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Legacy Financial Strategies, LLC

Q1 2026 13F Holdings

  • Location
    overland park, KS
  • Num holdings

    140

  • Value ($000)

    $554,172

  • Date Filed
    05/01/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$84.46M
15 %

2,899,431

S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$65.63M
12 %

2,614,587

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$46.24M
8 %

465,781

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$39.89M
7 %

470,141

A
AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
025072349
$38.84M
7 %

481,853

I
IGM

ISHARES TR

EXPND TEC SC ETF
464287549
$30.35M
6 %

256,060

D
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$29.08M
5 %

414,367

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$16.99M
3 %

52,955

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$13.39M
2 %

436,471

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.44M
2 %

54,128

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