BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 7 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ANET ARISTA NETWORKS INC Technology 1,809.0 $307K 0.05% NEW $169.88 +11.0%
122 MNA NEW YORK LIFE INVESTMENTS ET 8,092.0 $295K 0.05% -520.0 -6.0% $36.48 +1.1%
123 XOM EXXON MOBIL CORP Energy 2,114.0 $289K 0.04% $136.71 +20.8%
124 IVE ISHARES TR 1,252.0 $284K 0.04% +136.0 +12.2% $227.06 +4.5%
125 TMO THERMO FISHER SCIENTIFIC INC Healthcare 554.0 $278K 0.04% -44.0 -7.4% $501.36 +25.5%
126 NFLX NETFLIX INC. Communication Services 3,871.0 $276K 0.04% -168.0 -4.2% $71.40 +11.5%
127 PG PROCTER & GAMBLE CO Consumer Defensive 1,875.0 $275K 0.04% -87.0 -4.4% $146.67 -1.4%
128 MA MASTERCARD INCORPORATED Financial Services 526.0 $270K 0.04% +23.0 +4.6% $513.28 +13.1%
129 GE GE AEROSPACE Industrials 719.0 $269K 0.04% -32.0 -4.3% $373.75 -6.8%
130 SCHM SCHWAB STRATEGIC TR 7,116.0 $262K 0.04% +95.0 +1.4% $36.87 -1.9%
131 VUG VANGUARD INDEX FDS 2,949.0 $254K 0.04% NEW $86.14 +1.6%
132 JEPI J P MORGAN EXCHANGE TRADED F 4,470.0 $252K 0.04% -6K -56.6% $56.48 +2.5%
133 CSCO CISCO SYS INC Technology 2,112.0 $248K 0.04% NEW $117.47 -5.5%
134 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,303.0 $243K 0.04% +1K +17.8% $33.29 +31.2%
135 SPH SUBURBAN PROPANE PARTNERS L Utilities 14,000.0 $239K 0.04% $17.10 +3.2%
136 XLI SELECT SECTOR SPDR TR 1,259.0 $233K 0.04% -25.0 -1.9% $185.23 -2.7%
137 GS GOLDMAN SACHS GROUP INC Financial Services 228.0 $231K 0.04% -20.0 -8.1% $1011.88 +2.7%
138 CSX CSX CORP Industrials 4,853.0 $231K 0.04% NEW $47.53 +8.5%
139 SPHY SPDR SERIES TRUST 9,611.0 $225K 0.04% NEW $23.44 -0.6%
140 SUB ISHARES TR 2,060.0 $219K 0.03% -899.0 -30.4% $106.47 -0.2%
Page 7 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%