Legacy Financial Strategies, LLC

CIK 0001723925 • 7 13F filings • Apr 8, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $509.6M127 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$3.4M	0.7%	25,117 SH	New
ABBVIE INC	COM	$3.5M	0.7%Prev: 0.2%	19,023 SH	Increased+13,229 SH
ADVANCED MICRO DEVICES INC	COM	$345K	0.1%Prev: 0.1%	2,430 SH	Decreased-260 SH
AFLAC INC	COM	$3.7M	0.7%Prev: 0.7%	35,412 SH	Increased+2,363 SH
AIR PRODS & CHEMS INC	COM	$621K	0.1%	2,202 SH	New
ALPHABET INC	CAP STK CL A	$1.3M	0.3%Prev: 0.4%	7,288 SH	Decreased-1,115 SH
ALPHABET INC	CAP STK CL C	$466K	0.1%Prev: 0.2%	2,629 SH	Decreased-440 SH
AMAZON COM INC	COM	$2.7M	0.5%Prev: 0.5%	12,172 SH	Decreased-1,654 SH
AMC ENTMT HLDGS INC	CL A NEW	$32K	0.0%Prev: 0.0%	10,226 SH	Increased-19,468 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$34.2M	6.7%Prev: 7.0%	500,782 SH	Decreased+18,929 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$446K	0.1%Prev: 0.1%	4,893 SH	Increased+1,054 SH
AMERICAN EXPRESS CO	COM	$561K	0.1%Prev: 0.1%	1,758 SH	Decreased-97 SH
APOLLO COML REAL EST FIN INC	COM	$113K	0.0%	11,700 SH	New
APPLE INC	COM	$6.5M	1.3%Prev: 1.5%	31,627 SH	Decreased-110 SH
ASML HOLDING N V	N Y REGISTRY SHS	$942K	0.2%	1,176 SH	New
AT&T INC	COM	$298K	0.1%Prev: 0.1%	10,307 SH	Decreased-3,328 SH
ATMOS ENERGY CORP	COM	$3.2M	0.6%Prev: 0.6%	20,989 SH	Decreased+1,522 SH
AURORA INNOVATION INC	CLASS A COM	$55K	0.0%	10,540 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$3.9M	0.8%Prev: 0.4%	12,738 SH	Increased+1,583 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.2M	1.0%Prev: 0.8%	10,649 SH	Increased+850 SH
BROADCOM INC	COM	$1.2M	0.2%Prev: 0.4%	4,312 SH	Decreased-2,229 SH
BROWN & BROWN INC	COM	$3.7M	0.7%Prev: 0.4%	33,810 SH	Increased-3,164 SH
CANADIAN PACIFIC KANSAS CITY	COM	$808K	0.2%Prev: 0.1%	10,192 SH	Increased
CASEYS GEN STORES INC	COM	$239K	0.0%Prev: 0.1%	469 SH	Decreased
CATERPILLAR INC	COM	$1.3M	0.3%Prev: 0.9%	3,428 SH	Decreased-3,447 SH
CHEVRON CORP NEW	COM	$255K	0.1%	1,784 SH	New
CINCINNATI FINL CORP	COM	$3.4M	0.7%Prev: 0.5%	22,551 SH	Increased+3,208 SH
CINTAS CORP	COM	$4.3M	0.8%Prev: 0.6%	19,252 SH	Increased+839 SH
COCA COLA CO	COM	$240K	0.0%Prev: 0.1%	3,388 SH	Decreased-726 SH
COSTCO WHSL CORP NEW	COM	$263K	0.1%	266 SH	New
CROWDSTRIKE HLDGS INC	CL A	$964K	0.2%Prev: 0.2%	1,892 SH	Decreased-620 SH
DEERE & CO	COM	$276K	0.1%Prev: 0.1%	542 SH	Decreased-46 SH
EATON CORP PLC	SHS	$265K	0.1%Prev: 0.1%	741 SH	Decreased-73 SH
EATON VANCE NATL MUN OPPORT	COM SHS	$496K	0.1%Prev: 0.1%	30,547 SH	Decreased
ELI LILLY & CO	COM	$623K	0.1%Prev: 0.1%	799 SH	Decreased+18 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$391K	0.1%Prev: 0.1%	21,555 SH	Decreased+1,164 SH
EVERGY INC	COM	$268K	0.1%Prev: 0.1%	3,893 SH	Decreased
EXPEDITORS INTL WASH INC	COM	$2.6M	0.5%Prev: 0.4%	22,632 SH	Increased+6,479 SH
FACTSET RESH SYS INC	COM	$2.5M	0.5%	5,513 SH	New
FASTENAL CO	COM	$2.9M	0.6%Prev: 0.5%	68,356 SH	Increased+9,570 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$542K	0.1%Prev: 0.1%	8,470 SH	Decreased+201 SH
GRAINGER W W INC	COM	$2.5M	0.5%	2,411 SH	New
HENRY JACK & ASSOC INC	COM	$3.7M	0.7%Prev: 0.6%	20,640 SH	Increased
HOME DEPOT INC	COM	$353K	0.1%Prev: 0.1%	962 SH	Increased-88 SH
HONEYWELL INTL INC	COM	$1.1M	0.2%Prev: 0.2%	4,840 SH	Increased-65 SH
INTERNATIONAL BUSINESS MACHS	COM	$738K	0.1%Prev: 0.1%	2,503 SH	Decreased-680 SH
