Legacy Financial Strategies, LLC Portfolio Holdings

Legacy Financial Strategies, LLC

  • $452 Million
  • Q1 2025

Legacy Financial Strategies, LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $452 Million distributed in 119 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 $71.8M, Schwab Strategic Tr Us Broad M with a value of $53.3M, Ishares Core U.S. Aggregate Bo with a value of $39.2M, Ishares Core Dividend Growth E with a value of $34M, and American Centy ETF Tr Avantis with a value of $32.8M.

Examining the 13F form we can see an decrease of $8.88M in the current position value, from $461M to 452M.

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 $452 Million
ETFs: $307 Million
Financial Services: $25.2 Million
Industrials: $24.4 Million
Technology: $19.4 Million
Healthcare: $8.94 Million
Utilities: $7.82 Million
Consumer Cyclical: $7.35 Million
Consumer Defensive: $7.15 Million
Other: $12.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$7.08 Million 1.57% of portfolio
31,884
Q1 2025 Added 2.35%
$683B
$5.43 Million 1.2% of portfolio
10,350
Q1 2025 Reduced 2.23%
$270B
$5.13 Million 1.13% of portfolio
47,328
Q1 2025 Added 11.06%
$35.1B
$4.45 Million 0.98% of portfolio
35,801
Q1 2025 Reduced 14.7%
$20.9B
$4.13 Million 0.91% of portfolio
20,099
Q1 2025 Reduced 7.74%
$370B
$4 Million 0.89% of portfolio
19,113
Q1 2025 Added 2.59%
$70.3B
$4.04 Million 0.89% of portfolio
36,343
Q1 2025 Reduced 7.02%
$127B
$3.91 Million 0.86% of portfolio
12,800
Q1 2025 Reduced 1.26%
$90.5B
$3.76 Million 0.83% of portfolio
10,777
Q1 2025 Reduced 1.99%
$166B
$3.69 Million 0.82% of portfolio
7,257
Q1 2025 Reduced 0.78%
$21.6B
$3.59 Million 0.79% of portfolio
23,247
Q1 2025 Reduced 2.87%
$232B
$3.59 Million 0.79% of portfolio
27,042
Q1 2025 Added 6.46%
$62.5B
$3.58 Million 0.79% of portfolio
6,076
Q1 2025 Added 1.76%
$2.8T
$3.26 Million 0.72% of portfolio
8,692
Q1 2025 Reduced 2.1%
$23.5B
$3.24 Million 0.72% of portfolio
21,936
Q1 2025 Added 0.31%
$20.6B
$3.14 Million 0.69% of portfolio
38,195
Q1 2025 Added 0.64%
$139B
$3.11 Million 0.69% of portfolio
43,886
Q1 2025 Reduced 5.4%
$238B
$3.04 Million 0.67% of portfolio
34,636
Q1 2025 Added 232.72%
$65.4B
$2.93 Million 0.65% of portfolio
9,948
Q1 2025 Added 0.67%
$8.29B
$2.61 Million 0.58% of portfolio
39,896
Q1 2025 Added 2.7%
$44.4B
$2.54 Million 0.56% of portfolio
32,789
Q1 2025 Added 9.22%
$19.7B
$2.49 Million 0.55% of portfolio
20,722
Q1 2025 New
$11.5B
$2.36 Million 0.52% of portfolio
11,676
Q1 2025 Added 25.66%
$1.94T
$2.37 Million 0.52% of portfolio
12,481
Q1 2025 Added 9.49%
$20.7B
$2.02 Million 0.45% of portfolio
22,004
Q1 2025 Reduced 0.97%
$332B
$1.37 Million 0.3% of portfolio
5,131
Q1 2025 Added 0.08%
$174B
$1.28 Million 0.28% of portfolio
3,893
Q1 2025 Reduced 63.46%
$1.3T
$1.16 Million 0.26% of portfolio
2,003
Q1 2025 Added 1.16%
$922B
$993,000 0.22% of portfolio
6,439
Q1 2025 Added 2.09%
$818B
$974,000 0.22% of portfolio
3,762
Q1 2025 Reduced 11.02%
$142B
$1.02 Million 0.22% of portfolio
4,806
Q1 2025 Reduced 0.06%
$720B
$848,000 0.19% of portfolio
3,459
Q1 2025 Reduced 2.43%
$166B
$787,000 0.17% of portfolio
9,329
Q1 2025 Added 27.29%
$263B
$775,000 0.17% of portfolio
1,171
Q1 2025 Added 6.26%
$75.7B
$570,000 0.13% of portfolio
1,619
Q1 2025 Added 0.94%
$785B
$601,000 0.13% of portfolio
728
Q1 2025 Added 6.28%
$100B
$551,000 0.12% of portfolio
5,994
Q1 2025 Reduced 0.25%
$0
$539,000 0.12% of portfolio
32,288
Q1 2025 Reduced 5.01%
$434B
$462,000 0.1% of portfolio
2,787
Q1 2025 Reduced 31.57%
$861B
$385,000 0.09% of portfolio
2,320
Q1 2025 Added 2.75%
$201B
$424,000 0.09% of portfolio
1,576
Q1 2025 Reduced 4.08%
$72.8B
$411,000 0.09% of portfolio
6,878
Q1 2025 Reduced 0.19%
$951B
$408,000 0.09% of portfolio
2,615
Q1 2025 Added 14.74%
$57.4B
$379,000 0.08% of portfolio
20,391
Q4 2024 Added 10.87%
$51.1B
$356,000 0.08% of portfolio
2,088
Q1 2025 Reduced 41.08%
$90B
$381,000 0.08% of portfolio
266
Q1 2025 Added 1.53%
$67.8B
$337,000 0.07% of portfolio
2,013
Q1 2025 Added 23.12%
$1.34B
$297,000 0.07% of portfolio
14,000
Q2 2024 Reduced 17.65%
$404B
$332,000 0.07% of portfolio
1,949
Q1 2025 Reduced 18.04%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $452 Million
  • Prior Value $461 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
Track This Portfolio

Track Legacy Financial Strategies, LLC Portfolio

Follow Legacy Financial Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email