Legacy Financial Strategies, LLC
Q4 2025 13F Holdings
- Locationoverland park, KS
- Num holdings
138
- Value ($000)
$564,783
- Date Filed01/23/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $93.07M | 17 % | 2,853,067 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $68.02M | 12 % | 2,593,226 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $46.11M | 8 % | 461,639 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $35.66M | 6 % | 470,694 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $33.35M | 6 % | 405,115 | ||
ISHARES TR | EXPND TEC SC ETF | 464287549 | $32.92M | 6 % | 254,895 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | $29.59M | 5 % | 426,284 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $17.49M | 3 % | 52,178 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $11.98M | 2 % | 436,844 | ||
NVIDIA CORPORATION | COM | 67066G104 | $9.97M | 2 % | 53,432 |
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