Legacy Financial Strategies, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Legacy Financial Strategies, LLC reported 119 stock positions worth $458.6 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 15.7% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 11.7%) and iShares Core U.S. Aggregate (AGG, 8.6%). Compared with Q4 2024, it opened 8 new positions, sold out of 8, added to 55 and reduced 44. The biggest buy was a new position in Expeditors Intl Wash (EXPD) and the biggest sale Caterpillar (CAT, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0001723925
- Portfolio Value
- $458.6M (Q1 2025)
- SEC Filing
- 0001085146-25-001918 ↗ filed Apr 8, 2025
Holdings Value
Holdings 119 stocks · $458.6M
| SCHG Schwab US Large-Cap Growth | 15.67% | 2,869,487 | $71.9M | Add +4.4% |
| SCHB Schwab US Broad Market ETF | 11.66% | 2,484,443 | $53.5M | Add +4.6% |
| AGG iShares Core U.S. Aggregate | 8.57% | 397,134 | $39.3M | Add +1.0% |
| DGRO iShares Core Dividend Growth | 7.49% | 555,757 | $34.3M | Add +2.1% |
| AVLV Avantis US Large Cap Value | 7.22% | 507,542 | $33.1M | Add +4.1% |
| IGM iShares Expanded Tech Sector | 5.13% | 259,316 | $23.5M | Add +2.5% |
| IJR iShares Core S&P Small-Cap E | 3.66% | 160,719 | $16.8M | Add +3.3% |
| VTI VG Morningstar TS MKT ETF-US | 3.33% | 55,515 | $15.3M | Add +2.1% |
| SCHD Schwab US DVD Equity ETF | 2.89% | 473,385 | $13.2M | Reduce -3.5% |
| MUB iShares National Muni Bond E | 1.56% | 67,868 | $7.2M | Add +2.2% |
| AAPL Apple Inc. | 1.54% | 31,884 | $7.1M | Add +2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.20% | 10,350 | $5.5M | Reduce -2.2% |
| NVDA Nvidia Corp. | 1.12% | 47,328 | $5.1M | Add +11.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.05% | 8,632 | $4.8M | Add +6.2% |
| VOO Vanguard S&P 500 ETF | 0.99% | 8,834 | $4.5M | Add +2.3% |
| BRO Brown & Brown Inc. | 0.97% | 35,801 | $4.5M | Reduce -14.7% |
| CTAS Cintas Corp. | 0.90% | 20,099 | $4.1M | Reduce -7.7% |
| AFL Aflac Inc. | 0.88% | 36,343 | $4.0M | Reduce -7.0% |
| ABBV Abbvie Inc. | 0.87% | 19,113 | $4.0M | Add +2.6% |
| ADP Automatic Data Processing | 0.85% | 12,800 | $3.9M | Reduce -1.3% |
| SHW The Sherwin-Williams Co. | 0.82% | 10,777 | $3.8M | Reduce -2.0% |
| SPGI S&P Global Inc. | 0.80% | 7,257 | $3.7M | Reduce -0.8% |
| ATO Atmos Energy Corp. | 0.78% | 23,247 | $3.6M | Reduce -2.9% |
| ABT Abbott Laboratories | 0.78% | 27,042 | $3.6M | Add +6.5% |
| ROP Roper Technologies Inc. | 0.78% | 6,076 | $3.6M | Add +1.8% |
| LIN Linde PLC | 0.75% | 7,418 | $3.5M | Add +1.2% |
| MSFT Microsoft Corp. | 0.71% | 8,692 | $3.3M | Reduce -2.1% |
| CINF Cincinnati Financial Corp. | 0.71% | 21,936 | $3.2M | Add +0.3% |
| MKC McCormick & Co.-Non VTG SHRS | 0.69% | 38,195 | $3.1M | Add +0.6% |
| LOW Lowe's Cos Inc. | 0.68% | 13,417 | $3.1M | Add +0.9% |
| NEE Nextera Energy Inc. | 0.68% | 43,886 | $3.1M | Reduce -5.4% |
| WMT Walmart Inc. | 0.66% | 34,636 | $3.0M | Add +232.7% |
| APD Air Products & Chemicals Inc. | 0.64% | 9,948 | $2.9M | Add +0.7% |
| AOS Smith (a.o.) Corp. | 0.57% | 39,896 | $2.6M | Add +2.7% |
| FAST Fastenal Co. | 0.55% | 32,789 | $2.5M | Add +9.2% |
| EXPD Expeditors Intl Wash Inc. | 0.54% | 20,722 | $2.5M | New |
| AMZN Amazon.com Inc. | 0.52% | 12,481 | $2.4M | Add +9.5% |
| NDSN Nordson Corp. | 0.51% | 11,676 | $2.4M | Add +25.7% |
| AVUV Avantis US Small Cap Value | 0.45% | 23,857 | $2.1M | Reduce -21.0% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.44% | 22,004 | $2.0M | Reduce -1.0% |
