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LEGACY FINANCIAL GROUP, INC. — 13F Holdings & Portfolio

CIK 1965579 · latest 13F-HR filed 2026-07-30

Backtest portfolio

LEGACY FINANCIAL GROUP, INC. manages $428.5M in 13F-reported U.S. long-equity assets across 104 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AVUS (11.66%), VUG (8.52%), DFSD (6.01%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 17 new positions and exited 2; 61 existing positions rose in reported value and 13 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$428.5M

Long-equity book

Holdings
104

Distinct positions

Period
2026-06-30

Filed 2026-07-30

Q/Q Activity
+17 / −2 / ↑61 / ↓13

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AVUS11.7% · +7%VUG8.5% · +484%DFSD6.0% · +15%DFUV5.8% · -3%DFAX5.7% · +3%DFAC5.3% · -7%DFAI5.2% · -4%DUHP5.0% · +2%DFUS4.8% · +6%DFAU3.7% · -6%DFCF3.4% · +3%DFLV2.8% · +6%AAPL2.5% · -3%BNDX2.5% · +1%DFAT2.4% · -3%SCHX1.6% · -2%DFAE1.5% · -13%DFAR1.2% · -1%IWF1.1% · +292%DFEM1.1% · +6%VNQ1.0% · -1%OKE0.9% · -7%DFIC0.9% · +10%AVLV0.9% · +2%DFAS0.9% · -1%NVDA0.7% · -0%BRK.B0.7% · -0%GOOG0.7% · -0%DFSV0.7% · +0%SUB0.6% · -12%VTIP0.6% · +8%MSFT0.5% · -2%DFNM0.5% · -22%AVLC0.4% · +36%QQQ0.4% · +115%IVV0.4% · 0%DFAW0.4% · +46%WMT0.3% · -1%AMZN0.3% · +0%GOOGL0.3% · +1%CAT0.3% · -0%SPY0.3% · -2%BANF0.3% · 0%VTI0.2% · +0%AVUQ0.2% · +1%WMB0.2% · +38%VGT0.2% · +677%PGR0.2% · 0%AVUV0.1% · -24%JPM0.1% · -1%XLK0.1% · -4%ABBV0.1% · -1%SMH0.1% · newVV0.1% · 0%VOO0.1% · +3%XOM0.1% · -6%PLTR0.1% · -15%PM0.1% · -1%AVGO0.1% · +1%MU0.1% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 61.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 26, 2026.

