13F HOLDINGS REPORT
LEGACY FINANCIAL GROUP, INC.
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001104659-25-076750
Total Value
$338.3M
Positions
85
Other Managers
0
Confidential Omitted
No
Holdings (85)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908736 | 77,187 | $33.8M | 10.00% |
| 2 | AMERICAN CENTY ETF TR | 025072885 | 307,815 | $31.0M | 9.17% |
| 3 | DIMENSIONAL ETF TRUST | 25434V708 | 573,587 | $20.6M | 6.08% |
| 4 | DIMENSIONAL ETF TRUST | 25434V203 | 572,434 | $19.8M | 5.85% |
| 5 | DIMENSIONAL ETF TRUST | 25434V864 | 411,727 | $19.8M | 5.84% |
| 6 | DIMENSIONAL ETF TRUST | 25434V724 | 454,608 | $19.2M | 5.68% |
| 7 | DIMENSIONAL ETF TRUST | 25434V880 | 623,712 | $18.3M | 5.41% |
| 8 | DIMENSIONAL ETF TRUST | 25434V831 | 448,307 | $15.9M | 4.71% |
| 9 | DIMENSIONAL ETF TRUST | 25434V401 | 216,015 | $14.5M | 4.28% |
| 10 | DIMENSIONAL ETF TRUST | 25434V104 | 327,699 | $13.9M | 4.10% |
| 11 | DIMENSIONAL ETF TRUST | 25434V872 | 294,699 | $12.5M | 3.68% |
| 12 | VANGUARD CHARLOTTE FDS | 92203J407 | 201,360 | $10.0M | 2.95% |
| 13 | DIMENSIONAL ETF TRUST | 25434V609 | 161,076 | $8.7M | 2.57% |
| 14 | APPLE INC | AAPL | 38,750 | $8.0M | 2.35% |
| 15 | DIMENSIONAL ETF TRUST | 25434V666 | 228,760 | $7.1M | 2.10% |
| 16 | SCHWAB STRATEGIC TR | 808524201 | 257,657 | $6.3M | 1.86% |
| 17 | DIMENSIONAL ETF TRUST | 25434V302 | 213,154 | $6.2M | 1.82% |
| 18 | DIMENSIONAL ETF TRUST | 25434V823 | 202,147 | $4.7M | 1.40% |
| 19 | ISHARES TR | 464287614 | 10,487 | $4.5M | 1.32% |
| 20 | VANGUARD INDEX FDS | 922908553 | 45,503 | $4.1M | 1.20% |
| 21 | ISHARES TR | 464288158 | 37,577 | $4.0M | 1.18% |
| 22 | DIMENSIONAL ETF TRUST | 25434V849 | 76,154 | $3.6M | 1.07% |
| 23 | ONEOK INC NEW | OKE | 42,966 | $3.5M | 1.04% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,620 | $3.2M | 0.95% |
| 25 | MICROSOFT CORP | MSFT | 6,250 | $3.1M | 0.92% |
| 26 | DIMENSIONAL ETF TRUST | 25434V732 | 103,913 | $3.1M | 0.91% |
| 27 | DIMENSIONAL ETF TRUST | 25434V500 | 42,456 | $2.7M | 0.80% |
| 28 | DIMENSIONAL ETF TRUST | 25434V799 | 81,687 | $2.5M | 0.75% |
| 29 | NVIDIA CORPORATION | NVDA | 15,422 | $2.4M | 0.72% |
| 30 | VANGUARD MALVERN FDS | 922020805 | 44,448 | $2.2M | 0.66% |
| 31 | AMERICAN CENTY ETF TR | 025072349 | 32,334 | $2.2M | 0.65% |
| 32 | DIMENSIONAL ETF TRUST | 25434V815 | 73,342 | $2.2M | 0.64% |
| 33 | ALPHABET INC | GOOG | 8,863 | $1.6M | 0.46% |
| 34 | ISHARES TR | 464287200 | 2,115 | $1.3M | 0.39% |
| 35 | WALMART INC | WMT | 13,012 | $1.3M | 0.38% |
| 36 | AMAZON COM INC | AMZN | 5,756 | $1.3M | 0.37% |
| 37 | BANCFIRST CORP | BANFP | 8,010 | $990,247 | 0.29% |
| 38 | SPDR S&P 500 ETF TR | SPY | 1,600 | $988,341 | 0.29% |
| 39 | PROGRESSIVE CORP | 743315103 | 3,282 | $875,835 | 0.26% |
| 40 | VANGUARD INDEX FDS | 922908769 | 2,627 | $798,424 | 0.24% |