| JEPI JPMorgan Equity Premium Inco | 0.42% | 33,914 | $1.9M | Add +84.8% |
| IUSV iShares Core S&P U.S. Value | 0.42% | 20,745 | $1.9M | No change |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.40% | 76,704 | $1.8M | Add +2.8% |
| XLV SS Health Care Select Sector | 0.34% | 10,586 | $1.5M | Reduce -8.5% |
| TMUS T-Mobile US Inc. | 0.30% | 5,131 | $1.4M | Add +0.1% |
| BND Vanguard Total Bond Market | 0.30% | 18,427 | $1.4M | Reduce -3.3% |
| CAT Caterpillar Inc. | 0.28% | 3,893 | $1.3M | Reduce -63.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.26% | 21,628 | $1.2M | Reduce -2.6% |
| META Meta Platforms Inc. Class A | 0.25% | 2,003 | $1.2M | Add +1.2% |
| HON Honeywell International Inc. | 0.22% | 4,806 | $1.0M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.22% | 6,439 | $996K | Add +2.1% |
| TSLA Tesla Inc. | 0.21% | 3,762 | $975K | Reduce -11.0% |
| RSP Invesco S&P 500 Equal Weight | 0.21% | 5,430 | $941K | Add +0.2% |
| JAAA Janus Henderson Aaa Clo ETF | 0.19% | 17,565 | $891K | Reduce -3.6% |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 4,515 | $876K | Add +2.6% |
| JPM JPMorgan Chase & Co. | 0.18% | 3,459 | $848K | Reduce -2.4% |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 9,329 | $787K | Add +27.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.17% | 33,165 | $783K | Reduce -15.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.17% | 1,171 | $776K | Add +6.3% |
| CP Canadian Pacific Kansas City | 0.16% | 10,226 | $718K | Reduce -0.0% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.15% | 26,587 | $671K | Reduce -11.9% |
| IGV iShares Expanded Tech-Softwa | 0.14% | 7,116 | $633K | Add +0.9% |
| IOO iShares Global 100 ETF | 0.14% | 6,518 | $628K | No change |
| LLY Eli Lilly & Co. | 0.13% | 728 | $602K | Add +6.3% |
| FHLC Fidelity MSCI Health Care | 0.13% | 8,501 | $581K | Reduce -0.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.12% | 1,619 | $571K | Add +0.9% |
| SO The Southern Co. | 0.12% | 5,994 | $551K | Reduce -0.3% |
| EOT Eaton Vance National Municip | 0.12% | 32,288 | $538K | Reduce -5.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.11% | 22,347 | $518K | Reduce -11.6% |
| NOBL Proshares S&P 500 Dividend A | 0.11% | 5,041 | $515K | Add +2.5% |
| JNJ Johnson & Johnson | 0.10% | 2,787 | $462K | Reduce -31.6% |
| SPHB Invesco S&P 500 High Beta Et | 0.09% | 5,500 | $430K | Reduce -35.3% |
| AXP American Express Co. | 0.09% | 1,576 | $424K | Reduce -4.1% |
| WMB Williams Cos Inc. | 0.09% | 6,878 | $411K | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.09% | 2,615 | $409K | Add +14.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 2,320 | $385K | Add +2.8% |
| XLY SS Consumer Disc Select Sect | 0.08% | 1,950 | $385K | No change |
| ORLY O'reilly Automotive Inc. | 0.08% | 266 | $381K | Add +1.5% |
| ET Energy Transfer LP | 0.08% | 20,391 | $379K | No change |
| MOAT Vaneck Morningstar Wide Moat | 0.08% | 4,111 | $362K | No change |
| PANW Palo Alto Networks Inc. | 0.08% | 2,088 | $356K | Reduce -41.1% |
| AVGO Broadcom Inc. | 0.07% | 2,013 | $337K | Add +23.1% |
| PG The Procter & Gamble Co. | 0.07% | 1,949 | $332K | Reduce -18.0% |
| SMH Vaneck Semiconductor ETF | 0.07% | 1,566 | $331K | Reduce -45.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.07% | 3,942 | $311K | Reduce -0.9% |
| SUB iShares Short-Term National | 0.07% | 2,932 | $310K | Add +0.1% |
| MDY State Street SPDR S&P Midcap | 0.07% | 576 | $307K | No change |
