Legacy Financial Strategies, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Legacy Financial Strategies, LLC reported 127 stock positions worth $509.6 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 17.0% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 11.9%) and iShares Core U.S. Aggregate (AGG, 7.8%). Compared with Q1 2025, it opened 12 new positions, sold out of 4, added to 61 and reduced 38. The biggest buy was Schwab US Large-Cap Growth (SCHG, shares +3%) and the biggest sale Air Products & Chemicals (APD, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0001723925
- Portfolio Value
- $509.6M (Q2 2025)
- SEC Filing
- 0001085146-25-003723 ↗ filed Jul 10, 2025
Holdings Value
Holdings 127 stocks · $509.6M
| SCHG Schwab US Large-Cap Growth | 16.96% | 2,959,493 | $86.4M | Add +3.1% |
| SCHB Schwab US Broad Market ETF | 11.90% | 2,545,750 | $60.7M | Add +2.5% |
| AGG iShares Core U.S. Aggregate | 7.77% | 399,164 | $39.6M | Add +0.5% |
| DGRO iShares Core Dividend Growth | 7.19% | 573,454 | $36.7M | Add +3.2% |
| AVLV Avantis US Large Cap Value | 6.70% | 500,782 | $34.2M | Reduce -1.3% |
| IGM iShares Expanded Tech Sector | 6.03% | 273,334 | $30.7M | Add +5.4% |
| IJR iShares Core S&P Small-Cap E | 3.47% | 161,857 | $17.7M | Add +0.7% |
| VTI VG Morningstar TS MKT ETF-US | 3.43% | 57,533 | $17.5M | Add +3.6% |
| SCHD Schwab US DVD Equity ETF | 2.46% | 473,201 | $12.5M | Reduce -0.0% |
| NVDA Nvidia Corp. | 1.53% | 49,470 | $7.8M | Add +4.5% |
| MUB iShares National Muni Bond E | 1.38% | 67,419 | $7.0M | Reduce -0.7% |
| AAPL Apple Inc. | 1.27% | 31,627 | $6.5M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.14% | 9,441 | $5.8M | Add +9.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.02% | 10,649 | $5.2M | Add +2.9% |
| VOO Vanguard S&P 500 ETF | 0.99% | 8,845 | $5.0M | Add +0.1% |
| MSFT Microsoft Corp. | 0.91% | 9,336 | $4.6M | Add +7.4% |
| CTAS Cintas Corp. | 0.84% | 19,252 | $4.3M | Reduce -4.2% |
| ADP Automatic Data Processing | 0.77% | 12,738 | $3.9M | Reduce -0.5% |
| SPGI S&P Global Inc. | 0.76% | 7,324 | $3.9M | Add +0.9% |
| WMT Walmart Inc. | 0.74% | 38,544 | $3.8M | Add +11.3% |
| BRO Brown & Brown Inc. | 0.74% | 33,810 | $3.7M | Reduce -5.6% |
| AFL Aflac Inc. | 0.73% | 35,412 | $3.7M | Reduce -2.6% |
| SHW The Sherwin-Williams Co. | 0.73% | 10,867 | $3.7M | Add +0.8% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.73% | 20,640 | $3.7M | New |
| LIN Linde PLC | 0.69% | 7,545 | $3.5M | Add +1.7% |
| ABBV Abbvie Inc. | 0.69% | 19,023 | $3.5M | Reduce -0.5% |
| ROP Roper Technologies Inc. | 0.68% | 6,146 | $3.5M | Add +1.1% |
| ABT Abbott Laboratories | 0.67% | 25,117 | $3.4M | Reduce -7.1% |
| CINF Cincinnati Financial Corp. | 0.66% | 22,551 | $3.4M | Add +2.8% |
| ATO Atmos Energy Corp. | 0.63% | 20,989 | $3.2M | Reduce -9.7% |
| NEE Nextera Energy Inc. | 0.62% | 45,753 | $3.2M | Add +4.3% |
| LOW Lowe's Cos Inc. | 0.60% | 13,861 | $3.1M | Add +3.3% |
| MKC McCormick & Co.-Non VTG SHRS | 0.59% | 39,974 | $3.0M | Add +4.7% |
| FAST Fastenal Co. | 0.56% | 68,356 | $2.9M | Add +4.2% |
| AOS Smith (a.o.) Corp. | 0.53% | 41,397 | $2.7M | Add +3.8% |
| NDSN Nordson Corp. | 0.52% | 12,464 | $2.7M | Add +6.8% |
| AMZN Amazon.com Inc. | 0.52% | 12,172 | $2.7M | Reduce -2.5% |
| EXPD Expeditors Intl Wash Inc. | 0.51% | 22,632 | $2.6M | Add +9.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.49% | 2,411 | $2.5M | New |
