Legacy Financial Strategies, LLC
CIK 1723925
13F filing for Q2 2026・No. 3,354
- Holdings
- US$645.66M
- Quarter change
- +US$91.49M
- Entries
- 152
- Net bought (estimate)
- +US$20.29M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 8
- Cut 63
- Added 49
- Corporate actions 2
- Unchanged 20
Largest holdings
152 stocks worth US$645.66M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Added | 2,937,132 | US$99.39M | 15.39% |
| SCHWAB STRATEGIC TRUS BRD MKT ETF | Added | 2,665,380 | US$77.19M | 11.96% |
| ISHARES TRCORE US AGGBD ET | Cut | 458,378 | US$45.37M | 7.03% |
| AMERICAN CENTY ETF TRUS LARGE CAP VLU | Added | 487,176 | US$44.44M | 6.88% |
| AMERICAN CENTY ETF TRINTL EQT ETF | Added | 483,677 | US$43.14M | 6.68% |
| ISHARES TREXPND TEC SC ETF | Cut | 255,742 | US$41.83M | 6.48% |
| ISHARES TRCORE DIV GRWTH | Added | 418,414 | US$31.71M | 4.91% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 53,791 | US$19.9M | 3.08% |
| AMERICAN CENTY ETF TRSHORT DURTN STRG | Added | 330,104 | US$16.95M | 2.63% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 437,276 | US$13.87M | 2.15% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.