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: $645.7M152 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1.9M	0.3%	21,360 SH	New
ABBVIE INC	COM	$1.4M	0.2%Prev: 0.7%	5,382 SH	Decreased-13,641 SH
ADVANCED MICRO DEVICES INC	COM	$1.9M	0.3%Prev: 0.1%	3,235 SH	Increased+805 SH
AFLAC INC	COM	$3.7M	0.6%Prev: 0.7%	31,197 SH	Decreased-4,215 SH
AIR PRODUCTS AND CHEMICALS I	COM	$346K	0.1%	1,181 SH	New
ALPHABET INC	CAP STK CL A	$3.0M	0.5%Prev: 0.3%	8,498 SH	Increased+1,210 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.2%Prev: 0.1%	3,202 SH	Increased+573 SH
AMAZON COM INC	COM	$3.2M	0.5%Prev: 0.5%	13,465 SH	Increased+1,293 SH
AMC ENTMT HLDGS INC	CL A NEW	$56K	0.0%Prev: 0.0%	29,694 SH	Increased+19,468 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$43.1M	6.7%	483,677 SH	New
AMERICAN CENTY ETF TR	SHORT DURTN STRG	$17.0M	2.6%	330,104 SH	New
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$44.4M	6.9%Prev: 6.7%	487,176 SH	Increased-13,606 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$383K	0.1%Prev: 0.1%	3,071 SH	Decreased-1,822 SH
AMERICAN EXPRESS CO	COM	$630K	0.1%Prev: 0.1%	1,863 SH	Increased+105 SH
APOLLO COML REAL ESTATE FIN	COM	$109K	0.0%	10,200 SH	New
APPLE INC	COM	$9.3M	1.4%Prev: 1.3%	31,984 SH	Increased+357 SH
APPLIED MATLS INC	COM	$315K	0.0%	435 SH	New
ARBOR REALTY TRUST INC	COM	$96K	0.0%	17,800 SH	New
ARCHER DANIELS MIDLAND CO	COM	$205K	0.0%	2,687 SH	New
ARISTA NETWORKS INC	COM SHS	$307K	0.0%	1,809 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$643K	0.1%	323 SH	New
AT&T INC	COM	$206K	0.0%Prev: 0.1%	9,952 SH	Decreased-355 SH
ATMOS ENERGY CORP	COM	$3.1M	0.5%Prev: 0.6%	18,181 SH	Decreased-2,808 SH
AUTOMATIC DATA PROCESSING IN	COM	$2.5M	0.4%Prev: 0.8%	10,999 SH	Decreased-1,739 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.8M	0.8%Prev: 1.0%	9,679 SH	Decreased-970 SH
BROADCOM INC	COM	$2.6M	0.4%Prev: 0.2%	6,764 SH	Increased+2,452 SH
BROWN & BROWN INC	COM	$2.1M	0.3%Prev: 0.7%	32,531 SH	Decreased-1,279 SH
CADENCE DESIGN SYSTEM INC	COM	$492K	0.1%	1,311 SH	New
CANADIAN PACIFIC KANSAS CITY	COM	$883K	0.1%Prev: 0.2%	10,192 SH	Increased
CASEYS GEN STORES INC	COM	$373K	0.1%Prev: 0.0%	469 SH	Increased
CATERPILLAR INC	COM	$7.0M	1.1%Prev: 0.3%	6,554 SH	Increased+3,126 SH
CHEVRON CORPORATION	COM	$328K	0.1%	1,980 SH	New
CINCINNATI FINL CORP	COM	$3.4M	0.5%Prev: 0.7%	18,238 SH	Increased-4,313 SH
CINTAS CORP	COM	$3.0M	0.5%Prev: 0.8%	17,779 SH	Decreased-1,473 SH
CISCO SYS INC	COM	$248K	0.0%	2,112 SH	New
COCA COLA CO	COM	$341K	0.1%Prev: 0.0%	4,194 SH	Increased+806 SH
COHERENT CORP	COM	$492K	0.1%	1,248 SH	New
COSTCO WHOLESALE CORPORATION	COM	$519K	0.1%	554 SH	New
CROWDSTRIKE HLDGS INC	CL A	$2.0M	0.3%Prev: 0.2%	2,640 SH	Increased+748 SH
CSX CORP	COM	$231K	0.0%	4,853 SH	New
DEERE & CO	COM	$374K	0.1%Prev: 0.1%	589 SH	Increased+47 SH
