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: $564.8M137 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$3.0M	0.5%Prev: 0.6%	24,184 SH	Decreased-1,867 SH
ABBVIE INC	COM	$1.3M	0.2%Prev: 0.3%	5,897 SH	Decreased-462 SH
ADVANCED MICRO DEVICES INC	COM	$568K	0.1%Prev: 0.1%	2,651 SH	Increased+72 SH
AFLAC INC	COM	$3.7M	0.7%Prev: 0.7%	33,938 SH	Decreased-2,759 SH
AIR PRODS & CHEMS INC	COM	$374K	0.1%Prev: 0.1%	1,515 SH	Decreased-491 SH
ALPHABET INC	CAP STK CL A	$2.5M	0.4%Prev: 0.3%	8,028 SH	Increased+290 SH
ALPHABET INC	CAP STK CL C	$972K	0.2%Prev: 0.1%	3,097 SH	Increased+167 SH
AMAZON COM INC	COM	$3.2M	0.6%Prev: 0.5%	13,808 SH	Increased+483 SH
AMC ENTMT HLDGS INC	CL A NEW	$16K	0.0%Prev: 0.0%	10,226 SH	Decreased
AMERICAN CENTY ETF TR	DIVERSIFIED MU	$357K	0.1%Prev: 0.0%	7,086 SH	Increased+1,996 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$33.3M	5.9%	405,115 SH	New
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$35.7M	6.3%Prev: 5.7%	470,694 SH	Increased+35,838 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$406K	0.1%Prev: 0.1%	3,984 SH	Decreased-592 SH
AMERICAN EXPRESS CO	COM	$700K	0.1%Prev: 0.1%	1,893 SH	Increased+103 SH
APOLLO COML REAL EST FIN INC	COM	$113K	0.0%Prev: 0.0%	11,700 SH	Decreased
APPLE INC	COM	$8.7M	1.5%Prev: 1.5%	32,087 SH	Increased+209 SH
ARCHER DANIELS MIDLAND CO	COM	$2.1M	0.4%Prev: 0.4%	35,852 SH	Decreased-4,601 SH
ARISTA NETWORKS INC	COM SHS	$243K	0.0%Prev: 0.0%	1,854 SH	Decreased-10 SH
ASML HOLDING N V	N Y REGISTRY SHS	$301K	0.1%Prev: 0.0%	281 SH	Increased+39 SH
AT&T INC	COM	$326K	0.1%Prev: 0.1%	13,107 SH	Decreased-528 SH
ATMOS ENERGY CORP	COM	$3.4M	0.6%Prev: 0.7%	20,116 SH	Decreased-1,854 SH
AUTOMATIC DATA PROCESSING IN	COM	$3.0M	0.5%Prev: 0.7%	11,804 SH	Decreased-1,198 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.0M	0.9%Prev: 0.9%	9,946 SH	Decreased-177 SH
BROADCOM INC	COM	$2.4M	0.4%Prev: 0.3%	7,040 SH	Increased+1,337 SH
BROWN & BROWN INC	COM	$2.7M	0.5%Prev: 0.6%	34,212 SH	Decreased-1,772 SH
CADENCE DESIGN SYSTEM INC	COM	$378K	0.1%Prev: 0.1%	1,209 SH	Increased+202 SH
CANADIAN PACIFIC KANSAS CITY	COM	$750K	0.1%Prev: 0.1%	10,192 SH	Decreased
CASEYS GEN STORES INC	COM	$259K	0.0%Prev: 0.0%	469 SH	Decreased
CATERPILLAR INC	COM	$2.1M	0.4%Prev: 0.3%	3,600 SH	Increased+246 SH
CHEVRON CORP NEW	COM	$280K	0.0%Prev: 0.1%	1,835 SH	Decreased-135 SH
CINCINNATI FINL CORP	COM	$3.3M	0.6%Prev: 0.6%	20,349 SH	Decreased-2,267 SH
CINTAS CORP	COM	$3.5M	0.6%Prev: 0.7%	18,401 SH	Decreased-1,126 SH
COCA COLA CO	COM	$288K	0.1%Prev: 0.0%	4,114 SH	Increased+322 SH
CONOCOPHILLIPS	COM	$229K	0.0%Prev: 0.0%	2,451 SH	Decreased-164 SH
COSTCO WHSL CORP NEW	COM	$348K	0.1%Prev: 0.1%	403 SH	Increased+53 SH