| FDS Factset Research Systems Inc. | 0.48% | 5,513 | $2.5M | New |
| IUSV iShares Core S&P U.S. Value | 0.39% | 20,745 | $2.0M | No change |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.36% | 77,814 | $1.9M | Add +1.4% |
| XLP SS Consumer Staples Sel Sect | 0.31% | 19,664 | $1.6M | New |
| JPM JPMorgan Chase & Co. | 0.31% | 5,416 | $1.6M | Add +56.6% |
| PLTR Palantir Technologies Inc. Class A | 0.29% | 10,826 | $1.5M | Add +16.1% |
| META Meta Platforms Inc. Class A | 0.29% | 1,991 | $1.5M | Reduce -0.6% |
| TMUS T-Mobile US Inc. | 0.27% | 5,783 | $1.4M | Add +12.7% |
| XLV SS Health Care Select Sector | 0.27% | 10,110 | $1.4M | Reduce -4.5% |
| BND Vanguard Total Bond Market | 0.27% | 18,437 | $1.4M | Add +0.1% |
| CAT Caterpillar Inc. | 0.26% | 3,428 | $1.3M | Reduce -11.9% |
| GOOGL Alphabet Inc. Class A | 0.25% | 7,288 | $1.3M | Add +13.2% |
| TSLA Tesla Inc. | 0.24% | 3,876 | $1.2M | Add +3.0% |
| JEPI JPMorgan Equity Premium Inco | 0.24% | 21,518 | $1.2M | Reduce -36.5% |
| AVGO Broadcom Inc. | 0.23% | 4,312 | $1.2M | Add +114.2% |
| SMH Vaneck Semiconductor ETF | 0.23% | 4,133 | $1.2M | Add +163.9% |
| HON Honeywell International Inc. | 0.22% | 4,840 | $1.1M | Add +0.7% |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 5,430 | $987K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.19% | 1,892 | $964K | Add +16.9% |
| JAAA Janus Henderson Aaa Clo ETF | 0.19% | 18,933 | $961K | Add +7.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.18% | 1,176 | $942K | Add +0.4% |
| VIG Vanguard Dividend Apprec ETF | 0.18% | 4,515 | $924K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.17% | 16,056 | $885K | Reduce -25.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.16% | 34,090 | $837K | Add +2.8% |
| CP Canadian Pacific Kansas City | 0.16% | 10,192 | $808K | Reduce -0.3% |
| IGV iShares Expanded Tech-Softwa | 0.15% | 7,111 | $779K | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 2,503 | $738K | Add +150.6% |
| IOO iShares Global 100 ETF | 0.14% | 6,518 | $703K | No change |
| V Visa Inc. Class A | 0.12% | 1,782 | $633K | Add +114.7% |
| LLY Eli Lilly & Co. | 0.12% | 799 | $623K | Add +9.8% |
| APD Air Products & Chemicals Inc. | 0.12% | 2,202 | $621K | Reduce -77.9% |
| AXP American Express Co. | 0.11% | 1,758 | $561K | Add +11.6% |
| SO The Southern Co. | 0.11% | 5,975 | $549K | Reduce -0.3% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.11% | 22,100 | $548K | Reduce -16.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 2,416 | $547K | Add +4.1% |
| FHLC Fidelity MSCI Health Care | 0.11% | 8,470 | $542K | Reduce -0.4% |
| SPHB Invesco S&P 500 High Beta Et | 0.11% | 5,500 | $536K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.10% | 22,576 | $525K | Add +1.0% |
| EOT Eaton Vance National Municip | 0.10% | 30,547 | $496K | Reduce -5.4% |
| NOBL Proshares S&P 500 Dividend A | 0.09% | 4,758 | $479K | Reduce -5.6% |
| WMB Williams Cos Inc. | 0.09% | 7,558 | $475K | Add +9.9% |
| GOOG Alphabet Inc. Class C | 0.09% | 2,629 | $466K | Add +0.5% |
| PANW Palo Alto Networks Inc. | 0.09% | 2,217 | $454K | Add +6.2% |
| AVUV Avantis US Small Cap Value | 0.09% | 4,893 | $446K | Reduce -79.5% |
| XLY SS Consumer Disc Select Sect | 0.08% | 1,950 | $424K | No change |
