Legacy Financial Strategies, LLC
Q3 2025 13F Holdings
- Locationoverland park, KS
- Num holdings
135
- Value ($000)
$553,702
- Date Filed11/05/2025
- Form type13F-HR
- CIK0001723925
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $92.84M | 17 % | 2,909,284 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $69M | 13 % | 2,683,753 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $41.82M | 8 % | 417,133 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | $40.47M | 7 % | 594,516 | ||
ISHARES TR | EXPND TEC SC ETF | 464287549 | $37.84M | 7 % | 300,446 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $31.42M | 6 % | 434,856 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $18.86M | 3 % | 57,468 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $15.18M | 3 % | 127,714 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $12.91M | 2 % | 472,756 | ||
NVIDIA CORPORATION | COM | 67066G104 | $9.71M | 2 % | 52,055 |
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