account_balance

Investment manager · 13F filer · SEC CIK 1723925

Legacy Financial Strategies, LLC

Reported value$615Mas of Sep 30, 2026
Positions145 7 new, 14 sold out
Top 10 weight68.0%SCHG alone is 18%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHG Schwab Strategic Tr 17.6% Added +2%
SCHB Schwab Strategic Tr 13.0% Added +2%
AVDE American Centy ETF Tr 7.3% Added +4%
AVLV American Centy ETF Tr 7.3% Held
IGM iShares Tr 7.2% Held
DGRO iShares Tr 5.2% Held
VTI Vanguard Index FDS 3.3% Held
SDSI American Centy ETF Tr 2.8% Added +3%
SCHD Schwab Strategic Tr 2.3% Held
NVDA NVIDIA Corp 2.0% Held
SMH Vaneck ETF Trust 1.9% Added +4%
AAPL Apple Inc. 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 21, 2026 filing
add_circleNew
  • FDS $2.21M
  • MPC $300K
  • AVUS $245K
  • VTEB $242K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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