Legacy Financial Group, Inc. Portfolio Stock Holdings
Legacy Financial Group, Inc. disclosed 89 stock positions valued at approximately $378.4 million in its latest SEC 13F filing. The largest holdings include AMERICAN CENTY ETF TR, VANGUARD INDEX FDS, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 89
- Portfolio Value
- $378.4M
Holdings by Sector
Legacy Financial Group, Inc. Portfolio Holdings in Q1 2026
88 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVUS | Other | 10.68% | 363,360 | +12,901 | +3.68% | $40,398,348 |
| VANGUARD INDEX FDS | VUG | Other | 8.38% | 72,580 | +330 | +0.46% | $31,702,295 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 5.99% | 468,036 | -3,333 | -0.71% | $22,681,025 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 5.91% | 467,314 | +12,886 | +2.84% | $22,374,985 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 5.81% | 563,983 | -4,984 | -0.88% | $21,972,778 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 5.79% | 645,085 | -1,317 | -0.20% | $21,913,553 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 5.64% | 549,536 | -5,356 | -0.97% | $21,354,970 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 4.86% | 500,768 | +12,875 | +2.64% | $18,408,250 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 4.39% | 234,068 | +7,074 | +3.12% | $16,597,737 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 3.93% | 329,484 | +1,638 | +0.50% | $14,866,318 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 3.72% | 333,282 | +8,300 | +2.55% | $14,071,183 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.75% | 216,634 | -29,675 | -12.05% | $10,409,264 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 2.71% | 286,884 | +12,134 | +4.42% | $10,244,629 |
| APPLE INC | AAPL | Technology | 2.59% | 38,571 | -303 | -0.78% | $9,788,814 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 2.51% | 151,851 | -2,030 | -1.32% | $9,483,086 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.69% | 188,414 | -5,566 | -2.87% | $6,379,698 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.64% | 241,326 | -4,370 | -1.78% | $6,187,609 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 1.27% | 202,822 | +316 | +0.16% | $4,796,738 |
| ONEOK INC NEW | OKE | Energy | 1.19% | 49,777 | -280 | -0.56% | $4,499,370 |
| ISHARES TR | IWF | Other | 1.11% | 9,892 | +351 | +3.68% | $4,217,949 |
| VANGUARD INDEX FDS | VNQ | Other | 1.02% | 43,613 | -774 | -1.74% | $3,868,441 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.00% | 109,028 | +636 | +0.59% | $3,766,933 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.90% | 96,306 | +2,709 | +2.89% | $3,421,752 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.87% | 40,640 | +464 | +1.15% | $3,275,990 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.85% | 45,059 | +1,448 | +3.32% | $3,205,047 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.79% | 6,257 | -13 | -0.21% | $2,998,354 |
| ISHARES TR | SUB | Other | 0.77% | 27,408 | -1,116 | -3.91% | $2,918,952 |
| NVIDIA CORPORATION | NVDA | Technology | 0.74% | 15,958 | +10 | +0.06% | $2,783,047 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.71% | 56,410 | +516 | +0.92% | $2,703,731 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.69% | 74,088 | -553 | -0.74% | $2,596,044 |
| ALPHABET INC | GOOG | Communication Services | 0.63% | 8,294 | +4 | +0.05% | $2,379,126 |
| MICROSOFT CORP | MSFT | Technology | 0.58% | 5,972 | -15 | -0.25% | $2,210,814 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.58% | 44,190 | +959 | +2.22% | $2,207,315 |
| WALMART INC | WMT | Consumer Defensive | 0.44% | 13,294 | -90 | -0.67% | $1,652,156 |
| ISHARES TR | IVV | Other | 0.36% | 2,069 | -65 | -3.05% | $1,351,450 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.33% | 6,036 | -24 | -0.40% | $1,257,118 |
| AMERICAN CENTY ETF TR | AVLC | Other | 0.32% | 15,524 | +4,878 | +45.82% | $1,203,886 |
| ALPHABET INC | GOOGL | Communication Services | 0.28% | 3,711 | -147 | -3.81% | $1,067,135 |
