Legacy Financial Group, Inc. Portfolio Holdings

Legacy Financial Group, Inc.

  • $365 Billion
  • Q3 2025

Legacy Financial Group, Inc. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $365 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $36.1B, American Centy ETF Tr Avantis with a value of $35.8B, Dimensional ETF Tr U S Core Eq with a value of $21.6B, Dimensional ETF Tr with a value of $20.8B, and Dimensional ETF Tr Us Marketwi with a value of $20.7B.

Examining the 13F form we can see an increase of $26.5B in the current position value, from $338B to 365B.

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 $365 Billion
ETFs: $293 Billion
Technology: $16.7 Billion
Financial Services: $6.39 Billion
Energy: $4.92 Billion
Communication Services: $3.94 Billion
Consumer Defensive: $2.31 Billion
Consumer Cyclical: $2.08 Billion
Healthcare: $1.19 Billion
Other: $1.54 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.1 Billion 9.9% of portfolio
75,327
Q3 2025 Reduced 2.41%
$0
$35.8 Billion 9.81% of portfolio
329,124
Q3 2025 Added 6.92%
$0
$21.6 Billion 5.91% of portfolio
559,201
Q3 2025 Reduced 2.51%
$0
$20.8 Billion 5.7% of portfolio
571,798
Q3 2025 Reduced 0.11%
$0
$20.7 Billion 5.67% of portfolio
462,483
Q3 2025 Added 1.73%
$0
$20.4 Billion 5.61% of portfolio
424,326
Q3 2025 Added 3.06%
$0
$19.8 Billion 5.43% of portfolio
631,792
Q3 2025 Added 1.3%
$0
$17.6 Billion 4.82% of portfolio
465,610
Q3 2025 Added 3.86%
$0
$16.3 Billion 4.46% of portfolio
224,543
Q3 2025 Added 3.95%
$0
$15.2 Billion 4.18% of portfolio
332,913
Q3 2025 Added 1.59%
$0
$13.1 Billion 3.6% of portfolio
306,810
Q3 2025 Added 4.11%
$0
$10.7 Billion 2.93% of portfolio
215,995
Q3 2025 Added 7.27%
$4.38T
$9.46 Billion 2.59% of portfolio
37,165
Q3 2025 Reduced 4.09%
$0
$9.17 Billion 2.51% of portfolio
157,560
Q3 2025 Reduced 2.18%
Dimensional ETF Trust
-
$7.91 Billion 2.17% of portfolio
-
Q3 2025 Added 5.1%
$0
$6.53 Billion 1.79% of portfolio
247,863
Q3 2025 Reduced 3.8%
$0
$4.8 Billion 1.32% of portfolio
201,398
Q3 2025 Reduced 0.37%
$0
$4.73 Billion 1.3% of portfolio
10,101
Q3 2025 Reduced 3.68%
$0
$4.11 Billion 1.13% of portfolio
44,936
Q3 2025 Reduced 1.25%
$31.5B
$3.5 Billion 0.96% of portfolio
47,898
Q3 2025 Added 11.48%
$0
$3.46 Billion 0.95% of portfolio
107,895
Q3 2025 Added 3.83%
$0
$3.27 Billion 0.9% of portfolio
30,619
Q3 2025 Reduced 18.52%
$662B
$3.12 Billion 0.86% of portfolio
6,213
Q3 2025 Reduced 6.15%
$3.8T
$3.13 Billion 0.86% of portfolio
6,038
Q3 2025 Reduced 3.39%
$0
$3.03 Billion 0.83% of portfolio
63,114
Q3 2025 Reduced 17.12%
$474B
$2.87 Billion 0.79% of portfolio
15,401
Q3 2025 Reduced 0.14%
$0
$2.9 Billion 0.79% of portfolio
42,339
Q3 2025 Reduced 0.28%
$0
$2.78 Billion 0.76% of portfolio
84,806
Q3 2025 Added 3.82%
$0
$2.52 Billion 0.69% of portfolio
34,846
Q3 2025 Added 7.77%
$0
$2.36 Billion 0.65% of portfolio
74,034
Q3 2025 Added 0.94%
$0
$2.17 Billion 0.59% of portfolio
42,776
Q3 2025 Reduced 3.76%
$1.69T
$2.03 Billion 0.56% of portfolio
8,335
Q3 2025 Reduced 5.96%
$0
$1.43 Billion 0.39% of portfolio
2,132
Q3 2025 Added 0.8%
$278B
$1.37 Billion 0.38% of portfolio
13,290
Q3 2025 Added 2.14%
$2.39T
$1.3 Billion 0.36% of portfolio
5,930
Q3 2025 Added 3.02%
$0
$1.04 Billion 0.29% of portfolio
1,561
Q3 2025 Reduced 2.44%
$3.65B
$1.01 Billion 0.28% of portfolio
8,007
Q3 2025 Reduced 0.04%
$1.65T
$1.01 Billion 0.28% of portfolio
4,139
Q3 2025 Added 1.3%
$0
$860 Million 0.24% of portfolio
2,622
Q3 2025 Reduced 0.19%
$132B
$811 Million 0.22% of portfolio
3,283
Q3 2025 Added 0.03%
American Centy ETF Tr
-
$709 Million 0.19% of portfolio
-
Q3 2025 Added 25.86%
American Centy ETF Tr
-
$647 Million 0.18% of portfolio
-
Q3 2025 Added 43.86%
$1.37T
$651 Million 0.18% of portfolio
886
Q3 2025 Reduced 2.96%
$0
$662 Million 0.18% of portfolio
6,653
Q3 2025 Reduced 2.15%
$342B
$669 Million 0.18% of portfolio
3,669
Q2 2025 Reduced 28.17%
$891B
$610 Million 0.17% of portfolio
1,935
Q3 2025 Reduced 1.63%
$0
$587 Million 0.16% of portfolio
787
Q3 2025 Reduced 2.36%
Dimensional ETF Trust
-
$522 Million 0.14% of portfolio
-
Q3 2025 New
$0
$461 Million 0.13% of portfolio
1,498
Q3 2025 Reduced 2.03%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $365 Billion
  • Prior Value $338 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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