LEGACY FINANCIAL GROUP, INC.
Q2 2026 13F Holdings
- Locationtulsa, OK
- Num holdings
104
- Value ($000)
$428,534
- Date Filed 07/30/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $49.96M | 12 % | 390,059 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $36.52M | 9 % | 423,930 | ||
DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | $25.73M | 6 % | 538,926 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $24.86M | 6 % | 452,004 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $24.57M | 6 % | 667,000 | ||
DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | $22.69M | 5 % | 511,473 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $22.4M | 5 % | 542,946 | ||
DIMENSIONAL ETF TRUST | US HIGH PROF ETF | 25434V831 | $21.25M | 5 % | 509,323 | ||
DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | $20.43M | 5 % | 249,348 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $16.05M | 4 % | 310,597 |
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