Top Institutional Investors

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

CIK 1965579 · latest 13F-HR filed 2026-04-27

Backtest portfolio

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.

Loading holdings…
AUM

$378.4M

Long-equity book

Holdings

89

Distinct positions

Period

2026-03-31

Filed 2026-04-27

Q/Q Activity

+2 / −7 / ↑25 / ↓29

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$845.4K +9.0%
  • ONEOK INC NEW$820.2K +22.3%
  • AMERICAN CENTY ETF TR$366.9K +43.8%
  • AMERICAN CENTY ETF TR$231.9K +7.6%
  • DIMENSIONAL ETF TRUST$213.7K +29.9%
Show all 25 →

Top Trims

  • VANGUARD INDEX FDS-$3.5M -10.1%
  • VANGUARD CHARLOTTE FDS-$1.5M -12.5%
  • APPLE INC-$782.9K -7.4%
  • MICROSOFT CORP-$687.3K -23.7%
  • SCHWAB STRATEGIC TR-$424.1K -6.4%
Show all 29 →

New Positions

  • ALLIANCE RESOURCE PARTNERS L$293.0K
  • DIMENSIONAL ETF TRUST$209.0K
Show all 2 →

Exited Positions

  • SELECT SECTOR SPDR TR$287.1K
  • ISHARES BITCOIN TRUST ETF$228.4K
  • ZOOM COMMUNICATIONS INC$213.6K
  • BLACKROCK INC$207.6K
  • MASTERCARD INCORPORATED$202.8K
Show all 7 →
All Holdings

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 $40.4M 10.68% 363,360 SH
2 VANGUARD INDEX FDS VUG 922908736 $31.7M 8.38% 72,580 SH
3 DIMENSIONAL ETF TRUST DFUV 25434V724 $22.7M 5.99% 468,036 SH
4 DIMENSIONAL ETF TRUST DFSD 25434V864 $22.4M 5.91% 467,314 SH
5 DIMENSIONAL ETF TRUST DFAI 25434V203 $22.0M 5.81% 563,983 SH
6 DIMENSIONAL ETF TRUST DFAX 25434V880 $21.9M 5.79% 645,085 SH
7 DIMENSIONAL ETF TRUST DFAC 25434V708 $21.4M 5.64% 549,536 SH
8 DIMENSIONAL ETF TRUST DUHP 25434V831 $18.4M 4.86% 500,768 SH
9 DIMENSIONAL ETF TRUST DFUS 25434V401 $16.6M 4.39% 234,068 SH
10 DIMENSIONAL ETF TRUST DFAU 25434V104 $14.9M 3.93% 329,484 SH
11 DIMENSIONAL ETF TRUST DFCF 25434V872 $14.1M 3.72% 333,282 SH
12 VANGUARD CHARLOTTE FDS BNDX 92203J407 $10.4M 2.75% 216,634 SH
13 DIMENSIONAL ETF TRUST DFLV 25434V666 $10.2M 2.71% 286,884 SH
14 APPLE INC AAPL 037833100 $9.8M 2.59% 38,571 SH
15 DIMENSIONAL ETF TRUST DFAT 25434V609 $9.5M 2.51% 151,851 SH
16 DIMENSIONAL ETF TRUST DFAE 25434V302 $6.4M 1.69% 188,414 SH
17 SCHWAB STRATEGIC TR SCHX 808524201 $6.2M 1.64% 241,326 SH
18 DIMENSIONAL ETF TRUST DFAR 25434V823 $4.8M 1.27% 202,822 SH
19 ONEOK INC NEW OKE 682680103 $4.5M 1.19% 49,777 SH
20 ISHARES TR IWF 464287614 $4.2M 1.11% 9,892 SH
21 VANGUARD INDEX FDS VNQ 922908553 $3.9M 1.02% 43,613 SH
22 DIMENSIONAL ETF TRUST DFEM 25434V732 $3.8M 1.00% 109,028 SH
23 DIMENSIONAL ETF TRUST DFIC 25434V799 $3.4M 0.90% 96,306 SH
24 AMERICAN CENTY ETF TR AVLV 025072349 $3.3M 0.87% 40,640 SH
25 DIMENSIONAL ETF TRUST DFAS 25434V500 $3.2M 0.85% 45,059 SH
26 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.0M 0.79% 6,257 SH
27 ISHARES TR SUB 464288158 $2.9M 0.77% 27,408 SH
28 NVIDIA CORPORATION NVDA 67066G104 $2.8M 0.74% 15,958 SH
29 DIMENSIONAL ETF TRUST DFNM 25434V849 $2.7M 0.71% 56,410 SH
30 DIMENSIONAL ETF TRUST DFSV 25434V815 $2.6M 0.69% 74,088 SH
31 ALPHABET INC GOOG 02079K107 $2.4M 0.63% 8,294 SH
32 MICROSOFT CORP MSFT 594918104 $2.2M 0.58% 5,972 SH
33 VANGUARD MALVERN FDS VTIP 922020805 $2.2M 0.58% 44,190 SH
34 WALMART INC WMT 931142103 $1.7M 0.44% 13,294 SH
35 ISHARES TR IVV 464287200 $1.4M 0.36% 2,069 SH
36 AMAZON COM INC AMZN 023135106 $1.3M 0.33% 6,036 SH
37 AMERICAN CENTY ETF TR AVLC 025072158 $1.2M 0.32% 15,524 SH
38 ALPHABET INC GOOGL 02079K305 $1.1M 0.28% 3,711 SH
39 BANCFIRST CORP BANF 05945F103 $1.0M 0.28% 9,675 SH
40 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $967.5K 0.26% 1,488 SH
41 DIMENSIONAL ETF TRUST DFAW 25434V617 $929.0K 0.25% 12,592 SH
42 VANGUARD INDEX FDS VTI 922908769 $822.9K 0.22% 2,565 SH
43 AMERICAN CENTY ETF TR AVUQ 02507A507 $777.9K 0.21% 13,710 SH
44 CATERPILLAR INC CAT 149123101 $760.8K 0.20% 1,074 SH
45 AMERICAN CENTY ETF TR AVUV 025072877 $728.7K 0.19% 6,596 SH
46 WILLIAMS COS INC WMB 969457100 $643.3K 0.17% 8,839 SH
47 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $632.2K 0.17% 4,322 SH
48 PROGRESSIVE CORP PGR 743315103 $629.7K 0.17% 3,176 SH
49 EXXON MOBIL CORP XOM 30231G102 $602.2K 0.16% 3,550 SH
50 INVESCO QQQ TR QQQ 46090E103 $579.1K 0.15% 1,003 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-27 $378.4M 89 0001104659-26-049370
2025-12-31 2026-02-06 $381.4M 94 0001104659-26-011358