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Portfolio (Quarterly) Guide ↗

Legacy Financial Strategies, LLC

· CIK 0001723925
13F Portfolio $554M AUM 140 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 54 Added 52 Reduced 3 Exited
Page 7 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IVW ISHARES TR 2,276.0 $257K 0.05% +60.0 +2.7% $113.12 +18.9%
122 KLAC KLA CORP Technology 173.0 $255K 0.05% +5.0 +3.0% $1475.40 +19.0%
123 MA MASTERCARD INCORPORATED Financial Services 503.0 $251K 0.04% -69.0 -12.1% $499.33 +1.3%
124 SDSI AMERICAN CENTY ETF TR 4,715.0 $242K 0.04% NEW $51.29 -0.2%
125 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,202.0 $238K 0.04% +825.0 +15.3% $38.42 +13.2%
126 IVE ISHARES TR 1,116.0 $236K 0.04% $211.15 +6.3%
127 KR KROGER CO Consumer Defensive 3,253.0 $235K 0.04% $72.36 -5.6%
128 IGV ISHARES TR 2,888.0 $231K 0.04% -4K -60.3% $80.05 +14.9%
129 SCHM SCHWAB STRATEGIC TR 7,021.0 $217K 0.04% +321.0 +4.8% $30.96 +8.4%
130 MINT PIMCO ETF TR 2,149.0 $216K 0.04% -22.0 -1.0% $100.58 -0.0%
131 GE GE AEROSPACE Industrials 751.0 $213K 0.04% +37.0 +5.2% $283.79 +0.8%
132 VYM VANGUARD WHITEHALL FDS 1,430.0 $212K 0.04% $148.10 +5.3%
133 GS GOLDMAN SACHS GROUP INC Financial Services 248.0 $210K 0.04% +12.0 +5.1% $846.38 +11.8%
134 XLI SELECT SECTOR SPDR TR 1,284.0 $208K 0.04% -801.0 -38.4% $161.73 +4.3%
135 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 2,819.0 $205K 0.04% -33K -92.1% $72.69 +9.2%
136 VDC VANGUARD WORLD FD 912.0 $205K 0.04% NEW $224.58 +4.5%
137 TWO HARBORS INVENTMENT CORPO 15,050.0 $172K 0.03% $11.42
138 ABR ARBOR REALTY TRUST INC Real Estate 17,800.0 $137K 0.03% NEW $7.71 -24.6%
139 ARI APOLLO COML REAL ESTATE FIN Real Estate 10,200.0 $108K 0.02% -2K -12.8% $10.56 +2.5%
140 AMC ENTMT HLDGS INC 29,694.0 $29K 0.01% +19K +190.4% $0.98
Page 7 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%