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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 1 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHG SCHWAB STRATEGIC TR 2,899,431.0 $84.5M 15.24% +46K +1.6% $29.13 +17.6%
2 SCHB SCHWAB STRATEGIC TR 2,614,587.0 $65.6M 11.84% +21K +0.8% $25.10 +13.2%
3 AGG ISHARES TR 465,781.0 $46.2M 8.34% +4K +0.9% $99.27 -1.3%
4 AVDE AMERICAN CENTY ETF TR 470,141.0 $39.9M 7.20% +65K +16.1% $84.84 +5.4%
5 AVLV AMERICAN CENTY ETF TR 481,853.0 $38.8M 7.01% +11K +2.4% $80.61 +9.0%
6 IGM ISHARES TR 256,060.0 $30.3M 5.48% $118.51 +30.1%
7 DGRO ISHARES TR 414,367.0 $29.1M 5.25% -12K -2.8% $70.18 +4.5%
8 VTI VANGUARD INDEX FDS 52,955.0 $17.0M 3.07% +777.0 +1.5% $320.81 +13.1%
9 SCHD SCHWAB STRATEGIC TR 436,471.0 $13.4M 2.42% $30.68 +3.4%
10 NVDA NVIDIA CORPORATION Technology 54,128.0 $9.4M 1.70% +696.0 +1.3% $174.40 +35.2%
11 MUB ISHARES TR 77,349.0 $8.2M 1.48% +2K +3.2% $106.15 -0.0%
12 AAPL APPLE INC Technology 31,737.0 $8.1M 1.45% -350.0 -1.1% $253.79 +18.3%
13 SMH VANECK ETF TRUST 18,476.0 $7.1M 1.28% +1K +6.3% $383.40 +45.1%
14 SPY STATE STR SPDR S&P 500 ETF T Financial Services 8,563.0 $5.6M 1.00% -87.0 -1.0% $650.34 +13.7%
15 IJR ISHARES TR 40,794.0 $5.1M 0.92% -7K -14.1% $124.31 +7.7%
16 SPMO INVESCO EXCH TRADED FD TR II 44,261.0 $5.0M 0.90% +3K +8.5% $112.11 +28.0%
17 CAT CATERPILLAR INC Industrials 6,875.0 $4.9M 0.88% +3K +91.0% $708.46 +25.4%
18 VOO VANGUARD INDEX FDS 8,010.0 $4.8M 0.86% -696.0 -8.0% $597.53 +13.7%
19 BERKSHIRE HATHAWAY INC DEL 9,799.0 $4.7M 0.85% -147.0 -1.5% $479.20
20 WMT WALMART INC Consumer Defensive 33,633.0 $4.2M 0.75% -3K -7.2% $124.28 +6.6%
Page 1 of 7  ·  140 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%