Legacy Financial Strategies, LLC

Institutional manager (13F) · CIK 1723925

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $511M

#	Issuer	Value	Shares
1	SCHWAB STRATEGIC TR	$84M	2,899,431
2	SCHWAB STRATEGIC TR	$66M	2,614,587
3	ISHARES TR	$46M	465,781
4	AMERICAN CENTY ETF TR	$40M	470,141
5	AMERICAN CENTY ETF TR	$39M	481,853
6	ISHARES TR	$30M	256,060
7	ISHARES TR	$29M	414,367
8	VANGUARD INDEX FDS	$17M	52,955
9	SCHWAB STRATEGIC TR	$13M	436,471
10	NVIDIA CORPORATION	$9M	54,128
11	ISHARES TR	$8M	77,349
12	APPLE INC	$8M	31,737
13	VANECK ETF TRUST	$7M	18,476
14	STATE STR SPDR S&P 500 ETF T	$6M	8,563
15	ISHARES TR	$5M	40,794
16	INVESCO EXCH TRADED FD TR II	$5M	44,261
17	CATERPILLAR INC	$5M	6,875
18	VANGUARD INDEX FDS	$5M	8,010
19	BERKSHIRE HATHAWAY INC DEL	$5M	9,799
20	WALMART INC	$4M	33,633
21	MICROSOFT CORP	$4M	10,388
22	AFLAC INC	$4M	33,049
23	ATMOS ENERGY CORP	$4M	19,467
24	NEXTERA ENERGY INC	$4M	38,694
25	LINDE PLC	$3M	6,669
26	HENRY JACK & ASSOC INC	$3M	20,640
27	SHERWIN WILLIAMS CO	$3M	9,948
28	CINTAS CORP	$3M	18,413
29	LOWES COS INC	$3M	13,099
30	CINCINNATI FINL CORP	$3M	19,343
31	AMAZON COM INC	$3M	13,826
32	NORDSON CORP	$3M	10,703
33	S&P GLOBAL INC	$3M	6,423
34	FASTENAL CO	$3M	58,786
35	MCDONALDS CORP	$3M	8,312
36	NEW YORK LIFE INVTS ACTIVE E	$2M	103,010
37	ALPHABET INC	$2M	8,403
38	BROWN & BROWN INC	$2M	36,974
39	ABBOTT LABORATORIES	$2M	23,004
40	WW GRAINGER INC	$2M	2,163
41	EXPEDITORS INTL WASH INC	$2M	16,153
42	AUTOMATIC DATA PROCESSING IN	$2M	11,155
43	ECOLAB INC	$2M	8,004
44	ISHARES TR	$2M	20,721
45	BROADCOM INC	$2M	6,541
46	ROPER TECHNOLOGIES INC	$2M	5,582
47	PALANTIR TECHNOLOGIES INC	$2M	13,223
48	JPMORGAN CHASE & CO	$2M	5,683
49	TESLA INC	$2M	4,418
50	MCCORMICK & CO INC	$2M	32,448

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.