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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 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJH ISHARES TR 3,344.0 $258K 0.06% NEW $77.12 -0.6%
82 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 539.0 $257K 0.06% NEW $477.57 -12.5%
83 V VISA INC Financial Services 741.0 $254K 0.06% NEW $343.26 +11.8%
84 ARLP ALLIANCE RESOURCE PARTNERS L Energy 10,595.0 $254K 0.06% NEW $23.98 +9.2%
85 RTX RTX CORPORATION Industrials 1,327.0 $252K 0.06% NEW $189.73 +11.7%
86 CSPF COHEN & STEERS ETF TRUST 9,579.0 $250K 0.06% NEW $26.08 -0.3%
87 URI UNITED RENTALS INC Industrials 220.0 $249K 0.06% NEW $1132.89 -6.6%
88 NEE NEXTERA ENERGY INC Utilities 2,792.0 $245K 0.06% NEW $87.77 -4.0%
89 DIHP DIMENSIONAL ETF TRUST 7,076.0 $241K 0.06% NEW $34.13 +4.5%
90 ROK ROCKWELL AUTOMATION INC Industrials 482.0 $239K 0.06% NEW $495.08 -12.8%
91 VZ VERIZON COMMUNICATIONS INC Communication Services 5,513.0 $233K 0.05% NEW $42.34 +18.5%
92 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 249.0 $233K 0.05% NEW $935.50 +2.2%
93 VIG VANGUARD SPECIALIZED FUNDS 972.0 $230K 0.05% NEW $236.62 +3.2%
94 OPER ETF SER SOLUTIONS 2,286.0 $229K 0.05% NEW $100.07 +0.2%
95 PJT PJT PARTNERS INC Financial Services 1,491.0 $225K 0.05% NEW $150.94 +15.8%
96 VB VANGUARD INDEX FDS 742.0 $225K 0.05% NEW $302.95 +0.3%
97 ASML ASML HLDG NV Technology 110.0 $219K 0.05% NEW $1989.44 -12.3%
98 UNH UNITEDHEALTH GROUP INC Healthcare 526.0 $219K 0.05% NEW $415.63 -3.5%
99 PG PROCTER & GAMBLE CO Consumer Defensive 1,483.0 $217K 0.05% NEW $146.64 -1.1%
100 IWP ISHARES TR 1,468.0 $215K 0.05% NEW $146.41 -2.7%
Page 5 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%