Legacy Financial Strategies, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Legacy Financial Strategies, LLC reported 152 stock positions worth $645.7 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 15.4% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 12.0%) and iShares Core U.S. Aggregate (AGG, 7.0%). Compared with Q1 2026, it opened 18 new positions, sold out of 7, added to 48 and reduced 66. The biggest buy was Amer Cent SH Dur Strat (SDSI, shares +6901%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0001723925
- Portfolio Value
- $645.7M (Q2 2026)
- SEC Filing
- 0001723925-26-000008 ↗ filed Jul 21, 2026
Holdings Value
Holdings 152 stocks · $645.7M
| SCHG Schwab US Large-Cap Growth | 15.39% | 2,937,132 | $99.4M | Add +1.3% |
| SCHB Schwab US Broad Market ETF | 11.96% | 2,665,380 | $77.2M | Add +1.9% |
| AGG iShares Core U.S. Aggregate | 7.03% | 458,378 | $45.4M | Reduce -1.6% |
| AVLV Avantis US Large Cap Value | 6.88% | 487,176 | $44.4M | Add +1.1% |
| AVDE Avantis International Equity | 6.68% | 483,677 | $43.1M | Add +2.9% |
| IGM iShares Expanded Tech Sector | 6.48% | 255,742 | $41.8M | Reduce -0.1% |
| DGRO iShares Core Dividend Growth | 4.91% | 418,414 | $31.7M | Add +1.0% |
| VTI VG Morningstar TS MKT ETF-US | 3.08% | 53,791 | $19.9M | Add +1.6% |
| SDSI Amer Cent SH Dur Strat Inc. | 2.63% | 330,104 | $17.0M | Add +6901.1% |
| SCHD Schwab US DVD Equity ETF | 2.15% | 437,276 | $13.9M | Add +0.2% |
| SMH Vaneck Semiconductor ETF | 1.92% | 18,874 | $12.4M | Add +2.1% |
| NVDA Nvidia Corp. | 1.68% | 54,201 | $10.8M | Add +0.1% |
| AAPL Apple Inc. | 1.43% | 31,984 | $9.3M | Add +0.8% |
| SPMO Invesco S&P 500 Momentum ETF | 1.21% | 48,495 | $7.8M | Add +9.6% |
| MUB iShares National Muni Bond E | 1.20% | 72,042 | $7.8M | Reduce -6.9% |
| CAT Caterpillar Inc. | 1.08% | 6,554 | $7.0M | Reduce -4.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.99% | 8,552 | $6.4M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 0.90% | 39,253 | $5.8M | Reduce -3.8% |
| VOO Vanguard S&P 500 ETF | 0.78% | 7,360 | $5.1M | Reduce -8.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.75% | 9,679 | $4.8M | Reduce -1.2% |
| WMT Walmart Inc. | 0.57% | 32,751 | $3.7M | Reduce -2.6% |
| AFL Aflac Inc. | 0.57% | 31,197 | $3.7M | Reduce -5.6% |
| MSFT Microsoft Corp. | 0.56% | 9,638 | $3.6M | Reduce -7.2% |
| CINF Cincinnati Financial Corp. | 0.52% | 18,238 | $3.4M | Reduce -5.7% |
| LIN Linde PLC | 0.51% | 6,369 | $3.3M | Reduce -4.5% |
| SHW The Sherwin-Williams Co. | 0.51% | 9,482 | $3.3M | Reduce -4.7% |
| AMZN Amazon.com Inc. | 0.50% | 13,465 | $3.2M | Reduce -2.6% |
| ATO Atmos Energy Corp. | 0.49% | 18,181 | $3.1M | Reduce -6.6% |
| NEE Nextera Energy Inc. | 0.47% | 34,846 | $3.1M | Reduce -9.9% |
| GOOGL Alphabet Inc. Class A | 0.47% | 8,498 | $3.0M | Add +1.1% |
| NDSN Nordson Corp. | 0.47% | 10,038 | $3.0M | Reduce -6.2% |
| CTAS Cintas Corp. | 0.47% | 17,779 | $3.0M | Reduce -3.4% |
| GWW WW Grainger Inc. | 0.44% | 2,098 | $2.9M | Reduce -3.0% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.44% | 20,640 | $2.8M | No change |
| LOW Lowe's Cos Inc. | 0.42% | 12,418 | $2.7M | Reduce -5.2% |
| FAST Fastenal Co. | 0.41% | 55,100 | $2.6M | Reduce -6.3% |
| AVGO Broadcom Inc. | 0.40% | 6,764 | $2.6M | Add +3.4% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.39% | 102,794 | $2.5M | Reduce -0.2% |
| ADP Automatic Data Processing | 0.38% | 10,999 | $2.5M | Reduce -1.4% |
| MU Micron Technology Inc. | 0.36% | 2,006 | $2.3M | Add +11.6% |
| IUSV iShares Core S&P U.S. Value | 0.35% | 20,721 | $2.3M | No change |
