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: $554.2M139 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$2.4M	0.4%	23,004 SH	New
ABBVIE INC	COM	$1.3M	0.2%Prev: 0.9%	5,794 SH	Decreased-13,319 SH
ADVANCED MICRO DEVICES INC	COM	$547K	0.1%Prev: 0.1%	2,690 SH	Increased+201 SH
AFLAC INC	COM	$3.6M	0.7%Prev: 0.9%	33,049 SH	Decreased-3,294 SH
AIR PRODUCTS AND CHEMICALS I	COM	$402K	0.1%	1,384 SH	New
ALPHABET INC	CAP STK CL A	$2.4M	0.4%Prev: 0.2%	8,403 SH	Increased+1,964 SH
ALPHABET INC	CAP STK CL C	$880K	0.2%Prev: 0.1%	3,069 SH	Increased+454 SH
AMAZON COM INC	COM	$2.9M	0.5%Prev: 0.5%	13,826 SH	Increased+1,345 SH
AMC ENTMT HLDGS INC	CL A NEW	$29K	0.0%Prev: 0.0%	29,694 SH	Decreased+19,468 SH
AMERICAN CENTY ETF TR	DIVERSIFIED MU	$355K	0.1%	7,086 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$39.9M	7.2%	470,141 SH	New
AMERICAN CENTY ETF TR	SHORT DURTN STRG	$242K	0.0%	4,715 SH	New
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$38.8M	7.0%Prev: 7.2%	481,853 SH	Increased-25,689 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$424K	0.1%Prev: 0.5%	3,839 SH	Decreased-20,018 SH
AMERICAN EXPRESS CO	COM	$561K	0.1%Prev: 0.1%	1,855 SH	Increased+279 SH
APOLLO COML REAL ESTATE FIN	COM	$108K	0.0%	10,200 SH	New
APPLE INC	COM	$8.1M	1.5%Prev: 1.5%	31,737 SH	Increased-147 SH
ARBOR REALTY TRUST INC	COM	$137K	0.0%	17,800 SH	New
ARCHER DANIELS MIDLAND CO	COM	$205K	0.0%	2,819 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$384K	0.1%	291 SH	New
AT&T INC	COM	$395K	0.1%Prev: 0.1%	13,635 SH	Increased+5,117 SH
ATMOS ENERGY CORP	COM	$3.6M	0.6%Prev: 0.8%	19,467 SH	Increased-3,780 SH
AUTOMATIC DATA PROCESSING IN	COM	$2.3M	0.4%Prev: 0.9%	11,155 SH	Decreased-1,645 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.7M	0.8%Prev: 1.2%	9,799 SH	Decreased-551 SH
BROADCOM INC	COM	$2.0M	0.4%Prev: 0.1%	6,541 SH	Increased+4,528 SH
BROWN & BROWN INC	COM	$2.4M	0.4%Prev: 1.0%	36,974 SH	Decreased+1,173 SH
CADENCE DESIGN SYSTEM INC	COM	$317K	0.1%Prev: 0.0%	1,142 SH	Increased+295 SH
CANADIAN PACIFIC KANSAS CITY	COM	$802K	0.1%Prev: 0.2%	10,192 SH	Increased-34 SH
CASEYS GEN STORES INC	COM	$341K	0.1%Prev: 0.0%	469 SH	Increased
CATERPILLAR INC	COM	$4.9M	0.9%Prev: 0.3%	6,875 SH	Increased+2,982 SH
CHEVRON CORPORATION	COM	$415K	0.1%	2,007 SH	New
CINCINNATI FINL CORP	COM	$3.0M	0.5%Prev: 0.7%	19,343 SH	Decreased-2,593 SH
CINTAS CORP	COM	$3.1M	0.6%Prev: 0.9%	18,413 SH	Decreased-1,686 SH
COCA COLA CO	COM	$313K	0.1%Prev: 0.0%	4,114 SH	Increased+1,255 SH
CONOCOPHILLIPS	COM	$339K	0.1%	2,565 SH	New
COSTCO WHOLESALE CORPORATION	COM	$488K	0.1%	489 SH	New
CROWDSTRIKE HLDGS INC	CL A	$981K	0.2%Prev: 0.1%	2,512 SH	Increased+893 SH
