13F HOLDINGS REPORT
LEGACY FINANCIAL GROUP, INC.
Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0001104659-26-011358
Total Value
$381.4M
Positions
94
Other Managers
0
Confidential Omitted
No
Holdings (94)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072885 | 350,459 | $39.2M | 10.27% |
| 2 | VANGUARD INDEX FDS | 922908736 | 72,250 | $35.2M | 9.24% |
| 3 | DIMENSIONAL ETF TRUST | 25434V708 | 554,892 | $22.0M | 5.76% |
| 4 | DIMENSIONAL ETF TRUST | 25434V724 | 471,369 | $22.0M | 5.76% |
| 5 | DIMENSIONAL ETF TRUST | 25434V864 | 454,428 | $21.8M | 5.71% |
| 6 | DIMENSIONAL ETF TRUST | 25434V203 | 568,967 | $21.7M | 5.68% |
| 7 | DIMENSIONAL ETF TRUST | 25434V880 | 646,402 | $21.2M | 5.55% |
| 8 | DIMENSIONAL ETF TRUST | 25434V831 | 487,893 | $18.6M | 4.86% |
| 9 | DIMENSIONAL ETF TRUST | 25434V401 | 226,994 | $16.8M | 4.41% |
| 10 | DIMENSIONAL ETF TRUST | 25434V104 | 327,846 | $15.3M | 4.02% |
| 11 | DIMENSIONAL ETF TRUST | 25434V872 | 324,982 | $13.8M | 3.63% |
| 12 | VANGUARD CHARLOTTE FDS | 92203J407 | 246,309 | $11.9M | 3.12% |
| 13 | APPLE INC | AAPL | 38,874 | $10.6M | 2.77% |
| 14 | DIMENSIONAL ETF TRUST | 25434V666 | 274,750 | $9.4M | 2.46% |
| 15 | DIMENSIONAL ETF TRUST | 25434V609 | 153,881 | $9.2M | 2.40% |
| 16 | SCHWAB STRATEGIC TR | 808524201 | 245,696 | $6.6M | 1.73% |
| 17 | DIMENSIONAL ETF TRUST | 25434V302 | 193,980 | $6.3M | 1.66% |
| 18 | DIMENSIONAL ETF TRUST | 25434V823 | 202,506 | $4.6M | 1.22% |
| 19 | ISHARES TR | 464287614 | 9,541 | $4.5M | 1.18% |
| 20 | VANGUARD INDEX FDS | 922908553 | 44,387 | $3.9M | 1.03% |
| 21 | ONEOK INC NEW | OKE | 50,057 | $3.7M | 0.96% |
| 22 | DIMENSIONAL ETF TRUST | 25434V732 | 108,392 | $3.6M | 0.94% |
| 23 | DIMENSIONAL ETF TRUST | 25434V799 | 93,597 | $3.2M | 0.85% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,270 | $3.2M | 0.83% |
| 25 | AMERICAN CENTY ETF TR | 025072349 | 40,176 | $3.0M | 0.80% |
| 26 | ISHARES TR | 464288158 | 28,524 | $3.0M | 0.80% |
| 27 | DIMENSIONAL ETF TRUST | 25434V500 | 43,611 | $3.0M | 0.80% |
| 28 | NVIDIA CORPORATION | NVDA | 15,948 | $3.0M | 0.78% |
| 29 | MICROSOFT CORP | MSFT | 5,987 | $2.9M | 0.76% |
| 30 | DIMENSIONAL ETF TRUST | 25434V849 | 55,894 | $2.7M | 0.71% |
| 31 | ALPHABET INC | GOOG | 8,290 | $2.6M | 0.68% |
| 32 | DIMENSIONAL ETF TRUST | 25434V815 | 74,641 | $2.5M | 0.64% |
| 33 | VANGUARD MALVERN FDS | 922020805 | 43,231 | $2.1M | 0.56% |
| 34 | WALMART INC | WMT | 13,384 | $1.5M | 0.39% |
| 35 | ISHARES TR | 464287200 | 2,134 | $1.5M | 0.38% |
| 36 | AMAZON COM INC | AMZN | 6,060 | $1.4M | 0.37% |
| 37 | ALPHABET INC | GOOG | 3,858 | $1.2M | 0.32% |
| 38 | SPDR S&P 500 ETF TR | SPY | 1,507 | $1.0M | 0.27% |
| 39 | BANCFIRST CORP | BANFP | 9,675 | $1.0M | 0.27% |
| 40 | VANGUARD INDEX FDS | 922908769 | 2,562 | $858,962 | 0.23% |
| 41 | AMERICAN CENTY ETF TR | 025072158 | 10,646 | $836,989 | 0.22% |
| 42 | PALANTIR TECHNOLOGIES INC | PLTR | 4,322 | $768,236 | 0.20% |
| 43 | PROGRESSIVE CORP | 743315103 | 3,176 | $723,314 | 0.19% |
| 44 | AMERICAN CENTY ETF TR | 02507A507 | 11,972 | $720,349 | 0.19% |