| JPIE JPMorgan Income ETF | 0.07% | 6,638 | $306K | Reduce -4.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.07% | 5,841 | $299K | Add +8.8% |
| SPH Suburban Propane Partners LP | 0.06% | 14,000 | $294K | No change |
| V Visa Inc. Class A | 0.06% | 830 | $291K | Reduce -16.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 1,675 | $289K | Add +8.8% |
| UNH Unitedhealth Group Inc. | 0.06% | 552 | $289K | Reduce -6.0% |
| HD Home Depot Inc. | 0.06% | 785 | $288K | Add +4.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.06% | 5,465 | $283K | Add +43.8% |
| GLD SPDR Gold Shares | 0.06% | 975 | $281K | New |
| ANET Arista Networks Inc. | 0.06% | 3,441 | $267K | New |
| EVRG Evergy Inc. | 0.06% | 3,831 | $264K | No change |
| MA Mastercard Inc. Class A | 0.06% | 481 | $264K | Add +2.1% |
| IWS iShares Russell Mid-Cap Valu | 0.06% | 2,070 | $261K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| CAT Caterpillar Inc. | Reduce -63.5% | 0.28% | −0.55 |
| TGT Target Corp. | Sold out | 0.00% | −0.45 |
| AVUV Avantis US Small Cap Value | Reduce -21.0% | 0.45% | −0.17 |
| TSLA Tesla Inc. | Reduce -11.0% | 0.21% | −0.13 |
| TROW T Rowe Price Group Inc. | Reduce -1.0% | 0.44% | −0.10 |
| MSFT Microsoft Corp. | Reduce -2.1% | 0.71% | −0.09 |
| SMH Vaneck Semiconductor ETF | Reduce -45.2% | 0.07% | −0.08 |
| SPHB Invesco S&P 500 High Beta Et | Reduce -35.3% | 0.09% | −0.07 |
| PANW Palo Alto Networks Inc. | Reduce -41.1% | 0.08% | −0.06 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.06 |
| MLI Mueller Industries Inc. | Sold out | 0.00% | −0.06 |
| COP Conocophillips | Sold out | 0.00% | −0.05 |
| CFFN Capitol Federal Financial Inc. | Sold out | 0.00% | −0.05 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.05 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -5.4% | 0.68% | −0.04 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -15.0% | 0.17% | −0.03 |
| JNJ Johnson & Johnson | Reduce -31.6% | 0.10% | −0.03 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -11.9% | 0.15% | −0.02 |
| AMD Advanced Micro Devices | Reduce -7.0% | 0.06% | −0.01 |
| AXP American Express Co. | Reduce -4.1% | 0.09% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -18.0% | 0.07% | −0.01 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -2.6% | 0.26% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -5.3% | 0.04% | −0.01 |
| HON Honeywell International Inc. | Reduce -0.1% | 0.22% | −0.01 |
| MNA Nylim Merger Arbtrage ETF-Ui | Reduce -22.2% | 0.05% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -11.6% | 0.11% | −0.01 |
| RIG Transocean Ltd. | Sold out | 0.00% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -8.5% | 0.34% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -0.0% | 0.16% | −0.01 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -3.6% | 0.19% | −0.00 |
| EOT Eaton Vance National Municip | Reduce -5.0% | 0.12% | −0.00 |
| V Visa Inc. Class A | Reduce -16.5% | 0.06% | −0.00 |
| JPIE JPMorgan Income ETF | Reduce -4.1% | 0.07% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -6.0% | 0.06% | −0.00 |
| BND Vanguard Total Bond Market | Reduce -3.3% | 0.30% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.9% | 0.07% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -2.4% | 0.18% | +0.00 |
| COST Costco Wholesale Corp. | Reduce -0.9% | 0.05% | +0.00 |
| TWO Two Harbors Investment Corp. | Reduce -5.9% | 0.05% | +0.00 |
| FHLC Fidelity MSCI Health Care | Reduce -0.4% | 0.13% | +0.01 |
