LEGACY FINANCIAL GROUP, INC.
Q3 2025 13F Holdings
- Locationtulsa, OK
- Num holdings
92
- Value ($000)
$364,787
- Date Filed 11/05/2025
- Form type13F-HR
- CIK 0001965579
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $36.13M | 10 % | 75,327 | ||
A AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $35.78M | 10 % | 329,124 | ||
D DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $21.57M | 6 % | 559,201 | ||
D DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $20.78M | 6 % | 571,798 | ||
D DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $20.67M | 6 % | 462,483 | ||
D DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $20.45M | 6 % | 424,326 | ||
D DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $19.83M | 5 % | 631,792 | ||
D DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $17.59M | 5 % | 465,610 | ||
D DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $16.27M | 5 % | 224,543 | ||
D DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $15.23M | 4 % | 332,913 |
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