13F HOLDINGS REPORT
LEGACY FINANCIAL GROUP, INC.
Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0001104659-25-106799
Total Value
$364.8M
Positions
92
Other Managers
0
Confidential Omitted
No
Holdings (92)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908736 | 75,327 | $36.1M | 9.90% |
| 2 | AMERICAN CENTY ETF TR | 025072885 | 329,124 | $35.8M | 9.81% |
| 3 | DIMENSIONAL ETF TRUST | 25434V708 | 559,201 | $21.6M | 5.91% |
| 4 | DIMENSIONAL ETF TRUST | 25434V203 | 571,798 | $20.8M | 5.70% |
| 5 | DIMENSIONAL ETF TRUST | 25434V724 | 462,483 | $20.7M | 5.67% |
| 6 | DIMENSIONAL ETF TRUST | 25434V864 | 424,326 | $20.4M | 5.61% |
| 7 | DIMENSIONAL ETF TRUST | 25434V880 | 631,792 | $19.8M | 5.43% |
| 8 | DIMENSIONAL ETF TRUST | 25434V831 | 465,610 | $17.6M | 4.82% |
| 9 | DIMENSIONAL ETF TRUST | 25434V401 | 224,543 | $16.3M | 4.46% |
| 10 | DIMENSIONAL ETF TRUST | 25434V104 | 332,913 | $15.2M | 4.18% |
| 11 | DIMENSIONAL ETF TRUST | 25434V872 | 306,810 | $13.1M | 3.60% |
| 12 | VANGUARD CHARLOTTE FDS | 92203J407 | 215,995 | $10.7M | 2.93% |
| 13 | APPLE INC | AAPL | 37,165 | $9.5M | 2.59% |
| 14 | DIMENSIONAL ETF TRUST | 25434V609 | 157,560 | $9.2M | 2.51% |
| 15 | DIMENSIONAL ETF TRUST | 25434V666 | 240,435 | $7.9M | 2.17% |
| 16 | SCHWAB STRATEGIC TR | 808524201 | 247,863 | $6.5M | 1.79% |
| 17 | DIMENSIONAL ETF TRUST | 25434V302 | 204,703 | $6.5M | 1.77% |
| 18 | DIMENSIONAL ETF TRUST | 25434V823 | 201,398 | $4.8M | 1.32% |
| 19 | ISHARES TR | 464287614 | 10,101 | $4.7M | 1.30% |
| 20 | VANGUARD INDEX FDS | 922908553 | 44,936 | $4.1M | 1.13% |
| 21 | ONEOK INC NEW | OKE | 47,898 | $3.5M | 0.96% |
| 22 | DIMENSIONAL ETF TRUST | 25434V732 | 107,895 | $3.5M | 0.95% |
| 23 | ISHARES TR | 464288158 | 30,619 | $3.3M | 0.90% |
| 24 | MICROSOFT CORP | MSFT | 6,038 | $3.1M | 0.86% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,213 | $3.1M | 0.86% |
| 26 | DIMENSIONAL ETF TRUST | 25434V849 | 63,114 | $3.0M | 0.83% |
| 27 | DIMENSIONAL ETF TRUST | 25434V500 | 42,339 | $2.9M | 0.79% |
| 28 | NVIDIA CORPORATION | NVDA | 15,401 | $2.9M | 0.79% |
| 29 | DIMENSIONAL ETF TRUST | 25434V799 | 84,806 | $2.8M | 0.76% |
| 30 | AMERICAN CENTY ETF TR | 025072349 | 34,846 | $2.5M | 0.69% |
| 31 | DIMENSIONAL ETF TRUST | 25434V815 | 74,034 | $2.4M | 0.65% |
| 32 | VANGUARD MALVERN FDS | 922020805 | 42,776 | $2.2M | 0.59% |
| 33 | ALPHABET INC | GOOG | 8,335 | $2.0M | 0.56% |
| 34 | ISHARES TR | 464287200 | 2,132 | $1.4M | 0.39% |
| 35 | WALMART INC | WMT | 13,290 | $1.4M | 0.38% |
| 36 | AMAZON COM INC | AMZN | 5,930 | $1.3M | 0.36% |
| 37 | SPDR S&P 500 ETF TR | SPY | 1,561 | $1.0M | 0.29% |
| 38 | BANCFIRST CORP | BANFP | 8,007 | $1.0M | 0.28% |
| 39 | ALPHABET INC | GOOG | 4,139 | $1.0M | 0.28% |
| 40 | VANGUARD INDEX FDS | 922908769 | 2,622 | $860,462 | 0.24% |
| 41 | PROGRESSIVE CORP | 743315103 | 3,283 | $810,818 | 0.22% |
| 42 | AMERICAN CENTY ETF TR | 025072158 | 9,261 | $708,559 | 0.19% |
| 43 | PALANTIR TECHNOLOGIES INC | PLTR | 3,669 | $669,299 | 0.18% |
