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Latest Legacy Financial Strategies, LLC Stock Portfolio

$645Million | No. of Holdings #152

Legacy Financial Strategies, LLC Performance

2026 Q2+12.09%
YTD+8.79%
2025+12.01%

About Legacy Financial Strategies, LLC and 13F Hedge Fund Stock Holdings

Legacy Financial Strategies, LLC is a hedge fund based in Leawood, KS. On 2026-07-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Legacy Financial Strategies, LLC reported an equity portfolio of $645.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Legacy Financial Strategies, LLC are FNDA, FNDA, IJR. The fund has invested 15.4% of it's portfolio in SCHWAB STRATEGIC TR and 12% of portfolio in SCHWAB STRATEGIC TR. <br><br> The fund managers got completely rid off MCCORMICK & CO INC (MKC), HONEYWELL INTL INC (HON) and AMERICAN CENTY ETF TR (AEMB) stocks. They significantly reduced their stock positions in EXPEDITORS INTL WASH INC (EXPD), S&P GLOBAL INC (SPGI) and J P MORGAN EXCHANGE TRADED F (BBAX). Legacy Financial Strategies, LLC opened new stock positions in NUCOR CORP (NUE), ILLINOIS TOOL WKS INC (ITW) and ERIE INDTY CO (ERIE). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), VANGUARD WORLD FD (VAW) and VANGUARD WHITEHALL FDS (VIGI).
Legacy Financial Strategies, LLC Equity Portfolio Value
Last Reported on: 21 Jul, 2026
$645Million
  as of Jul 21, 2026

Legacy Financial Strategies, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Legacy Financial Strategies, LLC made a return of 12.09% in the last quarter. In trailing 12 months, it's portfolio return was 17.13%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
nucor corp2,009,870
illinois tool wks inc1,865,630
erie indty co1,572,760
honeywell intl inc548,002
honeywell aerospace inc540,762
coherent corp492,299
ishares tr446,168
j p morgan exchange traded f348,599
New stocks bought by Legacy Financial Strategies, LLC

Additions

Ticker% Inc.
american centy etf tr6,901
vanguard world fd700
vanguard whitehall fds160
proshares tr89.66
invesco qqq tr81.59
advanced micro devices inc20.26
ishares bitcoin trust etf17.75
cadence design system inc14.8
Additions to existing portfolio by Legacy Financial Strategies, LLC

Reductions

Ticker% Reduced
expeditors intl wash inc-85.19
s&p global inc-62.88
j p morgan exchange traded f-56.59
kla corp-36.24
schwab strategic tr-33.66
international business machs-31.48
ishares tr-30.38
smith a o corp-27.16
Legacy Financial Strategies, LLC reduced stake in above stock

Sold off

Ticker$ Sold
mccormick & co inc-1,636,680
american centy etf tr-354,654
j p morgan exchange traded f-328,565
honeywell intl inc-1,108,690
kroger co-235,387
ishares tr-231,184
conocophillips-338,646
pimco etf tr-216,136
Legacy Financial Strategies, LLC got rid off the above stocks

Sector Distribution

Legacy Financial Strategies, LLC has about 79.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Basic Materials
  • Utilities
  • Communication Services
Sector%
Others79.3
Technology6.6
Industrials4.1
Financial Services2.4
Consumer Cyclical1.7
Basic Materials1.7
Utilities1.1
Communication Services1.1

Market Cap. Distribution

Legacy Financial Strategies, LLC has about 20.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED79.3
MEGA-CAP11
LARGE-CAP9.5

Stocks belong to which Index?

About 19.4% of the stocks held by Legacy Financial Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others80.5
S&P 50019.4
Top 5 Winners (%)%
MU
micron technology inc
203.5 %
AMD
advanced micro devices inc
147.0 %
PANW
palo alto networks inc
106.8 %
AMC
amc entmt hldgs inc
93.9 %
CRWD
crowdstrike hldgs inc
91.0 %
Top 5 Winners ($)$
FNDA
schwab strategic tr
13.7 M
IJR
ishares tr
11.5 M
FNDA
schwab strategic tr
10.2 M
AEMB
american centy etf tr
5.1 M
AFK
vaneck etf trust
5.1 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
BZQ
proshares tr
-40.4 %
ABR
arbor realty trust inc
-29.7 %
NFLX
netflix inc.
-25.2 %
T
at&t inc
-24.7 %
Top 5 Losers ($)$
VAW
vanguard world fd
-1.0 M
JKHY
henry jack & assoc inc
-0.4 M
PLTR
palantir technologies inc
-0.4 M
WMT
walmart inc
-0.4 M
MCD
mcdonalds corp
-0.3 M

Legacy Financial Strategies, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Legacy Financial Strategies, LLC

Legacy Financial Strategies, LLC has 152 stocks in it's portfolio. About 67.2% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Legacy Financial Strategies, LLC last quarter.

$645.66MTotal Value
160Positions
21 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Legacy Financial Strategies, LLC, last reported on 21 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Financial Strategies, LLC's holding in Ishares Tr over time
1.2%72,042
$7.75M
1.2%
decreased 6.86 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Financial Strategies, LLC's holding in Ishares Tr over time
0.03%2,060
$219.3K
0.03%
decreased 30.38 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Legacy Financial Strategies, LLC's holding in Ishares Tr over time
4.91%418,414
$31.71M
4.91%
increased 0.98 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Legacy Financial Strategies, LLC's holding in American Centy Etf Tr over time
6.88%487,176
$44.44M
6.88%
increased 1.1 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Legacy Financial Strategies, LLC's holding in American Centy Etf Tr over time
6.68%483,677
$43.14M
6.68%
increased 2.88 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Legacy Financial Strategies, LLC's holding in American Centy Etf Tr over time
2.62%330,104
$16.95M
2.62%
increased 6901.15 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Legacy Financial Strategies, LLC's holding in American Centy Etf Tr over time
0.06%3,071
$383.2K
0.06%
decreased 20.01 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Legacy Financial Strategies, LLC's holding in American Centy Etf Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Legacy Financial Strategies, LLC's holding in Vaneck Etf Trust over time
1.92%18,874
$12.38M
1.92%
increased 2.15 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Legacy Financial Strategies, LLC's holding in Vaneck Etf Trust over time
0.07%4,111
$427.4K
0.07%
unchanged 0 percentunchanged
AGGP
New York Life Investments Et

New York Life Investments Et

AGGP
Legacy Financial Strategies, LLC's holding in New York Life Investments Et over time
0.05%8,092
$295.2K
0.05%
decreased 6.04 percentreduced