DEERE & CO	COM	$331K	0.1%Prev: 0.1%	588 SH	Increased+41 SH
EATON CORP PLC	SHS	$291K	0.1%Prev: 0.0%	814 SH	Increased+67 SH
EATON VANCE NATL MUN OPPORT	COM SHS	$523K	0.1%Prev: 0.1%	30,547 SH	Decreased-1,741 SH
ECOLAB INC	COM	$2.1M	0.4%	8,004 SH	New
ELI LILLY & CO	COM	$719K	0.1%Prev: 0.1%	781 SH	Increased+53 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$394K	0.1%Prev: 0.1%	20,391 SH	Increased
EVERGY INC	COM	$319K	0.1%Prev: 0.1%	3,893 SH	Increased+62 SH
EXPEDITORS INTL WASH INC	COM	$2.3M	0.4%Prev: 0.5%	16,153 SH	Decreased-4,569 SH
EXXON MOBIL CORP	COM	$358K	0.1%Prev: 0.0%	2,108 SH	Increased+190 SH
FASTENAL CO	COM	$2.7M	0.5%Prev: 0.6%	58,786 SH	Increased+25,997 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$582K	0.1%Prev: 0.1%	8,269 SH	Increased-232 SH
GE AEROSPACE	COM NEW	$213K	0.0%	751 SH	New
GE VERNOVA INC	COM	$577K	0.1%	661 SH	New
GOLDMAN SACHS GROUP INC	COM	$210K	0.0%	248 SH	New
HENRY JACK & ASSOC INC	COM	$3.3M	0.6%	20,640 SH	New
HOME DEPOT INC	COM	$345K	0.1%Prev: 0.1%	1,050 SH	Increased+265 SH
HONEYWELL INTL INC	COM	$1.1M	0.2%Prev: 0.2%	4,905 SH	Increased+99 SH
INTERNATIONAL BUSINESS MACHS	COM	$772K	0.1%Prev: 0.1%	3,183 SH	Increased+2,184 SH
INVESCO EXCH TRADED FD TR II	S&P 500 HB ETF	$638K	0.1%Prev: 0.1%	5,500 SH	Increased
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$5.0M	0.9%	44,261 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$682K	0.1%Prev: 0.2%	3,554 SH	Decreased-1,876 SH
INVESCO QQQ TR	UNIT SER 1	$348K	0.1%	603 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$238K	0.0%	6,202 SH	New
ISHARES TR	CORE DIV GRWTH	$29.1M	5.2%Prev: 7.5%	414,367 SH	Decreased-141,390 SH
ISHARES TR	CORE S&P SCP ETF	$5.1M	0.9%Prev: 3.7%	40,794 SH	Decreased-119,925 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	$46.2M	8.3%Prev: 8.6%	465,781 SH	Increased+68,647 SH
ISHARES TR	EXPANDED TECH	$231K	0.0%Prev: 0.1%	2,888 SH	Decreased-4,228 SH
ISHARES TR	EXPND TEC SC ETF	$30.3M	5.5%Prev: 5.1%	256,060 SH	Increased-3,256 SH
ISHARES TR	GLOBAL 100 ETF	$750K	0.1%Prev: 0.1%	6,203 SH	Increased-315 SH
ISHARES TR	NATIONAL MUN ETF	$8.2M	1.5%Prev: 1.6%	77,349 SH	Increased+9,481 SH
ISHARES TR	RUS MDCP VAL ETF	$302K	0.1%Prev: 0.1%	2,070 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$257K	0.0%	2,276 SH	New
ISHARES TR	S&P 500 VAL ETF	$236K	0.0%Prev: 0.0%	1,116 SH	Increased-22 SH
ISHARES TR	SHRT NAT MUN ETF	$315K	0.1%Prev: 0.1%	2,959 SH	Increased+27 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$584K	0.1%Prev: 0.4%	10,296 SH	Decreased-23,618 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$329K	0.1%Prev: 0.1%	5,918 SH	Increased+453 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.5M	0.3%Prev: 0.2%	30,665 SH	Increased+13,100 SH