INVESCO EXCH TRADED FD TR II	S&P 500 HB ETF	$536K	0.1%Prev: 0.1%	5,500 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$987K	0.2%Prev: 0.1%	5,430 SH	Increased+1,876 SH
ISHARES TR	CORE DIV GRWTH	$36.7M	7.2%Prev: 5.2%	573,454 SH	Increased+159,087 SH
ISHARES TR	CORE S&P SCP ETF	$17.7M	3.5%Prev: 0.9%	161,857 SH	Increased+121,063 SH
ISHARES TR	CORE S&P US VLU	$2.0M	0.4%Prev: 0.4%	20,745 SH	Decreased+24 SH
ISHARES TR	CORE US AGGBD ET	$39.6M	7.8%Prev: 8.3%	399,164 SH	Decreased-66,617 SH
ISHARES TR	EXPANDED TECH	$779K	0.2%Prev: 0.0%	7,111 SH	Increased+4,223 SH
ISHARES TR	EXPND TEC SC ETF	$30.7M	6.0%Prev: 5.5%	273,334 SH	Increased+17,274 SH
ISHARES TR	GLOBAL 100 ETF	$703K	0.1%Prev: 0.1%	6,518 SH	Decreased+315 SH
ISHARES TR	IBOXX HI YD ETF	$303K	0.1%	3,754 SH	New
ISHARES TR	NATIONAL MUN ETF	$7.0M	1.4%Prev: 1.5%	67,419 SH	Decreased-9,930 SH
ISHARES TR	RUS MDCP VAL ETF	$274K	0.1%Prev: 0.1%	2,070 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$237K	0.0%Prev: 0.0%	2,157 SH	Decreased-119 SH
ISHARES TR	S&P 500 VAL ETF	$218K	0.0%Prev: 0.0%	1,116 SH	Decreased
ISHARES TR	SHRT NAT MUN ETF	$312K	0.1%Prev: 0.1%	2,938 SH	Decreased-21 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.2M	0.2%Prev: 0.1%	21,518 SH	Increased+11,222 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$251K	0.0%	5,416 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$283K	0.1%Prev: 0.1%	5,195 SH	Decreased-723 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$961K	0.2%Prev: 0.3%	18,933 SH	Decreased-11,732 SH
JOHNSON & JOHNSON	COM	$416K	0.1%Prev: 0.1%	2,720 SH	Decreased-383 SH
JPMORGAN CHASE & CO.	COM	$1.6M	0.3%	5,416 SH	New
KROGER CO	COM	$233K	0.0%Prev: 0.0%	3,246 SH	Decreased-7 SH
LINDE PLC	SHS	$3.5M	0.7%Prev: 0.6%	7,545 SH	Increased+876 SH
LOWES COS INC	COM	$3.1M	0.6%Prev: 0.6%	13,861 SH	Decreased+762 SH
MASTERCARD INCORPORATED	CL A	$271K	0.1%Prev: 0.0%	483 SH	Increased-20 SH
MCCORMICK & CO INC	COM NON VTG	$3.0M	0.6%Prev: 0.3%	39,974 SH	Increased+7,526 SH
MCDONALDS CORP	COM	$214K	0.0%Prev: 0.5%	732 SH	Decreased-7,580 SH
MERIT MED SYS INC	COM	$210K	0.0%	2,250 SH	New
META PLATFORMS INC	CL A	$1.5M	0.3%Prev: 0.2%	1,991 SH	Increased-311 SH
MICROSOFT CORP	COM	$4.6M	0.9%Prev: 0.7%	9,336 SH	Increased-1,052 SH
NETFLIX INC	COM	$337K	0.1%	252 SH	New
NEW YORK LIFE INVESTMENTS ET	NYLI MERGER ARBI	$227K	0.0%Prev: 0.1%	6,444 SH	Decreased-2,168 SH
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$1.9M	0.4%Prev: 0.4%	77,814 SH	Decreased-25,196 SH
NEXTERA ENERGY INC	COM	$3.2M	0.6%Prev: 0.6%	45,753 SH	Decreased+7,059 SH
NORDSON CORP	COM	$2.7M	0.5%Prev: 0.5%	12,464 SH	Decreased+1,761 SH
NVIDIA CORPORATION	COM	$7.8M	1.5%Prev: 1.7%	49,470 SH	Decreased-4,658 SH
OREILLY AUTOMOTIVE INC	COM	$359K	0.1%Prev: 0.1%	3,987 SH	Increased+431 SH
PACER FDS TR	US CASH COWS 100	$885K	0.2%	16,056 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$1.5M	0.3%Prev: 0.3%	10,826 SH	Decreased-2,397 SH
PALO ALTO NETWORKS INC	COM	$454K	0.1%Prev: 0.1%	2,217 SH	Increased+388 SH
PHILIP MORRIS INTL INC	COM	$300K	0.1%Prev: 0.1%	1,649 SH	Increased-54 SH
PRICE T ROWE GROUP INC	COM	$259K	0.1%	2,687 SH	New
PROCTER AND GAMBLE CO	COM	$349K	0.1%	2,193 SH	New
PROSHARES TR	S&P 500 DV ARIST	$479K	0.1%Prev: 0.1%	4,758 SH	Increased+427 SH
ROPER TECHNOLOGIES INC	COM	$3.5M	0.7%Prev: 0.4%	6,146 SH	Increased+564 SH
S&P GLOBAL INC	COM	$3.9M	0.8%Prev: 0.5%	7,324 SH	Increased+901 SH
