LEGACY FINANCIAL GROUP, INC.

Est. AUM

$378.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	US EQT ETF	$40.4M	363360	10.68%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$31.7M	72580	8.38%	SOLE
3	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$22.7M	468036	5.99%	SOLE
4	DIMENSIONAL ETF TRUST	SHORT DURATION F	$22.4M	467314	5.91%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$22.0M	563983	5.81%	SOLE
6	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$21.9M	645085	5.79%	SOLE
7	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$21.4M	549536	5.64%	SOLE
8	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$18.4M	500768	4.86%	SOLE
9	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$16.6M	234068	4.39%	SOLE
10	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$14.9M	329484	3.93%	SOLE
11	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$14.1M	333282	3.72%	SOLE
12	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$10.4M	216634	2.75%	SOLE
13	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$10.2M	286884	2.71%	SOLE
14	APPLE INC	COM	$9.8M	38571	2.59%	SOLE
15	DIMENSIONAL ETF TRUST	US TARGETED VLU	$9.5M	151851	2.51%	SOLE
16	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$6.4M	188414	1.69%	SOLE
17	SCHWAB STRATEGIC TR	US LRG CAP ETF	$6.2M	241326	1.64%	SOLE
18	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$4.8M	202822	1.27%	SOLE
19	ONEOK INC NEW	COM	$4.5M	49777	1.19%	SOLE
20	ISHARES TR	RUS 1000 GRW ETF	$4.2M	9892	1.11%	SOLE
21	VANGUARD INDEX FDS	REAL ESTATE ETF	$3.9M	43613	1.02%	SOLE
22	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$3.8M	109028	1.00%	SOLE
23	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$3.4M	96306	0.90%	SOLE
24	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$3.3M	40640	0.87%	SOLE
25	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.2M	45059	0.85%	SOLE
26	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.0M	6257	0.79%	SOLE
27	ISHARES TR	SHRT NAT MUN ETF	$2.9M	27408	0.77%	SOLE
28	NVIDIA CORPORATION	COM	$2.8M	15958	0.74%	SOLE
29	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$2.7M	56410	0.71%	SOLE
30	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$2.6M	74088	0.69%	SOLE
31	ALPHABET INC	CAP STK CL C	$2.4M	8294	0.63%	SOLE
32	MICROSOFT CORP	COM	$2.2M	5972	0.58%	SOLE
33	VANGUARD MALVERN FDS	STRM INFPROIDX	$2.2M	44190	0.58%	SOLE
34	WALMART INC	COM	$1.7M	13294	0.44%	SOLE
35	ISHARES TR	CORE S&P500 ETF	$1.4M	2069	0.36%	SOLE
36	AMAZON COM INC	COM	$1.3M	6036	0.33%	SOLE
37	AMERICAN CENTY ETF TR	AVANTIS US LARG	$1.2M	15524	0.32%	SOLE
38	ALPHABET INC	CAP STK CL A	$1.1M	3711	0.28%	SOLE
39	BANCFIRST CORP	COM	$1.1M	9675	0.28%	SOLE
40	STATE STR SPDR S&P 500 ETF T	TR UNIT	$968K	1488	0.26%	SOLE
41	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$929K	12592	0.25%	SOLE
42	VANGUARD INDEX FDS	TOTAL STK MKT	$823K	2565	0.22%	SOLE
43	AMERICAN CENTY ETF TR	AVANTIS U S QUAL	$778K	13710	0.21%	SOLE
44	CATERPILLAR INC	COM	$761K	1074	0.20%	SOLE
45	AMERICAN CENTY ETF TR	US SML CP VALU	$729K	6596	0.19%	SOLE
46	WILLIAMS COS INC	COM	$643K	8839	0.17%	SOLE
47	PALANTIR TECHNOLOGIES INC	CL A	$632K	4322	0.17%	SOLE
48	PROGRESSIVE CORP	COM	$630K	3176	0.17%	SOLE
49	EXXON MOBIL CORP	COM	$602K	3550	0.16%	SOLE
50	INVESCO QQQ TR	UNIT SER 1	$579K	1003	0.15%	SOLE

1–50 of 89

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