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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 6 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AOS SMITH A O CORP Industrials 6,177.0 $387K 0.06% -2K -27.2% $62.72 +0.6%
102 XLY SELECT SECTOR SPDR TR 3,286.0 $385K 0.06% $117.28 +0.6%
103 VGT VANGUARD WORLD FD 3,216.0 $384K 0.06% +3K +700.0% $119.52 -0.9%
104 AVUV AMERICAN CENTY ETF TR 3,071.0 $383K 0.06% -768.0 -20.0% $124.78 +1.3%
105 VTV VANGUARD INDEX FDS 1,715.0 $374K 0.06% $217.97 +3.9%
106 DE DEERE & CO Industrials 589.0 $374K 0.06% $634.33 +2.1%
107 CASY CASEYS GEN STORES INC Consumer Cyclical 469.0 $373K 0.06% $794.79 +5.2%
108 JPIE J P MORGAN EXCHANGE TRADED F 7,570.0 $349K 0.05% NEW $46.05 -0.4%
109 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,181.0 $346K 0.05% -203.0 -14.7% $293.14 +4.1%
110 KO COCA COLA CO Consumer Defensive 4,194.0 $341K 0.05% +80.0 +1.9% $81.27 +12.1%
111 IWS ISHARES TR 2,070.0 $341K 0.05% $164.60 +4.5%
112 EVRG EVERGY INC Utilities 3,893.0 $336K 0.05% $86.43 -6.4%
113 PM PHILIP MORRIS INTL INC Consumer Defensive 1,841.0 $333K 0.05% +138.0 +8.1% $180.93 +4.0%
114 KLAC KLA CORP Technology 1,103.0 $333K 0.05% +930.0 +537.6% $301.81 -39.0%
115 IVW ISHARES TR 2,401.0 $330K 0.05% +125.0 +5.5% $137.53 +0.9%
116 CVX CHEVRON CORPORATION Energy 1,980.0 $328K 0.05% -27.0 -1.4% $165.73 +23.8%
117 SPACE EXPLORATION TECHN CORP 1,858.0 $317K 0.05% NEW $170.86
118 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,441.0 $317K 0.05% -115.0 -3.2% $92.09 -3.2%
119 AMAT APPLIED MATLS INC Technology 435.0 $315K 0.05% NEW $723.00 -31.9%
120 HD HOME DEPOT INC Consumer Cyclical 888.0 $313K 0.05% -162.0 -15.4% $352.65 -4.8%
Page 6 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%