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Latest LEGACY FINANCIAL GROUP, INC. Stock Portfolio

$378Million | No. of Holdings #89

LEGACY FINANCIAL GROUP, INC. Performance

2026 Q1-1.10%
YTD-1.10%
2025+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. <br><br> 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. <br><br> 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. Equity Portfolio Value
Last Reported on: 27 Apr, 2026
$378Million
  as of Apr 27, 2026

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 l292,952
dimensional etf trust209,043
New stocks bought by LEGACY FINANCIAL GROUP, INC.

Additions

Ticker% Inc.
american centy etf tr45.82
nextera energy inc34.78
dimensional etf trust30.23
dimensional etf trust28.04
american centy etf tr14.52
abbvie inc9.95
dimensional etf trust4.42
american centy etf tr3.68
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.

  • Others
  • Technology
  • Energy
  • Communication Services
Sector%
Others90.1
Technology4.2
Energy1.9
Communication Services1.1

Market Cap. Distribution

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

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED90.1
MEGA-CAP7.6
LARGE-CAP1.8

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.

  • Others
  • S&P 500
Index%
Others90.6
S&P 5009.1
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.

$378.43MTotal Value
96.00Positions
27 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of LEGACY FINANCIAL GROUP, INC., last reported on 27 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LEGACY FINANCIAL GROUP, INC.'s holding in Ishares Tr over time
0.77%27,408
$2.92M
0.77%
decreased 3.91 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
LEGACY FINANCIAL GROUP, INC.'s holding in Etf Ser Solutions over time
0.06%2,286
$228.8K
0.06%
decreased 22.27 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
LEGACY FINANCIAL GROUP, INC.'s holding in American Centy Etf Tr over time
10.68%363,360
$40.40M
10.68%
increased 3.68 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
LEGACY FINANCIAL GROUP, INC.'s holding in American Centy Etf Tr over time
0.87%40,640
$3.28M
0.87%
increased 1.15 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
LEGACY FINANCIAL GROUP, INC.'s holding in American Centy Etf Tr over time
0.32%15,524
$1.20M
0.32%
increased 45.82 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
LEGACY FINANCIAL GROUP, INC.'s holding in American Centy Etf Tr over time
0.19%6,596
$728.7K
0.19%
decreased 1.23 percentreduced
BNDX
Vanguard Charlotte Fds

Vanguard Charlotte Fds

BNDX
LEGACY FINANCIAL GROUP, INC.'s holding in Vanguard Charlotte Fds over time
2.75%216,634
$10.41M
2.75%
decreased 12.05 percentreduced
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
LEGACY FINANCIAL GROUP, INC.'s holding in Dimensional Etf Trust over time
5.99%468,036
$22.68M
5.99%
decreased 0.71 percentreduced
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
LEGACY FINANCIAL GROUP, INC.'s holding in Dimensional Etf Trust over time
5.91%467,314
$22.38M
5.91%
increased 2.84 percentadded