JOHNSON & JOHNSON	COM	$758K	0.1%Prev: 0.1%	3,103 SH	Increased+316 SH
JPMORGAN CHASE & CO	COM	$1.7M	0.3%	5,683 SH	New
KLA CORP	COM NEW	$255K	0.0%	173 SH	New
KROGER CO	COM	$235K	0.0%Prev: 0.0%	3,253 SH	Increased+4 SH
LINDE PLC	SHS	$3.3M	0.6%Prev: 0.8%	6,669 SH	Decreased-749 SH
LOWES COS INC	COM	$3.1M	0.6%Prev: 0.7%	13,099 SH	Decreased-318 SH
MASTERCARD INCORPORATED	CL A	$251K	0.0%Prev: 0.1%	503 SH	Decreased+22 SH
MCCORMICK & CO INC	COM NON VTG	$1.6M	0.3%Prev: 0.7%	32,448 SH	Decreased-5,747 SH
MCDONALDS CORP	COM	$2.6M	0.5%	8,312 SH	New
META PLATFORMS INC	CL A	$1.3M	0.2%Prev: 0.3%	2,302 SH	Increased+299 SH
MICRON TECHNOLOGY INC	COM	$608K	0.1%	1,798 SH	New
MICROSOFT CORP	COM	$3.8M	0.7%Prev: 0.7%	10,388 SH	Increased+1,696 SH
NETFLIX INC.	COM	$388K	0.1%	4,039 SH	New
NEW YORK LIFE INVESTMENTS ET	NYLI MERGER ARBI	$313K	0.1%Prev: 0.0%	8,612 SH	Increased+1,965 SH
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$2.5M	0.4%Prev: 0.4%	103,010 SH	Increased+26,306 SH
NEXTERA ENERGY INC	COM	$3.6M	0.6%Prev: 0.7%	38,694 SH	Increased-5,192 SH
NORDSON CORP	COM	$2.8M	0.5%Prev: 0.5%	10,703 SH	Increased-973 SH
NVIDIA CORPORATION	COM	$9.4M	1.7%Prev: 1.1%	54,128 SH	Increased+6,800 SH
OREILLY AUTOMOTIVE INC	COM	$328K	0.1%Prev: 0.1%	3,556 SH	Decreased+3,290 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.9M	0.3%Prev: 0.2%	13,223 SH	Increased+3,894 SH
PALO ALTO NETWORKS INC	COM	$293K	0.1%Prev: 0.1%	1,829 SH	Decreased-259 SH
PHILIP MORRIS INTL INC	COM	$282K	0.1%	1,703 SH	New
PIMCO ETF TR	ENHAN SHRT MA AC	$216K	0.0%	2,149 SH	New
PROCTER & GAMBLE CO	COM	$283K	0.1%	1,962 SH	New
PROSHARES TR	S&P 500 DV ARIST	$459K	0.1%Prev: 0.1%	4,331 SH	Decreased-710 SH
ROPER TECHNOLOGIES INC	COM	$2.0M	0.4%Prev: 0.8%	5,582 SH	Decreased-494 SH
S&P GLOBAL INC	COM	$2.7M	0.5%Prev: 0.8%	6,423 SH	Decreased-834 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$872K	0.2%Prev: 0.2%	31,305 SH	Increased-1,860 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$65.6M	11.8%Prev: 11.7%	2,614,587 SH	Increased+130,144 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$13.4M	2.4%Prev: 2.9%	436,471 SH	Increased-36,914 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$84.5M	15.2%Prev: 15.7%	2,899,431 SH	Increased+29,944 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$217K	0.0%	7,021 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$358K	0.1%	3,286 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$938K	0.2%	6,396 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$208K	0.0%	1,284 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$298K	0.1%	2,242 SH	New
