Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LEGACY FINANCIAL GROUP, INC. (CIK 1965579) reported $378.4M across 89 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVUS ($40.4M, 10.68%), VUG ($31.7M, 8.38%), DFUV ($22.7M, 5.99%), DFSD ($22.4M, 5.91%), DFAI ($22.0M, 5.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $40.4M | 10.68% | 363,360 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $31.7M | 8.38% | 72,580 | Added |
| 3 | DFUV | DIMENSIONAL ETF TRUST | $22.7M | 5.99% | 468,036 | Trimmed |
| 4 | DFSD | DIMENSIONAL ETF TRUST | $22.4M | 5.91% | 467,314 | Added |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $22.0M | 5.81% | 563,983 | Trimmed |
| 6 | DFAX | DIMENSIONAL ETF TRUST | $21.9M | 5.79% | 645,085 | Trimmed |
| 7 | DFAC | DIMENSIONAL ETF TRUST | $21.4M | 5.64% | 549,536 | Trimmed |
| 8 | DUHP | DIMENSIONAL ETF TRUST | $18.4M | 4.86% | 500,768 | Added |
| 9 | DFUS | DIMENSIONAL ETF TRUST | $16.6M | 4.39% | 234,068 | Added |
| 10 | DFAU | DIMENSIONAL ETF TRUST | $14.9M | 3.93% | 329,484 | Added |
| 11 | DFCF | DIMENSIONAL ETF TRUST | $14.1M | 3.72% | 333,282 | Added |
| 12 | BNDX | VANGUARD CHARLOTTE FDS | $10.4M | 2.75% | 216,634 | Trimmed |
| 13 | DFLV | DIMENSIONAL ETF TRUST | $10.2M | 2.71% | 286,884 | Added |
| 14 | AAPL | APPLE INC | $9.8M | 2.59% | 38,571 | Trimmed |
| 15 | DFAT | DIMENSIONAL ETF TRUST | $9.5M | 2.51% | 151,851 | Trimmed |
| 16 | DFAE | DIMENSIONAL ETF TRUST | $6.4M | 1.69% | 188,414 | Trimmed |
| 17 | SCHX | SCHWAB STRATEGIC TR | $6.2M | 1.64% | 241,326 | Trimmed |
| 18 | DFAR | DIMENSIONAL ETF TRUST | $4.8M | 1.27% | 202,822 | Added |
| 19 | OKE | ONEOK INC NEW | $4.5M | 1.19% | 49,777 | Trimmed |
| 20 | IWF | ISHARES TR | $4.2M | 1.11% | 9,892 | Added |
| 21 | VNQ | VANGUARD INDEX FDS | $3.9M | 1.02% | 43,613 | Trimmed |
| 22 | DFEM | DIMENSIONAL ETF TRUST | $3.8M | 1.00% | 109,028 | Added |
| 23 | DFIC | DIMENSIONAL ETF TRUST | $3.4M | 0.90% | 96,306 | Added |
| 24 | AVLV | AMERICAN CENTY ETF TR | $3.3M | 0.87% | 40,640 | Added |
| 25 | DFAS | DIMENSIONAL ETF TRUST | $3.2M | 0.85% | 45,059 | Added |
Source: SEC Form 13F filings · as of 2026-03-31