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LEGACY FINANCIAL GROUP, INC.
hedge fundUpdated 15 days agoManaged by Legacy Financial Group, Inc. • Latest filing Q3 2026
Portfolio value
$443.5M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
21.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $364.8M |
| Q4 2025 | $381.4M |
| Q1 2026 | $378.4M |
| Q2 2026 | $428.5M |
| Q3 2026 | $443.5M |
Top holdings
108 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A AMERICAN CENTY ETF TR | $54.8M | 427.8K | 12.36% | Added(+9.7%) |
| 2 | $37.9M | 421.0K | 8.55% | Trimmed(-0.7%) | |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $28.7M | 618.2K | 6.48% | Added(+14.7%) |
| 4 | $25.9M | 698.7K | 5.83% | Added(+4.8%) | |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $24.7M | 449.5K | 5.57% | Trimmed(-0.6%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $22.1M | 266.1K | 4.98% | Added(+6.7%) |
| 7 | ? N/A DIMENSIONAL ETF TRUST | $22M | 495.4K | 4.96% | Trimmed(-3.1%) |
| 8 | ? N/A DFA INVT DIMENSIONS GROUP IN | $22M | 524.2K | 4.95% | — |
| 9 | $21.3M | 514.4K | 4.81% | Trimmed(-5.3%) | |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $16.2M | 309.4K | 3.65% | Trimmed(-0.4%) |
| 11 | ? N/A DIMENSIONAL ETF TRUST | $12.7M | 316.7K | 2.87% | Added(+4.1%) |
| 12 | $12.4M | 37.3K | 2.80% | Added(+0.1%) | |
| 13 | $12.2M | 303.6K | 2.75% | Trimmed(-11.4%) | |
| 14 | $10.6M | 226.8K | 2.40% | Added(+3.9%) | |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $9.5M | 143.3K | 2.15% | Trimmed(-2.7%) |
| 16 | $7M | 232.0K | 1.57% | Trimmed(-2.2%) | |
| 17 | $5.7M | 144.8K | 1.28% | Trimmed(-12.1%) | |
| 18 | ? N/A DFA INVT DIMENSIONS GROUP IN | $5.5M | 228.8K | 1.25% | — |
| 19 | $4.8M | 38.6K | 1.09% | Trimmed(-0.5%) | |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $4.5M | 120.8K | 1.02% | Added(+13.8%) |