| 41 | ALPHABET INC | GOOG | 4,086 | $720,076 | 0.21% |
| 42 | WILLIAMS COS INC | 969457100 | 11,338 | $712,140 | 0.21% |
| 43 | META PLATFORMS INC | META | 913 | $673,876 | 0.20% |
| 44 | AMERICAN CENTY ETF TR | 025072877 | 6,799 | $619,410 | 0.18% |
| 45 | PHILIP MORRIS INTL INC | 718172109 | 3,208 | $584,273 | 0.17% |
| 46 | JPMORGAN CHASE & CO. | VYLD | 1,967 | $570,253 | 0.17% |
| 47 | VANGUARD WORLD FD | 92204A702 | 806 | $534,278 | 0.16% |
| 48 | AMERICAN CENTY ETF TR | 025072158 | 7,358 | $522,712 | 0.15% |
| 49 | PALANTIR TECHNOLOGIES INC | PLTR | 3,669 | $500,158 | 0.15% |
| 50 | VANGUARD INDEX FDS | 922908637 | 1,529 | $436,224 | 0.13% |
| 51 | SELECT SECTOR SPDR TR | 81369Y803 | 1,692 | $428,465 | 0.13% |
| 52 | EXXON MOBIL CORP | XOM | 3,948 | $425,642 | 0.13% |
| 53 | AMERICAN CENTY ETF TR | 02507A507 | 7,578 | $409,590 | 0.12% |
| 54 | ETF SER SOLUTIONS | 26922A453 | 4,025 | $403,184 | 0.12% |
| 55 | ABBVIE INC | ABBV | 2,054 | $381,183 | 0.11% |
| 56 | OGE ENERGY CORP | OGE | 8,522 | $378,206 | 0.11% |
| 57 | ENTERPRISE PRODS PARTNERS L | 293792107 | 12,190 | $378,005 | 0.11% |
| 58 | CATERPILLAR INC | CAT | 921 | $357,493 | 0.11% |
| 59 | VANGUARD INDEX FDS | 922908363 | 583 | $331,195 | 0.10% |
| 60 | INVESCO QQQ TR | IVZ | 594 | $327,814 | 0.10% |
| 61 | SELECT SECTOR SPDR TR | 81369Y704 | 2,188 | $322,774 | 0.10% |
| 62 | ISHARES TR | 464287846 | 2,112 | $318,646 | 0.09% |
| 63 | BROADCOM INC | AVGO | 1,092 | $301,010 | 0.09% |
| 64 | CHEVRON CORP NEW | CVX | 2,101 | $300,799 | 0.09% |
| 65 | TIDAL TR II | 88634T493 | 12,850 | $284,885 | 0.08% |
| 66 | PROCTER AND GAMBLE CO | 742718109 | 1,778 | $283,271 | 0.08% |
| 67 | SELECT SECTOR SPDR TR | 81369Y506 | 3,252 | $275,802 | 0.08% |
| 68 | VISA INC | V | 731 | $259,638 | 0.08% |
| 69 | STRYKER CORPORATION | SYK | 650 | $257,082 | 0.08% |
| 70 | TESLA INC | TSLA | 791 | $251,269 | 0.07% |
| 71 | AMERICAN EXPRESS CO | AXP | 785 | $250,399 | 0.07% |
| 72 | PJT PARTNERS INC | PJT | 1,504 | $248,175 | 0.07% |
| 73 | JOHNSON & JOHNSON | JNJ | 1,595 | $243,596 | 0.07% |
| 74 | DIMENSIONAL ETF TRUST | 25434V591 | 4,653 | $236,140 | 0.07% |
| 75 | VANGUARD ADMIRAL FDS INC | 921932703 | 1,200 | $226,452 | 0.07% |
| 76 | COSTCO WHSL CORP NEW | 22160K105 | 228 | $225,709 | 0.07% |
| 77 | ZOOM COMMUNICATIONS INC | ZM | 2,863 | $223,257 | 0.07% |
| 78 | INTUIT | INTU | 276 | $217,386 | 0.06% |
| 79 | DISNEY WALT CO | 254687106 | 1,716 | $212,773 | 0.06% |
| 80 | VANGUARD STAR FDS | 921909768 | 3,014 | $208,258 | 0.06% |
| 81 | ISHARES TR | 464287507 | 3,340 | $207,140 | 0.06% |
| 82 | ELI LILLY & CO | LLY | 261 | $203,845 | 0.06% |
| 83 | ISHARES TR | 464287481 | 1,468 | $203,582 | 0.06% |
| 84 | UNITED RENTALS INC | URI | 268 | $201,911 | 0.06% |
| 85 | LLOYDS BANKING GROUP PLC | LLOBF | 13,581 | $57,719 | 0.02% |