Legacy Financial Group, Inc. holds a focused book of 104 stocks worth $428.5M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Vaneck Semiconductor ETF and trimmed Dimensional US Marketwide Va. Their largest long position is Avantis U.S. Equity ETF at 12% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
11% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Legacy Financial Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 78 / 80 | $562.7B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $88.8B |
| LPL Financial LLC | 78 / 80 | $86.8B |
| HighTower Advisors, LLC | 78 / 80 | $33.0B |
| Corient Private Wealth LLC | 78 / 80 | $29.8B |
| MERCER GLOBAL ADVISORS INC /ADV | 78 / 80 | $25.8B |
| Allworth Financial LP | 78 / 80 | $7.3B |
| Farther Finance Advisors, LLC | 78 / 80 | $3.4B |
Ranked by the share of each fund's own book sitting in the names it shares with Legacy Financial Group, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR US EQT ETF | $50.0M | 390.1K | 11.7% | ▲+7.3% Added · +27K sh | |
| 2 | Vanguard Index FDS GROWTH ETF | $36.5M | 423.9K | 8.5% | ▲+484% Added · +351K sh | |
| 3 | Dimensional ETF Trust SHOR DUR FIX ETF | $25.7M | 538.9K | 6.0% | ▲+15% Added · +72K sh | |
| 4 | Dimensional ETF Trust US MKTWIDE VALUE | $24.9M | 452.0K | 5.8% | ▼−3.4% Reduced · −16K sh | |
| 5 | Dimensional ETF Trust WORLD EX US CORE | $24.6M | 667.0K | 5.7% | ▲+3.4% Added · +22K sh | |
| 6 | Dimensional ETF Trust US COR EQU 2 ETF | $22.7M | 511.5K | 5.3% | ▼−6.9% Reduced · −38K sh | |
| 7 | Dimensional ETF Trust INTL CORE EQT MK | $22.4M | 542.9K | 5.2% | ▼−3.7% Reduced · −21K sh | |
| 8 | Dimensional ETF Trust US HIGH PROF ETF | $21.3M | 509.3K | 5.0% | ▲+1.7% Added · +9K sh | |
| 9 | Dimensional ETF Trust US EQUI MARK ETF | $20.4M | 249.3K | 4.8% | ▲+6.5% Added · +15K sh | |
| 10 | Dimensional ETF Trust US CORE EQT MKT | $16.1M | 310.6K | 3.7% | ▼−5.7% Reduced · −19K sh | |
| 11 | Dimensional ETF Trust CORE FIXE IN ETF | $14.5M | 342.5K | 3.4% | ▲+2.8% Added · +9K sh | |
| 12 | Dimensional ETF Trust US LARG VALU ETF | $12.0M | 304.4K | 2.8% | ▲+6.1% Added · +17K sh | |
| 13 | Apple Inc COM | $10.8M | 37.3K | 2.5% | ▼−3.3% Reduced · −1K sh | |
| 14 | Vanguard Charlotte FDS TOTAL INT BD ETF | $10.6M | 218.2K | 2.5% | ▲+0.7% Added · +2K sh | |
| 15 | Dimensional ETF Trust US TARGETED VLU | $10.3M | 147.3K | 2.4% | ▼−3.0% Reduced · −5K sh | |
| 16 | Schwab Strategic TR US LRG CAP ETF | $7.0M | 237.3K | 1.6% | ▼−1.7% Reduced · −4K sh | |
| 17 | Dimensional ETF Trust EMGR CRE EQT MNG | $6.6M | 164.6K | 1.5% | ▼−13% Reduced · −24K sh | |
| 18 | Dimensional ETF Trust US REAL ESTA ETF | $5.3M | 201.6K | 1.2% | ▼−0.6% Reduced · −1K sh | |
| 19 | Ishares TR RUS 1000 GRW ETF | $4.8M | 38.8K | 1.1% | ▲+292% Added · +29K sh | |
| 20 | Dimensional ETF Trust EMERGING MKTS CO | $4.7M | 115.3K | 1.1% | ▲+5.7% Added · +6K sh | |
| 21 | Vanguard Index FDS REAL ESTATE ETF | $4.2M | 43.2K | 1.0% | ▼−0.8% Reduced · −370 sh | |
| 22 | Oneok Inc New COM | $4.0M | 46.2K | 0.9% | ▼−7.2% Reduced · −4K sh | |