| ECL Ecolab Inc. | 0.34% | 7,886 | $2.2M | Reduce -1.5% |
| MCD McDonald's Corp. | 0.33% | 7,847 | $2.1M | Reduce -5.6% |
| BRO Brown & Brown Inc. | 0.32% | 32,531 | $2.1M | Reduce -12.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.31% | 2,640 | $2.0M | Add +5.1% |
| NUE Nucor Corp. | 0.31% | 9,023 | $2.0M | New |
| ABT Abbott Laboratories | 0.30% | 21,360 | $1.9M | Reduce -7.2% |
| TSLA Tesla Inc. | 0.29% | 4,510 | $1.9M | Add +2.1% |
| AMD Advanced Micro Devices | 0.29% | 3,235 | $1.9M | Add +20.3% |
| ITW Illinois Tool Works | 0.29% | 6,898 | $1.9M | New |
| JPM JPMorgan Chase & Co. | 0.28% | 5,533 | $1.8M | Reduce -2.6% |
| ROP Roper Technologies Inc. | 0.28% | 5,269 | $1.8M | Reduce -5.6% |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 14,231 | $1.7M | Add +7.6% |
| JAAA Janus Henderson Aaa Clo ETF | 0.25% | 32,360 | $1.6M | Add +5.5% |
| ERIE Erie Indemnity Company Class A | 0.24% | 6,560 | $1.6M | New |
| ABBV Abbvie Inc. | 0.21% | 5,382 | $1.4M | Reduce -7.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 2,568 | $1.2M | Add +3.3% |
| BND Vanguard Total Bond Market | 0.18% | 15,663 | $1.1M | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 0.18% | 2,028 | $1.1M | Reduce -11.9% |
| GOOG Alphabet Inc. Class C | 0.18% | 3,202 | $1.1M | Add +4.3% |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 4,518 | $1.1M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.16% | 844 | $1.0M | Add +8.1% |
| TMUS T-Mobile US Inc. | 0.15% | 5,962 | $1.0M | Add +7.7% |
| XLV SS Health Care Select Sector | 0.15% | 6,154 | $976K | Reduce -3.8% |
| SPGI S&P Global Inc. | 0.15% | 2,384 | $971K | Reduce -62.9% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.14% | 35,136 | $894K | Reduce -2.6% |
| CP Canadian Pacific Kansas City | 0.14% | 10,192 | $883K | No change |
| SPHB Invesco S&P 500 High Beta Et | 0.13% | 5,500 | $856K | No change |
| IOO iShares Global 100 ETF | 0.13% | 6,203 | $847K | No change |
| GEV GE Vernova Inc. | 0.13% | 719 | $845K | Add +8.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 1,095 | $807K | Add +81.6% |
| JNJ Johnson & Johnson | 0.12% | 3,070 | $780K | Reduce -1.1% |
| RSP Invesco S&P 500 Equal Weight | 0.12% | 3,555 | $756K | Add +0.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.10% | 20,769 | $646K | Reduce -33.7% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.10% | 323 | $643K | Add +11.0% |
| AXP American Express Co. | 0.10% | 1,863 | $630K | Add +0.4% |
| FHLC Fidelity MSCI Health Care | 0.10% | 7,986 | $617K | Reduce -3.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 2,181 | $613K | Reduce -31.5% |
| V Visa Inc. Class A | 0.09% | 1,756 | $602K | Add +2.7% |
| VYM Vanguard High DVD Yield ETF | 0.09% | 3,730 | $589K | Add +160.8% |
| WMB Williams Cos Inc. | 0.09% | 7,858 | $584K | Add +0.2% |
| SO The Southern Co. | 0.09% | 5,938 | $568K | No change |
| PANW Palo Alto Networks Inc. | 0.09% | 1,638 | $559K | Reduce -10.4% |
| HON Honeywell International Inc. | 0.08% | 2,448 | $548K | Reduce -0.2% |
| HONA Honeywell Aerospace Inc. | 0.08% | 2,446 | $541K | Reduce -0.3% |
| COST Costco Wholesale Corp. | 0.08% | 554 | $519K | Add +13.3% |
| COHR Coherent Corp. | 0.08% | 1,248 | $492K | New |
| CDNS Cadence Design SYS Inc. | 0.08% | 1,311 | $492K | Add +14.8% |
| EOT Eaton Vance National Municip | 0.08% | 27,684 | $488K | Reduce -9.4% |
| GLD SPDR Gold Shares | 0.07% | 1,298 | $478K | Reduce -10.1% |
| NOBL Proshares S&P 500 Dividend A | 0.07% | 8,214 | $461K | Reduce -5.2% |
| IWM iShares Russell 2000 ETF | 0.07% | 1,485 | $446K | New |