| JNJ Johnson & Johnson | 0.08% | 2,720 | $416K | Reduce -2.4% |
| ET Energy Transfer LP | 0.08% | 21,555 | $391K | Add +5.7% |
| MOAT Vaneck Morningstar Wide Moat | 0.08% | 4,111 | $386K | No change |
| ORLY O'reilly Automotive Inc. | 0.07% | 3,987 | $359K | No change |
| HD Home Depot Inc. | 0.07% | 962 | $353K | Add +22.6% |
| PG The Procter & Gamble Co. | 0.07% | 2,193 | $349K | Add +12.5% |
| AMD Advanced Micro Devices | 0.07% | 2,430 | $345K | Reduce -2.4% |
| NFLX Netflix Inc. | 0.07% | 252 | $337K | Add +1.6% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.07% | 6,094 | $331K | Add +4.3% |
| MDY State Street SPDR S&P Midcap | 0.06% | 576 | $326K | No change |
| SUB iShares Short-Term National | 0.06% | 2,938 | $312K | Add +0.2% |
| XLK SS Technology Select Sector | 0.06% | 1,218 | $308K | Add +4.5% |
| GLD SPDR Gold Shares | 0.06% | 1,000 | $305K | Add +2.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.06% | 3,754 | $303K | Reduce -4.8% |
| PM Philip Morris International | 0.06% | 1,649 | $300K | New |
| T AT&T Inc. | 0.06% | 10,307 | $298K | Add +21.0% |
Portfolio Sells Q1 2025 → Q2 2025
| APD Air Products & Chemicals Inc. | Reduce -77.9% | 0.12% | −0.52 |
| AVLV Avantis US Large Cap Value | Reduce -1.3% | 6.70% | −0.51 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.0% | 2.46% | −0.43 |
| TROW T Rowe Price Group Inc. | Reduce -87.8% | 0.05% | −0.39 |
| AVUV Avantis US Small Cap Value | Reduce -79.5% | 0.09% | −0.37 |
| AAPL Apple Inc. | Reduce -0.8% | 1.27% | −0.27 |
| BRO Brown & Brown Inc. | Reduce -5.6% | 0.74% | −0.24 |
| JEPI JPMorgan Equity Premium Inco | Reduce -36.5% | 0.24% | −0.18 |
| ABBV Abbvie Inc. | Reduce -0.5% | 0.69% | −0.18 |
| MUB iShares National Muni Bond E | Reduce -0.7% | 1.38% | −0.18 |
| ATO Atmos Energy Corp. | Reduce -9.7% | 0.63% | −0.15 |
| AFL Aflac Inc. | Reduce -2.6% | 0.73% | −0.15 |
| ABT Abbott Laboratories | Reduce -7.1% | 0.67% | −0.11 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -25.8% | 0.17% | −0.08 |
| ADP Automatic Data Processing | Reduce -0.5% | 0.77% | −0.08 |
| XLV SS Health Care Select Sector | Reduce -4.5% | 0.27% | −0.07 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.06 |
| CTAS Cintas Corp. | Reduce -4.2% | 0.84% | −0.06 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.06 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.05 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.05 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -16.9% | 0.11% | −0.04 |
| FHLC Fidelity MSCI Health Care | Reduce -0.4% | 0.11% | −0.02 |
| EOT Eaton Vance National Municip | Reduce -5.4% | 0.10% | −0.02 |
| JNJ Johnson & Johnson | Reduce -2.4% | 0.08% | −0.02 |
| CAT Caterpillar Inc. | Reduce -11.9% | 0.26% | −0.02 |
| NOBL Proshares S&P 500 Dividend A | Reduce -5.6% | 0.09% | −0.02 |
| JPIE JPMorgan Income ETF | Reduce -18.4% | 0.05% | −0.02 |
| SO The Southern Co. | Reduce -0.3% | 0.11% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -4.8% | 0.06% | −0.01 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -4.9% | 0.06% | −0.01 |
| MNA Nylim Merger Arbtrage ETF-Ui | Reduce -3.0% | 0.04% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.2% | 0.06% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -1.9% | 0.04% | −0.00 |
| KR Kroger Co. | Reduce -0.1% | 0.05% | −0.00 |
| DE Deere & Co. | Reduce -0.9% | 0.05% | −0.00 |