| WMB Williams Cos Inc. | Reduce -0.2% | 0.09% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.5% | 2.89% | +0.01 |
| SO The Southern Co. | Reduce -0.3% | 0.12% | +0.01 |
| AFL Aflac Inc. | Reduce -7.0% | 0.88% | +0.02 |
| SPGI S&P Global Inc. | Reduce -0.8% | 0.80% | +0.02 |
| SHW The Sherwin-Williams Co. | Reduce -2.0% | 0.82% | +0.03 |
| ADP Automatic Data Processing | Reduce -1.3% | 0.85% | +0.04 |
| CTAS Cintas Corp. | Reduce -7.7% | 0.90% | +0.05 |
| BRO Brown & Brown Inc. | Reduce -14.7% | 0.97% | +0.06 |
Portfolio Buys Q4 2024 → Q1 2025
| EXPD Expeditors Intl Wash Inc. | New | 0.54% | +0.54 |
| WMT Walmart Inc. | Add +232.7% | 0.66% | +0.46 |
| AGG iShares Core U.S. Aggregate | Add +1.0% | 8.57% | +0.36 |
| DGRO iShares Core Dividend Growth | Add +2.1% | 7.49% | +0.32 |
| AVLV Avantis US Large Cap Value | Add +4.1% | 7.22% | +0.21 |
| JEPI JPMorgan Equity Premium Inco | Add +84.8% | 0.42% | +0.20 |
| ABT Abbott Laboratories | Add +6.5% | 0.78% | +0.16 |
| ABBV Abbvie Inc. | Add +2.6% | 0.87% | +0.15 |
| ROP Roper Technologies Inc. | Add +1.8% | 0.78% | +0.12 |
| NDSN Nordson Corp. | Add +25.7% | 0.51% | +0.10 |
| LIN Linde PLC | Add +1.2% | 0.75% | +0.10 |
| FAST Fastenal Co. | Add +9.2% | 0.55% | +0.09 |
| SCHB Schwab US Broad Market ETF | Add +4.6% | 11.66% | +0.08 |
| MKC McCormick & Co.-Non VTG SHRS | Add +0.6% | 0.69% | +0.07 |
| GLD SPDR Gold Shares | New | 0.06% | +0.06 |
| ANET Arista Networks Inc. | New | 0.06% | +0.06 |
| TMUS T-Mobile US Inc. | Add +0.1% | 0.30% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +27.3% | 0.17% | +0.05 |
| T AT&T Inc. | New | 0.05% | +0.05 |
| XOM Exxon Mobil Corp. | New | 0.05% | +0.05 |
| KO The Coca-Cola Co. | New | 0.04% | +0.04 |
| CASY Casey's General Stores Inc. | New | 0.04% | +0.04 |
| APD Air Products & Chemicals Inc. | Add +0.7% | 0.64% | +0.04 |
| CINF Cincinnati Financial Corp. | Add +0.3% | 0.71% | +0.04 |
| MUB iShares National Muni Bond E | Add +2.2% | 1.56% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.2% | 1.05% | +0.03 |
| LLY Eli Lilly & Co. | Add +6.3% | 0.13% | +0.02 |
| ORLY O'reilly Automotive Inc. | Add +1.5% | 0.08% | +0.02 |
| JEPQ JPM Nasdaq Equity Premium | Add +43.8% | 0.06% | +0.02 |
| MMIT Nylim Mackay Muni Intermedia | Add +2.8% | 0.40% | +0.01 |
| IBM Intl Business Machines Corp. | Add +8.1% | 0.05% | +0.01 |
| NOBL Proshares S&P 500 Dividend A | Add +2.5% | 0.11% | +0.01 |
| DE Deere & Co. | Add +1.3% | 0.06% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +8.8% | 0.06% | +0.01 |
| AMC AMC Entertainment HLDS Class A | New | 0.01% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +2.6% | 0.19% | +0.01 |
| NFLX Netflix Inc. | Add +6.9% | 0.05% | +0.01 |
| AOS Smith (a.o.) Corp. | Add +2.7% | 0.57% | +0.01 |
| KR Kroger Co. | Add +0.3% | 0.05% | +0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.9% | 0.12% | +0.00 |
| MA Mastercard Inc. Class A | Add +2.1% | 0.06% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | Add +6.3% | 0.17% | +0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +8.8% | 0.07% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.2% | 0.21% | +0.00 |
| SUB iShares Short-Term National | Add +0.1% | 0.07% | +0.00 |
| HD Home Depot Inc. | Add +4.0% | 0.06% | −0.00 |
| XLK SS Technology Select Sector | Add +6.8% | 0.05% | −0.00 |
| META Meta Platforms Inc. Class A | Add +1.2% | 0.25% | −0.00 |
| GOOG Alphabet Inc. Class C | Add +14.7% | 0.09% | −0.00 |
| CDNS Cadence Design SYS Inc. | Add +2.8% | 0.05% | −0.01 |
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 |