| MOAT Vaneck Morningstar Wide Moat | 0.07% | 4,111 | $427K | No change |
| XLK SS Technology Select Sector | 0.07% | 2,242 | $427K | No change |
| USAC USA Compression Partners LP | 0.07% | 16,000 | $422K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.06% | 6,109 | $413K | Add +0.1% |
| ETN Eaton Corp. PLC | 0.06% | 920 | $392K | Add +13.0% |
| MDY State Street SPDR S&P Midcap | 0.06% | 557 | $392K | Reduce -3.3% |
| ET Energy Transfer LP | 0.06% | 20,391 | $390K | No change |
| EXPD Expeditors Intl Wash Inc. | 0.06% | 2,392 | $390K | Reduce -85.2% |
Portfolio Sells Q1 2026 → Q2 2026
| AGG iShares Core U.S. Aggregate | Reduce -1.6% | 7.03% | −1.32 |
| EXPD Expeditors Intl Wash Inc. | Reduce -85.2% | 0.06% | −0.36 |
| SPGI S&P Global Inc. | Reduce -62.9% | 0.15% | −0.34 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.30 |
| MUB iShares National Muni Bond E | Reduce -6.9% | 1.20% | −0.28 |
| WMT Walmart Inc. | Reduce -2.6% | 0.57% | −0.18 |
| NEE Nextera Energy Inc. | Reduce -9.9% | 0.47% | −0.17 |
| ATO Atmos Energy Corp. | Reduce -6.6% | 0.49% | −0.16 |
| MCD McDonald's Corp. | Reduce -5.6% | 0.33% | −0.14 |
| MSFT Microsoft Corp. | Reduce -7.2% | 0.56% | −0.14 |
| LOW Lowe's Cos Inc. | Reduce -5.2% | 0.42% | −0.13 |
| ABT Abbott Laboratories | Reduce -7.2% | 0.30% | −0.13 |
| HON Honeywell International Inc. | Reduce -0.2% | 0.08% | −0.12 |
| BRO Brown & Brown Inc. | Reduce -12.0% | 0.32% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 0.75% | −0.10 |
| CTAS Cintas Corp. | Reduce -3.4% | 0.47% | −0.09 |
| AFL Aflac Inc. | Reduce -5.6% | 0.57% | −0.09 |
| LIN Linde PLC | Reduce -4.5% | 0.51% | −0.08 |
| FAST Fastenal Co. | Reduce -6.3% | 0.41% | −0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -8.1% | 0.78% | −0.08 |
| ROP Roper Technologies Inc. | Reduce -5.6% | 0.28% | −0.08 |
| SHW The Sherwin-Williams Co. | Reduce -4.7% | 0.51% | −0.07 |
| JEPI JPMorgan Equity Premium Inco | Reduce -56.6% | 0.04% | −0.07 |
| TAXF American Century Diver Muni | Sold out | 0.00% | −0.06 |
| COP Conocophillips | Sold out | 0.00% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -11.9% | 0.18% | −0.06 |
| MMIT Nylim Mackay Muni Intermedia | Reduce -0.2% | 0.39% | −0.06 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.06 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -33.7% | 0.10% | −0.06 |
| NDSN Nordson Corp. | Reduce -6.2% | 0.47% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -31.5% | 0.10% | −0.04 |
| ECL Ecolab Inc. | Reduce -1.5% | 0.34% | −0.04 |
| KR Kroger Co. | Sold out | 0.00% | −0.04 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.04 |
| AOS Smith (a.o.) Corp. | Reduce -27.2% | 0.06% | −0.04 |
| T AT&T Inc. | Reduce -27.0% | 0.03% | −0.04 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.04 |
| GLD SPDR Gold Shares | Reduce -10.1% | 0.07% | −0.04 |
| BND Vanguard Total Bond Market | Reduce -1.7% | 0.18% | −0.03 |
| ADP Automatic Data Processing | Reduce -1.4% | 0.38% | −0.03 |
| NFLX Netflix Inc. | Reduce -4.2% | 0.04% | −0.03 |
| CINF Cincinnati Financial Corp. | Reduce -5.7% | 0.52% | −0.03 |
| CVX Chevron Corp. | Reduce -1.4% | 0.05% | −0.02 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -2.6% | 0.14% | −0.02 |
| SUB iShares Short-Term National | Reduce -30.4% | 0.03% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -2.6% | 0.50% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -2.6% | 0.28% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -14.7% | 0.05% | −0.02 |
