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Portfolio (Quarterly) Guide ↗

LEGACY FINANCIAL GROUP, INC.

· CIK 0001965579
13F Portfolio $429M AUM 104 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 104 New
Page 4 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 META META PLATFORMS INC Communication Services 722.0 $407K 0.10% NEW $563.29 +2.3%
62 OGE OGE ENERGY CORP Utilities 8,298.0 $404K 0.09% NEW $48.66 -4.3%
63 DUSB DIMENSIONAL ETF TRUST 7,687.0 $390K 0.09% NEW $50.78 -0.0%
64 IYY ISHARES TR 2,112.0 $385K 0.09% NEW $182.28 +2.4%
65 XLI SELECT SECTOR SPDR TR 2,043.0 $378K 0.09% NEW $185.23 -2.6%
66 AMD ADVANCED MICRO DEVICES INC Technology 644.0 $374K 0.09% NEW $580.91 -17.2%
67 MCD MCDONALDS CORP Consumer Cyclical 1,316.0 $356K 0.08% NEW $270.33 -1.3%
68 CVX CHEVRON CORPORATION Energy 2,071.0 $343K 0.08% NEW $165.74 +20.8%
69 JNJ JOHNSON & JOHNSON Healthcare 1,337.0 $340K 0.08% NEW $253.97 +6.3%
70 CSCO CISCO SYS INC Technology 2,877.0 $338K 0.08% NEW $117.46 -4.3%
71 ET ENERGY TRANSFER L P Energy 17,550.0 $336K 0.08% NEW $19.12 +12.1%
72 IWB ISHARES TR 800.0 $328K 0.08% NEW $409.50 +2.5%
73 TSLA TESLA INC Consumer Cyclical 770.0 $324K 0.08% NEW $420.60 -17.8%
74 LLY ELI LILLY & CO Healthcare 265.0 $317K 0.07% NEW $1197.69 -0.6%
75 MRK MERCK & CO INC Healthcare 2,283.0 $293K 0.07% NEW $128.50 +19.2%
76 EPD ENTERPRISE PRODS PARTNERS L 7,616.0 $280K 0.07% NEW $36.76
77 CSSD COHEN & STEERS ETF TRUST 10,985.0 $276K 0.06% NEW $25.16 +0.1%
78 AXP AMERICAN EXPRESS CO Financial Services 792.0 $268K 0.06% NEW $338.25 -0.6%
79 VOOV VANGUARD ADMIRAL FDS INC 1,200.0 $263K 0.06% NEW $219.21 +4.8%
80 VXUS VANGUARD STAR FDS 3,033.0 $259K 0.06% NEW $85.48 +2.7%
Page 4 of 6  ·  104 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 44.0%
Energy 14.9%
Financial Services 13.7%
Consumer Defensive 6.1%
Consumer Cyclical 5.5%
Industrials 4.9%
Communication Services 4.7%
Healthcare 4.1%
Utilities 1.5%
Basic Materials 0.5%