Legacy Financial Strategies, LLC Portfolio Holdings

Legacy Financial Strategies, LLC

  • $505 Million
  • Q2 2025

Legacy Financial Strategies, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $505 Million distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $86.4M, Schwab Strategic Tr Us Broad M with a value of $60.7M, Ishares Core U.S. Aggregate Bo with a value of $39.6M, Ishares Core Dividend Growth E with a value of $36.7M, and American Centy ETF Tr Avantis with a value of $34.2M.

Examining the 13F form we can see an increase of $52.4M in the current position value, from $452M to 505M.

Legacy Financial Strategies, LLC is based out at Leawood, KS

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

Portfolio value $505 Million
ETFs: $344 Million
Technology: $29.6 Million
Industrials: $28 Million
Financial Services: $26.1 Million
Healthcare: $8.41 Million
Consumer Defensive: $8.18 Million
Consumer Cyclical: $8.14 Million
Utilities: $7.49 Million
Other: $10.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$86.4 Million 17.13% of portfolio
2,959,493
Q2 2025 Added 3.14%
$0
$60.7 Million 12.02% of portfolio
2,545,750
Q2 2025 Added 2.47%
$0
$39.6 Million 7.84% of portfolio
399,164
Q2 2025 Added 0.51%
$0
$36.7 Million 7.26% of portfolio
573,454
Q2 2025 Added 3.18%
$0
$34.2 Million 6.77% of portfolio
500,782
Q2 2025 Reduced 1.33%
$0
$30.7 Million 6.08% of portfolio
273,334
Q2 2025 Added 5.41%
$0
$17.7 Million 3.5% of portfolio
161,857
Q2 2025 Added 0.71%
$0
$17.5 Million 3.46% of portfolio
57,533
Q2 2025 Added 3.64%
$0
$12.5 Million 2.48% of portfolio
473,201
Q2 2025 Reduced 0.04%
$444B
$7.82 Million 1.55% of portfolio
49,470
Q2 2025 Added 4.53%
$0
$7.04 Million 1.4% of portfolio
67,419
Q2 2025 Reduced 0.66%
$3.26T
$6.49 Million 1.29% of portfolio
31,627
Q2 2025 Reduced 0.81%
$0
$5.83 Million 1.16% of portfolio
9,441
Q2 2025 Added 9.37%
$604B
$5.17 Million 1.02% of portfolio
10,649
Q2 2025 Added 2.89%
$0
$5.02 Million 1.0% of portfolio
8,845
Q2 2025 Added 0.12%
$3.93T
$4.64 Million 0.92% of portfolio
9,336
Q2 2025 Added 7.41%
$124B
$3.93 Million 0.78% of portfolio
12,738
Q2 2025 Reduced 0.48%
$183B
$3.86 Million 0.76% of portfolio
7,324
Q2 2025 Added 0.92%
$270B
$3.77 Million 0.75% of portfolio
38,544
Q2 2025 Added 11.28%
$12.1B
$3.72 Million 0.74% of portfolio
20,640
Q2 2025 New
$25.9B
$3.75 Million 0.74% of portfolio
33,810
Q2 2025 Reduced 5.56%
$62.5B
$3.73 Million 0.74% of portfolio
35,412
Q2 2025 Reduced 2.56%
$91.2B
$3.73 Million 0.74% of portfolio
10,867
Q2 2025 Added 0.84%
$351B
$3.53 Million 0.7% of portfolio
19,023
Q2 2025 Reduced 0.47%
$57B
$3.48 Million 0.69% of portfolio
6,146
Q2 2025 Added 1.15%
$229B
$3.42 Million 0.68% of portfolio
25,117
Q2 2025 Reduced 7.12%
$23.9B
$3.36 Million 0.67% of portfolio
22,551
Q2 2025 Added 2.8%
$21.9B
$3.23 Million 0.64% of portfolio
20,989
Q2 2025 Reduced 9.71%
$140B
$3.18 Million 0.63% of portfolio
45,753
Q2 2025 Added 4.25%
$147B
$3.08 Million 0.61% of portfolio
13,861
Q2 2025 Added 3.31%
$17.5B
$3.03 Million 0.6% of portfolio
39,974
Q2 2025 Added 4.66%
$26B
$2.87 Million 0.57% of portfolio
68,356
Q2 2025 Added 108.47%
$8.92B
$2.71 Million 0.54% of portfolio
41,397
Q2 2025 Added 3.76%
$2.18T
$2.67 Million 0.53% of portfolio
12,172
Q2 2025 Reduced 2.48%
$12.2B
$2.67 Million 0.53% of portfolio
12,464
Q2 2025 Added 6.75%
$19B
$2.59 Million 0.51% of portfolio
22,632
Q2 2025 Added 9.22%
$47.3B
$2.51 Million 0.5% of portfolio
2,411
Q2 2025 New
$14.8B
$2.47 Million 0.49% of portfolio
5,513
Q2 2025 New
$0
$1.96 Million 0.39% of portfolio
20,745
Q4 2024 Reduced -0.0%
$0
$1.86 Million 0.37% of portfolio
77,814
Q2 2025 Added 1.45%
$855B
$1.57 Million 0.31% of portfolio
5,416
Q2 2025 Added 56.58%
$0
$1.5 Million 0.3% of portfolio
19,664
Q2 2025 New
$1.72T
$1.47 Million 0.29% of portfolio
1,991
Q2 2025 Reduced 0.6%
$340B
$1.48 Million 0.29% of portfolio
10,826
Q2 2025 Added 16.05%
$0
$1.36 Million 0.27% of portfolio
18,437
Q2 2025 Added 0.05%
$0
$1.36 Million 0.27% of portfolio
10,110
Q2 2025 Reduced 4.5%
$297B
$1.38 Million 0.27% of portfolio
5,783
Q2 2025 Added 12.71%
$229B
$1.33 Million 0.26% of portfolio
3,428
Q2 2025 Reduced 11.94%
$1.16T
$1.28 Million 0.25% of portfolio
7,288
Q2 2025 Added 13.19%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $505 Million
  • Prior Value $452 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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