CROWDSTRIKE HLDGS INC	CL A	$1.3M	0.2%Prev: 0.2%	2,801 SH	Increased+362 SH
DEERE & CO	COM	$264K	0.0%Prev: 0.0%	568 SH	Decreased-16 SH
EATON CORP PLC	SHS	$242K	0.0%Prev: 0.1%	760 SH	Decreased-26 SH
EATON VANCE NATL MUN OPPORT	COM SHS	$517K	0.1%Prev: 0.1%	30,547 SH	Increased
ELI LILLY & CO	COM	$820K	0.1%Prev: 0.1%	763 SH	Increased+8 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$336K	0.1%Prev: 0.1%	20,394 SH	Decreased+3 SH
EVERGY INC	COM	$282K	0.0%Prev: 0.1%	3,893 SH	Decreased
EXPEDITORS INTL WASH INC	COM	$3.1M	0.5%Prev: 0.5%	20,470 SH	Increased-3,008 SH
EXXON MOBIL CORP	COM	$250K	0.0%Prev: 0.0%	2,079 SH	Increased+90 SH
FASTENAL CO	COM	$2.4M	0.4%Prev: 0.6%	59,737 SH	Decreased-7,961 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$621K	0.1%Prev: 0.1%	8,354 SH	Increased+1 SH
GE AEROSPACE	COM NEW	$220K	0.0%Prev: 0.0%	714 SH	Increased+30 SH
GE VERNOVA INC	COM	$337K	0.1%	516 SH	New
GOLDMAN SACHS GROUP INC	COM	$208K	0.0%	236 SH	New
HENRY JACK & ASSOC INC	COM	$3.8M	0.7%Prev: 0.6%	20,640 SH	Increased
HOME DEPOT INC	COM	$341K	0.1%Prev: 0.1%	991 SH	Decreased-46 SH
HONEYWELL INTL INC	COM	$958K	0.2%Prev: 0.2%	4,908 SH	Decreased+58 SH
INTERNATIONAL BUSINESS MACHS	COM	$926K	0.2%Prev: 0.1%	3,127 SH	Increased+230 SH
INVESCO EXCH TRADED FD TR II	S&P 500 HB ETF	$643K	0.1%Prev: 0.1%	5,500 SH	Increased
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$4.9M	0.9%Prev: 0.8%	40,793 SH	Increased+5,531 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$688K	0.1%Prev: 0.2%	3,589 SH	Decreased-1,841 SH
INVESCO QQQ TR	UNIT SER 1	$264K	0.0%	430 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$267K	0.0%Prev: 0.1%	5,377 SH	Decreased+1,080 SH
ISHARES TR	CORE DIV GRWTH	$29.6M	5.2%Prev: 7.3%	426,284 SH	Decreased-168,232 SH
ISHARES TR	CORE S&P SCP ETF	$5.7M	1.0%Prev: 2.7%	47,477 SH	Decreased-80,237 SH
ISHARES TR	CORE S&P US VLU	$2.1M	0.4%Prev: 0.4%	20,721 SH	Increased-24 SH
ISHARES TR	CORE US AGGBD ET	$46.1M	8.2%Prev: 7.6%	461,639 SH	Increased+44,506 SH
ISHARES TR	EXPANDED TECH	$768K	0.1%Prev: 0.2%	7,269 SH	Decreased-60 SH
ISHARES TR	EXPND TEC SC ETF	$32.9M	5.8%Prev: 6.8%	254,895 SH	Decreased-45,551 SH
ISHARES TR	GLOBAL 100 ETF	$826K	0.1%Prev: 0.1%	6,518 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$8.0M	1.4%Prev: 1.4%	74,929 SH	Increased+2,131 SH
ISHARES TR	RUS MDCP VAL ETF	$292K	0.1%Prev: 0.1%	2,070 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$273K	0.0%Prev: 0.0%	2,216 SH	Increased+28 SH
ISHARES TR	S&P 500 VAL ETF	$237K	0.0%Prev: 0.0%	1,116 SH	Increased
ISHARES TR	SHRT NAT MUN ETF	$315K	0.1%Prev: 0.1%	2,955 SH	Increased+10 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.0M	0.2%Prev: 0.2%	17,925 SH	Decreased-3,744 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$332K	0.1%Prev: 0.1%	5,720 SH	Decreased-785 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.5M	0.3%Prev: 0.2%	30,080 SH	Increased+6,832 SH
