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: $443.5M108 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$587K	0.1%Prev: 0.1%	2,245 SH	Increased+214 SH
ADVANCED MICRO DEVICES INC	COM	$394K	0.1%	644 SH	New
ALLIANCE RESOURCE PARTNERS L	UT LTD PART	$257K	0.1%	10,595 SH	New
ALPHABET INC	CAP STK CL A	$1.5M	0.3%Prev: 0.3%	4,259 SH	Increased+120 SH
ALPHABET INC	CAP STK CL C	$2.8M	0.6%Prev: 0.6%	8,313 SH	Increased-22 SH
ALTRIA GROUP INC	COM	$213K	0.0%	3,160 SH	New
AMAZON COM INC	COM	$1.5M	0.3%Prev: 0.4%	6,163 SH	Increased+233 SH
AMERICAN CENTY ETF TR	AVAN U S QUA ETF	$1.0M	0.2%	15,236 SH	New
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$774K	0.2%	19,641 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.2M	0.3%	12,874 SH	New
AMERICAN CENTY ETF TR	AVANTIS US LARG	$2.4M	0.5%	26,970 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$2.0M	0.4%	21,957 SH	New
AMERICAN CENTY ETF TR	US EQT ETF	$54.8M	12.4%Prev: 9.8%	427,847 SH	Increased+98,723 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$4.0M	0.9%Prev: 0.7%	44,037 SH	Increased+9,191 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$840K	0.2%Prev: 0.2%	7,130 SH	Increased+477 SH
AMERICAN EXPRESS CO	COM	$241K	0.1%Prev: 0.1%	792 SH	Decreased+7 SH
APPLE INC	COM	$12.4M	2.8%Prev: 2.6%	37,321 SH	Increased+156 SH
ASML HLDG NV	N Y REGISTRY SHS	$254K	0.1%	140 SH	New
BANCFIRST CORP	COM	$808K	0.2%Prev: 0.3%	7,675 SH	Decreased-332 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.2M	0.7%Prev: 0.9%	6,336 SH	Increased+123 SH
BLACKROCK INC	COM	$217K	0.0%Prev: 0.1%	205 SH	Decreased+9 SH
BROADCOM INC	COM	$518K	0.1%Prev: 0.1%	1,475 SH	Increased+383 SH
CATERPILLAR INC	COM	$946K	0.2%Prev: 0.1%	1,167 SH	Increased+143 SH
CHEVRON CORPORATION	COM	$488K	0.1%	2,391 SH	New
CISCO SYS INC	COM	$335K	0.1%	3,113 SH	New
COHEN & STEERS ETF TRUST	PFD IN OP AC ETF	$376K	0.1%	14,928 SH	New
COHEN & STEERS ETF TRUST	SHORT DURATN PFD	$307K	0.1%	12,525 SH	New
CONOCOPHILLIPS	COM	$200K	0.0%Prev: 0.1%	1,599 SH	Decreased-572 SH
COSTCO WHOLESALE CORPORATION	COM	$255K	0.1%	280 SH	New
DEERE & CO	COM	$232K	0.1%	346 SH	New
DFA INVT DIMENSIONS GROUP IN	REAL ESTATE SECU	$5.5M	1.2%	228,823 SH	New
DFA INVT DIMENSIONS GROUP IN	U.S. HIGH RELATI	$22.0M	5.0%	524,235 SH	New
DFA INVT DIMENSIONS GROUP IN	U.S. SML CP VAL	$2.7M	0.6%	71,795 SH	New
DIMENSIONAL ETF TRUST	CORE FIXE IN ETF	$12.2M	2.7%	303,564 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$4.5M	1.0%Prev: 0.9%	113,665 SH	Increased+5,770 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$5.7M	1.3%Prev: 1.8%	144,762 SH	Decreased-59,941 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$21.3M	4.8%Prev: 5.7%	514,422 SH	Increased-57,376 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$4.5M	1.0%Prev: 0.8%	120,778 SH	Increased+35,972 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$238K	0.1%	7,076 SH	New
