LEGACY FINANCIAL GROUP, INC.
CIK 1965579
13F filing for Q2 2026・No. 4,311
- Holdings
- US$428.53M
- Quarter change
- +US$50.1M
- Entries
- 104
- Net bought (estimate)
- +US$8.71M
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 17
- Sold out 2
- Cut 37
- Added 36
- Corporate actions 0
- Unchanged 14
Largest holdings
104 stocks worth US$428.53M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMERICAN CENTY ETF TRUS EQT ETF | Added | 390,059 | US$49.96M | 11.66% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 423,930 | US$36.52M | 8.52% |
| DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF | Added | 538,926 | US$25.73M | 6.01% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Cut | 452,004 | US$24.86M | 5.80% |
| DIMENSIONAL ETF TRUSTWORLD EX US CORE | Added | 667,000 | US$24.57M | 5.73% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Cut | 511,473 | US$22.69M | 5.29% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Cut | 542,946 | US$22.4M | 5.23% |
| DIMENSIONAL ETF TRUSTUS HIGH PROF ETF | Added | 509,323 | US$21.25M | 4.96% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Added | 249,348 | US$20.43M | 4.77% |
| DIMENSIONAL ETF TRUSTUS CORE EQT MKT | Cut | 310,597 | US$16.05M | 3.75% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.