LEGACY FINANCIAL GROUP, INC.
Q1 2026 13F Holdings
- Locationtulsa, OK
- Num holdings
89
- Value ($000)
$378,433
- Date Filed 04/27/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $40.4M | 11 % | 363,360 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $31.7M | 8 % | 72,580 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $22.68M | 6 % | 468,036 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $22.37M | 6 % | 467,314 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $21.97M | 6 % | 563,983 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $21.91M | 6 % | 645,085 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $21.35M | 6 % | 549,536 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $18.41M | 5 % | 500,768 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $16.6M | 4 % | 234,068 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $14.87M | 4 % | 329,484 |
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