Legacy Financial Group, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Legacy Financial Group, Inc. reported 89 stock positions worth $378.4 million. Its top holding was Avantis U.S. Equity ETF (AVUS) at 10.7% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 8.4%) and Dimensional US Marketwide Va (DFUV, 6.0%). Compared with Q4 2025, it opened 2 new positions, sold out of 7, added to 26 and reduced 46. The biggest buy was Avantis U.S. Equity ETF (AVUS, shares +4%) and the biggest sale Vanguard Total Intl Bond ETF (BNDX, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- TULSA, OK
- CIK
- 0001965579
- Portfolio Value
- $378.4M (Q1 2026)
- SEC Filing
- 0001104659-26-049370 ↗ filed Apr 27, 2026
Holdings Value
Holdings 89 stocks · $378.4M
| AVUS Avantis U.S. Equity ETF | 10.68% | 363,360 | $40.4M | Add +3.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 8.38% | 72,580 | $31.7M | Add +0.5% |
| DFUV Dimensional US Marketwide Va | 5.99% | 468,036 | $22.7M | Reduce -0.7% |
| DFSD Dimensional Short Duration | 5.91% | 467,314 | $22.4M | Add +2.8% |
| DFAI Dimensional International Co. | 5.81% | 563,983 | $22.0M | Reduce -0.9% |
| DFAX Dimensional World Ex US Core | 5.79% | 645,085 | $21.9M | Reduce -0.2% |
| DFAC Dimensional US Core Equity 2 | 5.64% | 549,536 | $21.4M | Reduce -1.0% |
| DUHP Dimensional US High Profi Et | 4.86% | 500,768 | $18.4M | Add +2.6% |
| DFUS Dimensional US Eq MKT ETF | 4.39% | 234,068 | $16.6M | Add +3.1% |
| DFAU Dimensional US Core Equity M | 3.93% | 329,484 | $14.9M | Add +0.5% |
| DFCF Dimensional Core Fixed Inc. | 3.72% | 333,282 | $14.1M | Add +2.5% |
| BNDX Vanguard Total Intl Bond ETF | 2.75% | 216,634 | $10.4M | Reduce -12.1% |
| DFLV Dim US Large Cap Value ETF | 2.71% | 286,884 | $10.2M | Add +4.4% |
| AAPL Apple Inc. | 2.59% | 38,571 | $9.8M | Reduce -0.8% |
| DFAT Dimensional US Target Value | 2.51% | 151,851 | $9.5M | Reduce -1.3% |
| DFAE Dimensional Emerging Core Eq | 1.69% | 188,414 | $6.4M | Reduce -2.9% |
| SCHX Schwab US Large-Cap ETF | 1.64% | 241,326 | $6.2M | Reduce -1.8% |
| DFAR Dimensional US Real Est ETF | 1.27% | 202,822 | $4.8M | Add +0.2% |
| OKE Oneok Inc. | 1.19% | 49,777 | $4.5M | Reduce -0.6% |
| IWF iShares Russell 1000 Growth | 1.11% | 9,892 | $4.2M | Add +3.7% |
| VNQ Vanguard Real Estate ETF | 1.02% | 43,613 | $3.9M | Reduce -1.7% |
| DFEM Dimensional Emrg MRKT Core | 1.00% | 109,028 | $3.8M | Add +0.6% |
| DFIC Dimensional International Co. | 0.90% | 96,306 | $3.4M | Add +2.9% |
| AVLV Avantis US Large Cap Value | 0.87% | 40,640 | $3.3M | Add +1.1% |
| DFAS Dimensional US Small Cap ETF | 0.85% | 45,059 | $3.2M | Add +3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.79% | 6,257 | $3.0M | Reduce -0.2% |
| SUB iShares Short-Term National | 0.77% | 27,408 | $2.9M | Reduce -3.9% |
| NVDA Nvidia Corp. | 0.74% | 15,958 | $2.8M | Add +0.1% |
| DFNM Dimensional National Muni BD | 0.71% | 56,410 | $2.7M | Add +0.9% |
| DFSV Dimensional US Small Cap Val | 0.69% | 74,088 | $2.6M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.63% | 8,294 | $2.4M | Add +0.1% |
| MSFT Microsoft Corp. | 0.58% | 5,972 | $2.2M | Reduce -0.3% |
