Legacy Financial Strategies, LLC holds a focused book of 152 stocks worth $645.7M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Nucor Corp and trimmed Ishares Core U.S. Aggregate. Their largest long position is Schwab US Large-Cap Growth at 15% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1723925/holdings"
Use Arkolith to show Legacy Financial Strategies, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.0 points over this window.
Growth of $10,000 cloning Legacy Financial Strategies, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
22% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LCAP GR ETF | $99.4M | 2.94M | 15.4% | ▲+1.3% Added · +38K sh | |
| 2 | Schwab Strategic TR US BRD MKT ETF | $77.2M | 2.67M | 12.0% | ▲+1.9% Added · +51K sh | |
| 3 | Ishares TR CORE US AGGBD ET | $45.4M | 458.4K | 7.0% | ▼−1.6% Reduced · −7K sh | |
| 4 | American Centy ETF TR US LARGE CAP VLU | $44.4M | 487.2K | 6.9% | ▲+1.1% Added · +5K sh | |
| 5 | American Centy ETF TR INTL EQT ETF | $43.1M | 483.7K | 6.7% | ▲+2.9% Added · +14K sh | |
| 6 | Ishares TR EXPND TEC SC ETF | $41.8M | 255.7K | 6.5% | ▼−0.1% Reduced · −318 sh | |
| 7 | Ishares TR CORE DIV GRWTH | $31.7M | 418.4K | 4.9% | ▲+1.0% Added · +4K sh | |
| 8 | Vanguard Index FDS TOTAL STK MKT | $19.9M | 53.8K | 3.1% | ▲+1.6% Added · +836 sh | |
| 9 | American Centy ETF TR SHORT DURTN STRG | $17.0M | 330.1K | 2.6% | ▲70× Added · +325K sh | |
| 10 | Schwab Strategic TR US DIVIDEND EQ | $13.9M | 437.3K | 2.1% | ▲+0.2% Added · +805 sh | |
| 11 | Vaneck ETF Trust SEMICONDUCTR ETF | $12.4M | 18.9K | 1.9% | ▲+2.1% Added · +398 sh | |
| 12 | Nvidia Corporation COM | $10.8M | 54.2K | 1.7% | ▲+0.1% Added · +73 sh | |
| 13 | Apple Inc COM | $9.3M | 32.0K | 1.4% | ▲+0.8% Added · +247 sh | |
| 14 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $7.8M | 48.5K | 1.2% | ▲+9.6% Added · +4K sh | |
| 15 | Ishares TR NATIONAL MUN ETF | $7.8M | 72.0K | 1.2% | ▼−6.9% Reduced · −5K sh | |
| 16 | Caterpillar Inc COM | $7.0M | 6.6K | 1.1% | ▼−4.7% Reduced · −321 sh | |
| 17 | State STR SPDR S&P 500 ETF T TR UNIT | $6.4M | 8.6K | 1.0% | ▼−0.1% Reduced · −11 sh | |
| 18 | Ishares TR CORE S&P SCP ETF | $5.8M | 39.3K | 0.9% | ▼−3.8% Reduced · −2K sh | |
| 19 | Vanguard Index FDS S&P 500 ETF SHS | $5.1M | 7.4K | 0.8% | ▼−8.1% Reduced · −650 sh | |
| 20 | Berkshire Hathaway Inc Del CL B NEW | $4.8M | 9.7K | 0.8% | ▼−1.2% Reduced · −120 sh | |
| 21 | Walmart Inc COM | $3.7M | 32.8K | 0.6% | ▼−2.6% Reduced · −882 sh | |
| 22 | Aflac Inc COM | $3.7M | 31.2K | 0.6% | ▼−5.6% Reduced · −2K sh | |
| 23 | Microsoft Corp COM | $3.6M | 9.6K | 0.6% | ▼−7.2% Reduced · −750 sh | |
| 24 | Cincinnati Finl Corp COM | $3.4M | 18.2K | 0.5% | ▼−5.7% Reduced · −1K sh | |
| 25 | Linde PLC SHS | $3.3M | 6.4K | 0.5% | ▼−4.5% Reduced · −300 sh | |
| 26 | Sherwin Williams Co COM | $3.3M | 9.5K | 0.5% | ▼−4.7% Reduced · −466 sh | |
| 27 | Amazon Com Inc COM | $3.2M | 13.5K | 0.5% | ▼−2.6% Reduced · −361 sh | |
| 28 | Atmos Energy Corp COM | $3.1M | 18.2K | 0.5% | ▼−6.6% Reduced · −1K sh | |
| 29 | NextEra Energy Inc COM | $3.1M | 34.8K | 0.5% | ▼−9.9% Reduced · −4K sh | |
| 30 | Alphabet Inc CAP STK CL A | $3.0M | 8.5K | 0.5% | ▲+1.1% Added · +95 sh | |
| 31 | Nordson Corp COM | $3.0M | 10.0K | 0.5% | ▼−6.2% Reduced · −665 sh | |
| 32 | Cintas Corp COM | $3.0M | 17.8K | 0.5% | ▼−3.4% Reduced · −634 sh | |
| 33 | WW Grainger Inc COM | $2.9M | 2.1K | 0.4% | ▼−3.0% Reduced · −65 sh | |
| 34 | Henry Jack & Assoc Inc COM | $2.8M | 20.6K | 0.4% | —Held | |
| 35 | Lowes Cos Inc COM | $2.7M | 12.4K | 0.4% | ▼−5.2% Reduced · −681 sh | |
| 36 | Fastenal Co COM | $2.6M | 55.1K | 0.4% | ▼−6.3% Reduced · −4K sh | |
| 37 | Broadcom Inc COM | $2.6M | 6.8K | 0.4% | ▲+3.4% Added · +223 sh | |
| 38 | New York Life Invts Active E MACKAY MUN INTER | $2.5M | 102.8K | 0.4% | ▼−0.2% Reduced · −216 sh | |
| 39 | Automatic Data Processing In COM | $2.5M | 11.0K | 0.4% | ▼−1.4% Reduced · −156 sh | |
| 40 | Micron Technology Inc COM | $2.3M | 2.0K | 0.4% | ▲+12% Added · +208 sh | |
| 41 | Ishares TR CORE S&P US VLU | $2.3M | 20.7K | 0.4% | —Held | |
| 42 | Ecolab Inc COM | $2.2M | 7.9K | 0.3% | ▼−1.5% Reduced · −118 sh | |
| 43 | McDonalds Corp COM | $2.1M | 7.8K | 0.3% | ▼−5.6% Reduced · −465 sh | |
| 44 | Brown & Brown Inc COM | $2.1M | 32.5K | 0.3% | ▼−12% Reduced · −4K sh | |
| 45 | Crowdstrike Hldgs Inc CL A | $2.0M | 2.6K | 0.3% | ▲+5.1% Added · +128 sh | |
| 46 | Nucor Corp COM | $2.0M | 9.0K | 0.3% | ▲New New position | |
| 47 | Abbott Laboratories COM | $1.9M | 21.4K | 0.3% | ▼−7.1% Reduced · −2K sh | |
| 48 | Tesla Inc COM | $1.9M | 4.5K | 0.3% | ▲+2.1% Added · +92 sh | |
| 49 | Advanced Micro Devices Inc COM | $1.9M | 3.2K | 0.3% | ▲+20% Added · +545 sh | |
| 50 | Illinois Tool WKS Inc COM | $1.9M | 6.9K | 0.3% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 152 | $645.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 140 | $554.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 138 | $564.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 135 | $553.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 127 | $509.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 119 | $458.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 119 | $464.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 115 | $453.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.