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.2M	0.3%Prev: 0.8%	26,328 SH	Decreased-36,786 SH
DIMENSIONAL ETF TRUST	SHOR DUR FIX ETF	$28.7M	6.5%	618,169 SH	New
DIMENSIONAL ETF TRUST	ULTR FIX INC ETF	$492K	0.1%	9,742 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$22.0M	5.0%	495,390 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$16.2M	3.7%Prev: 4.2%	309,434 SH	Increased-23,479 SH
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$22.1M	5.0%	266,076 SH	New
DIMENSIONAL ETF TRUST	US LARG VALU ETF	$12.7M	2.9%	316,722 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$24.7M	5.6%Prev: 5.7%	449,526 SH	Increased-12,957 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.4M	0.8%Prev: 0.8%	44,331 SH	Increased+1,992 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$9.5M	2.1%Prev: 2.5%	143,283 SH	Increased-14,277 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$1.4M	0.3%Prev: 0.1%	17,229 SH	Increased+9,970 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$25.9M	5.8%Prev: 5.4%	698,747 SH	Increased+66,955 SH
ELI LILLY & CO	COM	$412K	0.1%	356 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$271K	0.1%	7,616 SH	New
ETF SER SOLUTIONS	CLEARSHS ULTRA	$226K	0.1%Prev: 0.1%	2,253 SH	Decreased-859 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$578K	0.1%	3,552 SH	New
FREEPORT MCMORAN INC	CL B	$238K	0.1%	3,398 SH	New
INVESCO QQQ TR	UNIT SER 1	$721K	0.2%Prev: 0.1%	975 SH	Increased+167 SH
ISHARES TR	CORE S&P MCP ETF	$240K	0.1%Prev: 0.1%	3,343 SH	Increased-7 SH
ISHARES TR	CORE S&P500 ETF	$1.6M	0.3%Prev: 0.4%	2,025 SH	Increased-107 SH
ISHARES TR	DOW JONES US ETF	$392K	0.1%Prev: 0.1%	2,112 SH	Increased
ISHARES TR	RUS 1000 ETF	$333K	0.1%	800 SH	New
ISHARES TR	RUS 1000 GRW ETF	$4.8M	1.1%Prev: 1.3%	38,626 SH	Increased+28,525 SH
ISHARES TR	RUS MD CP GR ETF	$202K	0.0%Prev: 0.1%	1,468 SH	Decreased
ISHARES TR	SHRT NAT MUN ETF	$2.8M	0.6%Prev: 0.9%	26,997 SH	Decreased-3,622 SH
JOHNSON & JOHNSON	COM	$387K	0.1%Prev: 0.1%	1,463 SH	Increased-58 SH
JPMORGAN CHASE & CO	COM	$629K	0.1%	1,902 SH	New
MARATHON PETE CORP	COM	$306K	0.1%	773 SH	New
MASTERCARD INCORPORATED	CL A	$208K	0.0%	377 SH	New
MCDONALDS CORP	COM	$304K	0.1%	1,316 SH	New
MERCK & CO INC	COM	$395K	0.1%Prev: 0.1%	2,715 SH	Increased+49 SH
META PLATFORMS INC	CL A	$554K	0.1%Prev: 0.2%	764 SH	Decreased-122 SH
MICRON TECHNOLOGY INC	COM	$618K	0.1%	580 SH	New
MICROSOFT CORP	COM	$3.2M	0.7%Prev: 0.9%	6,299 SH	Increased+261 SH
NVIDIA CORPORATION	COM	$3.9M	0.9%Prev: 0.8%	17,270 SH	Increased+1,869 SH
OGE ENERGY CORP	COM	$373K	0.1%Prev: 0.1%	8,214 SH	Decreased-308 SH
ONEOK INC NEW	COM	$4.0M	0.9%Prev: 1.0%	46,445 SH	Increased-1,453 SH
PHILIP MORRIS INTL INC	COM	$563K	0.1%Prev: 0.1%	2,948 SH	Increased+251 SH
PJT PARTNERS INC	COM CL A	$213K	0.0%Prev: 0.1%	1,491 SH	Decreased-13 SH
PROCTER & GAMBLE CO	COM	$222K	0.1%	1,529 SH	New
