LEGACY FINANCIAL GROUP, INC.
Q2 2025 13F Holdings
- Locationtulsa, OK
- Num holdings
85
- Value ($000)
$338,295
- Date Filed08/12/2025
- Form type13F-HR
- CIK0001965579
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $33.84M | 10 % | 77,187 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $31.03M | 9 % | 307,815 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $20.56M | 6 % | 573,587 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $19.79M | 6 % | 572,434 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $19.77M | 6 % | 411,727 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $19.22M | 6 % | 454,608 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $18.32M | 5 % | 623,712 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $15.94M | 5 % | 448,307 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $14.48M | 4 % | 216,015 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $13.88M | 4 % | 327,699 |
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