Legacy Financial Strategies, LLC

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

Import this data to Google Sheets with:

=jivedata("legacy-financial-strategies-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $553.7M135 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$3.5M	0.6%	26,051 SH	New
ABBVIE INC	COM	$1.5M	0.3%Prev: 0.2%	6,359 SH	Increased+977 SH
ADVANCED MICRO DEVICES INC	COM	$417K	0.1%Prev: 0.3%	2,579 SH	Decreased-656 SH
AFLAC INC	COM	$4.1M	0.7%Prev: 0.6%	36,697 SH	Increased+5,500 SH
AIR PRODS & CHEMS INC	COM	$547K	0.1%	2,006 SH	New
ALPHABET INC	CAP STK CL A	$1.9M	0.3%Prev: 0.5%	7,738 SH	Decreased-760 SH
ALPHABET INC	CAP STK CL C	$714K	0.1%Prev: 0.2%	2,930 SH	Decreased-272 SH
AMAZON COM INC	COM	$2.9M	0.5%Prev: 0.5%	13,325 SH	Decreased-140 SH
AMC ENTMT HLDGS INC	CL A NEW	$30K	0.0%Prev: 0.0%	10,226 SH	Decreased-19,468 SH
AMERICAN CENTY ETF TR	DIVERSIFIED MU	$256K	0.0%	5,090 SH	New
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$31.4M	5.7%Prev: 6.9%	434,856 SH	Decreased-52,320 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$455K	0.1%Prev: 0.1%	4,576 SH	Increased+1,505 SH
AMERICAN EXPRESS CO	COM	$595K	0.1%Prev: 0.1%	1,790 SH	Decreased-73 SH
APOLLO COML REAL EST FIN INC	COM	$119K	0.0%	11,700 SH	New
APPLE INC	COM	$8.1M	1.5%Prev: 1.4%	31,878 SH	Decreased-106 SH
ARCHER DANIELS MIDLAND CO	COM	$2.4M	0.4%Prev: 0.0%	40,453 SH	Increased+37,766 SH
ARISTA NETWORKS INC	COM SHS	$272K	0.0%Prev: 0.0%	1,864 SH	Decreased+55 SH
ASML HOLDING N V	N Y REGISTRY SHS	$234K	0.0%	242 SH	New
AT&T INC	COM	$385K	0.1%Prev: 0.0%	13,635 SH	Increased+3,683 SH
ATMOS ENERGY CORP	COM	$3.8M	0.7%Prev: 0.5%	21,970 SH	Increased+3,789 SH
AURORA INNOVATION INC	CLASS A COM	$57K	0.0%	10,538 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$3.8M	0.7%Prev: 0.4%	13,002 SH	Increased+2,003 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.1M	0.9%Prev: 0.8%	10,123 SH	Increased+444 SH
BROADCOM INC	COM	$1.9M	0.3%Prev: 0.4%	5,703 SH	Decreased-1,061 SH
BROWN & BROWN INC	COM	$3.4M	0.6%Prev: 0.3%	35,984 SH	Increased+3,453 SH
CADENCE DESIGN SYSTEM INC	COM	$354K	0.1%Prev: 0.1%	1,007 SH	Decreased-304 SH
CANADIAN PACIFIC KANSAS CITY	COM	$759K	0.1%Prev: 0.1%	10,192 SH	Decreased
CASEYS GEN STORES INC	COM	$265K	0.0%Prev: 0.1%	469 SH	Decreased
CATERPILLAR INC	COM	$1.6M	0.3%Prev: 1.1%	3,354 SH	Decreased-3,200 SH
CHEVRON CORP NEW	COM	$306K	0.1%	1,970 SH	New
CINCINNATI FINL CORP	COM	$3.6M	0.6%Prev: 0.5%	22,616 SH	Increased+4,378 SH
CINTAS CORP	COM	$4.0M	0.7%Prev: 0.5%	19,527 SH	Increased+1,748 SH
COCA COLA CO	COM	$252K	0.0%Prev: 0.1%	3,792 SH	Decreased-402 SH
CONOCOPHILLIPS	COM	$247K	0.0%	2,615 SH	New
COSTCO WHSL CORP NEW	COM	$324K	0.1%	350 SH	New
