Institutional Manager · CIK 0001723925
Legacy Financial Strategies, LLC
LEAWOOD, KS · File #028-18758
Latest AUM
$564.8M
Positions
138
Top-10 Concentration
72.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025138 pos · $564.8M
- 13F HOLDINGS REPORTQ/E Sep 2025135 pos · $553.7M
- 13F HOLDINGS REPORTQ/E Jun 2025127 pos · $509.6M
- 13F HOLDINGS REPORTQ/E Mar 2025119 pos · $458.6M
- 13F HOLDINGS REPORTQ/E Dec 2024119 pos · $464.4M
- 13F HOLDINGS REPORTQ/E Sep 2024115 pos · $453.2M
- 13F HOLDINGS REPORTQ/E Jun 202498 pos · $416.1M
- 13F HOLDINGS REPORTQ/E Mar 202490 pos · $388.1M
- 13F HOLDINGS REPORTQ/E Dec 202373 pos · $311.1M
- 13F HOLDINGS REPORTQ/E Sep 202379 pos · $299.1M
- 13F HOLDINGS REPORTQ/E Jun 202372 pos · $269.7M
- 13F HOLDINGS REPORTQ/E Mar 202371 pos · $241.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524300 | 2,853,067 | $93.1M | 17.89% |
| 2 | SCHWAB STRATEGIC TR | 808524102 | 2,593,226 | $68.0M | 13.08% |
| 3 | ISHARES TR | 464287226 | 461,639 | $46.1M | 8.86% |
| 4 | AMERICAN CENTY ETF TR | 025072349 | 470,694 | $35.7M | 6.86% |
| 5 | AMERICAN CENTY ETF TR | 025072703 | 405,115 | $33.3M | 6.41% |
| 6 | ISHARES TR | 464287549 | 254,895 | $32.9M | 6.33% |
| 7 | ISHARES TR | 46434V621 | 426,284 | $29.6M | 5.69% |
| 8 | VANGUARD INDEX FDS | 922908769 | 52,178 | $17.5M | 3.36% |
| 9 | SCHWAB STRATEGIC TR | 808524797 | 436,844 | $12.0M | 2.30% |
| 10 | NVIDIA CORPORATION | NVDA | 53,432 | $10.0M | 1.92% |
| 11 | APPLE INC | AAPL | 32,087 | $8.7M | 1.68% |
| 12 | ISHARES TR | 464288414 | 74,929 | $8.0M | 1.54% |
| 13 | VANECK ETF TRUST | 92189F676 | 17,380 | $6.3M | 1.20% |
| 14 | SPDR S&P 500 ETF TR | SPY | 8,650 | $5.9M | 1.13% |
| 15 | ISHARES TR | 464287804 | 47,477 | $5.7M | 1.10% |
| 16 | VANGUARD INDEX FDS | 922908363 | 8,706 | $5.5M | 1.05% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,946 | $5.0M | 0.96% |
| 18 | INVESCO EXCH TRADED FD TR II | IVZ | 40,793 | $4.9M | 0.94% |
| 19 | MICROSOFT CORP | MSFT | 9,961 | $4.8M | 0.93% |
| 20 | WALMART INC | WMT | 36,235 | $4.0M | 0.78% |