EATON CORP PLC	SHS	$392K	0.1%Prev: 0.1%	920 SH	Increased+179 SH
EATON VANCE NATL MUN OPPORT	COM SHS	$488K	0.1%Prev: 0.1%	27,684 SH	Decreased-2,863 SH
ECOLAB INC	COM	$2.2M	0.3%	7,886 SH	New
ELI LILLY & CO	COM	$1.0M	0.2%Prev: 0.1%	844 SH	Increased+45 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$390K	0.1%Prev: 0.1%	20,391 SH	Decreased-1,164 SH
ERIE INDTY CO	CL A	$1.6M	0.2%	6,560 SH	New
EVERGY INC	COM	$336K	0.1%Prev: 0.1%	3,893 SH	Increased
EXPEDITORS INTL WASH INC	COM	$390K	0.1%Prev: 0.5%	2,392 SH	Decreased-20,240 SH
EXXON MOBIL CORP	COM	$289K	0.0%	2,114 SH	New
FASTENAL CO	COM	$2.6M	0.4%Prev: 0.6%	55,100 SH	Decreased-13,256 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$617K	0.1%Prev: 0.1%	7,986 SH	Increased-484 SH
GE AEROSPACE	COM NEW	$269K	0.0%	719 SH	New
GE VERNOVA INC	COM	$845K	0.1%	719 SH	New
GOLDMAN SACHS GROUP INC	COM	$231K	0.0%	228 SH	New
HENRY JACK & ASSOC INC	COM	$2.8M	0.4%Prev: 0.7%	20,640 SH	Decreased
HOME DEPOT INC	COM	$313K	0.0%Prev: 0.1%	888 SH	Decreased-74 SH
HONEYWELL AEROSPACE INC	COM	$541K	0.1%	2,446 SH	New
HONEYWELL INTL INC	COM	$548K	0.1%Prev: 0.2%	2,448 SH	Decreased-2,392 SH
ILLINOIS TOOL WKS INC	COM	$1.9M	0.3%	6,898 SH	New
INTEL CORP	COM	$202K	0.0%	1,445 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$613K	0.1%Prev: 0.1%	2,181 SH	Decreased-322 SH
INVESCO EXCH TRADED FD TR II	S&P 500 HB ETF	$856K	0.1%Prev: 0.1%	5,500 SH	Increased
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$7.8M	1.2%	48,495 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$756K	0.1%Prev: 0.2%	3,555 SH	Decreased-1,875 SH
INVESCO QQQ TR	UNIT SER 1	$807K	0.1%	1,095 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$243K	0.0%	7,303 SH	New
ISHARES ETHEREUM TR	SHS	$134K	0.0%	11,300 SH	New
ISHARES TR	CORE DIV GRWTH	$31.7M	4.9%Prev: 7.2%	418,414 SH	Decreased-155,040 SH
ISHARES TR	CORE S&P SCP ETF	$5.8M	0.9%Prev: 3.5%	39,253 SH	Decreased-122,604 SH
ISHARES TR	CORE S&P US VLU	$2.3M	0.4%Prev: 0.4%	20,721 SH	Increased-24 SH
ISHARES TR	CORE US AGGBD ET	$45.4M	7.0%Prev: 7.8%	458,378 SH	Increased+59,214 SH
ISHARES TR	EXPND TEC SC ETF	$41.8M	6.5%Prev: 6.0%	255,742 SH	Increased-17,592 SH
ISHARES TR	GLOBAL 100 ETF	$847K	0.1%Prev: 0.1%	6,203 SH	Increased-315 SH
ISHARES TR	NATIONAL MUN ETF	$7.8M	1.2%Prev: 1.4%	72,042 SH	Increased+4,623 SH
ISHARES TR	RUS MDCP VAL ETF	$341K	0.1%Prev: 0.1%	2,070 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$446K	0.1%	1,485 SH	New
ISHARES TR	S&P 500 GRWT ETF	$330K	0.1%Prev: 0.0%	2,401 SH	Increased+244 SH
ISHARES TR	S&P 500 VAL ETF	$284K	0.0%Prev: 0.0%	1,252 SH	Increased+136 SH
ISHARES TR	SHRT NAT MUN ETF	$219K	0.0%Prev: 0.1%	2,060 SH	Decreased-878 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$252K	0.0%Prev: 0.2%	4,470 SH	Decreased-17,048 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$349K	0.1%Prev: 0.0%	7,570 SH	Increased+2,154 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.6M	0.3%Prev: 0.2%	32,360 SH	Increased+13,427 SH
