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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.8 Billion 10.0% of portfolio
77,187
Q2 2025 Reduced 0.79%
$0
$31 Billion 9.17% of portfolio
307,815
Q2 2025 Added 9.21%
$0
$20.6 Billion 6.08% of portfolio
573,587
Q2 2025 Reduced 0.99%
$0
$19.8 Billion 5.85% of portfolio
572,434
Q2 2025 Reduced 1.51%
$0
$19.8 Billion 5.84% of portfolio
411,727
Q2 2025 Added 5.19%
$0
$19.2 Billion 5.68% of portfolio
454,608
Q2 2025 Added 1.12%
$0
$18.3 Billion 5.41% of portfolio
623,712
Q2 2025 Added 2.08%
$0
$15.9 Billion 4.71% of portfolio
448,307
Q2 2025 Added 2.75%
$0
$14.5 Billion 4.28% of portfolio
216,015
Q2 2025 Added 4.23%
$0
$13.9 Billion 4.1% of portfolio
327,699
Q2 2025 Added 5.39%
$0
$12.5 Billion 3.68% of portfolio
294,699
Q2 2025 Added 7.0%
$0
$9.97 Billion 2.95% of portfolio
201,360
Q2 2025 Added 5.67%
$0
$8.69 Billion 2.57% of portfolio
161,076
Q2 2025 Added 0.19%
$3.69T
$7.95 Billion 2.35% of portfolio
38,750
Q2 2025 Reduced 2.71%
Dimensional ETF Trust
-
$7.1 Billion 2.1% of portfolio
-
Q2 2025 Added 12.66%
$0
$6.3 Billion 1.86% of portfolio
257,657
Q2 2025 Reduced 2.33%
$0
$4.74 Billion 1.4% of portfolio
202,147
Q2 2025 Added 1.29%
$0
$4.45 Billion 1.32% of portfolio
10,487
Q2 2025 Added 1.28%
$0
$4.05 Billion 1.2% of portfolio
45,503
Q2 2025 Reduced 1.12%
$0
$4 Billion 1.18% of portfolio
37,577
Q2 2025 Reduced 11.51%
$0
$3.61 Billion 1.07% of portfolio
76,154
Q2 2025 Reduced 18.06%
$33.1B
$3.51 Billion 1.04% of portfolio
42,966
Q2 2025 Reduced 3.9%
$621B
$3.22 Billion 0.95% of portfolio
6,620
Q2 2025 Added 5.33%
$3.95T
$3.11 Billion 0.92% of portfolio
6,250
Q2 2025 Reduced 7.5%
$0
$3.08 Billion 0.91% of portfolio
103,913
Q2 2025 Added 2.7%
$0
$2.7 Billion 0.8% of portfolio
42,456
Q2 2025 Reduced 1.45%
$0
$2.54 Billion 0.75% of portfolio
81,687
Q2 2025 Added 28.09%
$456B
$2.44 Billion 0.72% of portfolio
15,422
Q2 2025 Reduced 16.6%
$0
$2.23 Billion 0.66% of portfolio
44,448
Q2 2025 Reduced 1.3%
$0
$2.21 Billion 0.65% of portfolio
32,334
Q2 2025 Added 4.74%
$0
$2.16 Billion 0.64% of portfolio
73,342
Q2 2025 Reduced 6.35%
$1.24T
$1.57 Billion 0.46% of portfolio
8,863
Q2 2025 Reduced 9.18%
$0
$1.31 Billion 0.39% of portfolio
2,115
Q2 2025 Added 64.08%
$281B
$1.27 Billion 0.38% of portfolio
13,012
Q2 2025 Reduced 45.21%
$2.26T
$1.26 Billion 0.37% of portfolio
5,756
Q2 2025 Reduced 13.97%
$0
$988 Million 0.29% of portfolio
1,600
Q2 2025 Reduced 1.3%
$4.1B
$990 Million 0.29% of portfolio
8,010
Q1 2025 Added 0.86%
$142B
$876 Million 0.26% of portfolio
3,282
Q2 2025 New
$0
$798 Million 0.24% of portfolio
2,627
Q2 2025 Added 167.52%
$70.4B
$712 Million 0.21% of portfolio
11,338
Q2 2025 Reduced 51.36%
$1.21T
$720 Million 0.21% of portfolio
4,086
Q2 2025 Reduced 18.48%
$1.78T
$674 Million 0.2% of portfolio
913
Q2 2025 Reduced 13.05%
$0
$619 Million 0.18% of portfolio
6,799
Q2 2025 Added 0.89%
$859B
$570 Million 0.17% of portfolio
1,967
Q2 2025 Reduced 11.16%
$261B
$584 Million 0.17% of portfolio
3,208
Q2 2025 Reduced 3.72%
$0
$534 Million 0.16% of portfolio
806
Q2 2025 Added 112.11%
$367B
$500 Million 0.15% of portfolio
3,669
Q2 2025 Reduced 28.17%
American Centy ETF Tr
-
$523 Million 0.15% of portfolio
-
Q2 2025 Added 18.45%
$0
$428 Million 0.13% of portfolio
1,692
Q2 2025 Reduced 8.54%

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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