CROWDSTRIKE HLDGS INC	CL A	$1.2M	0.2%Prev: 0.3%	2,439 SH	Decreased-201 SH
DEERE & CO	COM	$267K	0.0%Prev: 0.1%	584 SH	Decreased-5 SH
EATON CORP PLC	SHS	$294K	0.1%Prev: 0.1%	786 SH	Decreased-134 SH
EATON VANCE NATL MUN OPPORT	COM SHS	$508K	0.1%Prev: 0.1%	30,547 SH	Increased+2,863 SH
ELI LILLY & CO	COM	$576K	0.1%Prev: 0.2%	755 SH	Decreased-89 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$350K	0.1%Prev: 0.1%	20,391 SH	Decreased
EVERGY INC	COM	$296K	0.1%Prev: 0.1%	3,893 SH	Decreased
EXPEDITORS INTL WASH INC	COM	$2.9M	0.5%Prev: 0.1%	23,478 SH	Increased+21,086 SH
EXXON MOBIL CORP	COM	$224K	0.0%Prev: 0.0%	1,989 SH	Decreased-125 SH
FACTSET RESH SYS INC	COM	$1.6M	0.3%	5,577 SH	New
FASTENAL CO	COM	$3.3M	0.6%Prev: 0.4%	67,698 SH	Increased+12,598 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$559K	0.1%Prev: 0.1%	8,353 SH	Decreased+367 SH
GE AEROSPACE	COM NEW	$206K	0.0%Prev: 0.0%	684 SH	Decreased-35 SH
GRAINGER W W INC	COM	$2.4M	0.4%	2,482 SH	New
HENRY JACK & ASSOC INC	COM	$3.1M	0.6%Prev: 0.4%	20,640 SH	Increased
HOME DEPOT INC	COM	$420K	0.1%Prev: 0.0%	1,037 SH	Increased+149 SH
HONEYWELL INTL INC	COM	$1.0M	0.2%Prev: 0.1%	4,850 SH	Increased+2,402 SH
INTERNATIONAL BUSINESS MACHS	COM	$818K	0.1%Prev: 0.1%	2,897 SH	Increased+716 SH
INVESCO EXCH TRADED FD TR II	S&P 500 HB ETF	$604K	0.1%Prev: 0.1%	5,500 SH	Decreased
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$4.3M	0.8%Prev: 1.2%	35,262 SH	Decreased-13,233 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.0M	0.2%Prev: 0.1%	5,430 SH	Increased+1,875 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$279K	0.1%Prev: 0.0%	4,297 SH	Increased-3,006 SH
ISHARES TR	CORE DIV GRWTH	$40.5M	7.3%Prev: 4.9%	594,516 SH	Increased+176,102 SH
ISHARES TR	CORE S&P SCP ETF	$15.2M	2.7%Prev: 0.9%	127,714 SH	Increased+88,461 SH
ISHARES TR	CORE S&P US VLU	$2.1M	0.4%Prev: 0.4%	20,745 SH	Decreased+24 SH
ISHARES TR	CORE US AGGBD ET	$41.8M	7.6%Prev: 7.0%	417,133 SH	Decreased-41,245 SH
ISHARES TR	EXPANDED TECH	$843K	0.2%	7,329 SH	New
ISHARES TR	EXPND TEC SC ETF	$37.8M	6.8%Prev: 6.5%	300,446 SH	Decreased+44,704 SH
ISHARES TR	GLOBAL 100 ETF	$782K	0.1%Prev: 0.1%	6,518 SH	Decreased+315 SH
ISHARES TR	NATIONAL MUN ETF	$7.8M	1.4%Prev: 1.2%	72,798 SH	Decreased+756 SH
ISHARES TR	RUS MDCP VAL ETF	$289K	0.1%Prev: 0.1%	2,070 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$264K	0.0%Prev: 0.1%	2,188 SH	Decreased-213 SH
ISHARES TR	S&P 500 VAL ETF	$230K	0.0%Prev: 0.0%	1,116 SH	Decreased-136 SH
ISHARES TR	SHRT NAT MUN ETF	$314K	0.1%Prev: 0.0%	2,945 SH	Increased+885 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.2M	0.2%Prev: 0.0%	21,669 SH	Increased+17,199 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$374K	0.1%	6,505 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.2M	0.2%Prev: 0.3%	23,248 SH	Decreased-9,112 SH
