Legacy Financial Group, Inc. Portfolio Holdings

Legacy Financial Group, Inc.

  • $312 Billion
  • Q1 2025

Legacy Financial Group, Inc. has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $312 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 $28.8B, American Centy ETF Tr Avantis with a value of $26B, Dimensional ETF Tr U S Core Eq with a value of $19.1B, Dimensional ETF Tr Short Durat with a value of $18.6B, and Dimensional ETF Tr Us Marketwi with a value of $18.5B.

Examining the 13F form we can see an increase of $974M in the current position value, from $311B to 312B.

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 $312 Billion
ETFs: $248 Billion
Technology: $14.3 Billion
Energy: $7.43 Billion
Financial Services: $6.15 Billion
Consumer Defensive: $3.35 Billion
Communication Services: $2.9 Billion
Consumer Cyclical: $1.77 Billion
Healthcare: $1.69 Billion
Other: $777 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.8 Billion 9.26% of portfolio
77,799
Q1 2025 Added 0.55%
$0
$26 Billion 8.36% of portfolio
281,866
Q1 2025 Added 8.94%
$0
$19.1 Billion 6.13% of portfolio
579,333
Q1 2025 Reduced 1.52%
$0
$18.6 Billion 5.97% of portfolio
391,429
Q1 2025 Added 3.38%
$0
$18.5 Billion 5.95% of portfolio
449,579
Q1 2025 Added 0.84%
$0
$18.2 Billion 5.83% of portfolio
581,196
Q1 2025 Added 0.39%
$0
$16 Billion 5.14% of portfolio
610,981
Q1 2025 Added 6.71%
$0
$14.5 Billion 4.64% of portfolio
436,312
Q1 2025 Added 3.96%
$0
$12.5 Billion 4.02% of portfolio
207,251
Q1 2025 Added 11.62%
$0
$12 Billion 3.84% of portfolio
310,926
Q1 2025 Added 8.0%
$0
$11.6 Billion 3.72% of portfolio
275,409
Q1 2025 Added 6.26%
$0
$9.3 Billion 2.99% of portfolio
190,557
Q1 2025 Added 7.44%
$3.2T
$8.85 Billion 2.84% of portfolio
39,828
Q1 2025 Reduced 0.59%
$0
$8.28 Billion 2.66% of portfolio
160,770
Q1 2025 Reduced 1.29%
Dimensional ETF Trust
-
$6.21 Billion 1.99% of portfolio
-
Q1 2025 Added 7.62%
$0
$5.82 Billion 1.87% of portfolio
263,806
Q1 2025 Reduced 3.38%
$0
$4.74 Billion 1.52% of portfolio
199,570
Q1 2025 Added 6.61%
$0
$4.48 Billion 1.44% of portfolio
42,465
Q1 2025 Reduced 2.59%
$35.8B
$4.44 Billion 1.42% of portfolio
44,709
Q1 2025 Reduced 2.27%
$0
$4.42 Billion 1.42% of portfolio
92,937
Q1 2025 Reduced 1.8%
$0
$4.17 Billion 1.34% of portfolio
46,020
Q1 2025 Added 0.47%
$0
$3.74 Billion 1.2% of portfolio
10,354
Q1 2025 Added 3.23%
$694B
$3.35 Billion 1.07% of portfolio
6,285
Q1 2025 Added 0.93%
$0
$2.68 Billion 0.86% of portfolio
101,179
Q1 2025 Added 5.11%
$0
$2.57 Billion 0.83% of portfolio
43,080
Q1 2025 Added 1.73%
$3.25T
$2.54 Billion 0.81% of portfolio
6,757
Q1 2025 Reduced 6.19%
$0
$2.25 Billion 0.72% of portfolio
45,032
Q1 2025 Reduced 0.78%
$0
$2.2 Billion 0.71% of portfolio
78,316
Q1 2025 Added 1.57%
$270B
$2.11 Billion 0.68% of portfolio
23,749
Q1 2025 Added 129.61%
$0
$2.01 Billion 0.65% of portfolio
30,872
Q1 2025 Added 12.23%
$284B
$2 Billion 0.64% of portfolio
18,492
Q1 2025 Reduced 1.64%
$0
$1.77 Billion 0.57% of portfolio
63,773
Q1 2025 Added 10.44%
$1.01T
$1.52 Billion 0.49% of portfolio
9,759
Q1 2025 Reduced 0.09%
$73.3B
$1.33 Billion 0.43% of portfolio
23,312
Q1 2025 Added 95.78%
$1.9T
$1.27 Billion 0.41% of portfolio
6,691
Q1 2025 Added 1.3%
$0
$907 Million 0.29% of portfolio
1,621
Q1 2025 Reduced 0.12%
$3.99B
$880 Million 0.28% of portfolio
8,010
Q1 2025 Added 0.86%
$957B
$775 Million 0.25% of portfolio
5,012
Q1 2025 Reduced 10.64%
$0
$724 Million 0.23% of portfolio
1,289
Q1 2025 Reduced 7.33%
$570B
$694 Million 0.22% of portfolio
2,083
Q1 2025 Added 97.07%
$1.25T
$605 Million 0.19% of portfolio
1,050
Q1 2025 Added 20.83%
$0
$587 Million 0.19% of portfolio
6,739
Q1 2025 Reduced 0.25%
$268B
$529 Million 0.17% of portfolio
3,332
Q1 2025 Reduced 4.34%
$741B
$543 Million 0.17% of portfolio
2,214
Q1 2025 Added 0.05%
$265B
$516 Million 0.17% of portfolio
3,085
Q1 2025 Reduced 0.84%
$430B
$503 Million 0.16% of portfolio
4,228
Q1 2025 Reduced 0.84%
$347B
$509 Million 0.16% of portfolio
2,431
Q1 2025 Reduced 0.41%
$0
$499 Million 0.16% of portfolio
4,981
Q1 2025 Reduced 24.45%
$243B
$431 Million 0.14% of portfolio
5,108
Q1 2025 Added 6.13%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $312 Billion
  • Prior Value $311 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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