| VTIP Vanguard Short-Term Tips | 0.58% | 44,190 | $2.2M | Add +2.2% |
| WMT Walmart Inc. | 0.44% | 13,294 | $1.7M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 0.36% | 2,069 | $1.4M | Reduce -3.0% |
| AMZN Amazon.com Inc. | 0.33% | 6,036 | $1.3M | Reduce -0.4% |
| AVLC Avantis US LG Cap Eq ETF | 0.32% | 15,524 | $1.2M | Add +45.8% |
| GOOGL Alphabet Inc. Class A | 0.28% | 3,711 | $1.1M | Reduce -3.8% |
| BANF Bancfirst Corp. | 0.28% | 9,675 | $1.0M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 1,488 | $968K | Reduce -1.3% |
| DFAW Dimensional World Eqty ETF | 0.25% | 12,592 | $929K | Add +30.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 2,565 | $823K | Add +0.1% |
| AVUQ Avantis US Quality Eq ETF | 0.21% | 13,710 | $778K | Add +14.5% |
| CAT Caterpillar Inc. | 0.20% | 1,074 | $761K | Reduce -0.3% |
| AVUV Avantis US Small Cap Value | 0.19% | 6,596 | $729K | Reduce -1.2% |
| WMB Williams Cos Inc. | 0.17% | 8,839 | $643K | Reduce -3.4% |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 4,322 | $632K | No change |
| PGR Progressive Corp. | 0.17% | 3,176 | $630K | No change |
| XOM Exxon Mobil Corp. | 0.16% | 3,550 | $602K | Reduce -2.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 1,003 | $579K | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 0.15% | 1,887 | $555K | Reduce -2.4% |
| VGT Vanguard Info Tech ETF | 0.14% | 762 | $531K | No change |
| ABBV Abbvie Inc. | 0.13% | 2,243 | $488K | Add +9.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 1,493 | $446K | Reduce -5.5% |
| CVX Chevron Corp. | 0.11% | 2,066 | $427K | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 0.11% | 722 | $413K | Reduce -2.6% |
| XLK SS Technology Select Sector | 0.11% | 3,092 | $411K | Reduce -2.2% |
| MCD McDonald's Corp. | 0.11% | 1,316 | $409K | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 0.11% | 677 | $404K | Reduce -0.3% |
| OGE Oge Energy Corp. | 0.11% | 8,372 | $402K | Reduce -1.8% |
| PM Philip Morris International | 0.10% | 2,388 | $395K | No change |
| XLI SS Industrial Select Sector | 0.09% | 2,150 | $348K | Reduce -1.6% |
| AVGO Broadcom Inc. | 0.09% | 1,092 | $338K | No change |
| NEE Nextera Energy Inc. | 0.09% | 3,631 | $337K | Add +34.8% |
| IYY iShares Dow Jones U.S. ETF | 0.09% | 2,112 | $335K | No change |
| JNJ Johnson & Johnson | 0.09% | 1,329 | $325K | Reduce -1.8% |
| DUSB Dimension Ultrashort Fi ETF | 0.08% | 6,123 | $310K | Add +28.0% |
| ARLP Alliance Resource Partners | 0.08% | 10,595 | $293K | New |
| IWB iShares Russell 1000 ETF | 0.08% | 813 | $290K | No change |
| EPD Enterprise Products Partners | 0.08% | 7,616 | $288K | Reduce -1.1% |
| COP Conocophillips | 0.08% | 2,171 | $287K | No change |
| TSLA Tesla Inc. | 0.08% | 770 | $286K | No change |
| VZ Verizon Communications Inc. | 0.07% | 5,457 | $274K | Reduce -3.0% |
| MRK Merck & Co. Inc. | 0.07% | 2,264 | $272K | Reduce -2.0% |
| RTX RTX Corp. | 0.07% | 1,322 | $255K | Reduce -1.5% |
| COST Costco Wholesale Corp. | 0.07% | 247 | $246K | Reduce -1.2% |
| VOOV Vanguard S&P 500 Value ETF | 0.06% | 1,200 | $245K | No change |
| LLY Eli Lilly & Co. | 0.06% | 263 | $242K | Reduce -4.4% |
