LEGACY FINANCIAL GROUP, INC. Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$338.3B
Holdings
85
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (85 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 77,187 | $33.8B | 10.00% | |
| 2 | AVUSAMERICAN CENTY ETF TR | 307,815 | $31.0B | 9.17% | |
| 3 | DFACDIMENSIONAL ETF TRUST | 573,587 | $20.6B | 6.08% | |
| 4 | DFAIDIMENSIONAL ETF TRUST | 572,434 | $19.8B | 5.85% | |
| 5 | DFSDDIMENSIONAL ETF TRUST | 411,727 | $19.8B | 5.84% | |
| 6 | DFUVDIMENSIONAL ETF TRUST | 454,608 | $19.2B | 5.68% | |
| 7 | DFAXDIMENSIONAL ETF TRUST | 623,712 | $18.3B | 5.41% | |
| 8 | DUHPDIMENSIONAL ETF TRUST | 448,307 | $15.9B | 4.71% | |
| 9 | DFUSDIMENSIONAL ETF TRUST | 216,015 | $14.5B | 4.28% | |
| 10 | DFAUDIMENSIONAL ETF TRUST | 327,699 | $13.9B | 4.10% | |
| 11 | DFCFDIMENSIONAL ETF TRUST | 294,699 | $12.5B | 3.68% | |
| 12 | BNDXVANGUARD CHARLOTTE FDS | 201,360 | $10.0B | 2.95% | |
| 13 | DFATDIMENSIONAL ETF TRUST | 161,076 | $8.7B | 2.57% | |
| 14 | AAPLAPPLE INC | 38,750 | $8.0B | 2.35% | |
| 15 | DFLVDIMENSIONAL ETF TRUST | 228,760 | $7.1B | 2.10% | |
| 16 | SCHXSCHWAB STRATEGIC TR | 257,657 | $6.3B | 1.86% | |
| 17 | DFAEDIMENSIONAL ETF TRUST | 213,154 | $6.2B | 1.82% | |
| 18 | DFARDIMENSIONAL ETF TRUST | 202,147 | $4.7B | 1.40% | |
| 19 | IWFISHARES TR | 10,487 | $4.5B | 1.32% | |
| 20 | VNQVANGUARD INDEX FDS | 45,503 | $4.1B | 1.20% | |
| 21 | SUBISHARES TR | 37,577 | $4.0B | 1.18% | |
| 22 | DFNMDIMENSIONAL ETF TRUST | 76,154 | $3.6B | 1.07% | |
| 23 | OKEONEOK INC NEW | 42,966 | $3.5B | 1.04% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,620 | $3.2B | 0.95% | |
| 25 | MSFTMICROSOFT CORP | 6,250 | $3.1B | 0.92% | |
| 26 | DFEMDIMENSIONAL ETF TRUST | 103,913 | $3.1B | 0.91% | |
| 27 | DFASDIMENSIONAL ETF TRUST | 42,456 | $2.7B | 0.80% | |
| 28 | DFICDIMENSIONAL ETF TRUST | 81,687 | $2.5B | 0.75% | |
| 29 | NVDANVIDIA CORPORATION | 15,422 | $2.4B | 0.72% | |
| 30 | VTIPVANGUARD MALVERN FDS | 44,448 | $2.2B | 0.66% | |
| 31 | AVLVAMERICAN CENTY ETF TR | 32,334 | $2.2B | 0.65% | |
| 32 | DFSVDIMENSIONAL ETF TRUST | 73,342 | $2.2B | 0.64% | |
| 33 | GOOGALPHABET INC | 8,863 | $1.6B | 0.46% | |
| 34 | IVVISHARES TR | 2,115 | $1.3B | 0.39% | |
| 35 | WMTWALMART INC | 13,012 | $1.3B | 0.38% | |
| 36 | AMZNAMAZON COM INC | 5,756 | $1.3B | 0.37% | |
| 37 | BANFBANCFIRST CORP | 8,010 | $990.2M | 0.29% | |
| 38 | SPYSPDR S&P 500 ETF TR | 1,600 | $988.3M | 0.29% | |
| 39 | PGRPROGRESSIVE CORP | 3,282 | $875.8M | 0.26% | |
| 40 | VTIVANGUARD INDEX FDS | 2,627 | $798.4M | 0.24% | |