JOHNSON & JOHNSON	COM	$780K	0.1%Prev: 0.1%	3,070 SH	Increased+350 SH
JPMORGAN CHASE & CO	COM	$1.8M	0.3%	5,533 SH	New
KLA CORP	COM NEW	$333K	0.1%	1,103 SH	New
LAM RESEARCH CORP	COM NEW	$209K	0.0%	483 SH	New
LINDE PLC	SHS	$3.3M	0.5%Prev: 0.7%	6,369 SH	Decreased-1,176 SH
LOWES COS INC	COM	$2.7M	0.4%Prev: 0.6%	12,418 SH	Decreased-1,443 SH
MASTERCARD INCORPORATED	CL A	$270K	0.0%Prev: 0.1%	526 SH	Decreased+43 SH
MCDONALDS CORP	COM	$2.1M	0.3%Prev: 0.0%	7,847 SH	Increased+7,115 SH
META PLATFORMS INC	CL A	$1.1M	0.2%Prev: 0.3%	2,028 SH	Decreased+37 SH
MICRON TECHNOLOGY INC	COM	$2.3M	0.4%	2,006 SH	New
MICROSOFT CORP	COM	$3.6M	0.6%Prev: 0.9%	9,638 SH	Decreased+302 SH
NETFLIX INC.	COM	$276K	0.0%	3,871 SH	New
NEW YORK LIFE INVESTMENTS ET	MERGE ARBIT ETF	$295K	0.0%	8,092 SH	New
NEW YORK LIFE INVTS ACTIVE E	MACKAY MUN INTER	$2.5M	0.4%	102,794 SH	New
NEXTERA ENERGY INC	COM	$3.1M	0.5%Prev: 0.6%	34,846 SH	Decreased-10,907 SH
NORDSON CORP	COM	$3.0M	0.5%Prev: 0.5%	10,038 SH	Increased-2,426 SH
NUCOR CORP	COM	$2.0M	0.3%	9,023 SH	New
NVIDIA CORPORATION	COM	$10.8M	1.7%Prev: 1.5%	54,201 SH	Increased+4,731 SH
OREILLY AUTOMOTIVE INC	COM	$317K	0.0%Prev: 0.1%	3,441 SH	Decreased-546 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.7M	0.3%Prev: 0.3%	14,231 SH	Increased+3,405 SH
PALO ALTO NETWORKS INC	COM	$559K	0.1%Prev: 0.1%	1,638 SH	Increased-579 SH
PHILIP MORRIS INTL INC	COM	$333K	0.1%Prev: 0.1%	1,841 SH	Increased+192 SH
PROCTER & GAMBLE CO	COM	$275K	0.0%	1,875 SH	New
PROSHARES TR	S&P 500 DV ARIST	$461K	0.1%Prev: 0.1%	8,214 SH	Decreased+3,456 SH
ROPER TECHNOLOGIES INC	COM	$1.8M	0.3%Prev: 0.7%	5,269 SH	Decreased-877 SH
S&P GLOBAL INC	COM	$971K	0.2%Prev: 0.8%	2,384 SH	Decreased-4,940 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$646K	0.1%Prev: 0.2%	20,769 SH	Decreased-13,321 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$77.2M	12.0%Prev: 11.9%	2,665,380 SH	Increased+119,630 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$13.9M	2.1%Prev: 2.5%	437,276 SH	Increased-35,925 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$99.4M	15.4%Prev: 17.0%	2,937,132 SH	Increased-22,361 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$262K	0.0%	7,116 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$976K	0.2%	6,154 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$385K	0.1%	3,286 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$233K	0.0%	1,259 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$427K	0.1%	2,242 SH	New
SHERWIN WILLIAMS CO	COM	$3.3M	0.5%Prev: 0.7%	9,482 SH	Decreased-1,385 SH
SMITH A O CORP	COM	$387K	0.1%Prev: 0.5%	6,177 SH	Decreased-35,220 SH
SOUTHERN CO	COM	$568K	0.1%Prev: 0.1%	5,938 SH	Increased-37 SH