| AXP American Express Co. | 0.06% | 785 | $237K | No change |
| VXUS Vanguard Total Intl Stock | 0.06% | 3,033 | $234K | Add +0.6% |
| OPER Clearshares Ultra-Short Matu | 0.06% | 2,286 | $229K | Reduce -22.3% |
| IJH iShares Core S&P Midcap ETF | 0.06% | 3,324 | $224K | Reduce -1.3% |
| V Visa Inc. Class A | 0.06% | 720 | $218K | Reduce -0.4% |
| PJT PJT Partners Inc. Class A | 0.06% | 1,504 | $210K | No change |
| DIHP Dimensional International Hi | 0.06% | 6,488 | $209K | New |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 972 | $209K | No change |
| PG The Procter & Gamble Co. | 0.05% | 1,403 | $203K | Reduce -2.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 766 | $201K | Reduce -6.4% |
| LYG Lloyds Banking Group PLC-ADR | 0.02% | 13,581 | $68K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| BNDX Vanguard Total Intl Bond ETF | Reduce -12.1% | 2.75% | −0.37 |
| AAPL Apple Inc. | Reduce -0.8% | 2.59% | −0.18 |
| MSFT Microsoft Corp. | Reduce -0.3% | 0.58% | −0.18 |
| DFAC Dimensional US Core Equity 2 | Reduce -1.0% | 5.64% | −0.12 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.8% | 1.64% | −0.10 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.08 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.06 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.06 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.05 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.05 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.05 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 0.33% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -3.8% | 0.28% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 0.79% | −0.03 |
| SUB iShares Short-Term National | Reduce -3.9% | 0.77% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -3.0% | 0.36% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -2.6% | 0.11% | −0.02 |
| OPER Clearshares Ultra-Short Matu | Reduce -22.3% | 0.06% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -2.4% | 0.15% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.3% | 0.26% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -4.4% | 0.06% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -5.5% | 0.12% | −0.01 |
| XLK SS Technology Select Sector | Reduce -2.2% | 0.11% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.4% | 0.15% | −0.01 |
| V Visa Inc. Class A | Reduce -0.4% | 0.06% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -1.7% | 1.02% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.3% | 0.11% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -6.4% | 0.05% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -2.0% | 0.05% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.3% | 0.06% | +0.00 |
| MCD McDonald's Corp. | Reduce -0.5% | 0.11% | +0.00 |
| RTX RTX Corp. | Reduce -1.5% | 0.07% | +0.00 |
| XLI SS Industrial Select Sector | Reduce -1.6% | 0.09% | +0.00 |
| MRK Merck & Co. Inc. | Reduce -2.0% | 0.07% | +0.01 |
| COST Costco Wholesale Corp. | Reduce -1.2% | 0.07% | +0.01 |
| OGE Oge Energy Corp. | Reduce -1.8% | 0.11% | +0.01 |
| EPD Enterprise Products Partners | Reduce -1.1% | 0.08% | +0.01 |