| 23 | Dimensional ETF Trust INTL CORE EQUITY | $4.0M | 106.1K | 0.9% | ▲+10% Added · +10K sh | |
| 24 | American Centy ETF TR US LARGE CAP VLU | $3.8M | 41.4K | 0.9% | ▲+1.8% Added · +733 sh | |
| 25 | Dimensional ETF Trust US SMALL CAP ETF | $3.7M | 44.7K | 0.9% | ▼−0.8% Reduced · −363 sh | |
| 26 | Nvidia Corporation COM | $3.2M | 15.9K | 0.7% | ▼−0.2% Reduced · −27 sh | |
| 27 | Berkshire Hathaway Inc Del CL B NEW | $3.1M | 6.3K | 0.7% | ▼−0.1% Reduced · −6 sh | |
| 28 | Alphabet Inc CAP STK CL C | $2.9M | 8.3K | 0.7% | ▼~0% Reduced · −1 sh | |
| 29 | Dimensional ETF Trust US SMALL CAP ETF | $2.9M | 74.2K | 0.7% | ▲+0.1% Added · +72 sh | |
| 30 | Ishares TR SHRT NAT MUN ETF | $2.6M | 24.0K | 0.6% | ▼−12% Reduced · −3K sh | |
| 31 | Vanguard Malvern FDS STRM INFPROIDX | $2.4M | 47.6K | 0.6% | ▲+7.6% Added · +3K sh | |
| 32 | Microsoft Corp COM | $2.2M | 5.9K | 0.5% | ▼−1.5% Reduced · −92 sh | |
| 33 | Dimensional ETF Trust NATL MUN BD ETF | $2.1M | 43.7K | 0.5% | ▼−22% Reduced · −13K sh | |
| 34 | American Centy ETF TR AVANTIS US LARG | $1.9M | 21.1K | 0.4% | ▲+36% Added · +6K sh | |
| 35 | Invesco QQQ TR UNIT SER 1 | $1.6M | 2.2K | 0.4% | ▲+115% Added · +1K sh | |
| 36 | Ishares TR CORE S&P500 ETF | $1.5M | 2.1K | 0.4% | —Held | |
| 37 | Dimensional ETF Trust WORLD EQUITY ETF | $1.5M | 18.4K | 0.4% | ▲+46% Added · +6K sh | |
| 38 | Walmart Inc COM | $1.5M | 13.1K | 0.3% | ▼−1.2% Reduced · −157 sh | |
| 39 | Amazon Com Inc COM | $1.4M | 6.1K | 0.3% | ▲+0.5% Added · +30 sh | |
| 40 | Alphabet Inc CAP STK CL A | $1.3M | 3.8K | 0.3% | ▲+1.1% Added · +42 sh | |
| 41 | Caterpillar Inc COM | $1.1M | 1.1K | 0.3% | ▼−0.4% Reduced · −4 sh | |
| 42 | State STR SPDR S&P 500 ETF T TR UNIT | $1.1M | 1.5K | 0.3% | ▼−1.5% Reduced · −22 sh | |
| 43 | Bancfirst Corp COM | $1.1M | 9.7K | 0.3% | —Held | |
| 44 | Vanguard Index FDS TOTAL STK MKT | $950K | 2.6K | 0.2% | ▲+0.1% Added · +2 sh | |
| 45 | American Centy ETF TR AVAN U S QUA ETF | $917K | 13.9K | 0.2% | ▲+1.4% Added · +189 sh | |
| 46 | Williams Cos Inc COM | $908K | 12.2K | 0.2% | ▲+38% Added · +3K sh | |
| 47 | Vanguard World FD INF TECH ETF | $708K | 5.9K | 0.2% | ▲+677% Added · +5K sh | |
| 48 | Progressive Corp COM | $694K | 3.2K | 0.2% | —Held | |
| 49 | American Centy ETF TR US SML CP VALU | $625K | 5.0K | 0.1% | ▼−24% Reduced · −2K sh | |
| 50 | JPMorgan Chase & Co COM | $611K | 1.9K | 0.1% | ▼−1.1% Reduced · −21 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1965579/holdings"
Use Arkolith to show LEGACY FINANCIAL GROUP, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 104 | $428.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 89 | $378.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 94 | $381.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 92 | $364.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 85 | $338.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 85 | $311.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 18, 2025 | 85 | $310.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 79 | $294.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.