| BANCFIRST CORP | BANF | Financial Services | 0.28% | 9,675 | - | - | $1,049,782 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.26% | 1,488 | -19 | -1.26% | $967,515 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 0.25% | 12,592 | +2,923 | +30.23% | $929,038 |
| VANGUARD INDEX FDS | VTI | Other | 0.22% | 2,565 | +3 | +0.12% | $822,878 |
| CATERPILLAR INC | CAT | Industrials | 0.20% | 1,074 | -3 | -0.28% | $760,797 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.19% | 6,596 | -82 | -1.23% | $728,660 |
| WILLIAMS COS INC | WMB | Energy | 0.17% | 8,839 | -315 | -3.44% | $643,302 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.17% | 4,322 | - | - | $632,222 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.17% | 3,176 | - | - | $629,676 |
| EXXON MOBIL CORP | XOM | Energy | 0.16% | 3,550 | -79 | -2.18% | $602,217 |
| INVESCO QQQ TR | QQQ | Other | 0.15% | 1,003 | -4 | -0.40% | $579,057 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.15% | 1,887 | -46 | -2.38% | $555,080 |
| VANGUARD WORLD FD | VGT | Other | 0.14% | 762 | - | - | $531,391 |
| ABBVIE INC | ABBV | Healthcare | 0.13% | 2,243 | +203 | +9.95% | $487,801 |
| VANGUARD INDEX FDS | VV | Other | 0.12% | 1,493 | -87 | -5.51% | $446,183 |
| CHEVRON CORPORATION | CVX | Energy | 0.11% | 2,066 | -11 | -0.53% | $427,406 |
| META PLATFORMS INC | META | Communication Services | 0.11% | 722 | -19 | -2.56% | $413,078 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.11% | 3,092 | -69 | -2.18% | $410,927 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.11% | 1,316 | -6 | -0.45% | $409,024 |
| VANGUARD INDEX FDS | VOO | Other | 0.11% | 677 | -2 | -0.29% | $404,280 |
| OGE ENERGY CORP | OGE | Utilities | 0.11% | 8,372 | -150 | -1.76% | $401,521 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.10% | 2,388 | - | - | $394,832 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.09% | 2,150 | -35 | -1.60% | $347,720 |
| BROADCOM INC | AVGO | Technology | 0.09% | 1,092 | - | - | $337,985 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.09% | 3,631 | +937 | +34.78% | $337,247 |
| ISHARES TR | IYY | Other | 0.09% | 2,112 | - | - | $334,646 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.09% | 1,329 | -24 | -1.77% | $324,861 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.08% | 6,123 | +1,341 | +28.04% | $310,497 |
| ALLIANCE RESOURCE PARTNERS L | ARLP | Energy | 0.08% | 10,595 | +10,595 | +100.00% | $292,952 |
| ISHARES TR | IWB | Other | 0.08% | 813 | - | - | $289,883 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.08% | 7,616 | -84 | -1.09% | $288,181 |
| CONOCOPHILLIPS | COP | Energy | 0.08% | 2,171 | - | - | $286,600 |
| TESLA INC | TSLA | Consumer Cyclical | 0.08% | 770 | - | - | $286,248 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.07% | 5,457 | -168 | -2.99% | $273,945 |
| MERCK & CO INC | MRK | Healthcare | 0.07% | 2,264 | -47 | -2.03% | $272,337 |
| RTX CORPORATION | RTX | Industrials | 0.07% | 1,322 | -20 | -1.49% | $255,014 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.07% | 247 | -3 | -1.20% | $246,125 |
| VANGUARD ADMIRAL FDS INC | VOOV | Other | 0.06% | 1,200 | - | - | $244,548 |
| ELI LILLY & CO | LLY | Healthcare | 0.06% | 263 | -12 | -4.36% | $241,522 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.06% | 785 | - | - | $237,447 |
| VANGUARD STAR FDS | VXUS | Other | 0.06% | 3,033 | +18 | +0.60% | $233,843 |
| ETF SER SOLUTIONS | OPER | Other | 0.06% | 2,286 | -655 | -22.27% | $228,783 |
| ISHARES TR | IJH | Other | 0.06% | 3,324 | -42 | -1.25% | $224,477 |
| VISA INC | V | Financial Services | 0.06% | 720 | -3 | -0.41% | $217,715 |
| PJT PARTNERS INC | PJT | Financial Services | 0.06% | 1,504 | - | - | $210,139 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.06% | 6,488 | +6,488 | +100.00% | $209,043 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.06% | 972 | - | - | $209,038 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.05% | 1,403 | -29 | -2.03% | $202,649 |
| VANGUARD INDEX FDS | VB | Other | 0.05% | 766 | -52 | -6.36% | $200,517 |
| LLOYDS BANKING GROUP PLC | LYG | Financial Services | 0.02% | 13,581 | - | - | $68,312 |