Legacy Financial Strategies, LLC Portfolio Holdings

Legacy Financial Strategies, LLC

  • $553 Million
  • Q4 2025

Legacy Financial Strategies, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $553 Million distributed in 138 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 $92M, Schwab Strategic Tr Us Broad M with a value of $67M, Ishares Core U.S. Aggregate Bo with a value of $46.2M, American Centy ETF Tr Avantis with a value of $34.2M, and Ishares Expanded Tech Sector E with a value of $32.6M.

Examining the 13F form we can see an increase of $4.35M in the current position value, from $548M to 553M.

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 $553 Million
ETFs: $387 Million
Technology: $37.1 Million
Industrials: $24.9 Million
Financial Services: $24.1 Million
Consumer Cyclical: $9.44 Million
Consumer Defensive: $9.37 Million
Utilities: $8.16 Million
Communication Services: $6.26 Million
Other: $11.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$92 Million 16.65% of portfolio
2,853,067
Q4 2025 Reduced 1.93%
$0
$67 Million 12.12% of portfolio
2,593,226
Q4 2025 Reduced 3.37%
$0
$46.2 Million 8.35% of portfolio
461,639
Q4 2025 Added 10.67%
$0
$34.2 Million 6.19% of portfolio
470,694
Q4 2025 Added 8.24%
$0
$32.6 Million 5.9% of portfolio
254,895
Q4 2025 Reduced 15.16%
$0
$32.5 Million 5.88% of portfolio
405,115
Q4 2025 New
$0
$29.2 Million 5.28% of portfolio
426,284
Q4 2025 Reduced 28.3%
$0
$17.2 Million 3.11% of portfolio
52,178
Q4 2025 Reduced 9.21%
$0
$11.9 Million 2.15% of portfolio
436,844
Q4 2025 Reduced 7.6%
$465B
$9.97 Million 1.8% of portfolio
53,432
Q4 2025 Added 2.65%
$4.3T
$8.58 Million 1.55% of portfolio
32,087
Q4 2025 Added 0.66%
$0
$8.02 Million 1.45% of portfolio
74,929
Q4 2025 Added 2.93%
$0
$6 Million 1.08% of portfolio
17,380
Q4 2025 Added 23.18%
$0
$5.76 Million 1.04% of portfolio
8,650
Q4 2025 Added 4.44%
$0
$5.55 Million 1.0% of portfolio
47,477
Q4 2025 Reduced 62.83%
$0
$5.38 Million 0.97% of portfolio
8,706
Q4 2025 Reduced 1.01%
$3.78T
$5.06 Million 0.91% of portfolio
9,961
Q4 2025 Added 0.76%
$0
$4.81 Million 0.87% of portfolio
40,793
Q4 2025 Added 15.69%
$72.3B
$3.88 Million 0.7% of portfolio
33,938
Q4 2025 Reduced 7.52%
$279B
$3.73 Million 0.67% of portfolio
36,235
Q4 2025 Reduced 7.97%
$24.5B
$3.52 Million 0.64% of portfolio
20,116
Q4 2025 Reduced 8.44%
$168B
$3.52 Million 0.64% of portfolio
41,023
Q4 2025 Reduced 9.05%
$19B
$3.44 Million 0.62% of portfolio
18,401
Q4 2025 Reduced 5.77%
$12B
$3.39 Million 0.61% of portfolio
20,640
Q2 2025 New
$86.1B
$3.35 Million 0.61% of portfolio
10,091
Q4 2025 Reduced 8.09%
$159B
$3.31 Million 0.6% of portfolio
6,776
Q4 2025 Reduced 7.68%
$26.1B
$3.34 Million 0.6% of portfolio
20,349
Q4 2025 Reduced 10.02%
$2.39T
$3.24 Million 0.59% of portfolio
13,808
Q4 2025 Added 3.62%
$228B
$3.14 Million 0.57% of portfolio
24,184
Q4 2025 Reduced 7.17%
$140B
$3.08 Million 0.56% of portfolio
13,707
Q4 2025 Reduced 7.53%
$104B
$2.96 Million 0.54% of portfolio
11,804
Q4 2025 Reduced 9.21%
$22.6B
$2.83 Million 0.51% of portfolio
20,470
Q4 2025 Reduced 12.81%
$22.8B
$2.76 Million 0.5% of portfolio
34,212
Q4 2025 Reduced 4.92%
$13.2B
$2.61 Million 0.47% of portfolio
11,327
Q4 2025 Reduced 9.82%
$47.7B
$2.53 Million 0.46% of portfolio
5,631
Q4 2025 Reduced 9.8%
$139B
$2.41 Million 0.44% of portfolio
7,040
Q4 2025 Added 23.44%
$23.2B
$2.42 Million 0.44% of portfolio
59,737
Q4 2025 Reduced 11.76%
$8.21B
$2.46 Million 0.44% of portfolio
37,960
Q4 2025 Reduced 10.86%
$0
$2.37 Million 0.43% of portfolio
97,452
Q4 2025 Reduced 1.02%
$342B
$2.28 Million 0.41% of portfolio
13,076
Q4 2025 Added 4.73%
$1.65T
$2.22 Million 0.4% of portfolio
8,028
Q4 2025 Added 3.75%
$32.2B
$2.1 Million 0.38% of portfolio
35,852
Q4 2025 Reduced 11.37%
$0
$2.1 Million 0.38% of portfolio
20,721
Q4 2025 Reduced 0.12%
$16.4B
$2.12 Million 0.38% of portfolio
32,470
Q4 2025 Reduced 17.07%
$291B
$1.99 Million 0.36% of portfolio
3,600
Q4 2025 Added 7.33%
$46.8B
$1.96 Million 0.36% of portfolio
2,119
Q4 2025 Reduced 14.63%
$23B
$1.79 Million 0.32% of portfolio
17,573
Q4 2025 Added 533.03%
$881B
$1.71 Million 0.31% of portfolio
5,699
Q4 2025 Added 1.35%
$1.29T
$1.73 Million 0.31% of portfolio
4,242
Q4 2025 Added 4.48%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $553 Million
  • Prior Value $548 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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