PROGRESSIVE CORP	COM	$658K	0.1%Prev: 0.2%	3,176 SH	Decreased-107 SH
ROCKWELL AUTOMATION INC	COM	$214K	0.0%	492 SH	New
RTX CORPORATION	COM	$285K	0.1%Prev: 0.1%	1,537 SH	Increased+306 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$7.0M	1.6%Prev: 1.8%	231,970 SH	Increased-15,893 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$275K	0.1%	8,427 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$341K	0.1%	2,043 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$593K	0.1%	3,032 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$283K	0.1%	1,875 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.1M	0.2%	1,424 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$276K	0.1%	606 SH	New
TESLA INC	COM	$273K	0.1%Prev: 0.1%	770 SH	Decreased
UNITED RENTALS INC	COM	$203K	0.0%Prev: 0.1%	203 SH	Decreased-53 SH
UNITEDHEALTH GROUP INC	COM	$215K	0.0%	586 SH	New
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$264K	0.1%Prev: 0.1%	1,200 SH	Increased
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$10.6M	2.4%Prev: 2.9%	226,755 SH	Decreased+10,760 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$37.9M	8.6%	420,986 SH	New
VANGUARD INDEX FDS	MRNGSTR LRG CAP	$525K	0.1%	1,493 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$211K	0.0%	742 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$986K	0.2%	2,634 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.5M	0.8%Prev: 1.1%	39,606 SH	Decreased-5,330 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$503K	0.1%Prev: 0.1%	718 SH	Increased+166 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$2.4M	0.5%Prev: 0.6%	49,148 SH	Increased+6,372 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$225K	0.1%	964 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$252K	0.1%Prev: 0.1%	2,964 SH	Increased-50 SH
VANGUARD WORLD FD	INF TECH ETF	$744K	0.2%Prev: 0.2%	5,921 SH	Increased+5,134 SH
VERIZON COMMUNICATIONS INC	COM	$251K	0.1%Prev: 0.1%	5,467 SH	Decreased-330 SH
VISA INC	COM CL A	$276K	0.1%Prev: 0.1%	769 SH	Increased+57 SH
WALMART INC	COM	$1.4M	0.3%Prev: 0.4%	13,248 SH	Increased-42 SH
WILLIAMS COS INC	COM	$769K	0.2%Prev: 0.1%	11,313 SH	Increased+3,919 SH

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $709K
AMERICAN CENTY ETF TR — $647K
CHEVRON CORP NEW — $326K
COSTCO WHSL CORP NEW — $220K
DIMENSIONAL ETF TRUST — $13.1M
DIMENSIONAL ETF TRUST — $20.4M
DIMENSIONAL ETF TRUST — $210K
DIMENSIONAL ETF TRUST — $21.6M
DIMENSIONAL ETF TRUST — $16.3M
DIMENSIONAL ETF TRUST — $17.6M
DIMENSIONAL ETF TRUST — $7.9M
DIMENSIONAL ETF TRUST — $4.8M
DIMENSIONAL ETF TRUST — $2.4M
EXXON MOBIL CORP — $429K
HOME DEPOT INC — $207K
ISHARES BITCOIN TRUST ETF — $227K
JPMORGAN CHASE & CO. — $610K
LLOYDS BANKING GROUP PLC — $62K
NEXTERA ENERGY INC — $205K
OREILLY AUTOMOTIVE INC — $233K
… and 13 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