Legacy Financial Strategies, LLC

Q3 2025 13F Holdings

  • Location
    overland park, KS
  • Num holdings

    135

  • Value ($000)

    $553,702

  • Date Filed
    11/05/2025
  • Form type
    13F-HR
  • CIK
    0001723925
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$92.84M
17 %

2,909,284

S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$69.00M
13 %

2,683,753

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$41.82M
8 %

417,133

D
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$40.47M
7 %

594,516

I
IGM

ISHARES TR

EXPND TEC SC ETF
464287549
$37.84M
7 %

300,446

A
AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
025072349
$31.42M
6 %

434,856

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$18.86M
3 %

57,468

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$15.18M
3 %

127,714

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$12.91M
2 %

472,756

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.71M
2 %

52,055

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