Legacy Financial Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 21, 2026, Legacy Financial Group, Inc. disclosed 104 stock positions valued at approximately $443.51M as of quarter-end September 30, 2026. The largest holdings include AMERICAN CENTY ETF TR, VANGUARD INDEX FDS, and DIMENSIONAL ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 104
- Portfolio Value
- $443.51M
Holdings by Sector
Legacy Financial Group, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVUS | Other | 12.36% | 427,847 | +37,788 | +9.69% | $54,802,882 |
| VANGUARD INDEX FDS | VUG | Other | 8.55% | 420,986 | -2,944 | -0.69% | $37,935,072 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 6.48% | 618,169 | +79,243 | +14.70% | $28,727,550 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 5.83% | 698,747 | +31,747 | +4.76% | $25,867,624 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 5.57% | 449,526 | -2,478 | -0.55% | $24,723,930 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 4.98% | 266,076 | +16,728 | +6.71% | $22,092,322 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 4.96% | 495,390 | -16,083 | -3.14% | $22,020,087 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 4.81% | 514,422 | -28,524 | -5.25% | $21,312,503 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 3.65% | 309,434 | -1,163 | -0.37% | $16,201,964 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 2.87% | 316,722 | +12,359 | +4.06% | $12,722,733 |
| APPLE INC | AAPL | Technology | 2.80% | 37,321 | +40 | +0.11% | $12,428,799 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 2.75% | 303,564 | -38,973 | -11.38% | $12,178,989 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.40% | 226,755 | +8,551 | +3.92% | $10,628,007 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 2.15% | 143,283 | -4,014 | -2.73% | $9,519,713 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.57% | 231,970 | -5,313 | -2.24% | $6,959,097 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.28% | 144,762 | -19,831 | -12.05% | $5,690,594 |
| ISHARES TR | IWF | Other | 1.09% | 38,626 | -190 | -0.49% | $4,838,293 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 1.02% | 120,778 | +14,642 | +13.80% | $4,542,461 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.02% | 113,665 | -1,615 | -1.40% | $4,514,766 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.90% | 44,037 | +2,664 | +6.44% | $3,982,706 |
| NVIDIA CORPORATION | NVDA | Technology | 0.89% | 17,270 | +1,339 | +8.40% | $3,944,086 |
| VANGUARD INDEX FDS | VNQ | Other | 0.80% | 39,606 | -3,637 | -8.41% | $3,549,854 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.77% | 44,331 | -365 | -0.82% | $3,432,106 |
| MICROSOFT CORP | MSFT | Technology | 0.73% | 6,299 | +419 | +7.13% | $3,230,565 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.71% | 6,336 | +85 | +1.36% | $3,155,011 |
| ALPHABET INC | GOOG | Communication Services | 0.64% | 8,313 | +20 | +0.24% | $2,832,735 |
| ISHARES TR | SUB | Other | 0.64% | 26,997 | +2,978 | +12.40% | $2,822,266 |
| AMERICAN CENTY ETF TR | AVLC | Other | 0.55% | 26,970 | +5,912 | +28.07% | $2,434,582 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.55% | 49,148 | +1,580 | +3.32% | $2,419,046 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.45% | 21,957 | +21,957 | +100.00% | $1,978,557 |
Showing 30 of 104 holdings in the latest reporting period.