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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 6 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MA MASTERCARD INCORPORATED Financial Services 572.0 $327K 0.06% NEW $570.90 -12.4%
102 T AT&T INC Communication Services 13,107.0 $326K 0.06% NEW $24.84 -1.5%
103 XLI SELECT SECTOR SPDR TR 2,085.0 $323K 0.06% NEW $155.12 +9.7%
104 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,458.0 $315K 0.06% NEW $91.21 -1.0%
105 SUB ISHARES TR 2,955.0 $315K 0.06% NEW $106.68 -0.5%
106 NFLX NETFLIX INC Communication Services 3,344.0 $314K 0.06% NEW $93.76 -4.6%
107 MU MICRON TECHNOLOGY INC Technology 1,098.0 $313K 0.06% NEW $285.46 +141.5%
108 VGT VANGUARD WORLD FD 402.0 $303K 0.05% NEW $753.78 -85.2%
109 ASML ASML HOLDING N V Technology 281.0 $301K 0.05% NEW $1069.86 +37.5%
110 IWS ISHARES TR 2,070.0 $292K 0.05% NEW $141.05 +10.1%
111 KO COCA COLA CO Consumer Defensive 4,114.0 $288K 0.05% NEW $69.91 +15.6%
112 EVRG EVERGY INC Utilities 3,893.0 $282K 0.05% NEW $72.49 +12.3%
113 PM PHILIP MORRIS INTL INC Consumer Defensive 1,746.0 $280K 0.05% NEW $160.43 +19.1%
114 CVX CHEVRON CORP NEW Energy 1,835.0 $280K 0.05% NEW $152.38 +27.8%
115 IVW ISHARES TR 2,216.0 $273K 0.05% NEW $123.24 +10.0%
116 PG PROCTER AND GAMBLE CO Consumer Defensive 1,877.0 $269K 0.05% NEW $143.34 -1.2%
117 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,377.0 $267K 0.05% NEW $49.65 -12.9%
118 DE DEERE & CO Industrials 568.0 $264K 0.05% NEW $465.57 +21.2%
119 QQQ INVESCO QQQ TR Financial Services 430.0 $264K 0.05% NEW $614.36 +14.5%
120 SPH SUBURBAN PROPANE PARTNERS L Utilities 14,000.0 $260K 0.05% NEW $18.54 +8.0%
Page 6 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%