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 Strategies, LLC (CIK 1723925) reported $554.2M across 140 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHG ($84.5M, 15.24%), SCHB ($65.6M, 11.84%), AGG ($46.2M, 8.34%), AVDE ($39.9M, 7.20%), AVLV ($38.8M, 7.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $84.5M | 15.24% | 2.9M | Added |
| 2 | SCHB | SCHWAB STRATEGIC TR | $65.6M | 11.84% | 2.6M | Added |
| 3 | AGG | ISHARES TR | $46.2M | 8.34% | 465,781 | Added |
| 4 | AVDE | AMERICAN CENTY ETF TR | $39.9M | 7.20% | 470,141 | Added |
| 5 | AVLV | AMERICAN CENTY ETF TR | $38.8M | 7.01% | 481,853 | Added |
| 6 | IGM | ISHARES TR | $30.3M | 5.48% | 256,060 | Added |
| 7 | DGRO | ISHARES TR | $29.1M | 5.25% | 414,367 | Trimmed |
| 8 | VTI | VANGUARD INDEX FDS | $17.0M | 3.07% | 52,955 | Added |
| 9 | SCHD | SCHWAB STRATEGIC TR | $13.4M | 2.42% | 436,471 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $9.4M | 1.70% | 54,128 | Added |
| 11 | MUB | ISHARES TR | $8.2M | 1.48% | 77,349 | Added |
| 12 | AAPL | APPLE INC | $8.1M | 1.45% | 31,737 | Trimmed |
| 13 | SMH | VANECK ETF TRUST | $7.1M | 1.28% | 18,476 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $5.6M | 1.00% | 8,563 | Trimmed |
| 15 | IJR | ISHARES TR | $5.1M | 0.92% | 40,794 | Trimmed |
| 16 | SPMO | INVESCO EXCH TRADED FD TR II | $5.0M | 0.90% | 44,261 | Added |
| 17 | CAT | CATERPILLAR INC | $4.9M | 0.88% | 6,875 | Added |
| 18 | VOO | VANGUARD INDEX FDS | $4.8M | 0.86% | 8,010 | Trimmed |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.7M | 0.85% | 9,799 | Trimmed |
| 20 | WMT | WALMART INC | $4.2M | 0.75% | 33,633 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $3.8M | 0.69% | 10,388 | Added |
| 22 | AFL | AFLAC INC | $3.6M | 0.65% | 33,049 | Trimmed |
| 23 | ATO | ATMOS ENERGY CORP | $3.6M | 0.65% | 19,467 | Trimmed |
| 24 | NEE | NEXTERA ENERGY INC | $3.6M | 0.65% | 38,694 | Trimmed |
| 25 | LIN | LINDE PLC | $3.3M | 0.60% | 6,669 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31