SALESFORCE INC	COM	$202K	0.0%	740 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$837K	0.2%Prev: 0.2%	34,090 SH	Decreased+2,785 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$525K	0.1%	22,576 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$60.7M	11.9%Prev: 11.8%	2,545,750 SH	Decreased-68,837 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$12.5M	2.5%Prev: 2.4%	473,201 SH	Decreased+36,730 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$86.4M	17.0%Prev: 15.2%	2,959,493 SH	Increased+60,062 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$424K	0.1%	1,950 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$1.6M	0.3%	19,664 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.4M	0.3%	10,110 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$308K	0.1%	1,218 SH	New
SHERWIN WILLIAMS CO	COM	$3.7M	0.7%Prev: 0.6%	10,867 SH	Increased+919 SH
SMITH A O CORP	COM	$2.7M	0.5%Prev: 0.1%	41,397 SH	Increased+32,917 SH
SOUTHERN CO	COM	$549K	0.1%Prev: 0.1%	5,975 SH	Decreased+37 SH
SPDR GOLD TR	GOLD SHS	$305K	0.1%Prev: 0.1%	1,000 SH	Decreased-443 SH
SPDR S&P 500 ETF TR	TR UNIT	$5.8M	1.1%	9,441 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$326K	0.1%	576 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$548K	0.1%	22,100 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$331K	0.1%	6,094 SH	New
SUBURBAN PROPANE PARTNERS L	UNIT LTD PARTN	$259K	0.1%Prev: 0.0%	14,000 SH	Decreased
T-MOBILE US INC	COM	$1.4M	0.3%Prev: 0.2%	5,783 SH	Increased+249 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$547K	0.1%	2,416 SH	New
TESLA INC	COM	$1.2M	0.2%Prev: 0.3%	3,876 SH	Decreased-542 SH
THERMO FISHER SCIENTIFIC INC	COM	$219K	0.0%Prev: 0.1%	539 SH	Decreased-59 SH
TWO HBRS INVT CORP	COM	$171K	0.0%	15,900 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$386K	0.1%Prev: 0.1%	4,111 SH	Decreased
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.2M	0.2%Prev: 1.3%	4,133 SH	Decreased-14,343 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.4M	0.3%Prev: 0.2%	18,437 SH	Increased+2,497 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.0M	1.0%Prev: 0.9%	8,845 SH	Increased+835 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$17.5M	3.4%Prev: 3.1%	57,533 SH	Increased+4,578 SH
VANGUARD INDEX FDS	VALUE ETF	$296K	0.1%Prev: 0.1%	1,672 SH	Decreased-35 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$924K	0.2%Prev: 0.2%	4,515 SH	Decreased-2 SH
VANGUARD WORLD FD	INF TECH ETF	$267K	0.1%Prev: 0.1%	402 SH	Decreased
VISA INC	COM CL A	$633K	0.1%Prev: 0.1%	1,782 SH	Increased+72 SH
WALMART INC	COM	$3.8M	0.7%Prev: 0.8%	38,544 SH	Decreased+4,911 SH
WILLIAMS COS INC	COM	$475K	0.1%Prev: 0.1%	7,558 SH	Decreased-286 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $2.4M
AIR PRODUCTS AND CHEMICALS I — $402K
AMERICAN CENTY ETF TR — $355K
AMERICAN CENTY ETF TR — $39.9M
AMERICAN CENTY ETF TR — $242K
APOLLO COML REAL ESTATE FIN — $108K
ARBOR REALTY TRUST INC — $137K
ARCHER DANIELS MIDLAND CO — $205K
ASML HLDG NV — $384K
CADENCE DESIGN SYSTEM INC — $317K
CHEVRON CORPORATION — $415K
CONOCOPHILLIPS — $339K
COSTCO WHOLESALE CORPORATION — $488K
ECOLAB INC — $2.1M
EXXON MOBIL CORP — $358K
GE AEROSPACE — $213K
GE VERNOVA INC — $577K
GOLDMAN SACHS GROUP INC — $210K
INVESCO EXCH TRADED FD TR II — $5.0M
INVESCO QQQ TR — $348K
… and 21 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001723925-26-000010	—	View
Jan 23, 2026	Q4 2025	13F-HR	0001723925-26-000002	$564.8M	View
Nov 6, 2025	Q3 2025