LEGACY FINANCIAL GROUP, INC.

CIK 0001965579 • 7 13F filings • May 1, 2025 – Oct 21, 2026

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Filer information

Filed by: LEGACY FINANCIAL GROUP, INC., President & Shareholder
Address: 1425 E 41ST PLACE, SUITE 100, TULSA, OK, 74105
Phone: 918-665-0826
AUM: $381.4M

AUM over time

$443.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $381.4M94 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$466K	0.1%Prev: 0.1%	2,040 SH	Decreased-205 SH
ALPHABET INC	CAP STK CL A	$1.2M	0.3%Prev: 0.3%	3,858 SH	Decreased-401 SH
ALPHABET INC	CAP STK CL C	$2.6M	0.7%Prev: 0.6%	8,290 SH	Decreased-23 SH
AMAZON COM INC	COM	$1.4M	0.4%Prev: 0.3%	6,060 SH	Decreased-103 SH
AMERICAN CENTY ETF TR	AVANTIS US LARG	$837K	0.2%	10,646 SH	New
AMERICAN CENTY ETF TR	AVANTIS U S QUAL	$720K	0.2%	11,972 SH	New
AMERICAN CENTY ETF TR	US EQT ETF	$39.2M	10.3%Prev: 12.4%	350,459 SH	Decreased-77,388 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$3.0M	0.8%Prev: 0.9%	40,176 SH	Decreased-3,861 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$681K	0.2%Prev: 0.2%	6,678 SH	Decreased-452 SH
AMERICAN EXPRESS CO	COM	$290K	0.1%Prev: 0.1%	785 SH	Increased-7 SH
APPLE INC	COM	$10.6M	2.8%Prev: 2.8%	38,874 SH	Decreased+1,553 SH
BANCFIRST CORP	COM	$1.0M	0.3%Prev: 0.2%	9,675 SH	Increased+2,000 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.2M	0.8%Prev: 0.7%	6,270 SH	Decreased-66 SH
BLACKROCK INC	COM	$208K	0.1%Prev: 0.0%	194 SH	Decreased-11 SH
BROADCOM INC	COM	$381K	0.1%Prev: 0.1%	1,092 SH	Decreased-383 SH
CATERPILLAR INC	COM	$617K	0.2%Prev: 0.2%	1,077 SH	Decreased-90 SH
CHEVRON CORP NEW	COM	$317K	0.1%	2,077 SH	New
CONOCOPHILLIPS	COM	$203K	0.1%Prev: 0.0%	2,171 SH	Increased+572 SH
COSTCO WHSL CORP NEW	COM	$216K	0.1%	250 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$13.8M	3.6%	324,982 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$3.6M	0.9%Prev: 1.0%	108,392 SH	Decreased-5,273 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$6.3M	1.7%Prev: 1.3%	193,980 SH	Increased+49,218 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$21.7M	5.7%Prev: 4.8%	568,967 SH	Increased+54,545 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$3.2M	0.8%Prev: 1.0%	93,597 SH	Decreased-27,181 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$2.7M	0.7%Prev: 0.3%	55,894 SH	Increased+29,566 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$21.8M	5.7%	454,428 SH	New
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$242K	0.1%	4,782 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$15.3M	4.0%Prev: 3.7%	327,846 SH	Decreased+18,412 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$22.0M	5.8%	554,892 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$16.8M	4.4%	226,994 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$18.6M	4.9%	487,893 SH	New
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$9.4M	2.5%	274,750 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$22.0M	5.8%Prev: 5.6%	471,369 SH	Decreased+21,843 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$4.6M	1.2%	202,506 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.0M	0.8%Prev: 0.8%	43,611 SH	Decreased-720 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$2.5M	0.6%	74,641 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$9.2M	2.4%Prev: 2.1%	153,881 SH	Decreased+10,598 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$715K	0.2%Prev: 0.3%	9,669 SH	Decreased-7,560 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$21.2M	5.5%Prev: 5.8%	646,402 SH	Decreased-52,345 SH
ELI LILLY & CO	COM	$295K	0.1%Prev: 0.1%	275 SH	Decreased-81 SH
ENTERPRISE PRODS PARTNERS L	COM	$247K	0.1%Prev: 0.1%	7,700 SH	Decreased+84 SH
ETF SER SOLUTIONS	CLEARSHS ULTRA	$294K	0.1%Prev: 0.1%	2,941 SH	Increased+688 SH
EXXON MOBIL CORP	COM	$437K	0.1%	3,629 SH	New
INVESCO QQQ TR	UNIT SER 1	$619K	0.2%Prev: 0.2%	1,007 SH	Decreased+32 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$228K	0.1%	4,600 SH	New
ISHARES TR	CORE S&P MCP ETF	$222K	0.1%Prev: 0.1%	3,366 SH	Decreased+23 SH
ISHARES TR	CORE S&P500 ETF	$1.5M	0.4%Prev: 0.3%	2,134 SH	Decreased+109 SH