JOHNSON & JOHNSON	COM	$626K	0.1%Prev: 0.1%	3,023 SH	Increased+155 SH
JPMORGAN CHASE & CO.	COM	$1.8M	0.3%Prev: 0.3%	5,699 SH	Increased+76 SH
KLA CORP	COM NEW	$205K	0.0%	168 SH	New
KROGER CO	COM	$204K	0.0%Prev: 0.0%	3,263 SH	Decreased+17 SH
LINDE PLC	SHS	$2.9M	0.5%Prev: 0.7%	6,842 SH	Decreased-776 SH
LOWES COS INC	COM	$3.3M	0.6%Prev: 0.7%	13,707 SH	Decreased-1,116 SH
MASTERCARD INCORPORATED	CL A	$327K	0.1%Prev: 0.1%	572 SH	Increased+22 SH
MCCORMICK & CO INC	COM NON VTG	$2.2M	0.4%Prev: 0.5%	32,470 SH	Decreased-6,685 SH
MCDONALDS CORP	COM	$431K	0.1%Prev: 0.0%	1,412 SH	Increased+722 SH
META PLATFORMS INC	CL A	$1.4M	0.2%Prev: 0.3%	2,059 SH	Decreased-54 SH
MICRON TECHNOLOGY INC	COM	$313K	0.1%	1,098 SH	New
MICROSOFT CORP	COM	$4.8M	0.9%Prev: 0.9%	9,961 SH	Decreased+75 SH
NETFLIX INC	COM	$314K	0.1%Prev: 0.1%	3,344 SH	Decreased+3,033 SH
NEW YORK LIFE INVESTMENTS ET	NYLI MERGER ARBI	$230K	0.0%Prev: 0.0%	6,417 SH	Decreased-27 SH
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$2.4M	0.4%Prev: 0.4%	97,452 SH	Decreased-1,006 SH
NEXTERA ENERGY INC	COM	$3.3M	0.6%Prev: 0.6%	41,023 SH	Decreased-4,081 SH
NORDSON CORP	COM	$2.7M	0.5%Prev: 0.5%	11,327 SH	Decreased-1,233 SH
NVIDIA CORPORATION	COM	$10.0M	1.8%Prev: 1.8%	53,432 SH	Increased+1,377 SH
OREILLY AUTOMOTIVE INC	COM	$315K	0.1%Prev: 0.1%	3,458 SH	Decreased-621 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.3M	0.4%Prev: 0.4%	13,076 SH	Increased+590 SH
PALO ALTO NETWORKS INC	COM	$446K	0.1%Prev: 0.1%	2,423 SH	Decreased+13 SH
PHILIP MORRIS INTL INC	COM	$280K	0.0%Prev: 0.0%	1,746 SH	Increased+127 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$218K	0.0%Prev: 0.0%	2,171 SH	Decreased-1 SH
PRICE T ROWE GROUP INC	COM	$1.8M	0.3%Prev: 0.1%	17,573 SH	Increased+14,797 SH
PROCTER AND GAMBLE CO	COM	$269K	0.0%Prev: 0.1%	1,877 SH	Decreased-113 SH
PROSHARES TR	S&P 500 DV ARIST	$466K	0.1%Prev: 0.1%	4,474 SH	Increased-1 SH
ROPER TECHNOLOGIES INC	COM	$2.5M	0.4%Prev: 0.6%	5,631 SH	Decreased-612 SH
S&P GLOBAL INC	COM	$3.5M	0.6%Prev: 0.6%	6,776 SH	Decreased-564 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.0M	0.2%Prev: 0.2%	36,795 SH	Increased+385 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$68.0M	12.0%Prev: 12.5%	2,593,226 SH	Decreased-90,527 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$12.0M	2.1%Prev: 2.3%	436,844 SH	Decreased-35,912 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$93.1M	16.5%Prev: 16.8%	2,853,067 SH	Increased-56,217 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$201K	0.0%	6,700 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$466K	0.1%	3,900 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.1M	0.2%	6,935 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$323K	0.1%	2,085 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$330K	0.1%	2,290 SH	New
