Legacy Financial Group, Inc. Portfolio Stock Holdings
Legacy Financial Group, Inc. disclosed 104 stock positions valued at approximately $428.5 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 June 30, 2026 and was filed on July 30, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 104
- Portfolio Value
- $428.5M
Holdings by Sector
Legacy Financial Group, Inc. Portfolio Holdings in Q2 2026
101 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 | 11.66% | 390,059 | +26,699 | +7.35% | $49,958,796 |
| VANGUARD INDEX FDS | VUG | Other | 8.52% | 423,930 | +351,350 | +484.09% | $36,517,352 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 6.01% | 538,926 | +71,612 | +15.32% | $25,733,698 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 5.80% | 452,004 | -16,032 | -3.43% | $24,864,740 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 5.73% | 667,000 | +21,915 | +3.40% | $24,572,265 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 5.29% | 511,473 | -38,063 | -6.93% | $22,688,943 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 5.23% | 542,946 | -21,037 | -3.73% | $22,396,523 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 4.96% | 509,323 | +8,555 | +1.71% | $21,254,069 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 4.77% | 249,348 | +15,280 | +6.53% | $20,431,600 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 3.75% | 310,597 | -18,887 | -5.73% | $16,054,759 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 3.37% | 342,537 | +9,255 | +2.78% | $14,458,505 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 2.81% | 304,363 | +17,479 | +6.09% | $12,034,516 |
| APPLE INC | AAPL | Technology | 2.52% | 37,281 | -1,290 | -3.34% | $10,787,489 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.47% | 218,204 | +1,570 | +0.72% | $10,567,620 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 2.40% | 147,297 | -4,554 | -3.00% | $10,296,051 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.63% | 237,283 | -4,043 | -1.68% | $6,983,243 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.54% | 164,593 | -23,821 | -12.64% | $6,618,285 |
| DIMENSIONAL ETF TRUST | DFAR | Other | 1.23% | 201,626 | -1,196 | -0.59% | $5,274,547 |
| ISHARES TR | IWF | Other | 1.12% | 38,816 | +28,924 | +292.40% | $4,819,783 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.09% | 115,280 | +6,252 | +5.73% | $4,684,985 |
| VANGUARD INDEX FDS | VNQ | Other | 0.97% | 43,243 | -370 | -0.85% | $4,169,888 |
| ONEOK INC NEW | OKE | Energy | 0.94% | 46,209 | -3,568 | -7.17% | $4,017,391 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.92% | 106,136 | +9,830 | +10.21% | $3,954,627 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.88% | 41,373 | +733 | +1.80% | $3,773,631 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.86% | 44,696 | -363 | -0.81% | $3,680,269 |
| NVIDIA CORPORATION | NVDA | Technology | 0.74% | 15,931 | -27 | -0.17% | $3,187,602 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.73% | 6,251 | -6 | -0.10% | $3,127,938 |
| ALPHABET INC | GOOG | Communication Services | 0.68% | 8,293 | -1 | -0.01% | $2,930,333 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.67% | 74,160 | +72 | +0.10% | $2,876,666 |
| ISHARES TR | SUB | Other | 0.60% | 24,019 | -3,389 | -12.37% | $2,557,303 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.56% | 47,568 | +3,378 | +7.64% | $2,389,319 |
| MICROSOFT CORP | MSFT | Technology | 0.51% | 5,880 | -92 | -1.54% | $2,193,185 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.49% | 43,740 | -12,670 | -22.46% | $2,114,173 |
| AMERICAN CENTY ETF TR | AVLC | Other | 0.44% | 21,058 | +5,534 | +35.65% | $1,894,378 |
| INVESCO QQQ TR | QQQ | Other | 0.37% | 2,154 | +1,151 | +114.76% | $1,586,496 |
| ISHARES TR | IVV | Other | 0.36% | 2,069 | - | - | $1,549,420 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 0.36% | 18,419 | +5,827 | +46.28% | $1,524,909 |
| WALMART INC | WMT | Consumer Defensive | 0.35% | 13,137 | -157 | -1.18% | $1,487,884 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.34% | 6,066 | +30 | +0.50% | $1,445,770 |
| ALPHABET INC | GOOGL | Communication Services | 0.31% | 3,753 | +42 | +1.13% | $1,341,210 |
| CATERPILLAR INC | CAT | Industrials | 0.27% | 1,070 | -4 | -0.37% | $1,139,309 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.26% | 1,466 | -22 | -1.48% | $1,094,559 |
| BANCFIRST CORP | BANF | Financial Services | 0.25% | 9,675 | - | - | $1,075,228 |
| VANGUARD INDEX FDS | VTI | Other | 0.22% | 2,567 | +2 | +0.08% | $949,893 |
| WILLIAMS COS INC | WMB | Energy | 0.21% | 12,209 | +3,370 | +38.13% | $907,617 |