SHERWIN WILLIAMS CO	COM	$3.2M	0.6%Prev: 0.8%	9,948 SH	Decreased-829 SH
SMITH A O CORP	COM	$559K	0.1%Prev: 0.6%	8,480 SH	Decreased-31,416 SH
SOUTHERN CO	COM	$573K	0.1%Prev: 0.1%	5,938 SH	Increased-56 SH
SPDR GOLD TR	GOLD SHS	$621K	0.1%Prev: 0.1%	1,443 SH	Increased+468 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.3M	0.2%	42,173 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.6M	1.0%	8,563 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$355K	0.1%	576 SH	New
SUBURBAN PROPANE PARTNERS L	UNIT LTD PARTN	$276K	0.0%Prev: 0.1%	14,000 SH	Decreased
T-MOBILE US INC	COM	$1.2M	0.2%Prev: 0.3%	5,534 SH	Decreased+403 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$840K	0.2%	2,485 SH	New
TESLA INC	COM	$1.6M	0.3%Prev: 0.2%	4,418 SH	Increased+656 SH
THERMO FISHER SCIENTIFIC INC	COM	$294K	0.1%	598 SH	New
TWO HARBORS INVENTMENT CORPO	COM	$172K	0.0%	15,050 SH	New
USA COMPRESSION PARTNERS LP	COM UNIT LTDPAR	$434K	0.1%	16,000 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$398K	0.1%Prev: 0.1%	4,111 SH	Increased
VANECK ETF TRUST	SEMICONDUCTR ETF	$7.1M	1.3%Prev: 0.1%	18,476 SH	Increased+16,910 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.2M	0.2%Prev: 0.3%	15,940 SH	Decreased-2,487 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.8M	0.9%Prev: 1.0%	8,010 SH	Increased-824 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$17.0M	3.1%Prev: 3.3%	52,955 SH	Increased-2,560 SH
VANGUARD INDEX FDS	VALUE ETF	$335K	0.1%Prev: 0.1%	1,707 SH	Increased+32 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$971K	0.2%Prev: 0.2%	4,517 SH	Increased+2 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$212K	0.0%	1,430 SH	New
VANGUARD WORLD FD	CONSUM STP ETF	$205K	0.0%	912 SH	New
VANGUARD WORLD FD	INF TECH ETF	$280K	0.1%Prev: 0.0%	402 SH	Increased
VISA INC	COM CL A	$517K	0.1%Prev: 0.1%	1,710 SH	Increased+880 SH
WALMART INC	COM	$4.2M	0.8%Prev: 0.7%	33,633 SH	Increased-1,003 SH
WILLIAMS COS INC	COM	$571K	0.1%Prev: 0.1%	7,844 SH	Increased+966 SH
WW GRAINGER INC	COM	$2.4M	0.4%	2,163 SH	New

Sold (vs prior filing)

ABBOTT LABS — $3.6M
AIR PRODS & CHEMS INC — $2.9M
APOLLO COML REAL EST FIN INC — $112K
ARISTA NETWORKS INC — $267K
ASML HOLDING N V — $776K
COSTCO WHSL CORP NEW — $217K
ISHARES TR — $311K
J P MORGAN EXCHANGE TRADED F — $306K
JPMORGAN CHASE & CO. — $848K
NETFLIX INC — $231K
PACER FDS TR — $1.2M
PRICE T ROWE GROUP INC — $2.0M
PROCTER AND GAMBLE CO — $332K
SCHWAB STRATEGIC TR — $518K
SELECT SECTOR SPDR TR — $385K
SELECT SECTOR SPDR TR — $1.5M
SELECT SECTOR SPDR TR — $241K
SPDR S&P 500 ETF TR — $4.8M
SPDR S&P MIDCAP 400 ETF TR — $307K
SPDR SER TR — $671K
… and 4 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