SHERWIN WILLIAMS CO	COM	$3.3M	0.6%Prev: 0.7%	10,091 SH	Decreased-888 SH
SMITH A O CORP	COM	$2.5M	0.4%Prev: 0.6%	37,960 SH	Decreased-4,624 SH
SOUTHERN CO	COM	$529K	0.1%Prev: 0.1%	6,070 SH	Decreased-197 SH
SPDR GOLD TR	GOLD SHS	$501K	0.1%Prev: 0.1%	1,263 SH	Increased+208 SH
SPDR S&P 500 ETF TR	TR UNIT	$5.9M	1.0%Prev: 1.0%	8,650 SH	Increased+368 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$347K	0.1%Prev: 0.1%	576 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$1.4M	0.2%	46,940 SH	New
SUBURBAN PROPANE PARTNERS L	UNIT LTD PARTN	$260K	0.0%Prev: 0.0%	14,000 SH	Decreased
T-MOBILE US INC	COM	$1.1M	0.2%Prev: 0.3%	5,571 SH	Decreased-267 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$734K	0.1%Prev: 0.1%	2,416 SH	Increased
TESLA INC	COM	$1.9M	0.3%Prev: 0.3%	4,242 SH	Increased+182 SH
THERMO FISHER SCIENTIFIC INC	COM	$338K	0.1%Prev: 0.1%	583 SH	Increased+8 SH
TWO HBRS INVT CORP	COM	$158K	0.0%Prev: 0.0%	15,050 SH	Increased-850 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$426K	0.1%Prev: 0.1%	4,111 SH	Increased
VANECK ETF TRUST	SEMICONDUCTR ETF	$6.3M	1.1%Prev: 0.8%	17,380 SH	Increased+3,271 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.1M	0.2%Prev: 0.2%	15,251 SH	Decreased-3,171 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.5M	1.0%Prev: 1.0%	8,706 SH	Increased-89 SH
VANGUARD INDEX FDS	SMALL CP ETF	$206K	0.0%Prev: 0.0%	798 SH	Decreased-44 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$17.5M	3.1%Prev: 3.4%	52,178 SH	Decreased-5,290 SH
VANGUARD INDEX FDS	VALUE ETF	$346K	0.1%Prev: 0.1%	1,812 SH	Increased+135 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$993K	0.2%Prev: 0.2%	4,517 SH	Increased+1 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$205K	0.0%Prev: 0.0%	1,430 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$303K	0.1%Prev: 0.1%	402 SH	Increased
VISA INC	COM CL A	$670K	0.1%Prev: 0.1%	1,909 SH	Increased+25 SH
WALMART INC	COM	$4.0M	0.7%Prev: 0.7%	36,235 SH	Decreased-3,138 SH
WILLIAMS COS INC	COM	$463K	0.1%Prev: 0.1%	7,695 SH	Decreased+23 SH
WW GRAINGER INC	COM	$2.1M	0.4%	2,119 SH	New

Sold (vs prior filing)

AURORA INNOVATION INC — $57K
FACTSET RESH SYS INC — $1.6M
GRAINGER W W INC — $2.4M
ORACLE CORP — $385K
PACER FDS TR — $302K
SELECT SECTOR SPDR TR — $467K
SELECT SECTOR SPDR TR — $1.5M
SELECT SECTOR SPDR TR — $1.1M
SELECT SECTOR SPDR TR — $316K
SPDR SERIES TRUST — $1.0M
SPDR SERIES TRUST — $349K

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