Legacy Financial Strategies, LLC

Est. AUM

$553.5M

13F long equity, this entity only

Positions

139

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LCAP GR ETF	$84.5M	2899431	15.26%	SOLE
2	SCHWAB STRATEGIC TR	US BRD MKT ETF	$65.6M	2614587	11.86%	SOLE
3	ISHARES TR	CORE US AGGBD ET	$46.2M	465781	8.35%	SOLE
4	AMERICAN CENTY ETF TR	INTL EQT ETF	$39.9M	470141	7.21%	SOLE
5	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$38.8M	481853	7.02%	SOLE
6	ISHARES TR	EXPND TEC SC ETF	$30.3M	256060	5.48%	SOLE
7	ISHARES TR	CORE DIV GRWTH	$29.1M	414367	5.25%	SOLE
8	VANGUARD INDEX FDS	TOTAL STK MKT	$17.0M	52955	3.07%	SOLE
9	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$13.4M	436471	2.42%	SOLE
10	NVIDIA CORPORATION	COM	$9.4M	54128	1.71%	SOLE
11	ISHARES TR	NATIONAL MUN ETF	$8.2M	77349	1.48%	SOLE
12	APPLE INC	COM	$8.1M	31737	1.46%	SOLE
13	VANECK ETF TRUST	SEMICONDUCTR ETF	$7.1M	18476	1.28%	SOLE
14	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.6M	8563	1.01%	SOLE
15	ISHARES TR	CORE S&P SCP ETF	$5.1M	40794	0.92%	SOLE
16	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$5.0M	44261	0.90%	SOLE
17	CATERPILLAR INC	COM	$4.9M	6875	0.88%	SOLE
18	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.8M	8010	0.86%	SOLE
19	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.7M	9799	0.85%	SOLE
20	WALMART INC	COM	$4.2M	33633	0.76%	SOLE
21	MICROSOFT CORP	COM	$3.8M	10388	0.69%	SOLE
22	AFLAC INC	COM	$3.6M	33049	0.66%	SOLE
23	ATMOS ENERGY CORP	COM	$3.6M	19467	0.65%	SOLE
24	NEXTERA ENERGY INC	COM	$3.6M	38694	0.65%	SOLE
25	LINDE PLC	SHS	$3.3M	6669	0.60%	SOLE
26	HENRY JACK & ASSOC INC	COM	$3.3M	20640	0.59%	SOLE
27	SHERWIN WILLIAMS CO	COM	$3.2M	9948	0.58%	SOLE
28	CINTAS CORP	COM	$3.1M	18413	0.56%	SOLE
29	LOWES COS INC	COM	$3.1M	13099	0.56%	SOLE
30	CINCINNATI FINL CORP	COM	$3.0M	19343	0.55%	SOLE
31	AMAZON COM INC	COM	$2.9M	13826	0.52%	SOLE
32	NORDSON CORP	COM	$2.8M	10703	0.51%	SOLE
33	S&P GLOBAL INC	COM	$2.7M	6423	0.49%	SOLE
34	FASTENAL CO	COM	$2.7M	58786	0.49%	SOLE
35	MCDONALDS CORP	COM	$2.6M	8312	0.47%	SOLE
36	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$2.5M	103010	0.45%	SOLE
37	ALPHABET INC	CAP STK CL A	$2.4M	8403	0.44%	SOLE
38	BROWN & BROWN INC	COM	$2.4M	36974	0.44%	SOLE
39	ABBOTT LABORATORIES	COM	$2.4M	23004	0.43%	SOLE
40	WW GRAINGER INC	COM	$2.4M	2163	0.43%	SOLE
41	EXPEDITORS INTL WASH INC	COM	$2.3M	16153	0.42%	SOLE
42	AUTOMATIC DATA PROCESSING IN	COM	$2.3M	11155	0.41%	SOLE
43	ECOLAB INC	COM	$2.1M	8004	0.38%	SOLE
44	ISHARES TR	CORE S&P US VLU	$2.1M	20721	0.38%	SOLE
45	BROADCOM INC	COM	$2.0M	6541	0.37%	SOLE
46	ROPER TECHNOLOGIES INC	COM	$2.0M	5582	0.36%	SOLE
47	PALANTIR TECHNOLOGIES INC	CL A	$1.9M	13223	0.35%	SOLE
48	JPMORGAN CHASE & CO	COM	$1.7M	5683	0.30%	SOLE
49	TESLA INC	COM	$1.6M	4418	0.30%	SOLE
50	MCCORMICK & CO INC	COM NON VTG	$1.6M	32448	0.30%	SOLE

1–50 of 139

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.