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$317K	0.0%	1,858 SH	New
SPDR GOLD TR	GOLD SHS	$478K	0.1%Prev: 0.1%	1,298 SH	Increased+298 SH
SPDR SERIES TRUST	ST NUVE HIGH ETF	$894K	0.1%	35,136 SH	New
SPDR SERIES TRUST	ST PORT HIGH ETF	$225K	0.0%	9,611 SH	New
SPDR SERIES TRUST	ST STR P400MID	$413K	0.1%	6,109 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.4M	1.0%	8,552 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$392K	0.1%	557 SH	New
SUBURBAN PROPANE PARTNERS L	UNIT LTD PARTN	$239K	0.0%Prev: 0.1%	14,000 SH	Decreased
T-MOBILE US INC	COM	$1.0M	0.2%Prev: 0.3%	5,962 SH	Decreased+179 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.2M	0.2%	2,568 SH	New
TERADYNE INC	COM	$206K	0.0%	425 SH	New
TESLA INC	COM	$1.9M	0.3%Prev: 0.2%	4,510 SH	Increased+634 SH
THERMO FISHER SCIENTIFIC INC	COM	$278K	0.0%Prev: 0.0%	554 SH	Increased+15 SH
TWO HARBORS INVENTMENT CORPO	COM	$187K	0.0%	15,050 SH	New
USA COMPRESSION PARTNERS LP	COM UNIT LTDPAR	$422K	0.1%	16,000 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$427K	0.1%Prev: 0.1%	4,111 SH	Increased
VANECK ETF TRUST	SEMICONDUCTR ETF	$12.4M	1.9%Prev: 0.2%	18,874 SH	Increased+14,741 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.1M	0.2%Prev: 0.3%	15,663 SH	Decreased-2,774 SH
VANGUARD INDEX FDS	GROWTH ETF	$254K	0.0%	2,949 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$207K	0.0%	2,149 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.1M	0.8%Prev: 1.0%	7,360 SH	Increased-1,485 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$19.9M	3.1%Prev: 3.4%	53,791 SH	Increased-3,742 SH
VANGUARD INDEX FDS	VALUE ETF	$374K	0.1%Prev: 0.1%	1,715 SH	Increased+43 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.2%Prev: 0.2%	4,518 SH	Increased+3 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$589K	0.1%	3,730 SH	New
VANGUARD WORLD FD	CONSUM STP ETF	$207K	0.0%	917 SH	New
VANGUARD WORLD FD	INF TECH ETF	$384K	0.1%Prev: 0.1%	3,216 SH	Increased+2,814 SH
VISA INC	COM CL A	$602K	0.1%Prev: 0.1%	1,756 SH	Decreased-26 SH
WALMART INC	COM	$3.7M	0.6%Prev: 0.7%	32,751 SH	Decreased-5,793 SH
WILLIAMS COS INC	COM	$584K	0.1%Prev: 0.1%	7,858 SH	Increased+300 SH
WW GRAINGER INC	COM	$2.9M	0.4%	2,098 SH	New

Sold (vs prior filing)

ABBOTT LABS — $3.4M
AIR PRODS & CHEMS INC — $621K
APOLLO COML REAL EST FIN INC — $113K
ASML HOLDING N V — $942K
AURORA INNOVATION INC — $55K
CHEVRON CORP NEW — $255K
COSTCO WHSL CORP NEW — $263K
FACTSET RESH SYS INC — $2.5M
GRAINGER W W INC — $2.5M
ISHARES TR — $779K
ISHARES TR — $303K
J P MORGAN EXCHANGE TRADED F — $283K
JPMORGAN CHASE & CO. — $1.6M
KROGER CO — $233K
MCCORMICK & CO INC — $3.0M
MERIT MED SYS INC — $210K
NETFLIX INC — $337K
NEW YORK LIFE INVESTMENTS ET — $227K
NEW YORK LIFE INVTS ACTIVE E — $1.9M
PACER FDS TR — $885K
… and 14 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