| CP Canadian Pacific Kansas City | Reduce -0.3% | 0.16% | +0.00 |
| AMZN Amazon.com Inc. | Reduce -2.5% | 0.52% | +0.01 |
| ETN Eaton Corp. PLC | Reduce -0.8% | 0.05% | +0.01 |
| AMD Advanced Micro Devices | Reduce -2.4% | 0.07% | +0.01 |
| IGV iShares Expanded Tech-Softwa | Reduce -0.1% | 0.15% | +0.01 |
| META Meta Platforms Inc. Class A | Reduce -0.6% | 0.29% | +0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| SCHG Schwab US Large-Cap Growth | Add +3.1% | 16.96% | +1.30 |
| IGM iShares Expanded Tech Sector | Add +5.4% | 6.03% | +0.90 |
| JKHY Jack Henry & Associates Inc. | New | 0.73% | +0.73 |
| GWW WW Grainger Inc. | New | 0.49% | +0.49 |
| FDS Factset Research Systems Inc. | New | 0.48% | +0.48 |
| NVDA Nvidia Corp. | Add +4.5% | 1.53% | +0.42 |
| XLP SS Consumer Staples Sel Sect | New | 0.31% | +0.31 |
| SCHB Schwab US Broad Market ETF | Add +2.5% | 11.90% | +0.24 |
| MSFT Microsoft Corp. | Add +7.4% | 0.91% | +0.20 |
| AVGO Broadcom Inc. | Add +114.2% | 0.23% | +0.16 |
| SMH Vaneck Semiconductor ETF | Add +163.9% | 0.23% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +56.6% | 0.31% | +0.12 |
| PLTR Palantir Technologies Inc. Class A | Add +16.1% | 0.29% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.6% | 3.43% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.4% | 1.14% | +0.09 |
| IBM Intl Business Machines Corp. | Add +150.6% | 0.14% | +0.09 |
| WMT Walmart Inc. | Add +11.3% | 0.74% | +0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +16.9% | 0.19% | +0.06 |
| V Visa Inc. Class A | Add +114.7% | 0.12% | +0.06 |
| PM Philip Morris International | New | 0.06% | +0.06 |
| CVX Chevron Corp. | New | 0.05% | +0.05 |
| IVW iShares S&P 500 Growth ETF | New | 0.05% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | New | 0.04% | +0.04 |
| MCD McDonald's Corp. | New | 0.04% | +0.04 |
| MMSI Merit Medical Systems Inc. | New | 0.04% | +0.04 |
| CRM Salesforce Inc. | New | 0.04% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +13.2% | 0.25% | +0.03 |
| TSLA Tesla Inc. | Add +3.0% | 0.24% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.1% | 0.11% | +0.02 |
| AXP American Express Co. | Add +11.6% | 0.11% | +0.02 |
| NFLX Netflix Inc. | Add +1.6% | 0.07% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.4% | 0.18% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +6.2% | 0.09% | +0.01 |
| AUR Aurora Innovation Inc. | New | 0.01% | +0.01 |
| NDSN Nordson Corp. | Add +6.8% | 0.52% | +0.01 |
| FAST Fastenal Co. | Add +4.2% | 0.56% | +0.01 |
| XLK SS Technology Select Sector | Add +4.5% | 0.06% | +0.01 |
| HD Home Depot Inc. | Add +22.6% | 0.07% | +0.01 |
| T AT&T Inc. | Add +21.0% | 0.06% | +0.01 |
| COST Costco Wholesale Corp. | Add +16.2% | 0.05% | +0.00 |
| WMB Williams Cos Inc. | Add +9.9% | 0.09% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 0.09% | +0.00 |
| KO The Coca-Cola Co. | Add +18.5% | 0.05% | +0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +4.3% | 0.07% | −0.00 |
| HON Honeywell International Inc. | Add +0.7% | 0.22% | −0.00 |
| GLD SPDR Gold Shares | Add +2.6% | 0.06% | −0.00 |
| PG The Procter & Gamble Co. | Add +12.5% | 0.07% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 0.99% | −0.00 |
| MA Mastercard Inc. Class A | Add +0.4% | 0.05% | −0.00 |
| EVRG Evergy Inc. | Add +1.6% | 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 |