JOHNSON & JOHNSON	COM	$532K	0.1%Prev: 0.1%	2,868 SH	Decreased-202 SH
JPMORGAN CHASE & CO.	COM	$1.8M	0.3%	5,623 SH	New
KROGER CO	COM	$219K	0.0%	3,246 SH	New
LINDE PLC	SHS	$3.6M	0.7%Prev: 0.5%	7,618 SH	Increased+1,249 SH
LOWES COS INC	COM	$3.7M	0.7%Prev: 0.4%	14,823 SH	Increased+2,405 SH
MASTERCARD INCORPORATED	CL A	$313K	0.1%Prev: 0.0%	550 SH	Increased+24 SH
MCCORMICK & CO INC	COM NON VTG	$2.6M	0.5%	39,155 SH	New
MCDONALDS CORP	COM	$210K	0.0%Prev: 0.3%	690 SH	Decreased-7,157 SH
META PLATFORMS INC	CL A	$1.6M	0.3%Prev: 0.2%	2,113 SH	Increased+85 SH
MICROSOFT CORP	COM	$5.1M	0.9%Prev: 0.6%	9,886 SH	Increased+248 SH
NETFLIX INC	COM	$373K	0.1%	311 SH	New
NEW YORK LIFE INVESTMENTS ET	NYLI MERGER ARBI	$231K	0.0%	6,444 SH	New
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$2.4M	0.4%	98,458 SH	New
NEXTERA ENERGY INC	COM	$3.4M	0.6%Prev: 0.5%	45,104 SH	Increased+10,258 SH
NORDSON CORP	COM	$2.9M	0.5%Prev: 0.5%	12,560 SH	Decreased+2,522 SH
NVIDIA CORPORATION	COM	$9.7M	1.8%Prev: 1.7%	52,055 SH	Decreased-2,146 SH
ORACLE CORP	COM	$385K	0.1%	1,369 SH	New
OREILLY AUTOMOTIVE INC	COM	$440K	0.1%Prev: 0.0%	4,079 SH	Increased+638 SH
PACER FDS TR	US CASH COWS 100	$302K	0.1%	5,260 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$2.3M	0.4%Prev: 0.3%	12,486 SH	Increased-1,745 SH
PALO ALTO NETWORKS INC	COM	$491K	0.1%Prev: 0.1%	2,410 SH	Decreased+772 SH
PHILIP MORRIS INTL INC	COM	$263K	0.0%Prev: 0.1%	1,619 SH	Decreased-222 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$219K	0.0%	2,172 SH	New
PRICE T ROWE GROUP INC	COM	$285K	0.1%	2,776 SH	New
PROCTER AND GAMBLE CO	COM	$306K	0.1%	1,990 SH	New
PROSHARES TR	S&P 500 DV ARIST	$461K	0.1%Prev: 0.1%	4,475 SH	Decreased-3,739 SH
ROPER TECHNOLOGIES INC	COM	$3.1M	0.6%Prev: 0.3%	6,243 SH	Increased+974 SH
S&P GLOBAL INC	COM	$3.6M	0.6%Prev: 0.2%	7,340 SH	Increased+4,956 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$958K	0.2%Prev: 0.1%	36,410 SH	Increased+15,641 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$69.0M	12.5%Prev: 12.0%	2,683,753 SH	Decreased+18,373 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$12.9M	2.3%Prev: 2.1%	472,756 SH	Decreased+35,480 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$92.8M	16.8%Prev: 15.4%	2,909,284 SH	Decreased-27,848 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$467K	0.1%	1,950 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$1.5M	0.3%	19,443 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.1M	0.2%	7,895 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$316K	0.1%	1,121 SH	New
