Legacy Financial Strategies, LLC 13F Holdings
CIK 0001723925 · LEAWOOD, KS
As of Sep 30, 2025, Legacy Financial Strategies, LLC reported 135 positions worth $553.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 2,909,284 | $92.8M | 16.77% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 2,683,753 | $69.0M | 12.46% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 417,133 | $41.8M | 7.55% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 594,516 | $40.5M | 7.31% |
| ISHARES EXPANDED TECH SECTOR ETF | IGM | — | 300,446 | $37.8M | 6.83% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 434,856 | $31.4M | 5.68% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 57,468 |