Institutional Manager · CIK 0001965579
LEGACY FINANCIAL GROUP, INC.
Tulsa, OK · File #028-23107
Latest AUM
$381.4M
Positions
94
Top-10 Concentration
63.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202594 pos · $381.4M
- 13F HOLDINGS REPORTQ/E Sep 202592 pos · $364.8M
- 13F HOLDINGS REPORTQ/E Jun 202585 pos · $338.3M
- 13F HOLDINGS REPORTQ/E Mar 202585 pos · $311.5M
- 13F HOLDINGS REPORTQ/E Dec 202485 pos · $310.6M
- 13F HOLDINGS REPORTQ/E Sep 202479 pos · $294.1M
- 13F HOLDINGS REPORTQ/E Jun 202472 pos · $264.1M
- 13F HOLDINGS REPORTQ/E Mar 202474 pos · $254.1M
- 13F HOLDINGS REPORTQ/E Dec 202369 pos · $202.7M
- 13F HOLDINGS REPORTQ/E Sep 202370 pos · $200.2M
- 13F HOLDINGS REPORTQ/E Jun 202364 pos · $180.9M
- 13F HOLDINGS REPORTQ/E Mar 202362 pos · $162.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072885 | 350,459 | $39.2M | 10.63% |
| 2 | VANGUARD INDEX FDS | 922908736 | 72,250 | $35.2M | 9.57% |
| 3 | DIMENSIONAL ETF TRUST | 25434V708 | 554,892 | $22.0M | 5.96% |
| 4 | DIMENSIONAL ETF TRUST | 25434V724 | 471,369 | $22.0M | 5.96% |
| 5 | DIMENSIONAL ETF TRUST | 25434V864 | 454,428 | $21.8M | 5.91% |
| 6 | DIMENSIONAL ETF TRUST | 25434V203 | 568,967 | $21.7M | 5.88% |
| 7 | DIMENSIONAL ETF TRUST | 25434V880 | 646,402 | $21.2M | 5.74% |
| 8 | DIMENSIONAL ETF TRUST | 25434V831 | 487,893 | $18.6M | 5.04% |
| 9 | DIMENSIONAL ETF TRUST | 25434V401 | 226,994 | $16.8M | 4.57% |
| 10 | DIMENSIONAL ETF TRUST | 25434V104 | 327,846 | $15.3M | 4.16% |
| 11 | DIMENSIONAL ETF TRUST | 25434V872 | 324,982 | $13.8M | 3.75% |
| 12 | VANGUARD CHARLOTTE FDS | 92203J407 | 246,309 | $11.9M | 3.23% |
| 13 | APPLE INC | AAPL | 38,874 | $10.6M | 2.87% |
| 14 | DIMENSIONAL ETF TRUST | 25434V666 | 274,750 | $9.4M | 2.55% |
| 15 | DIMENSIONAL ETF TRUST | 25434V609 | 153,881 | $9.2M | 2.49% |
| 16 | SCHWAB STRATEGIC TR | 808524201 | 245,696 | $6.6M | 1.79% |
| 17 | DIMENSIONAL ETF TRUST | 25434V302 | 193,980 | $6.3M | 1.71% |
| 18 | DIMENSIONAL ETF TRUST | 25434V823 | 202,506 | $4.6M | 1.26% |
| 19 | ISHARES TR | 464287614 | 9,541 | $4.5M | 1.23% |
| 20 | VANGUARD INDEX FDS | 922908553 | 44,387 | $3.9M | 1.07% |