Legacy Financial Strategies, LLC
Q3 2026 13F filing
Updated 21 days ago145 disclosed positions worth $615.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHWAB STRATEGIC TR | $108.2M | 3.01M | 17.57% | Added(+2.5%) |
| 2 | S SCHWAB STRATEGIC TR | $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 | E ISHARES TR | $31.8M | 422.1K | 5.17% | Added(+0.9%) |
| 7 | V VANGUARD INDEX FDS | $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 | S SCHWAB STRATEGIC TR | $14.2M | 437.5K | 2.31% | Added(+0.0%) |
| 10 | N NVIDIA CORPORATION | $12.6M | 55.0K | 2.04% | Added(+1.5%) |
| 11 | H VANECK ETF TRUST | $12M | 19.7K | 1.95% | Added(+4.2%) |
| 12 | A APPLE INC | $10.5M | 31.4K | 1.70% | Trimmed(-1.7%) |
| 13 | I INVESCO EXCH TRADED FD TR II | $8M | 52.5K | 1.29% | Added(+8.2%) |
| 14 | E ISHARES TR | $7.2M | 70.8K | 1.16% | Trimmed(-1.7%) |
| 15 | S STATE STR SPDR S&P 500 ETF T | $6.6M | 8.6K | 1.07% | Added(+0.8%) |
| 16 | E ISHARES TR | $5.3M | 39.1K | 0.86% | Trimmed(-0.5%) |
| 17 | V VANGUARD INDEX FDS | $5.2M | 7.4K | 0.85% | Added(+1.0%) |
| 18 | M MICROSOFT CORP | $5.1M | 10.0K | 0.83% | Added(+3.4%) |
| 19 | C CATERPILLAR INC | $5M | 6.2K | 0.82% | Trimmed(-5.2%) |
| 20 | B BERKSHIRE HATHAWAY INC DEL | $4.8M | 9.6K | 0.78% | Trimmed(-1.0%) |
| 21 | C CINTAS CORP | $3.4M | 17.6K | 0.56% | Trimmed(-0.8%) |
| 22 | A AMAZON COM INC | $3.4M | 13.6K | 0.55% | Added(+1.4%) |
| 23 | A AFLAC INC | $3.4M | 30.2K | 0.55% | Trimmed(-3.3%) |
| 24 | W WALMART INC | $3.4M | 32.4K | 0.55% | Trimmed(-1.0%) |
| 25 | N NORDSON CORP | $3.1M | 9.4K | 0.50% | Trimmed(-6.6%) |
| 26 | S SHERWIN WILLIAMS CO | $3M | 9.4K | 0.49% | Trimmed(-0.9%) |
| 27 | J HENRY JACK & ASSOC INC | $3M | 20.6K | 0.48% | Unchanged |
| 28 | G ALPHABET INC | $3M | 8.6K | 0.48% | Added(+1.0%) |
| 29 | L LINDE PLC | $2.9M | 6.2K | 0.48% | Trimmed(-3.2%) |
| 30 | A AUTOMATIC DATA PROCESSING IN | $2.8M | 10.8K | 0.45% | Trimmed(-1.9%) |
| 31 | A ATMOS ENERGY CORP | $2.8M | 17.8K | 0.45% | Trimmed(-2.1%) |
| 32 | C CINCINNATI FINL CORP | $2.8M | 17.5K | 0.45% | Trimmed(-4.3%) |
| 33 | C CROWDSTRIKE HLDGS INC | $2.7M | 10.1K | 0.44% | Added(+283.3%) |
| 34 | F FASTENAL CO | $2.6M | 52.5K | 0.42% | Trimmed(-4.8%) |
| 35 | N NEXTERA ENERGY INC | $2.5M | 33.6K | 0.41% | Trimmed(-3.7%) |
| 36 | A BROADCOM INC | $2.5M | 7.0K | 0.40% | Added(+3.1%) |
| 37 | G WW GRAINGER INC | $2.4M | 1.9K | 0.39% | Trimmed(-9.1%) |
| 38 | P PALANTIR TECHNOLOGIES INC | $2.3M | 12.5K | 0.38% | Trimmed(-12.1%) |
| 39 | M MICRON TECHNOLOGY INC | $2.3M | 2.2K | 0.37% | Added(+7.4%) |
| 40 | M NYLIM ACTIVE ETF TR | $2.3M | 99.9K | 0.37% | Trimmed(-2.8%) |
| 41 | E ISHARES TR | $2.3M | 20.7K | 0.37% | Unchanged |
| 42 | F FACTSET RESH SYS INC | $2.2M | 8.2K | 0.36% | — |
| 43 | L LOWES COS INC | $2.2M | 12.0K | 0.36% | Trimmed(-3.5%) |
| 44 | A ADVANCED MICRO DEVICES INC | $2.1M | 3.4K | 0.34% | Added(+6.3%) |
| 45 | N NUCOR CORP | $2.1M | 8.8K | 0.33% | Trimmed(-2.4%) |
| 46 | E ECOLAB INC | $2M | 7.5K | 0.33% | Trimmed(-5.5%) |
| 47 | B BROWN & BROWN INC | $1.9M | 31.4K | 0.31% | Trimmed(-3.5%) |
| 48 | J JPMORGAN CHASE & CO | $1.9M | 5.7K | 0.31% | Added(+3.9%) |
| 49 | R ROPER TECHNOLOGIES INC | $1.9M | 5.3K | 0.30% | Added(+1.1%) |
| 50 | I ILLINOIS TOOL WKS INC | $1.8M | 6.9K | 0.29% | Trimmed(-0.2%) |