account_balance

Investment manager · 13F filer · SEC CIK 1965579

Legacy Financial Group, Inc.

Reported value$444Mas of Sep 30, 2026
Positions108 10 new, 6 sold out
Top 10 weight62.2%AVUS alone is 12%
FiledOct 2121 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
AVUS American Centy ETF Tr 12.4% Added +10%
VUG Vanguard Index FDS 8.6% Held
DFSD Dimensional ETF Trust 6.5% Added +15%
DFAX Dimensional ETF Trust 5.8% Added +5%
DFUV Dimensional ETF Trust 5.6% Held
DFUS Dimensional ETF Trust 5.0% Added +7%
DFAC Dimensional ETF Trust 5.0% Trimmed −3%
DUHP Dfa Invt Dimensions Group In 5.0% Added +3%
DFAI Dimensional ETF Trust 4.8% Trimmed −5%
DFAU Dimensional ETF Trust 3.7% Held
DFLV Dimensional ETF Trust 2.9% Added +4%
AAPL Apple Inc. 2.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 30, 2026 filing
add_circleNew
  • AVDE $1.98M
  • AVEM $1.21M
  • AVIG $774K
  • MPC $306K
arrow_upwardAdded
  • AVLC +28%
  • DFSD +15%
  • DFIC +14%
  • DFAR +13%
arrow_downwardTrimmed
  • DFNM −40%
  • DFAE −12%
  • DFCF −11%
  • VNQ −8%
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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