Latest LEGACY FINANCIAL GROUP, INC. Stock Portfolio

LEGACY FINANCIAL GROUP, INC. Performance:

2026 Q1: -1.1%YTD: -1.1%2025: 13.65%

Performance for 2026 Q1 is -1.1%, and YTD is -1.1%, and 2025 is 13.65%.

About LEGACY FINANCIAL GROUP, INC. and 13F Hedge Fund Stock Holdings

On 2026-04-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, LEGACY FINANCIAL GROUP, INC. reported an equity portfolio of $378.4 Millions as of 31 Mar, 2026.

The top stock holdings of LEGACY FINANCIAL GROUP, INC. are AEMB, VB, DFAC. The fund has invested 10.7% of it's portfolio in AMERICAN CENTY ETF TR and 8.4% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), ISHARES BITCOIN TRUST ETF and ZOOM COMMUNICATIONS INC (ZM) stocks. They significantly reduced their stock positions in ETF SER SOLUTIONS (ACIO), VANGUARD CHARLOTTE FDS (BNDX) and VANGUARD INDEX FDS (VB). LEGACY FINANCIAL GROUP, INC. opened new stock positions in ALLIANCE RESOURCE PARTNERS L (ARLP) and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), NEXTERA ENERGY INC (NEE) and DIMENSIONAL ETF TRUST (DFAC).

LEGACY FINANCIAL GROUP, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that LEGACY FINANCIAL GROUP, INC. made a return of -1.1% in the last quarter. In trailing 12 months, it's portfolio return was 15.18%.

Performance
S&P 500

New Buys

Ticker	$ Bought
alliance resource partners l	292,952
dimensional etf trust	209,043

New stocks bought by LEGACY FINANCIAL GROUP, INC.

Additions

Ticker	% Inc.
american centy etf tr	45.82
nextera energy inc	34.78
dimensional etf trust	30.23
dimensional etf trust	28.04
american centy etf tr	14.52
abbvie inc	9.95
dimensional etf trust	4.42
american centy etf tr	3.68

Additions to existing portfolio by LEGACY FINANCIAL GROUP, INC.

Reductions

Ticker	% Reduced
etf ser solutions	-22.27
vanguard charlotte fds	-12.05
vanguard index fds	-6.36
vanguard index fds	-5.51
eli lilly & co	-4.36
ishares tr	-3.91
alphabet inc	-3.81
williams cos inc	-3.44

LEGACY FINANCIAL GROUP, INC. reduced stake in above stock

Sold off

Ticker	$ Sold
select sector spdr tr	-287,128
ishares bitcoin trust etf	-228,390
zoom communications inc	-213,568
ishares tr	-201,028
stryker corporation	-201,408
mastercard incorporated	-202,846
blackrock inc	-207,646

LEGACY FINANCIAL GROUP, INC. got rid off the above stocks

Sector Distribution

LEGACY FINANCIAL GROUP, INC. has about 90.1% of it's holdings in Others sector.

Sector	%
Others	90.1
Technology	4.2
Energy	1.9
Communication Services	1.1

Market Cap. Distribution

LEGACY FINANCIAL GROUP, INC. has about 9.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	90.1
MEGA-CAP	7.6
LARGE-CAP	1.8

Stocks belong to which Index?

About 9.1% of the stocks held by LEGACY FINANCIAL GROUP, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	90.6
S&P 500	9.1

Top 5 Winners (%)		%
COP	conocophillips	41.0 %
XOM	exxon mobil corp	40.5 %
CVX	chevron corporation	35.7 %
CAT	caterpillar inc	23.6 %
VZ	verizon communications inc	22.9 %

Top 5 Winners ($)		$
DFAC	dimensional etf trust	0.9 M
OKE	oneok inc new	0.8 M
DFAC	dimensional etf trust	0.8 M
DFAC	dimensional etf trust	0.5 M
DFAC	dimensional etf trust	0.4 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-23.5 %
AXP	american express co	-18.2 %
PLTR	palantir technologies inc	-17.7 %
TSLA	tesla inc	-17.3 %
PJT	pjt partners inc	-16.4 %

Top 5 Losers ($)		$
VB	vanguard index fds	-3.7 M
DFAC	dimensional etf trust	-0.8 M
AAPL	apple inc	-0.7 M
MSFT	microsoft corp	-0.7 M
DFAC	dimensional etf trust	-0.6 M

LEGACY FINANCIAL GROUP, INC. Holdings Map

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

Current Stock Holdings of LEGACY FINANCIAL GROUP, INC.

LEGACY FINANCIAL GROUP, INC. has 89 stocks in it's portfolio. About 61.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for LEGACY FINANCIAL GROUP, INC. last quarter.

Last Reported on: 27 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.59	38,571	9,788,810	reduced	-0.78

AAXJ	ishares tr	0.77	27,408	2,918,950	reduced	-3.91

ABBV	abbvie inc	0.13	2,243	487,801	added	9.95

ACIO	etf ser solutions	0.06	2,286	228,783	reduced	-22.27

AEMB	american centy etf tr	10.68	363,360	40,398,300	added	3.68

AEMB	american centy etf tr	0.87	40,640	3,275,990	added	1.15

AEMB	american centy etf tr	0.32	15,524	1,203,890	added	45.82

AEMB	american centy etf tr	0.19	6,596	728,660	reduced	-1.23

AMZN	amazon com inc	0.33	6,036	1,257,120	reduced	-0.4

ARLP	alliance resource partners l	0.08	10,595	292,952	new

AVGO	broadcom inc	0.09	1,092	337,985	unchanged	0.00

AXP	american express co	0.06	785	237,447	unchanged	0.00

BANF	bancfirst corp	0.28	9,675	1,049,780	unchanged	0.00

BNDX	vanguard charlotte fds	2.75	216,634	10,409,300	reduced	-12.05

CAT	caterpillar inc	0.20	1,074	760,797	reduced	-0.28

COP	conocophillips	0.08	2,171	286,600	unchanged	0.00

COST	costco wholesale corporation	0.06	247	246,125	reduced	-1.2

CVX	chevron corporation	0.11	2,066	427,406	reduced	-0.53

DFAC	dimensional etf trust	5.99	468,036	22,681,000	reduced	-0.71

DFAC	dimensional etf trust	5.91	467,314	22,375,000	added	2.84