Assets Under Management
$5.17B
Discretionary
$5.08B
Employees
50
Accounts
2,297
Address
5 APOLLO ROAD, SUITE 100
PLYMOUTH MEETING, PA 19462
Phone
(610) 943-3000
Website
Name Title / Status Ownership Type
LEGACY ADVISORS HOLDINGS, LLC ControlMEMBER
since Jan 2026
75% or moreDomestic Entity
PANVINI, VINCENT, ALBERT ControlMANAGING BOARD MEMBER
since Jan 2008
Less than 5%Individual
PIOTROWICZ, MICHAEL, THEODORE ControlMANAGING BOARD MEMBER
since Jan 2008
Less than 5%Individual
PIOTROWICZ, THEODORE, PETER ControlMANAGING BOARD MEMBER
since Jan 2019
Less than 5%Individual
SGRO, MATTHEW, JOSEPHCHIEF COMPLIANCE OFFICER/DIRECTOR OF FINANCE
since May 2020
Less than 5%Individual
Piotrowicz, Pam Control
Indirect owner via IRREV DEED OF TRUST OF PAMELA PIOTROWICZ 10-1-21
TRUSTEE
since Mar 2025
General partner, trustee or managerIndividual
IRREV DEED OF TRUST OF PAMELA PIOTROWICZ 10-1-21
Indirect owner via LEGACY ADVISORS HOLDINGS, LLC
MEMBER
since Jan 2026
25–50%Domestic Entity
Ownership & leadership changes · 7 filings with changes since Feb 28, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 26, 2026 filing
  • AddedIRREV DEED OF TRUST OF PAMELA PIOTROWICZ 10-1-21 · MEMBER · 25–50% · indirect via LEGACY ADVISORS HOLDINGS, LLC
  • AddedLEGACY ADVISORS HOLDINGS, LLC · MEMBER · 75% or more · control person
  • AddedPiotrowicz, Pam · TRUSTEE · General partner, trustee or manager · indirect via IRREV DEED OF TRUST OF PAMELA PIOTROWICZ 10-1-21 · control person
  • ChangedPANVINI, VINCENT, ALBERT · title MANAGING MEMBER → MANAGING BOARD MEMBER; ownership 10–25% → Less than 5%
  • ChangedPIOTROWICZ, MICHAEL, THEODORE · title MANAGING MEMBER → MANAGING BOARD MEMBER; ownership 50–75% → Less than 5%
  • ChangedPIOTROWICZ, THEODORE, PETER · title MANAGING MEMBER → MANAGING BOARD MEMBER; ownership 10–25% → Less than 5%
Mar 17, 2025 filing
  • No longer listedEVANS, JANE, K · MANAGING MEMBER/CHIEF OPERATING OFFICER · 5–10% · control person · listed since Jan 2008
  • No longer listedKROL, JOHN, EDWARD · MANAGING MEMBER · 10–25% · control person · listed since Jan 2008
  • No longer listedMcCallister, James, Walter · MANAGER OF OPERATIONS · Less than 5% · listed since Jan 2018
Jun 24, 2020 filing
  • No longer listedALBAHARY, RONALD, GERARD · CHIEF EXECUTIVE OFFICER · Less than 5% · listed since Jun 2018
May 20, 2020 filing
  • AddedSGRO, MATTHEW, JOSEPH · CHIEF COMPLIANCE OFFICER/DIRECTOR OF FINANCE · Less than 5%
  • ChangedMcCallister, James, Walter · title CHIEF COMPLIANCE OFFICER → MANAGER OF OPERATIONS
Mar 3, 2020 filing
  • AddedEVANS, JANE, K · MANAGING MEMBER/CHIEF OPERATING OFFICER · 5–10% · control person
  • AddedKROL, JOHN, EDWARD · MANAGING MEMBER · 10–25% · control person
  • AddedPANVINI, VINCENT, ALBERT · MANAGING MEMBER · 10–25% · control person
  • AddedPIOTROWICZ, THEODORE, PETER · MANAGING MEMBER · 10–25% · control person
  • ChangedPIOTROWICZ, MICHAEL, THEODORE · ownership 75% or more → 50–75%
Jul 26, 2018 filing
  • AddedALBAHARY, RONALD, GERARD · CHIEF EXECUTIVE OFFICER · Less than 5%
Mar 23, 2018 filing
  • No longer listedBRAUN, JASON, T · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Dec 2006
  • AddedMcCallister, James, Walter · CHIEF COMPLIANCE OFFICER · Less than 5%
Feb 28, 2012 filing (earliest on record)
  • ListedBRAUN, JASON, T · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedPIOTROWICZ, MICHAEL, THEODORE · MANAGING MEMBER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 61 →

