LEGACY FINANCIAL GROUP, INC.
Q4 2025 13F Holdings
- Locationtulsa, OK
- Num holdings
94
- Value ($000)
$381,437
- Date Filed02/06/2026
- Form type13F-HR
- CIK0001965579
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $39.17M | 10 % | 350,459 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $35.25M | 9 % | 72,250 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $21.97M | 6 % | 554,892 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $21.96M | 6 % | 471,369 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $21.79M | 6 % | 454,428 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $21.68M | 6 % | 568,967 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $21.16M | 6 % | 646,402 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $18.55M | 5 % | 487,893 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $16.84M | 4 % | 226,994 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $15.34M | 4 % | 327,846 |
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