| VZ Verizon Communications Inc. | Reduce -3.0% | 0.07% | +0.01 |
| JNJ Johnson & Johnson | Reduce -1.8% | 0.09% | +0.01 |
| AVUV Avantis US Small Cap Value | Reduce -1.2% | 0.19% | +0.01 |
| WMB Williams Cos Inc. | Reduce -3.4% | 0.17% | +0.03 |
| DFAE Dimensional Emerging Core Eq | Reduce -2.9% | 1.69% | +0.03 |
| CVX Chevron Corp. | Reduce -0.5% | 0.11% | +0.03 |
| CAT Caterpillar Inc. | Reduce -0.3% | 0.20% | +0.04 |
| DFSV Dimensional US Small Cap Val | Reduce -0.7% | 0.69% | +0.04 |
| XOM Exxon Mobil Corp. | Reduce -2.2% | 0.16% | +0.04 |
| WMT Walmart Inc. | Reduce -0.7% | 0.44% | +0.05 |
| DFAT Dimensional US Target Value | Reduce -1.3% | 2.51% | +0.10 |
| DFAI Dimensional International Co. | Reduce -0.9% | 5.81% | +0.12 |
Portfolio Buys Q4 2025 → Q1 2026
| AVUS Avantis U.S. Equity ETF | Add +3.7% | 10.68% | +0.41 |
| DFLV Dim US Large Cap Value ETF | Add +4.4% | 2.71% | +0.24 |
| DFSD Dimensional Short Duration | Add +2.8% | 5.91% | +0.20 |
| AVLC Avantis US LG Cap Eq ETF | Add +45.8% | 0.32% | +0.10 |
| DFCF Dimensional Core Fixed Inc. | Add +2.5% | 3.72% | +0.09 |
| ARLP Alliance Resource Partners | New | 0.08% | +0.08 |
| AVLV Avantis US Large Cap Value | Add +1.1% | 0.87% | +0.07 |
| DFIC Dimensional International Co. | Add +2.9% | 0.90% | +0.06 |
| DFAW Dimensional World Eqty ETF | Add +30.2% | 0.25% | +0.06 |
| DFEM Dimensional Emrg MRKT Core | Add +0.6% | 1.00% | +0.06 |
| DIHP Dimensional International Hi | New | 0.06% | +0.06 |
| DFAR Dimensional US Real Est ETF | Add +0.2% | 1.27% | +0.05 |
| DFAS Dimensional US Small Cap ETF | Add +3.3% | 0.85% | +0.05 |
| NEE Nextera Energy Inc. | Add +34.8% | 0.09% | +0.03 |
| VTIP Vanguard Short-Term Tips | Add +2.2% | 0.58% | +0.02 |
| DUSB Dimension Ultrashort Fi ETF | Add +28.0% | 0.08% | +0.02 |
| AVUQ Avantis US Quality Eq ETF | Add +14.5% | 0.21% | +0.02 |
| DFNM Dimensional National Muni BD | Add +0.9% | 0.71% | +0.01 |
| ABBV Abbvie Inc. | Add +9.9% | 0.13% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +0.6% | 0.06% | +0.00 |
| DUHP Dimensional US High Profi Et | Add +2.6% | 4.86% | 0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.22% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Add +3.1% | 4.39% | −0.03 |
| NVDA Nvidia Corp. | Add +0.1% | 0.74% | −0.05 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.63% | −0.05 |
| IWF iShares Russell 1000 Growth | Add +3.7% | 1.11% | −0.07 |
| DFAU Dimensional US Core Equity M | Add +0.5% | 3.93% | −0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.5% | 8.38% | −0.86 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 104 | $428.5M | AVUS, VUG, DFSD, DFUV, DFAX |
| Q1 2026 | 89 | $378.4M | AVUS, VUG, DFUV, DFSD, DFAI |
| Q4 2025 | 94 | $381.4M | AVUS, VUG, DFAC, DFUV, DFSD |
| Q3 2025 | 92 | $364.8M | VUG, AVUS, DFAC, DFAI, DFUV |
| Q2 2025 | 85 | $338.3M | VUG, AVUS, DFAC, DFAI, DFSD |
| Q1 2025 | 82 | $311.5M | VUG, AVUS, DFAC, DFSD, DFUV |
| Q4 2024 | 85 | $310.6M | VUG, AVUS, DFAC, DFUV, DFSD |
| Q3 2024 | 79 | $294.1M | VUG, AVUS, DFAC, DFUV, DFAI |
| Q2 2024 | 72 | $264.1M | VUG, AVUS, DFAC, DFUV, DFAI |
| Q1 2024 | 74 | $254.1M | VUG, DFAC, AVUS, DFUV, DFAI |