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 Market Cap. of $10 Billions to $200 Billions
