Legacy Financial Group, Inc. Top Holdings and 13F Report (2025) About Legacy Financial Group, Inc.Investment ActivityLegacy Financial Group, Inc. has $310.56 million in total holdings as of December 31, 2024.Legacy Financial Group, Inc. owns shares of 85 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 4.74% of the portfolio was purchased this quarter.About 0.76% of the portfolio was sold this quarter.This quarter, Legacy Financial Group, Inc. has purchased 79 new stocks and bought additional shares in 31 stocks.Legacy Financial Group, Inc. sold shares of 33 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Growth ETF $31,757,851Avantis U.S. Equity ETF $25,079,458Dimensional U.S. Core Equity 2 ETF $20,347,949Dimensional US Marketwide Value ETF $18,242,873Dimensional Short-Duration Fixed Income ETF $17,749,779 Largest New Holdings this Quarter Industrial Select Sector SPDR Fund $488,566 HoldingPALANTIR TECHNOLOGIES INC $364,007 HoldingConsumer Discretionary Select Sector SPDR Fund $356,941 HoldingBroadcom $305,101 HoldingHealth Care Select Sector SPDR Fund $247,488 Holding Largest Purchases this Quarter Avantis U.S. Equity ETF 13,878 shares (about $1.35M)Dimensional World ex U.S. Core Equity 2 ETF 45,970 shares (about $1.14M)Dimensional US High Profitability ETF 32,266 shares (about $1.09M)Dimensional Short-Duration Fixed Income ETF 22,992 shares (about $1.08M)Apple 4,154 shares (about $1.04M) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 10,094 shares (about $349.15K)Dimensional U.S. Targeted Value ETF 4,910 shares (about $273.29K)Dimensional National Municipal Bond ETF 5,069 shares (about $242.15K)ONEOK 1,171 shares (about $117.57K)iShares Short-Term National Muni Bond ETF 963 shares (about $101.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$31,757,851$104,662 ▲0.3%77,37510.2%ETFAVUSAvantis U.S. Equity ETF$25,079,458$1,345,194 ▲5.7%258,7388.1%ETFDFACDimensional U.S. Core Equity 2 ETF$20,347,949$349,151 ▼-1.7%588,2616.6%ETFDFUVDimensional US Marketwide Value ETF$18,242,873$254,973 ▲1.4%445,8185.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$17,749,779$1,077,864 ▲6.5%378,6225.7%ETFDFAIDimensional International Core Equity Market ETF$16,905,398$222,679 ▲1.3%578,9525.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$14,233,389$1,142,814 ▲8.7%572,5424.6%ETFDUHPDimensional US High Profitability ETF$14,181,443$1,090,269 ▲8.3%419,6934.6%ETFDFUSDimensional U.S. Equity ETF$11,836,499$774,306 ▲7.0%185,6713.8%ETFDFAUDimensional US Core Equity Market ETF$11,656,909$87,499 ▼-0.7%287,8963.8%ETFDFCFDimensional Core Fixed Income ETF$10,696,656$493,383 ▲4.8%259,1873.4%ETFAAPLApple$10,033,266$1,040,238 ▲11.6%40,0663.2%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$9,065,225$273,290 ▼-2.9%162,8682.9%ETFBNDXVanguard Total International Bond ETF$8,699,459$1,011,362 ▲13.2%177,3592.8%ETFSCHXSchwab US Large-Cap ETF$6,328,633$51,900 ▼-0.8%273,0212.0%ETFDFAEDimensional Emerging Core Equity Market ETF$5,798,694$7,712 ▼-0.1%228,5651.9%ETFDFLVDimensional US Large Cap Value ETF$5,666,216$603,574 ▲11.9%188,6851.8%ETFSUBiShares Short-Term National Muni Bond ETF$4,598,401$101,577 ▼-2.2%43,5951.5%ETFOKEONEOK$4,592,895$117,568 ▼-2.5%45,7461.5%Oils/EnergyDFNMDimensional National Municipal Bond ETF$4,521,048$242,146 ▼-5.1%94,6421.5%ETFDFARDimensional US Real Estate ETF$4,355,959$539,003 ▲14.1%187,1921.4%ETFVNQVanguard Real Estate ETF$4,080,382$10,868 ▼-0.3%45,8061.3%ETFIWFiShares Russell 1000 Growth ETF$4,027,847$112,041 ▲2.9%10,0301.3%ETFMSFTMicrosoft$3,036,055$352,373 ▲13.1%7,2031.0%Computer and TechnologyBRK.BBerkshire Hathaway$2,822,575$907 ▲0.0%6,2270.9%FinanceDFASDimensional U.S. Small Cap ETF$2,756,073$237,737 ▲9.4%42,3490.9%ETFNVDANVIDIA$2,524,765$18,129 ▼-0.7%18,8010.8%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$2,521,000$296,026 ▲13.3%96,2580.8%ETFDFSVDimensional US Small Cap Value ETF$2,373,415$110,593 ▲4.9%77,1090.