN CHASE & CO Financial Services 5,533.0 $1.8M 0.28% -150.0 -2.6% $327.32 +7.4%
27 ROP ROPER TECHNOLOGIES INC Industrials 5,269.0 $1.8M 0.28% -313.0 -5.6% $338.37 +21.7%
28 ABBV ABBVIE INC Healthcare 5,382.0 $1.4M 0.21% -412.0 -7.1% $251.65 +5.3%
29 BND VANGUARD BD INDEX FDS 15,663.0 $1.1M 0.18% -277.0 -1.7% $73.41 -1.6%
30 META META PLATFORMS INC Communication Services 2,028.0 $1.1M 0.18% -274.0 -11.9% $563.25 -2.4%
31 XLV SELECT SECTOR SPDR TR 6,154.0 $976K 0.15% -242.0 -3.8% $158.67 +10.1%
32 SPGI S&P GLOBAL INC Financial Services 2,384.0 $971K 0.15% -4K -62.9% $407.18 +5.9%
33 HYMB SPDR SERIES TRUST 35,136.0 $894K 0.14% -932.0 -2.6% $25.44 -2.5%
34 JNJ JOHNSON & JOHNSON Healthcare 3,070.0 $780K 0.12% -33.0 -1.1% $253.98 +6.4%
35 FNDX SCHWAB STRATEGIC TR 20,769.0 $646K 0.10% -11K -33.7% $31.10 +4.6%
36 FIDELITY COVINGTON TRUST 7,986.0 $617K 0.10% -283.0 -3.4% $77.25
37 IBM INTERNATIONAL BUSINESS MACHS Technology 2,181.0 $613K 0.10% -1K -31.5% $281.26 -16.2%
38 PANW PALO ALTO NETWORKS INC Technology 1,638.0 $559K 0.09% -191.0 -10.4% $341.02 +4.9%
39 EOT EATON VANCE NATL MUN OPPORT Financial Services 27,684.0 $488K 0.08% -3K -9.4% $17.62 -0.7%
40 GLD SPDR GOLD TR Financial Services 1,298.0 $478K 0.07% -145.0 -10.1% $368.38 +14.9%
Page 2 of 3  ·  59 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 30.0%
Industrials 18.7%
Financial Services 16.9%
Basic Materials 7.8%
Consumer Cyclical 7.7%
Utilities 5.7%
Communication Services 4.0%
Healthcare 3.8%
Consumer Defensive 3.8%
Energy 1.4%