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Legacy Financial Strategies, LLC
hedge fundUpdated 21 days agoManaged by Legacy Financial Strategies, Llc • Latest filing Q3 2026
Portfolio value
$615.5M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
11.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $553.7M |
| Q4 2025 | $564.8M |
| Q1 2026 | $554.2M |
| Q2 2026 | $645.7M |
| Q3 2026 | $615.5M |
Top holdings
145 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $108.2M | 3.01M | 17.57% | Added(+2.5%) | |
| 2 | $79.7M | 2.72M | 12.95% | Added(+2.0%) | |
| 3 | ? N/A AMERICAN CENTY ETF TR | $45.2M | 501.1K | 7.34% | Added(+3.6%) |
| 4 | ? N/A AMERICAN CENTY ETF TR | $44.9M | 496.5K | 7.30% | Added(+1.9%) |
| 5 | ? N/A ISHARES TR | $44.1M | 260.7K | 7.16% | Added(+1.9%) |
| 6 | $31.8M | 422.1K | 5.17% | Added(+0.9%) | |
| 7 | $20.5M | 54.7K | 3.33% | Added(+1.8%) | |
| 8 | ? N/A AMERICAN CENTY ETF TR | $17.2M | 339.4K | 2.79% | Added(+2.8%) |
| 9 | $14.2M | 437.5K | 2.31% | Added(+0.0%) | |
| 10 | $12.6M | 55.0K | 2.04% | Added(+1.5%) | |
| 11 | $12M | 19.7K | 1.95% | Added(+4.2%) | |
| 12 | $10.5M | 31.4K | 1.70% | Trimmed(-1.7%) | |
| 13 | $8M | 52.5K | 1.29% | Added(+8.2%) | |
| 14 | $7.2M | 70.8K | 1.16% | Trimmed(-1.7%) | |
| 15 | $6.6M | 8.6K | 1.07% | Added(+0.8%) | |
| 16 | $5.3M | 39.1K | 0.86% | Trimmed(-0.5%) | |
| 17 | $5.2M | 7.4K | 0.85% | Added(+1.0%) | |
| 18 | $5.1M | 10.0K | 0.83% | Added(+3.4%) | |
| 19 | $5M | 6.2K | 0.82% | Trimmed(-5.2%) | |
| 20 | $4.8M | 9.6K | 0.78% | Trimmed(-1.0%) |