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,197,711$36,364 ▲1.7%45,3880.7%ManufacturingGOOGAlphabet$1,860,240$9,332 ▼-0.5%9,7680.6%Computer and TechnologyAVLVAvantis U.S. Large Cap Value ETF$1,836,776$275,026 ▲17.6%27,5090.6%ETFDFICDimensional International Core Equity 2 ETF$1,492,394$553,988 ▲59.0%57,7440.5%ETFAMZNAmazon.com$1,449,071$86,440 ▲6.3%6,6050.5%Retail/WholesaleGOOGLAlphabet$1,061,784$66,066 ▲6.6%5,6090.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$951,334$71,511 ▼-7.0%1,6230.3%FinanceWMTWalmart$934,456$27,646 ▼-2.9%10,3430.3%Retail/WholesaleBANFBancFirst$930,6440.0%7,9420.3%FinanceIVViShares Core S&P 500 ETF$818,885$1,766 ▲0.2%1,3910.3%ETFOPERClearShares Ultra-Short Maturity ETF$659,729$24,716 ▼-3.6%6,5930.2%ETFAVUVAvantis U.S. Small Cap Value ETF$652,179$6,468 ▲1.0%6,7560.2%ETFWMBWilliams Companies$644,397$29,224 ▼-4.3%11,9070.2%Oils/EnergyOGEOGE Energy$638,8840.0%15,4880.2%UtilitiesXLKTechnology Select Sector SPDR Fund$558,281$246,704 ▲79.2%2,4010.2%ETFJPMJPMorgan Chase & Co.$530,478$4,315 ▼-0.8%2,2130.2%FinanceMETAMeta Platforms$508,808$1,757 ▼-0.3%8690.2%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$488,566$488,566 ▲New Holding3,7080.2%ETFARKKARK Innovation ETF$478,0600.0%8,4210.2%ETFXOMExxon Mobil$458,726$9,252 ▼-2.0%4,2640.1%Oils/EnergyCVXChevron$450,554$7,531 ▼-1.6%3,1110.1%Oils/EnergyQQQInvesco QQQ$450,394$3,579 ▲0.8%8810.1%FinanceABBVAbbVie$433,688$2,310 ▼-0.5%2,4410.1%MedicalPMPhilip Morris International$419,179$6,860 ▼-1.6%3,4830.1%Consumer StaplesVVVanguard Large-Cap ETF$412,3710.0%1,5290.1%ETFTSLATesla$386,475$9,692 ▼-2.4%9570.1%Auto/Tires/TrucksCATCaterpillar$386,294$6,529 ▼-1.7%1,0650.1%Industrial ProductsEPDEnterprise Products Partners$382,2720.0%12,1900.1%Oils/EnergyLLYEli Lilly and Company$370,8950.0%4800.1%MedicalPALANTIR TECHNOLOGIES INC$364,007$364,007 ▲New Holding4,8130.1%CL AXLYConsumer Discretionary Select Sector SPDR Fund$356,941$356,941 ▲New Holding1,5910.1%FinanceXLEEnergy Select Sector SPDR Fund$349,407$57,307 ▲19.6%4,0790.1%ETFDIMENSIONAL ETF TRUST$338,346$62,175 ▼-15.5%6,6880.1%ULTRASHORT FIXEDVVisa$334,128$2,529 ▼-0.8%1,0570.1%Business ServicesPGProcter & Gamble$316,5230.0%1,8880.1%Consumer StaplesAVGOBroadcom$305,101$305,101 ▲New Holding1,3160.1%Computer and TechnologyIYYiShares Dow Jones U.S. ETF$302,2060.0%2,1120.1%ETFCSCOCisco Systems$301,920$10,005 ▲3.4%5,1000.1%Computer and TechnologyJNJJohnson & Johnson$297,734$2,458 ▼-0.8%2,0590.1%MedicalVTIVanguard Total Stock Market ETF$297,0550.0%1,0250.1%ETFUNHUnitedHealth Group$282,776$9,611 ▼-3.3%5590.1%MedicalSYKStryker$249,085$4,319 ▼-1.7%6920.1%MedicalXLVHealth Care Select Sector SPDR Fund$247,488$247,488 ▲New Holding1,7990.1%ETFVOOVanguard S&P 500 ETF$243,841$71,591 ▼-22.7%4530.1%ETFVGTVanguard Information Technology ETF$242,7720.0%3900.1%ETFPJTPJT Partners$242,3960.0%1,5360.1%FinanceAXPAmerican Express$239,5100.0%8070.1%FinanceMCDMcDonald's$232,216$290 ▲0.1%8010.1%Retail/WholesaleCOSTCostco Wholesale$228,151$1,833 ▼-0.8%2490.1%Retail/WholesaleMRKMerck & Co., Inc.$220,249$1,890 ▼-0.9%2,2140.1%MedicalCOPConocoPhillips$218,989$1,389 ▼-0.6%2,2080.1%Oils/EnergyNFLXNetflix$205,004$205,004 ▲New Holding2300.1%Consumer DiscretionaryANETArista Networks$203,817$203,817 ▲New Holding1,8440.1%Computer and TechnologyDISWalt Disney$202,966$65,354 ▼-24.4%1,8230.1%Consumer DiscretionaryCRMSalesforce$201,267$201,267 ▲New Holding6020.1%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$200,784$200,784 ▲New Holding2,0740.1%ETFPSXPhillips 66$0$233,894 ▼-100.0%00.0%Oils/EnergyAMDAdvanced Micro Devices$0$224,173 ▼-100.0%00.0%Computer and TechnologyMOAltria Group$0$200,603 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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