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Legacy Financial Strategies, LLC 13F holdings

Filed 2026-07-21 · Legacy Financial Strategies, LLC · 152 positions · $645.7M

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TickerCompanySharesValue% of portfolio
SCHGSCHWAB STRATEGIC TR2.9M$99.4M15.4%
SCHBSCHWAB STRATEGIC TR2.7M$77.2M12.0%
AGGISHARES TR458.4K$45.4M7.0%
AVLVAMERICAN CENTY ETF TR487.2K$44.4M6.9%
AVDEAMERICAN CENTY ETF TR483.7K$43.1M6.7%
IGMISHARES TR255.7K$41.8M6.5%
DGROISHARES TR418.4K$31.7M4.9%
VTIVANGUARD INDEX FDS53.8K$19.9M3.1%
—AMERICAN CENTY ETF TR330.1K$17.0M2.6%
SCHDSCHWAB STRATEGIC TR437.3K$13.9M2.1%
SMHVANECK ETF TRUST18.9K$12.4M1.9%
NVDANVIDIA CORPORATION54.2K$10.8M1.7%
AAPLAPPLE INC32.0K$9.3M1.4%
SPMOINVESCO EXCH TRADED FD TR II48.5K$7.8M1.2%
MUBISHARES TR72.0K$7.8M1.2%
CATCATERPILLAR INC6.6K$7.0M1.1%
SPYSTATE STR SPDR S&P 500 ETF T8.6K$6.4M1.0%
IJRISHARES TR39.3K$5.8M0.9%
VOOVANGUARD INDEX FDS7.4K$5.1M0.8%
BRK-BBERKSHIRE HATHAWAY INC DEL9.7K$4.8M0.8%
WMTWALMART INC32.8K$3.7M0.6%
AFLAFLAC INC31.2K$3.7M0.6%
MSFTMICROSOFT CORP9.6K$3.6M0.6%
CINFCINCINNATI FINL CORP18.2K$3.4M0.5%
LINLINDE PLC6.4K$3.3M0.5%
SHWSHERWIN WILLIAMS CO9.5K$3.3M0.5%
AMZNAMAZON COM INC13.5K$3.2M0.5%
ATOATMOS ENERGY CORP18.2K$3.1M0.5%
NEENEXTERA ENERGY INC34.8K$3.1M0.5%
GOOGLALPHABET INC8.5K$3.0M0.5%
NDSNNORDSON CORP10.0K$3.0M0.5%
CTASCINTAS CORP17.8K$3.0M0.5%
GWWWW GRAINGER INC2.1K$2.9M0.4%
JKHYHENRY JACK & ASSOC INC20.6K$2.8M0.4%
LOWLOWES COS INC12.4K$2.7M0.4%
FASTFASTENAL CO55.1K$2.6M0.4%
AVGOBROADCOM INC6.8K$2.6M0.4%
MMITNEW YORK LIFE INVTS ACTIVE E102.8K$2.5M0.4%
ADPAUTOMATIC DATA PROCESSING IN11.0K$2.5M0.4%
MUMICRON TECHNOLOGY INC2.0K$2.3M0.4%
IUSVISHARES TR20.7K$2.3M0.4%
ECLECOLAB INC7.9K$2.2M0.3%
MCDMCDONALDS CORP7.8K$2.1M0.3%
BROBROWN & BROWN INC32.5K$2.1M0.3%
CRWDCROWDSTRIKE HLDGS INC2.6K$2.0M0.3%
NUENUCOR CORP9.0K$2.0M0.3%
ABTABBOTT LABORATORIES21.4K$1.9M0.3%
TSLATESLA INC4.5K$1.9M0.3%
AMDADVANCED MICRO DEVICES INC3.2K$1.9M0.3%
ITWILLINOIS TOOL WKS INC6.9K$1.9M0.3%
JPMJPMORGAN CHASE & CO5.5K$1.8M0.3%
ROPROPER TECHNOLOGIES INC5.3K$1.8M0.3%
PLTRPALANTIR TECHNOLOGIES INC14.2K$1.7M0.3%
JAAAJANUS DETROIT STR TR32.4K$1.6M0.3%
ERIEERIE INDTY CO6.6K$1.6M0.2%
ABBVABBVIE INC5.4K$1.4M0.2%
TSMTAIWAN SEMICONDUCTOR MANUFAC2.6K$1.2M0.2%
BNDVANGUARD BD INDEX FDS15.7K$1.1M0.2%
METAMETA PLATFORMS INC2.0K$1.1M0.2%
GOOGALPHABET INC3.2K$1.1M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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