| 45 | DIMENSIONAL ETF TRUST | 25434V617 | 9,669 | $715,313 | 0.19% |
| 46 | AMERICAN CENTY ETF TR | 025072877 | 6,678 | $681,022 | 0.18% |
| 47 | JPMORGAN CHASE & CO. | VYLD | 1,933 | $622,851 | 0.16% |
| 48 | INVESCO QQQ TR | IVZ | 1,007 | $618,765 | 0.16% |
| 49 | CATERPILLAR INC | CAT | 1,077 | $616,909 | 0.16% |
| 50 | VANGUARD WORLD FD | 92204A702 | 762 | $574,062 | 0.15% |
| 51 | WILLIAMS COS INC | 969457100 | 9,154 | $550,247 | 0.14% |
| 52 | VANGUARD INDEX FDS | 922908637 | 1,580 | $497,384 | 0.13% |
| 53 | META PLATFORMS INC | META | 741 | $490,342 | 0.13% |
| 54 | ABBVIE INC | ABBV | 2,040 | $466,219 | 0.12% |
| 55 | SELECT SECTOR SPDR TR | 81369Y803 | 3,161 | $455,089 | 0.12% |
| 56 | EXXON MOBIL CORP | XOM | 3,629 | $436,660 | 0.11% |
| 57 | VANGUARD INDEX FDS | 922908363 | 679 | $426,131 | 0.11% |
| 58 | MCDONALDS CORP | MCD | 1,322 | $404,065 | 0.11% |
| 59 | PHILIP MORRIS INTL INC | 718172109 | 2,388 | $383,035 | 0.10% |
| 60 | BROADCOM INC | AVGO | 1,092 | $380,689 | 0.10% |
| 61 | OGE ENERGY CORP | OGE | 8,522 | $363,889 | 0.10% |
| 62 | ISHARES TR | 464287846 | 2,112 | $350,191 | 0.09% |
| 63 | TESLA INC | TSLA | 770 | $346,284 | 0.09% |
| 64 | SELECT SECTOR SPDR TR | 81369Y704 | 2,185 | $338,937 | 0.09% |
| 65 | CHEVRON CORP NEW | CVX | 2,077 | $316,519 | 0.08% |
| 66 | ISHARES TR | 464287622 | 813 | $303,607 | 0.08% |
| 67 | ELI LILLY & CO | LLY | 275 | $295,063 | 0.08% |
| 68 | ETF SER SOLUTIONS | 26922A453 | 2,941 | $294,188 | 0.08% |
| 69 | AMERICAN EXPRESS CO | AXP | 785 | $290,411 | 0.08% |
| 70 | SELECT SECTOR SPDR TR | 81369Y506 | 6,422 | $287,128 | 0.08% |
| 71 | JOHNSON & JOHNSON | JNJ | 1,353 | $280,003 | 0.07% |
| 72 | VISA INC | V | 723 | $253,673 | 0.07% |
| 73 | PJT PARTNERS INC | PJT | 1,504 | $251,469 | 0.07% |
| 74 | ENTERPRISE PRODS PARTNERS L | 293792107 | 7,700 | $246,855 | 0.06% |
| 75 | RTX CORPORATION | RTX | 1,342 | $246,123 | 0.06% |
| 76 | VANGUARD ADMIRAL FDS INC | 921932703 | 1,200 | $245,820 | 0.06% |
| 77 | MERCK & CO INC | MRK | 2,311 | $243,256 | 0.06% |
| 78 | DIMENSIONAL ETF TRUST | 25434V591 | 4,782 | $242,208 | 0.06% |
| 79 | VERIZON COMMUNICATIONS INC | VZ | 5,625 | $229,087 | 0.06% |
| 80 | ISHARES BITCOIN TRUST ETF | IBIT | 4,600 | $228,390 | 0.06% |
| 81 | VANGUARD STAR FDS | 921909768 | 3,015 | $227,418 | 0.06% |
| 82 | ISHARES TR | 464287507 | 3,366 | $222,184 | 0.06% |
| 83 | NEXTERA ENERGY INC | NEE-PW | 2,694 | $216,274 | 0.06% |
| 84 | COSTCO WHSL CORP NEW | 22160K105 | 250 | $215,589 | 0.06% |
| 85 | VANGUARD SPECIALIZED FUNDS | 921908844 | 972 | $213,626 | 0.06% |
| 86 | ZOOM COMMUNICATIONS INC | ZM | 2,475 | $213,568 | 0.06% |
| 87 | VANGUARD INDEX FDS | 922908751 | 818 | $210,883 | 0.06% |
| 88 | BLACKROCK INC | BLK | 194 | $207,646 | 0.05% |
| 89 | PROCTER AND GAMBLE CO | 742718109 | 1,432 | $205,220 | 0.05% |
| 90 | CONOCOPHILLIPS | COP | 2,171 | $203,247 | 0.05% |
| 91 | MASTERCARD INCORPORATED | MA | 355 | $202,846 | 0.05% |
| 92 | STRYKER CORPORATION | SYK | 573 | $201,408 | 0.05% |
| 93 | ISHARES TR | 464287481 | 1,468 | $201,028 | 0.05% |
| 94 | LLOYDS BANKING GROUP PLC | LLOBF | 13,581 | $71,979 | 0.02% |