SHERWIN WILLIAMS CO	COM	$3.8M	0.7%Prev: 0.5%	10,979 SH	Increased+1,497 SH
SMITH A O CORP	COM	$3.1M	0.6%Prev: 0.1%	42,584 SH	Increased+36,407 SH
SOUTHERN CO	COM	$594K	0.1%Prev: 0.1%	6,267 SH	Increased+329 SH
SPDR GOLD TR	GOLD SHS	$375K	0.1%Prev: 0.1%	1,055 SH	Decreased-243 SH
SPDR S&P 500 ETF TR	TR UNIT	$5.5M	1.0%	8,282 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$343K	0.1%	576 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$1.0M	0.2%	41,230 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$349K	0.1%	6,098 SH	New
SUBURBAN PROPANE PARTNERS L	UNIT LTD PARTN	$261K	0.0%Prev: 0.0%	14,000 SH	Increased
T-MOBILE US INC	COM	$1.4M	0.3%Prev: 0.2%	5,838 SH	Increased-124 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$675K	0.1%	2,416 SH	New
TESLA INC	COM	$1.8M	0.3%Prev: 0.3%	4,060 SH	Decreased-450 SH
THERMO FISHER SCIENTIFIC INC	COM	$279K	0.1%Prev: 0.0%	575 SH	Increased+21 SH
TWO HBRS INVT CORP	COM	$157K	0.0%	15,900 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$407K	0.1%Prev: 0.1%	4,111 SH	Decreased
VANECK ETF TRUST	SEMICONDUCTR ETF	$4.6M	0.8%Prev: 1.9%	14,109 SH	Decreased-4,765 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.4M	0.2%Prev: 0.2%	18,422 SH	Increased+2,759 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.4M	1.0%Prev: 0.8%	8,795 SH	Increased+1,435 SH
VANGUARD INDEX FDS	SMALL CP ETF	$214K	0.0%	842 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$18.9M	3.4%Prev: 3.1%	57,468 SH	Decreased+3,677 SH
VANGUARD INDEX FDS	VALUE ETF	$313K	0.1%Prev: 0.1%	1,677 SH	Decreased-38 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$974K	0.2%Prev: 0.2%	4,516 SH	Decreased-2 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$202K	0.0%Prev: 0.1%	1,430 SH	Decreased-2,300 SH
VANGUARD WORLD FD	INF TECH ETF	$300K	0.1%Prev: 0.1%	402 SH	Decreased-2,814 SH
VISA INC	COM CL A	$643K	0.1%Prev: 0.1%	1,884 SH	Increased+128 SH
WALMART INC	COM	$4.1M	0.7%Prev: 0.6%	39,373 SH	Increased+6,622 SH
WILLIAMS COS INC	COM	$486K	0.1%Prev: 0.1%	7,672 SH	Decreased-186 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.9M
AIR PRODUCTS AND CHEMICALS I — $346K
AMERICAN CENTY ETF TR — $43.1M
AMERICAN CENTY ETF TR — $17.0M
APOLLO COML REAL ESTATE FIN — $109K
APPLIED MATLS INC — $315K
ARBOR REALTY TRUST INC — $96K
ASML HLDG NV — $643K
CHEVRON CORPORATION — $328K
CISCO SYS INC — $248K
COHERENT CORP — $492K
COSTCO WHOLESALE CORPORATION — $519K
CSX CORP — $231K
ECOLAB INC — $2.2M
ERIE INDTY CO — $1.6M
GE VERNOVA INC — $845K
GOLDMAN SACHS GROUP INC — $231K
HONEYWELL AEROSPACE INC — $541K
ILLINOIS TOOL WKS INC — $1.9M
INTEL CORP — $202K
… and 32 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