| VANGUARD WORLD FD | VGT | Other | 0.17% | 5,921 | +5,159 | +677.03% | $707,668 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.16% | 3,176 | - | - | $693,869 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.15% | 5,013 | -1,583 | -24.00% | $625,422 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.14% | 1,866 | -21 | -1.11% | $610,798 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.13% | 2,959 | -133 | -4.30% | $563,749 |
| ABBVIE INC | ABBV | Healthcare | 0.13% | 2,222 | -21 | -0.94% | $559,233 |
| VANECK ETF TRUST | SMH | Other | 0.12% | 810 | +810 | +100.00% | $531,217 |
| VANGUARD INDEX FDS | VV | Other | 0.12% | 1,493 | - | - | $513,458 |
| VANGUARD INDEX FDS | VOO | Other | 0.11% | 696 | +19 | +2.81% | $477,762 |
| EXXON MOBIL CORP | XOM | Energy | 0.11% | 3,318 | -232 | -6.54% | $453,576 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.10% | 3,669 | -653 | -15.11% | $428,062 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.10% | 2,358 | -30 | -1.26% | $426,586 |
| BROADCOM INC | AVGO | Technology | 0.10% | 1,105 | +13 | +1.19% | $417,414 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.10% | 357 | +357 | +100.00% | $412,082 |
| META PLATFORMS INC | META | Communication Services | 0.09% | 722 | - | - | $406,695 |
| OGE ENERGY CORP | OGE | Utilities | 0.09% | 8,298 | -74 | -0.88% | $403,781 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.09% | 7,687 | +1,564 | +25.54% | $390,346 |
| ISHARES TR | IYY | Other | 0.09% | 2,112 | - | - | $384,975 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.09% | 2,043 | -107 | -4.98% | $378,425 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.09% | 644 | +644 | +100.00% | $374,106 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.08% | 1,316 | - | - | $355,751 |
| CHEVRON CORPORATION | CVX | Energy | 0.08% | 2,071 | +5 | +0.24% | $343,249 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.08% | 1,337 | +8 | +0.60% | $339,558 |
| CISCO SYS INC | CSCO | Technology | 0.08% | 2,877 | +2,877 | +100.00% | $337,932 |
| ENERGY TRANSFER L P | ET | Energy | 0.08% | 17,550 | +17,550 | +100.00% | $335,556 |
| ISHARES TR | IWB | Other | 0.08% | 800 | -13 | -1.60% | $327,600 |
| TESLA INC | TSLA | Consumer Cyclical | 0.08% | 770 | - | - | $323,862 |
| ELI LILLY & CO | LLY | Healthcare | 0.07% | 265 | +2 | +0.76% | $317,388 |
| MERCK & CO INC | MRK | Healthcare | 0.07% | 2,283 | +19 | +0.84% | $293,366 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.07% | 7,616 | - | - | $279,956 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.06% | 792 | +7 | +0.89% | $267,894 |
| VANGUARD ADMIRAL FDS INC | VOOV | Other | 0.06% | 1,200 | - | - | $263,052 |
| VANGUARD STAR FDS | VXUS | Other | 0.06% | 3,033 | - | - | $259,267 |
| ISHARES TR | IJH | Other | 0.06% | 3,344 | +20 | +0.60% | $257,880 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.06% | 539 | +539 | +100.00% | $257,410 |
| VISA INC | V | Financial Services | 0.06% | 741 | +21 | +2.92% | $254,353 |
| ALLIANCE RESOURCE PARTNERS L | ARLP | Energy | 0.06% | 10,595 | - | - | $254,068 |
| RTX CORPORATION | RTX | Industrials | 0.06% | 1,327 | +5 | +0.38% | $251,772 |
| UNITED RENTALS INC | URI | Industrials | 0.06% | 220 | +220 | +100.00% | $249,236 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.06% | 2,792 | -839 | -23.11% | $245,054 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.06% | 7,076 | +588 | +9.06% | $241,469 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.06% | 482 | +482 | +100.00% | $238,629 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.05% | 5,513 | +56 | +1.03% | $233,408 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.05% | 249 | +2 | +0.81% | $232,939 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.05% | 972 | - | - | $229,995 |
| ETF SER SOLUTIONS | OPER | Other | 0.05% | 2,286 | - | - | $228,771 |
| PJT PARTNERS INC | PJT | Financial Services | 0.05% | 1,491 | -13 | -0.86% | $225,052 |
| VANGUARD INDEX FDS | VB | Other | 0.05% | 742 | -24 | -3.13% | $224,791 |
| ASML HLDG NV | ASML | Other | 0.05% | 110 | +110 | +100.00% | $218,838 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.05% | 526 | +526 | +100.00% | $218,621 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.05% | 1,483 | +80 | +5.70% | $217,467 |
| ISHARES TR | IWP | Other | 0.05% | 1,468 | - | - | $214,930 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.05% | 2,952 | +2,952 | +100.00% | $212,398 |
| STEEL DYNAMICS INC | STLD | Basic Materials | 0.05% | 908 | +908 | +100.00% | $208,350 |
| DEERE & CO | DE | Industrials | 0.05% | 320 | +320 | +100.00% | $203,022 |