LEGACY FINANCIAL GROUP, INC. Q1 2025 Filing
Filed May 1, 2025
Portfolio Value
$311.5B
Holdings
82
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (82 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 77,799 | $28.8B | 9.26% | |
| 2 | AVUSAMERICAN CENTY ETF TR | 281,866 | $26.0B | 8.36% | |
| 3 | DFACDIMENSIONAL ETF TRUST | 579,333 | $19.1B | 6.13% | |
| 4 | DFSDDIMENSIONAL ETF TRUST | 391,429 | $18.6B | 5.97% | |
| 5 | DFUVDIMENSIONAL ETF TRUST | 449,579 | $18.5B | 5.95% | |
| 6 | DFAIDIMENSIONAL ETF TRUST | 581,196 | $18.2B | 5.83% | |
| 7 | DFAXDIMENSIONAL ETF TRUST | 610,981 | $16.0B | 5.14% | |
| 8 | DUHPDIMENSIONAL ETF TRUST | 436,312 | $14.5B | 4.64% | |
| 9 | DFUSDIMENSIONAL ETF TRUST | 207,251 | $12.5B | 4.02% | |
| 10 | DFAUDIMENSIONAL ETF TRUST | 310,926 | $12.0B | 3.84% | |
| 11 | DFCFDIMENSIONAL ETF TRUST | 275,409 | $11.6B | 3.72% | |
| 12 | BNDXVANGUARD CHARLOTTE FDS | 190,557 | $9.3B | 2.99% | |
| 13 | AAPLAPPLE INC | 39,828 | $8.8B | 2.84% | |
| 14 | DFATDIMENSIONAL ETF TRUST | 160,770 | $8.3B | 2.66% | |
| 15 | DFLVDIMENSIONAL ETF TRUST | 203,058 | $6.2B | 1.99% | |
| 16 | SCHXSCHWAB STRATEGIC TR | 263,806 | $5.8B | 1.87% | |
| 17 | DFAEDIMENSIONAL ETF TRUST | 222,820 | $5.8B | 1.85% | |
| 18 | DFARDIMENSIONAL ETF TRUST | 199,570 | $4.7B | 1.52% | |
| 19 | SUBISHARES TR | 42,465 | $4.5B | 1.44% | |
| 20 | OKEONEOK INC NEW | 44,709 | $4.4B | 1.42% | |
| 21 | DFNMDIMENSIONAL ETF TRUST | 92,937 | $4.4B | 1.42% | |
| 22 | VNQVANGUARD INDEX FDS | 46,020 | $4.2B | 1.34% | |
| 23 | IWFISHARES TR | 10,354 | $3.7B | 1.20% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,285 | $3.3B | 1.07% | |
| 25 | DFEMDIMENSIONAL ETF TRUST | 101,179 | $2.7B | 0.86% | |
| 26 | DFASDIMENSIONAL ETF TRUST | 43,080 | $2.6B | 0.83% | |
| 27 | MSFTMICROSOFT CORP | 6,757 | $2.5B | 0.81% | |
| 28 | VTIPVANGUARD MALVERN FDS | 45,032 | $2.2B | 0.72% | |
| 29 | DFSVDIMENSIONAL ETF TRUST | 78,316 | $2.2B | 0.71% | |
| 30 | WMTWALMART INC | 23,749 | $2.1B | 0.68% | |
| 31 | AVLVAMERICAN CENTY ETF TR | 30,872 | $2.0B | 0.65% | |
| 32 | NVDANVIDIA CORPORATION | 18,492 | $2.0B | 0.64% | |
| 33 | DFICDIMENSIONAL ETF TRUST | 63,773 | $1.8B | 0.57% | |
| 34 | GOOGALPHABET INC | 9,759 | $1.5B | 0.49% | |
| 35 | WMBWILLIAMS COS INC | 23,312 | $1.3B | 0.43% | |
| 36 | AMZNAMAZON COM INC | 6,691 | $1.3B | 0.41% | |
| 37 | SPYSPDR S&P 500 ETF TR | 1,621 | $906.9M | 0.29% | |
| 38 | BANFBANCFIRST CORP | 8,010 | $880.1M | 0.28% | |
| 39 | GOOGLALPHABET INC | 5,012 | $775.1M | 0.25% | |
