Legacy Financial Strategies, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Legacy Financial Strategies, LLC held in its portfolio 137 assets valued at $564,783,472 (i.e. $564.78M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($93.07M), SCHWAB STRATEGIC TR ($68.02M), and ISHARES TR ($46.11M).
The chart below shows the top 10 valuable assets, and the table below shows the top 137 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Legacy Financial Strategies, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 2853067 | 93067051 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 2593226 | 68020322 | US BRD MKT ETF |
| ISHARES TR | 461639 | 46108546 | CORE US AGGBD ET |
| AMERICAN CENTY ETF TR | 470694 | 35664495 | US LARGE CAP VLU |
| AMERICAN CENTY ETF TR | 405115 | 33349067 | INTL EQT ETF |
| ISHARES TR | 254895 | 32922246 | EXPND TEC SC ETF |
| ISHARES TR | 426284 | 29592634 | CORE DIV GRWTH |
| VANGUARD INDEX FDS | 52178 | 17493673 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 436844 | 11982642 | US DIVIDEND EQ |
| NVIDIA CORPORATION | 53432 | 9965041 | COM |
| APPLE INC | 32087 | 8723040 | COM |
| ISHARES TR | 74929 | 8025620 | NATIONAL MUN ETF |
| VANECK ETF TRUST | 17380 | 6259071 | SEMICONDUCTR ETF |
| SPDR S&P 500 ETF TR | 8650 | 5898375 | TR UNIT |
| ISHARES TR | 47477 | 5705817 | CORE S&P SCP ETF |
| VANGUARD INDEX FDS | 8706 | 5460015 | S&P 500 ETF SHS |
| BERKSHIRE HATHAWAY INC DEL | 9946 | 4999357 | CL B NEW |
| INVESCO EXCH TRADED FD TR II | 40793 | 4867455 | S&P 500 MOMNTM |
| MICROSOFT CORP | 9961 | 4817560 | COM |
| WALMART INC | 36235 | 4036958 | COM |
| HENRY JACK & ASSOC INC | 20640 | 3766387 | COM |
| AFLAC INC | 33938 | 3742374 | COM |
| S&P GLOBAL INC | 6776 | 3540963 | COM |
| CINTAS CORP | 18401 | 3460636 | COM |
| ATMOS ENERGY CORP | 20116 | 3371989 | COM |
| CINCINNATI FINL CORP | 20349 | 3323322 | COM |
| LOWES COS INC | 13707 | 3305685 | COM |
| NEXTERA ENERGY INC | 41023 | 3293309 | COM |
| SHERWIN WILLIAMS CO | 10091 | 3269770 | COM |
| AMAZON COM INC | 13808 | 3187163 | COM |
| EXPEDITORS INTL WASH INC | 20470 | 3050250 | COM |
| AUTOMATIC DATA PROCESSING IN | 11804 | 3036385 | COM |
| ABBOTT LABS | 24184 | 3030042 | COM |
| LINDE PLC | 6842 | 2917536 | SHS |
| BROWN & BROWN INC | 34212 | 2726672 | COM |
| NORDSON CORP | 11327 | 2723376 | COM |
| SMITH A O CORP | 37960 | 2538769 | COM |
| ALPHABET INC | 8028 | 2512824 | CAP STK CL A |
| ROPER TECHNOLOGIES INC | 5631 | 2506525 | COM |
| BROADCOM INC | 7040 | 2436629 | COM |
| FASTENAL CO | 59737 | 2397254 | COM |
| NEW YORK LIFE INVTS ACTIVE E | 97452 | 2370999 | NYLI MACKAY MUN |
| PALANTIR TECHNOLOGIES INC | 13076 | 2324259 | CL A |
| MCCORMICK & CO INC | 32470 | 2211508 | COM NON VTG |
| WW GRAINGER INC | 2119 | 2138213 | COM |
| ISHARES TR | 20721 | 2124731 | CORE S&P US VLU |
| CATERPILLAR INC | 3600 | 2062097 | COM |
| ARCHER DANIELS MIDLAND CO | 35852 | 2061131 | COM |
| TESLA INC | 4242 | 1907712 | COM |
| JPMORGAN CHASE & CO. | 5699 | 1836282 | COM |
| PRICE T ROWE GROUP INC | 17573 | 1799161 | COM |
| JANUS DETROIT STR TR | 30080 | 1521446 | HENDRSON AAA CL |
| SPDR SERIES TRUST | 46940 | 1371869 | STATE STREET SPD |
| META PLATFORMS INC | 2059 | 1358981 | CL A |
| ABBVIE INC | 5897 | 1347362 | COM |
| CROWDSTRIKE HLDGS INC | 2801 | 1312997 | CL A |
| T-MOBILE US INC | 5571 | 1131136 | COM |
| VANGUARD BD INDEX FDS | 15251 | 1129625 | TOTAL BND MRKT |
| SELECT SECTOR SPDR TR | 6935 | 1073545 | STATE STREET HEA |
| J P MORGAN EXCHANGE TRADED F | 17925 | 1026024 | EQUITY PREMIUM |
| SCHWAB STRATEGIC TR | 36795 | 1001203 | FUNDAMENTAL US L |
| VANGUARD SPECIALIZED FUNDS | 4517 | 992702 | DIV APP ETF |
| ALPHABET INC | 3097 | 971878 | CAP STK CL C |
| HONEYWELL INTL INC | 4908 | 957511 | COM |