| 44 | AMERICAN CENTY ETF TR | 025072877 | 6,653 | $662,196 | 0.18% |
| 45 | META PLATFORMS INC | META | 886 | $650,661 | 0.18% |
| 46 | AMERICAN CENTY ETF TR | 02507A507 | 10,902 | $647,211 | 0.18% |
| 47 | JPMORGAN CHASE & CO. | VYLD | 1,935 | $610,357 | 0.17% |
| 48 | VANGUARD WORLD FD | 92204A702 | 787 | $587,258 | 0.16% |
| 49 | DIMENSIONAL ETF TRUST | 25434V617 | 7,259 | $521,632 | 0.14% |
| 50 | CATERPILLAR INC | CAT | 1,024 | $488,542 | 0.13% |
| 51 | INVESCO QQQ TR | IVZ | 808 | $485,251 | 0.13% |
| 52 | ABBVIE INC | ABBV | 2,031 | $470,263 | 0.13% |
| 53 | SELECT SECTOR SPDR TR | 81369Y803 | 1,668 | $470,142 | 0.13% |
| 54 | WILLIAMS COS INC | 969457100 | 7,394 | $468,410 | 0.13% |
| 55 | VANGUARD INDEX FDS | 922908637 | 1,498 | $461,174 | 0.13% |
| 56 | PHILIP MORRIS INTL INC | 718172109 | 2,697 | $437,453 | 0.12% |
| 57 | EXXON MOBIL CORP | XOM | 3,807 | $429,189 | 0.12% |
| 58 | OGE ENERGY CORP | OGE | 8,522 | $394,313 | 0.11% |
| 59 | BROADCOM INC | AVGO | 1,092 | $360,262 | 0.10% |
| 60 | ISHARES TR | 464287846 | 2,112 | $343,154 | 0.09% |
| 61 | TESLA INC | TSLA | 770 | $342,434 | 0.09% |
| 62 | SELECT SECTOR SPDR TR | 81369Y704 | 2,215 | $341,619 | 0.09% |
| 63 | VANGUARD INDEX FDS | 922908363 | 552 | $338,259 | 0.09% |
| 64 | CHEVRON CORP NEW | CVX | 2,100 | $326,072 | 0.09% |
| 65 | ETF SER SOLUTIONS | 26922A453 | 3,112 | $311,309 | 0.09% |
| 66 | PROCTER AND GAMBLE CO | 742718109 | 1,844 | $283,331 | 0.08% |
| 67 | JOHNSON & JOHNSON | JNJ | 1,521 | $281,975 | 0.08% |
| 68 | SELECT SECTOR SPDR TR | 81369Y506 | 3,147 | $281,153 | 0.08% |
| 69 | PJT PARTNERS INC | PJT | 1,504 | $267,306 | 0.07% |
| 70 | AMERICAN EXPRESS CO | AXP | 785 | $260,746 | 0.07% |
| 71 | VERIZON COMMUNICATIONS INC | VZ | 5,797 | $254,778 | 0.07% |
| 72 | UNITED RENTALS INC | URI | 256 | $244,393 | 0.07% |
| 73 | VISA INC | V | 712 | $243,162 | 0.07% |
| 74 | VANGUARD ADMIRAL FDS INC | 921932703 | 1,200 | $239,364 | 0.07% |
| 75 | OREILLY AUTOMOTIVE INC | 67103H107 | 2,164 | $233,301 | 0.06% |
| 76 | BLACKROCK INC | BLK | 196 | $228,511 | 0.06% |
| 77 | ISHARES BITCOIN TRUST ETF | IBIT | 3,497 | $227,305 | 0.06% |
| 78 | MERCK & CO INC | MRK | 2,666 | $223,757 | 0.06% |
| 79 | VANGUARD STAR FDS | 921909768 | 3,014 | $221,434 | 0.06% |
| 80 | COSTCO WHSL CORP NEW | 22160K105 | 238 | $220,303 | 0.06% |
| 81 | ISHARES TR | 464287507 | 3,350 | $218,643 | 0.06% |
| 82 | ZOOM COMMUNICATIONS INC | ZM | 2,618 | $215,985 | 0.06% |
| 83 | STRYKER CORPORATION | SYK | 573 | $211,837 | 0.06% |
| 84 | DIMENSIONAL ETF TRUST | 25434V591 | 4,126 | $209,518 | 0.06% |
| 85 | ISHARES TR | 464287481 | 1,468 | $209,058 | 0.06% |
| 86 | VANGUARD INDEX FDS | 922908751 | 816 | $207,613 | 0.06% |
| 87 | HOME DEPOT INC | HD | 510 | $206,647 | 0.06% |
| 88 | RTX CORPORATION | RTX | 1,231 | $205,983 | 0.06% |
| 89 | CONOCOPHILLIPS | COP | 2,171 | $205,375 | 0.06% |
| 90 | NEXTERA ENERGY INC | NEE-PW | 2,710 | $204,578 | 0.06% |
| 91 | TIDAL TRUST II | 88634T493 | 12,850 | $179,386 | 0.05% |
| 92 | LLOYDS BANKING GROUP PLC | LLOBF | 13,581 | $61,658 | 0.02% |