| 40 | IVVISHARES TR | 1,289 | $724.3M | 0.23% | |
| 41 | VVISA INC | 2,083 | $693.8M | 0.22% | |
| 42 | METAMETA PLATFORMS INC | 1,050 | $605.2M | 0.19% | |
| 43 | AVUVAMERICAN CENTY ETF TR | 6,739 | $587.5M | 0.19% | |
| 44 | JPMJPMORGAN CHASE & CO. | 2,214 | $543.1M | 0.17% | |
| 45 | 4I1PHILIP MORRIS INTL INC | 3,332 | $528.9M | 0.17% | |
| 46 | CVXCHEVRON CORP NEW | 3,085 | $516.0M | 0.17% | |
| 47 | ABBVABBVIE INC | 2,431 | $509.3M | 0.16% | |
| 48 | XOMEXXON MOBIL CORP | 4,228 | $502.9M | 0.16% | |
| 49 | OPERETF SER SOLUTIONS | 4,981 | $499.1M | 0.16% | |
| 50 | NDQINVESCO QQQ TR | 934 | $438.1M | 0.14% | |
| 51 | PLTRPALANTIR TECHNOLOGIES INC | 5,108 | $431.1M | 0.14% | |
| 52 | EPDENTERPRISE PRODS PARTNERS L | 12,190 | $416.2M | 0.13% | |
| 53 | OGEOGE ENERGY CORP | 8,789 | $403.9M | 0.13% | |
| 54 | ARKKARK ETF TR | 8,421 | $400.7M | 0.13% | |
| 55 | AVLCAMERICAN CENTY ETF TR | 6,212 | $398.8M | 0.13% | |
| 56 | VVVANGUARD INDEX FDS | 1,529 | $393.0M | 0.13% | |
| 57 | XLKSELECT SECTOR SPDR TR | 1,850 | $382.0M | 0.12% | |
| 58 | CATCATERPILLAR INC | 1,131 | $373.0M | 0.12% | |
| 59 | JNJJOHNSON & JOHNSON | 2,025 | $335.8M | 0.11% | |
| 60 | CSCOCISCO SYS INC | 5,039 | $311.0M | 0.10% | |
| 61 | LLYELI LILLY & CO | 376 | $310.9M | 0.10% | |
| 62 | DUSBDIMENSIONAL ETF TRUST | 6,118 | $310.4M | 0.10% | |
| 63 | XLESELECT SECTOR SPDR TR | 3,316 | $309.9M | 0.10% | |
| 64 | XLISELECT SECTOR SPDR TR | 2,283 | $299.2M | 0.10% | |
| 65 | IYY*ISHARES TR | 2,112 | $287.4M | 0.09% | |
| 66 | UNHUNITEDHEALTH GROUP INC | 546 | $286.0M | 0.09% | |
| 67 | VOOVANGUARD INDEX FDS | 538 | $276.7M | 0.09% | |
| 68 | VTIVANGUARD INDEX FDS | 982 | $269.9M | 0.09% | |
| 69 | PGPROCTER AND GAMBLE CO | 1,542 | $262.8M | 0.08% | |
| 70 | MCDMCDONALDS CORP | 801 | $250.2M | 0.08% | |
| 71 | SYKSTRYKER CORPORATION | 661 | $246.0M | 0.08% | |
| 72 | TSLATESLA INC | 940 | $243.6M | 0.08% | |
| 73 | COSTCOSTCO WHSL CORP NEW | 245 | $231.7M | 0.07% | |
| 74 | COPCONOCOPHILLIPS | 2,192 | $230.2M | 0.07% | |
| 75 | AXPAMERICAN EXPRESS CO | 807 | $217.1M | 0.07% | |
| 76 | MOALTRIA GROUP INC | 3,584 | $215.1M | 0.07% | |
| 77 | PJTPJT PARTNERS INC | 1,536 | $211.8M | 0.07% | |
| 78 | IHIISHARES TR | 3,457 | $208.1M | 0.07% | |
| 79 | VGTVANGUARD WORLD FD | 380 | $206.4M | 0.07% | |
| 80 | MAMASTERCARD INCORPORATED | 373 | $204.6M | 0.07% | |
| 81 | ZMZOOM COMMUNICATIONS INC | 2,725 | $201.0M | 0.06% | |
| 82 | LYGLLOYDS BANKING GROUP PLC | 13,581 | $51.9M | 0.02% |