Legacy Financial Strategies, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $548 Million distributed in 135 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 $92.8M, Schwab Strategic Tr Us Broad M with a value of $69M, Ishares Core U.S. Aggregate Bo with a value of $41.8M, Ishares Core Dividend Growth E with a value of $40.5M, and Ishares Expanded Tech Sector E with a value of $37.8M.
Examining the 13F form we can see an increase of $43.5M in the current position value, from $505M to 548M.
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
$548 Million
ETFs: $381 Million
Technology: $34.8 Million
Industrials: $28.9 Million
Financial Services: $25.4 Million
Consumer Defensive: $10.5 Million
Consumer Cyclical: $9.79 Million
Utilities: $8.3 Million
Healthcare: $6.35 Million
Other: $12.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