Top Trims

Show all 13 →

New Positions

Show all 17 →

Exited Positions

Show all 2 →

LEGACY FINANCIAL GROUP, INC. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AMERICAN CENTY ETF TR AVUS 025072885 $50.0M 11.66% 390,059 SH
2 VANGUARD INDEX FDS VUG 922908736 $36.5M 8.52% 423,930 SH
3 DIMENSIONAL ETF TRUST DFSD 25434V864 $25.7M 6.01% 538,926 SH
4 DIMENSIONAL ETF TRUST DFUV 25434V724 $24.9M 5.80% 452,004 SH
5 DIMENSIONAL ETF TRUST DFAX 25434V880 $24.6M 5.73% 667,000 SH
6 DIMENSIONAL ETF TRUST DFAC 25434V708 $22.7M 5.29% 511,473 SH
7 DIMENSIONAL ETF TRUST DFAI 25434V203 $22.4M 5.23% 542,946 SH
8 DIMENSIONAL ETF TRUST DUHP 25434V831 $21.3M 4.96% 509,323 SH
9 DIMENSIONAL ETF TRUST DFUS 25434V401 $20.4M 4.77% 249,348 SH
10 DIMENSIONAL ETF TRUST DFAU 25434V104 $16.1M 3.75% 310,597 SH
11 DIMENSIONAL ETF TRUST DFCF 25434V872 $14.5M 3.37% 342,537 SH
12 DIMENSIONAL ETF TRUST DFLV 25434V666 $12.0M 2.81% 304,363 SH
13 APPLE INC AAPL 037833100 $10.8M 2.52% 37,281 SH
14 VANGUARD CHARLOTTE FDS BNDX 92203J407 $10.6M 2.47% 218,204 SH
15 DIMENSIONAL ETF TRUST DFAT 25434V609 $10.3M 2.40% 147,297 SH
16 SCHWAB STRATEGIC TR SCHX 808524201 $7.0M 1.63% 237,283 SH
17 DIMENSIONAL ETF TRUST DFAE 25434V302 $6.6M 1.54% 164,593 SH
18 DIMENSIONAL ETF TRUST DFAR 25434V823 $5.3M 1.23% 201,626 SH
19 ISHARES TR IWF 464287614 $4.8M 1.12% 38,816 SH
20 DIMENSIONAL ETF TRUST DFEM 25434V732 $4.7M 1.09% 115,280 SH
21 VANGUARD INDEX FDS VNQ 922908553 $4.2M 0.97% 43,243 SH
22 ONEOK INC NEW OKE 682680103 $4.0M 0.94% 46,209 SH
23 DIMENSIONAL ETF TRUST DFIC 25434V799 $4.0M 0.92% 106,136 SH
24 AMERICAN CENTY ETF TR AVLV 025072349 $3.8M 0.88% 41,373 SH
25 DIMENSIONAL ETF TRUST DFAS 25434V500 $3.7M 0.86% 44,696 SH
26 NVIDIA CORPORATION NVDA 67066G104 $3.2M 0.74% 15,931 SH
27 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.1M 0.73% 6,251 SH
28 ALPHABET INC GOOG 02079K107 $2.9M 0.68% 8,293 SH
29 DIMENSIONAL ETF TRUST DFSV 25434V815 $2.9M 0.67% 74,160 SH
30 ISHARES TR SUB 464288158 $2.6M 0.60% 24,019 SH
31 VANGUARD MALVERN FDS VTIP 922020805 $2.4M 0.56% 47,568 SH
32 MICROSOFT CORP MSFT 594918104 $2.2M 0.51% 5,880 SH
33 DIMENSIONAL ETF TRUST DFNM 25434V849 $2.1M 0.49% 43,740 SH
34 AMERICAN CENTY ETF TR AVLC 025072158 $1.9M 0.44% 21,058 SH
35 INVESCO QQQ TR QQQ 46090E103 $1.6M 0.37% 2,154 SH
36 ISHARES TR IVV 464287200 $1.5M 0.36% 2,069 SH
37 DIMENSIONAL ETF TRUST DFAW 25434V617 $1.5M 0.36% 18,419 SH
38 WALMART INC WMT 931142103 $1.5M 0.35% 13,137 SH
39 AMAZON COM INC AMZN 023135106 $1.4M 0.34% 6,066 SH
40 ALPHABET INC GOOGL 02079K305 $1.3M 0.31% 3,753 SH
41 CATERPILLAR INC CAT 149123101 $1.1M 0.27% 1,070 SH
42 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.1M 0.26% 1,466 SH
43 BANCFIRST CORP BANF 05945F103 $1.1M 0.25% 9,675 SH
44 VANGUARD INDEX FDS VTI 922908769 $949.9K 0.22% 2,567 SH
45 AMERICAN CENTY ETF TR AVUQ 02507A507 $917.3K 0.21% 13,899 SH
46 WILLIAMS COS INC WMB 969457100 $907.6K 0.21% 12,209 SH
47 VANGUARD WORLD FD VGT 92204A702 $707.7K 0.17% 5,921 SH
48 PROGRESSIVE CORP PGR 743315103 $693.9K 0.16% 3,176 SH
49 AMERICAN CENTY ETF TR AVUV 025072877 $625.4K 0.15% 5,013 SH
50 JPMORGAN CHASE & CO JPM 46625H100 $610.8K 0.14% 1,866 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $428.5M 104 0001104659-26-088552
2026-03-31 2026-04-27 $378.4M 89 0001104659-26-049370
2025-12-31 2026-02-06 $381.4M 94 0001104659-26-011358
Filer Information
Address
1425 E 41ST PLACE, SUITE 100
TULSA, OK 74105
Phone
(918) 665-0826
Filing Manager
LEGACY FINANCIAL GROUP, INC.
TULSA, OK
Signatory
Kevin King
President & Shareholder