ISHARES TR	DOW JONES US ETF	$350K	0.1%Prev: 0.1%	2,112 SH	Decreased
ISHARES TR	RUS 1000 ETF	$304K	0.1%Prev: 0.1%	813 SH	Decreased+13 SH
ISHARES TR	RUS 1000 GRW ETF	$4.5M	1.2%Prev: 1.1%	9,541 SH	Decreased-29,085 SH
ISHARES TR	RUS MD CP GR ETF	$201K	0.1%Prev: 0.0%	1,468 SH	Decreased
ISHARES TR	SHRT NAT MUN ETF	$3.0M	0.8%Prev: 0.6%	28,524 SH	Increased+1,527 SH
JOHNSON & JOHNSON	COM	$280K	0.1%Prev: 0.1%	1,353 SH	Decreased-110 SH
JPMORGAN CHASE & CO.	COM	$623K	0.2%	1,933 SH	New
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$72K	0.0%	13,581 SH	New
MASTERCARD INCORPORATED	CL A	$203K	0.1%Prev: 0.0%	355 SH	Decreased-22 SH
MCDONALDS CORP	COM	$404K	0.1%Prev: 0.1%	1,322 SH	Increased+6 SH
MERCK & CO INC	COM	$243K	0.1%Prev: 0.1%	2,311 SH	Decreased-404 SH
META PLATFORMS INC	CL A	$490K	0.1%Prev: 0.1%	741 SH	Decreased-23 SH
MICROSOFT CORP	COM	$2.9M	0.8%Prev: 0.7%	5,987 SH	Decreased-312 SH
NEXTERA ENERGY INC	COM	$216K	0.1%	2,694 SH	New
NVIDIA CORPORATION	COM	$3.0M	0.8%Prev: 0.9%	15,948 SH	Decreased-1,322 SH
OGE ENERGY CORP	COM	$364K	0.1%Prev: 0.1%	8,522 SH	Decreased+308 SH
ONEOK INC NEW	COM	$3.7M	1.0%Prev: 0.9%	50,057 SH	Decreased+3,612 SH
PALANTIR TECHNOLOGIES INC	CL A	$768K	0.2%	4,322 SH	New
PHILIP MORRIS INTL INC	COM	$383K	0.1%Prev: 0.1%	2,388 SH	Decreased-560 SH
PJT PARTNERS INC	COM CL A	$251K	0.1%Prev: 0.0%	1,504 SH	Increased+13 SH
PROCTER AND GAMBLE CO	COM	$205K	0.1%	1,432 SH	New
PROGRESSIVE CORP	COM	$723K	0.2%Prev: 0.1%	3,176 SH	Increased
RTX CORPORATION	COM	$246K	0.1%Prev: 0.1%	1,342 SH	Decreased-195 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$6.6M	1.7%Prev: 1.6%	245,696 SH	Decreased+13,726 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$287K	0.1%	6,422 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$339K	0.1%	2,185 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$455K	0.1%	3,161 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.0M	0.3%	1,507 SH	New
STRYKER CORPORATION	COM	$201K	0.1%	573 SH	New
TESLA INC	COM	$346K	0.1%Prev: 0.1%	770 SH	Increased
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$246K	0.1%Prev: 0.1%	1,200 SH	Decreased
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$11.9M	3.1%Prev: 2.4%	246,309 SH	Increased+19,554 SH
VANGUARD INDEX FDS	GROWTH ETF	$35.2M	9.2%	72,250 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$497K	0.1%	1,580 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.9M	1.0%Prev: 0.8%	44,387 SH	Increased+4,781 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$426K	0.1%Prev: 0.1%	679 SH	Decreased-39 SH
VANGUARD INDEX FDS	SMALL CP ETF	$211K	0.1%	818 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$859K	0.2%	2,562 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$2.1M	0.6%Prev: 0.5%	43,231 SH	Decreased-5,917 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$214K	0.1%Prev: 0.1%	972 SH	Decreased+8 SH
VANGUARD STAR FDS	VG TL INTL STK F	$227K	0.1%Prev: 0.1%	3,015 SH	Decreased+51 SH
VANGUARD WORLD FD	INF TECH ETF	$574K	0.2%Prev: 0.2%	762 SH	Decreased-5,159 SH
VERIZON COMMUNICATIONS INC	COM	$229K	0.1%Prev: 0.1%	5,625 SH	Decreased+158 SH
VISA INC	COM CL A	$254K	0.1%Prev: 0.1%	723 SH	Decreased-46 SH
WALMART INC	COM	$1.5M	0.4%Prev: 0.3%	13,384 SH	Increased+136 SH
WILLIAMS COS INC	COM	$550K	0.1%Prev: 0.2%	9,154 SH	Decreased-2,159 SH
ZOOM COMMUNICATIONS INC	CL A	$214K	0.1%	2,475 SH	New

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $394K
ALLIANCE RESOURCE PARTNERS L — $257K
ALTRIA GROUP INC — $213K
AMERICAN CENTY ETF TR — $1.0M
AMERICAN CENTY ETF TR — $774K
AMERICAN CENTY ETF TR — $1.2M
AMERICAN CENTY ETF TR — $2.4M
AMERICAN CENTY ETF TR — $2.0M
ASML HLDG NV — $254K
CHEVRON CORPORATION — $488K
CISCO SYS INC — $335K
COHEN & STEERS ETF TRUST — $376K
COHEN & STEERS ETF TRUST — $307K
COSTCO WHOLESALE CORPORATION — $255K
DEERE & CO — $232K
DFA INVT DIMENSIONS GROUP IN — $5.5M
DFA INVT DIMENSIONS GROUP IN — $22.0M
DFA INVT DIMENSIONS GROUP IN — $2.7M
DIMENSIONAL ETF TRUST — $12.2M
DIMENSIONAL ETF TRUST — $238K
… and 24 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 6, 2026	Q4 2025	13F-HR	0001104659-26-011358	$381.4M	View
Oct 21, 2026	Q3 2026	13F-HR	0001104659-26-117788	$443.5M	View
Nov 5, 2025	Q3 2025