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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$539,000 0.12% of portfolio
32,288
Q1 2025 Reduced 5.01%

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
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