| 41 | GOOGLALPHABET INC | 4,086 | $720.1M | 0.21% | |
| 42 | WMBWILLIAMS COS INC | 11,338 | $712.1M | 0.21% | |
| 43 | METAMETA PLATFORMS INC | 913 | $673.9M | 0.20% | |
| 44 | AVUVAMERICAN CENTY ETF TR | 6,799 | $619.4M | 0.18% | |
| 45 | 4I1PHILIP MORRIS INTL INC | 3,208 | $584.3M | 0.17% | |
| 46 | JPMJPMORGAN CHASE & CO. | 1,967 | $570.3M | 0.17% | |
| 47 | VGTVANGUARD WORLD FD | 806 | $534.3M | 0.16% | |
| 48 | AVLCAMERICAN CENTY ETF TR | 7,358 | $522.7M | 0.15% | |
| 49 | PLTRPALANTIR TECHNOLOGIES INC | 3,669 | $500.2M | 0.15% | |
| 50 | VVVANGUARD INDEX FDS | 1,529 | $436.2M | 0.13% | |
| 51 | XLKSELECT SECTOR SPDR TR | 1,692 | $428.5M | 0.13% | |
| 52 | XOMEXXON MOBIL CORP | 3,948 | $425.6M | 0.13% | |
| 53 | AVUQAMERICAN CENTY ETF TR | 7,578 | $409.6M | 0.12% | |
| 54 | OPERETF SER SOLUTIONS | 4,025 | $403.2M | 0.12% | |
| 55 | ABBVABBVIE INC | 2,054 | $381.2M | 0.11% | |
| 56 | OGEOGE ENERGY CORP | 8,522 | $378.2M | 0.11% | |
| 57 | EPDENTERPRISE PRODS PARTNERS L | 12,190 | $378.0M | 0.11% | |
| 58 | CATCATERPILLAR INC | 921 | $357.5M | 0.11% | |
| 59 | VOOVANGUARD INDEX FDS | 583 | $331.2M | 0.10% | |
| 60 | NDQINVESCO QQQ TR | 594 | $327.8M | 0.10% | |
| 61 | XLISELECT SECTOR SPDR TR | 2,188 | $322.8M | 0.10% | |
| 62 | IYY*ISHARES TR | 2,112 | $318.6M | 0.09% | |
| 63 | AVGOBROADCOM INC | 1,092 | $301.0M | 0.09% | |
| 64 | CVXCHEVRON CORP NEW | 2,101 | $300.8M | 0.09% | |
| 65 | BUTIDAL TR II | 12,850 | $284.9M | 0.08% | |
| 66 | PGPROCTER AND GAMBLE CO | 1,778 | $283.3M | 0.08% | |
| 67 | XLESELECT SECTOR SPDR TR | 3,252 | $275.8M | 0.08% | |
| 68 | VVISA INC | 731 | $259.6M | 0.08% | |
| 69 | SYKSTRYKER CORPORATION | 650 | $257.1M | 0.08% | |
| 70 | TSLATESLA INC | 791 | $251.3M | 0.07% | |
| 71 | AXPAMERICAN EXPRESS CO | 785 | $250.4M | 0.07% | |
| 72 | PJTPJT PARTNERS INC | 1,504 | $248.2M | 0.07% | |
| 73 | JNJJOHNSON & JOHNSON | 1,595 | $243.6M | 0.07% | |
| 74 | DUSBDIMENSIONAL ETF TRUST | 4,653 | $236.1M | 0.07% | |
| 75 | VOOVVANGUARD ADMIRAL FDS INC | 1,200 | $226.5M | 0.07% | |
| 76 | COSTCOSTCO WHSL CORP NEW | 228 | $225.7M | 0.07% | |
| 77 | ZMZOOM COMMUNICATIONS INC | 2,863 | $223.3M | 0.07% | |
| 78 | INTUINTUIT | 276 | $217.4M | 0.06% | |
| 79 | DISDISNEY WALT CO | 1,716 | $212.8M | 0.06% | |
| 80 | VXUSVANGUARD STAR FDS | 3,014 | $208.3M | 0.06% | |
| 81 | IJHISHARES TR | 3,340 | $207.1M | 0.06% | |
| 82 | LLYELI LILLY & CO | 261 | $203.8M | 0.06% | |
| 83 | IWPISHARES TR | 1,468 | $203.6M | 0.06% | |
| 84 | URIUNITED RENTALS INC | 268 | $201.9M | 0.06% | |
| 85 | LYGLLOYDS BANKING GROUP PLC | 13,581 | $57.7M | 0.02% |