Legacy Financial Group, Inc. Portfolio Holdings

Legacy Financial Group, Inc.

  • $338 Billion
  • Q2 2025

Legacy Financial Group, Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $338 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $33.8B, American Centy ETF Tr Avantis with a value of $31B, Dimensional ETF Tr U S Core Eq with a value of $20.6B, Dimensional ETF Tr with a value of $19.8B, and Dimensional ETF Tr Short Durat with a value of $19.8B.

Examining the 13F form we can see an increase of $26.8B in the current position value, from $312B to 338B.

Legacy Financial Group, Inc. is based out at Tulsa, OK

Below you can find more details about Legacy Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $338 Billion
ETFs: $274 Billion
Technology: $14.7 Billion
Financial Services: $6.47 Billion
Energy: $5.32 Billion
Communication Services: $3.18 Billion
Consumer Defensive: $2.37 Billion
Consumer Cyclical: $1.51 Billion
Healthcare: $1.09 Billion
Other: $938 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $338 Billion
  • Prior Value $312 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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