LEGACY FINANCIAL GROUP, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, LEGACY FINANCIAL GROUP, INC. held in its portfolio 94 assets valued at $381,437,420 (i.e. $381.44M).
The most valuable assets in the portfolio included: AMERICAN CENTY ETF TR ($39.17M), VANGUARD INDEX FDS ($35.25M), and DIMENSIONAL ETF TRUST ($21.97M).
The chart below shows the top 10 valuable assets, and the table below shows the top 94 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LEGACY FINANCIAL GROUP, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 350459 | 39174350 | US EQT ETF |
| VANGUARD INDEX FDS | 72250 | 35247967 | GROWTH ETF |
| DIMENSIONAL ETF TRUST | 554892 | 21968175 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 471369 | 21961082 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 454428 | 21789827 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 568967 | 21683332 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 646402 | 21156738 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 487893 | 18554589 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 226994 | 16836147 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 327846 | 15343193 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 324982 | 13831229 | CORE FIXED INCOM |
| VANGUARD CHARLOTTE FDS | 246309 | 11901651 | TOTAL INT BD ETF |
| APPLE INC | 38874 | 10571668 | COM |
| DIMENSIONAL ETF TRUST | 274750 | 9399184 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 153881 | 9162067 | US TARGETED VLU |
| SCHWAB STRATEGIC TR | 245696 | 6611669 | US LRG CAP ETF |
| DIMENSIONAL ETF TRUST | 193980 | 6317929 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 202506 | 4637639 | US REAL ESTATE E |
| ISHARES TR | 9541 | 4515755 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 44387 | 3927774 | REAL ESTATE ETF |
| ONEOK INC NEW | 50057 | 3679160 | COM |
| DIMENSIONAL ETF TRUST | 108392 | 3585595 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 93597 | 3225353 | INTL CORE EQUITY |
| BERKSHIRE HATHAWAY INC DEL | 6270 | 3151616 | CL B NEW |
| AMERICAN CENTY ETF TR | 40176 | 3044136 | US LARGE CAP VLU |
| ISHARES TR | 28524 | 3043511 | SHRT NAT MUN ETF |
| DIMENSIONAL ETF TRUST | 43611 | 3038378 | US SMALL CAP ETF |
| NVIDIA CORPORATION | 15948 | 2984816 | COM |
| MICROSOFT CORP | 5987 | 2898080 | COM |
| DIMENSIONAL ETF TRUST | 55894 | 2692414 | NATL MUN BD ETF |
| ALPHABET INC | 8290 | 2601546 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 74641 | 2454942 | US SMALL CAP VAL |
| VANGUARD MALVERN FDS | 43231 | 2138230 | STRM INFPROIDX |
| WALMART INC | 13384 | 1491087 | COM |
| ISHARES TR | 2134 | 1461605 | CORE S&P500 ETF |
| AMAZON COM INC | 6060 | 1401556 | COM |
| ALPHABET INC | 3858 | 1207554 | CAP STK CL A |
| SPDR S&P 500 ETF TR | 1507 | 1027439 | TR UNIT |
| BANCFIRST CORP | 9675 | 1025787 | COM |
| VANGUARD INDEX FDS | 2562 | 858962 | TOTAL STK MKT |
| AMERICAN CENTY ETF TR | 10646 | 836989 | AVANTIS US LARG |
| PALANTIR TECHNOLOGIES INC | 4322 | 768236 | CL A |
| PROGRESSIVE CORP | 3176 | 723314 | COM |
| AMERICAN CENTY ETF TR | 11972 | 720349 | AVANTIS U S QUAL |
| DIMENSIONAL ETF TRUST | 9669 | 715313 | WORLD EQUITY ETF |
| AMERICAN CENTY ETF TR | 6678 | 681022 | US SML CP VALU |
| JPMORGAN CHASE & CO. | 1933 | 622851 | COM |
| INVESCO QQQ TR | 1007 | 618765 | UNIT SER 1 |
| CATERPILLAR INC | 1077 | 616909 | COM |
| VANGUARD WORLD FD | 762 | 574062 | INF TECH ETF |
| WILLIAMS COS INC | 9154 | 550247 | COM |
| VANGUARD INDEX FDS | 1580 | 497384 | LARGE CAP ETF |
| META PLATFORMS INC | 741 | 490342 | CL A |
| ABBVIE INC | 2040 | 466219 | COM |
| SELECT SECTOR SPDR TR | 3161 | 455089 | STATE STREET TEC |
| EXXON MOBIL CORP | 3629 | 436660 | COM |
| VANGUARD INDEX FDS | 679 | 426131 | S&P 500 ETF SHS |
| MCDONALDS CORP | 1322 | 404065 | COM |
| PHILIP MORRIS INTL INC | 2388 | 383035 | COM |
| BROADCOM INC | 1092 | 380689 | COM |
| OGE ENERGY CORP | 8522 | 363889 | COM |
| ISHARES TR | 2112 | 350191 | DOW JONES US ETF |
| TESLA INC | 770 | 346284 | COM |
| SELECT SECTOR SPDR TR | 2185 | 338937 | STATE STREET IND |
| CHEVRON CORP NEW | 2077 | 316519 | COM |
| ISHARES TR | 813 | 303607 | RUS 1000 ETF |
| ELI LILLY & CO | 275 | 295063 | COM |
| ETF SER SOLUTIONS | 2941 | 294188 | CLEARSHS ULTRA |
| AMERICAN EXPRESS CO | 785 | 290411 | COM |
| SELECT SECTOR SPDR TR | 6422 | 287128 | STATE STREET ENE |
| JOHNSON & JOHNSON | 1353 | 280003 | COM |
| VISA INC | 723 | 253673 | COM CL A |
| PJT PARTNERS INC | 1504 | 251469 | COM CL A |
| ENTERPRISE PRODS PARTNERS L | 7700 | 246855 | COM |
| RTX CORPORATION | 1342 | 246123 | COM |
| VANGUARD ADMIRAL FDS INC | 1200 | 245820 | 500 VAL IDX FD |
| MERCK & CO INC | 2311 | 243256 | COM |
| DIMENSIONAL ETF TRUST | 4782 | 242208 | ULTRASHORT FIXED |
| VERIZON COMMUNICATIONS INC | 5625 | 229087 | COM |
| ISHARES BITCOIN TRUST ETF | 4600 | 228390 | SHS BEN INT |
| VANGUARD STAR FDS | 3015 | 227418 | VG TL INTL STK F |
| ISHARES TR | 3366 | 222184 | CORE S&P MCP ETF |
| NEXTERA ENERGY INC | 2694 | 216274 | COM |
| COSTCO WHSL CORP NEW | 250 | 215589 | COM |
| VANGUARD SPECIALIZED FUNDS | 972 | 213626 | DIV APP ETF |
| ZOOM COMMUNICATIONS INC | 2475 | 213568 | CL A |
| VANGUARD INDEX FDS | 818 | 210883 | SMALL CP ETF |
| BLACKROCK INC | 194 | 207646 | COM |
| PROCTER AND GAMBLE CO | 1432 | 205220 | COM |
| CONOCOPHILLIPS | 2171 | 203247 | COM |
| MASTERCARD INCORPORATED | 355 | 202846 | CL A |
| STRYKER CORPORATION | 573 | 201408 | COM |
| ISHARES TR | 1468 | 201028 | RUS MD CP GR ETF |
| LLOYDS BANKING GROUP PLC | 13581 | 71979 | SPONSORED ADR |
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