| INTERNATIONAL BUSINESS MACHS | 3127 | 926373 | COM |
| ISHARES TR | 6518 | 825635 | GLOBAL 100 ETF |
| ELI LILLY & CO | 763 | 820400 | COM |
| ISHARES TR | 7269 | 768261 | EXPANDED TECH |
| CANADIAN PACIFIC KANSAS CITY | 10192 | 750437 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 2416 | 734198 | SPONSORED ADS |
| AMERICAN EXPRESS CO | 1893 | 700335 | COM |
| INVESCO EXCHANGE TRADED FD T | 3589 | 687585 | S&P500 EQL WGT |
| VISA INC | 1909 | 669598 | COM CL A |
| INVESCO EXCH TRADED FD TR II | 5500 | 643335 | S&P 500 HB ETF |
| JOHNSON & JOHNSON | 3023 | 625561 | COM |
| FIDELITY COVINGTON TRUST | 8354 | 620520 | MSCI HLTH CARE I |
| ADVANCED MICRO DEVICES INC | 2651 | 567738 | COM |
| SOUTHERN CO | 6070 | 529314 | COM |
| EATON VANCE NATL MUN OPPORT | 30547 | 516550 | COM SHS |
| SPDR GOLD TR | 1263 | 500540 | GOLD SHS |
| SELECT SECTOR SPDR TR | 3900 | 465699 | STATE STREET CON |
| PROSHARES TR | 4474 | 465625 | S&P 500 DV ARIST |
| WILLIAMS COS INC | 7695 | 462550 | COM |
| PALO ALTO NETWORKS INC | 2423 | 446317 | COM |
| MCDONALDS CORP | 1412 | 431443 | COM |
| VANECK ETF TRUST | 4111 | 425735 | MRNGSTR WDE MOAT |
| AMERICAN CENTY ETF TR | 3984 | 406273 | US SML CP VALU |
| CADENCE DESIGN SYSTEM INC | 1209 | 377909 | COM |
| AIR PRODS & CHEMS INC | 1515 | 374186 | COM |
| AMERICAN CENTY ETF TR | 7086 | 356993 | DIVERSIFIED MU |
| COSTCO WHSL CORP NEW | 403 | 347740 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 576 | 347489 | UTSER1 S&PDCRP |
| VANGUARD INDEX FDS | 1812 | 346074 | VALUE ETF |
| HOME DEPOT INC | 991 | 341075 | COM |
| THERMO FISHER SCIENTIFIC INC | 583 | 337819 | COM |
| GE VERNOVA INC | 516 | 337242 | COM |
| ENERGY TRANSFER L P | 20394 | 336297 | COM UT LTD PTN |
| J P MORGAN EXCHANGE TRADED F | 5720 | 332428 | NASDAQ EQT PREM |
| SELECT SECTOR SPDR TR | 2290 | 329691 | STATE STREET TEC |
| MASTERCARD INCORPORATED | 572 | 326555 | CL A |
| AT&T INC | 13107 | 325577 | COM |
| SELECT SECTOR SPDR TR | 2085 | 323425 | STATE STREET IND |
| OREILLY AUTOMOTIVE INC | 3458 | 315404 | COM |
| ISHARES TR | 2955 | 315250 | SHRT NAT MUN ETF |
| NETFLIX INC | 3344 | 313533 | COM |
| MICRON TECHNOLOGY INC | 1098 | 313436 | COM |
| VANGUARD WORLD FD | 402 | 303020 | INF TECH ETF |
| ASML HOLDING N V | 281 | 300631 | N Y REGISTRY SHS |
| ISHARES TR | 2070 | 291974 | RUS MDCP VAL ETF |
| COCA COLA CO | 4114 | 287619 | COM |
| EVERGY INC | 3893 | 282208 | COM |
| PHILIP MORRIS INTL INC | 1746 | 280115 | COM |
| CHEVRON CORP NEW | 1835 | 279609 | COM |
| ISHARES TR | 2216 | 273095 | S&P 500 GRWT ETF |
| PROCTER AND GAMBLE CO | 1877 | 269048 | COM |
| ISHARES BITCOIN TRUST ETF | 5377 | 266968 | SHS BEN INT |
| DEERE & CO | 568 | 264445 | COM |
| INVESCO QQQ TR | 430 | 264173 | UNIT SER 1 |
| SUBURBAN PROPANE PARTNERS L | 14000 | 259560 | UNIT LTD PARTN |
| CASEYS GEN STORES INC | 469 | 259221 | COM |
| EXXON MOBIL CORP | 2079 | 250172 | COM |
| ARISTA NETWORKS INC | 1854 | 242930 | COM SHS |
| EATON CORP PLC | 760 | 242068 | SHS |
| ISHARES TR | 1116 | 236670 | S&P 500 VAL ETF |
| NEW YORK LIFE INVESTMENTS ET | 6417 | 229664 | NYLI MERGER ARBI |
| CONOCOPHILLIPS | 2451 | 229485 | COM |
| GE AEROSPACE | 714 | 219948 | COM NEW |
| PIMCO ETF TR | 2171 | 217788 | ENHAN SHRT MA AC |
| GOLDMAN SACHS GROUP INC | 236 | 207546 | COM |
| VANGUARD INDEX FDS | 798 | 205796 | SMALL CP ETF |
| VANGUARD WHITEHALL FDS | 1430 | 205234 | HIGH DIV YLD |
| KLA CORP | 168 | 204549 | COM NEW |
| KROGER CO | 3263 | 203872 | COM |
| SCHWAB STRATEGIC TR | 6700 | 201468 | US MID-CAP ETF |
| TWO HBRS INVT CORP | 15050 | 158025 | COM |
| APOLLO COML REAL EST FIN INC | 11700 | 113256 | COM |
| AMC ENTMT HLDGS INC | 10226 | 15953 | CL A NEW |
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