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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 4 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VIG VANGUARD SPECIALIZED FUNDS 4,518.0 $1.1M 0.17% $236.61 +3.1%
62 LLY ELI LILLY & CO Healthcare 844.0 $1.0M 0.16% +63.0 +8.1% $1199.98 +4.6%
63 TMUS T-MOBILE US INC Communication Services 5,962.0 $1.0M 0.15% +428.0 +7.7% $167.73 +9.1%
64 XLV SELECT SECTOR SPDR TR 6,154.0 $976K 0.15% -242.0 -3.8% $158.67 +10.1%
65 SPGI S&P GLOBAL INC Financial Services 2,384.0 $971K 0.15% -4K -62.9% $407.18 +5.9%
66 HYMB SPDR SERIES TRUST 35,136.0 $894K 0.14% -932.0 -2.6% $25.44 -2.5%
67 CANADIAN PACIFIC KANSAS CITY 10,192.0 $883K 0.14% $86.65
68 SPHB INVESCO EXCH TRADED FD TR II 5,500.0 $856K 0.13% $155.59 -4.6%
69 IOO ISHARES TR 6,203.0 $847K 0.13% $136.60 +5.3%
70 GEV GE VERNOVA INC Utilities 719.0 $845K 0.13% +58.0 +8.8% $1174.86 -18.6%
71 QQQ INVESCO QQQ TR Financial Services 1,095.0 $807K 0.12% +492.0 +81.6% $736.61 -3.1%
72 JNJ JOHNSON & JOHNSON Healthcare 3,070.0 $780K 0.12% -33.0 -1.1% $253.98 +6.4%
73 RSP INVESCO EXCHANGE TRADED FD T 3,555.0 $756K 0.12% $212.75 +4.2%
74 FNDX SCHWAB STRATEGIC TR 20,769.0 $646K 0.10% -11K -33.7% $31.10 +4.6%
75 ASML ASML HLDG NV Technology 323.0 $643K 0.10% +32.0 +11.0% $1989.44 -11.3%
76 AXP AMERICAN EXPRESS CO Financial Services 1,863.0 $630K 0.10% $338.26 -0.7%
77 FIDELITY COVINGTON TRUST 7,986.0 $617K 0.10% -283.0 -3.4% $77.25
78 IBM INTERNATIONAL BUSINESS MACHS Technology 2,181.0 $613K 0.10% -1K -31.5% $281.26 -16.2%
79 V VISA INC Financial Services 1,756.0 $602K 0.09% +46.0 +2.7% $343.01 +8.2%
80 VYM VANGUARD WHITEHALL FDS 3,730.0 $589K 0.09% +2K +160.8% $158.03 +4.4%
Page 4 of 8  ·  152 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%