| EOT Eaton Vance National Municip | Reduce -9.4% | 0.08% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -3.8% | 0.15% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| SDSI Amer Cent SH Dur Strat Inc. | Add +6901.1% | 2.63% | +2.58 |
| SMH Vaneck Semiconductor ETF | Add +2.1% | 1.92% | +0.64 |
| SPMO Invesco S&P 500 Momentum ETF | Add +9.6% | 1.21% | +0.32 |
| NUE Nucor Corp. | New | 0.31% | +0.31 |
| ITW Illinois Tool Works | New | 0.29% | +0.29 |
| MU Micron Technology Inc. | Add +11.6% | 0.36% | +0.25 |
| ERIE Erie Indemnity Company Class A | New | 0.24% | +0.24 |
| AMD Advanced Micro Devices | Add +20.3% | 0.29% | +0.19 |
| SCHG Schwab US Large-Cap Growth | Add +1.3% | 15.39% | +0.15 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +5.1% | 0.31% | +0.14 |
| SCHB Schwab US Broad Market ETF | Add +1.9% | 11.96% | +0.11 |
| COHR Coherent Corp. | New | 0.08% | +0.08 |
| IWM iShares Russell 2000 ETF | New | 0.07% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +81.6% | 0.12% | +0.06 |
| JPIE JPMorgan Income ETF | New | 0.05% | +0.05 |
| VYM Vanguard High DVD Yield ETF | Add +160.8% | 0.09% | +0.05 |
| SPCX Space Exploration Techn Class A | New | 0.05% | +0.05 |
| AMAT Applied Materials Inc. | New | 0.05% | +0.05 |
| ANET Arista Networks Inc. | New | 0.05% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.04% | +0.04 |
| CSCO Cisco Systems Inc. | New | 0.04% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.3% | 0.19% | +0.04 |
| CSX CSX Corp. | New | 0.04% | +0.04 |
| SPHY SS SPDR P High Yield ETF | New | 0.03% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 0.47% | +0.03 |
| LRCX Lam Research Corp. | New | 0.03% | +0.03 |
| VNQ Vanguard Real Estate ETF | New | 0.03% | +0.03 |
| TER Teradyne Inc. | New | 0.03% | +0.03 |
| INTC Intel Corp. | New | 0.03% | +0.03 |
| AVGO Broadcom Inc. | Add +3.4% | 0.40% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +11.0% | 0.10% | +0.03 |
| LLY Eli Lilly & Co. | Add +8.1% | 0.16% | +0.03 |
| GEV GE Vernova Inc. | Add +8.8% | 0.13% | +0.03 |
| ETHA iShares Ethereum Trust ETF | New | 0.02% | +0.02 |
| CDNS Cadence Design SYS Inc. | Add +14.8% | 0.08% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.6% | 3.08% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +4.3% | 0.18% | +0.02 |
| ETN Eaton Corp. PLC | Add +13.0% | 0.06% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +5.5% | 0.05% | +0.00 |
| IVE iShares S&P 500 Value ETF | Add +12.2% | 0.04% | +0.00 |
| SCHM Schwab US Mid Cap ETF | Add +1.4% | 0.04% | +0.00 |
| PM Philip Morris International | Add +8.1% | 0.05% | +0.00 |
| V Visa Inc. Class A | Add +2.7% | 0.09% | +0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +0.1% | 0.06% | −0.00 |
| DE Deere & Co. | Add +0.2% | 0.06% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.5% | 0.06% | −0.00 |
| TSLA Tesla Inc. | Add +2.1% | 0.29% | −0.00 |
| MA Mastercard Inc. Class A | Add +4.6% | 0.04% | −0.00 |
| AXP American Express Co. | Add +0.4% | 0.10% | −0.00 |
| KO The Coca-Cola Co. | Add +1.9% | 0.05% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 152 | $645.7M | SCHG, SCHB, AGG, AVLV, AVDE |
| Q1 2026 | 140 | $554.2M | SCHG, SCHB, AGG, AVDE, AVLV |
| Q4 2025 | 138 | $564.8M | SCHG, SCHB, AGG, AVLV, AVDE |
| Q3 2025 | 135 | $553.7M | SCHG, SCHB, AGG, DGRO, IGM |
| Q2 2025 | 127 | $509.6M | SCHG, SCHB, AGG, DGRO, AVLV |
| Q1 2025 | 119 | $458.6M | SCHG, SCHB, AGG, DGRO, AVLV |
| Q4 2024 | 119 | $464.4M | SCHG, SCHB, AGG, DGRO, AVLV |
| Q3 2024 | 115 | $453.2M | SCHG, SCHB, AGG, DGRO, AVLV |
| Q2 2024 | 98 | $416.1M | SCHG, SCHD, SCHB, AGG, DGRO |
| Q1 2024 | 90 | $388.1M | SCHG, SCHD, SCHB, AGG, DGRO |