Legacy Financial Strategies, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), Legacy Financial Strategies, LLC reported 140 stock positions worth $554.2 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 15.2% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 11.8%) and iShares Core U.S. Aggregate (AGG, 8.3%). Compared with Q4 2025, it opened 5 new positions, sold out of 3, added to 59 and reduced 58. The biggest buy was Avantis International Equity (AVDE, shares +16%) and the biggest sale Smith (a.o.) (AOS, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0001723925
- Portfolio Value
- $554.2M (Q1 2026)
- SEC Filing
- 0001723925-26-000004 ↗ filed May 1, 2026
Holdings Value
Holdings 140 stocks · $554.2M
| SCHG Schwab US Large-Cap Growth | 15.24% | 2,899,431 | $84.5M | Add +1.6% |
| SCHB Schwab US Broad Market ETF | 11.84% | 2,614,587 | $65.6M | Add +0.8% |
| AGG iShares Core U.S. Aggregate | 8.34% | 465,781 | $46.2M | Add +0.9% |
| AVDE Avantis International Equity | 7.20% | 470,141 | $39.9M | Add +16.1% |
| AVLV Avantis US Large Cap Value | 7.01% | 481,853 | $38.8M | Add +2.4% |
| IGM iShares Expanded Tech Sector | 5.48% | 256,060 | $30.3M | Add +0.5% |
| DGRO iShares Core Dividend Growth | 5.25% | 414,367 | $29.1M | Reduce -2.8% |
| VTI VG Morningstar TS MKT ETF-US | 3.07% | 52,955 | $17.0M | Add +1.5% |
| SCHD Schwab US DVD Equity ETF | 2.42% | 436,471 | $13.4M | Reduce -0.1% |
| NVDA Nvidia Corp. | 1.70% | 54,128 | $9.4M | Add +1.3% |
| MUB iShares National Muni Bond E | 1.48% | 77,349 | $8.2M | Add +3.2% |
| AAPL Apple Inc. | 1.45% | 31,737 | $8.1M | Reduce -1.1% |
| SMH Vaneck Semiconductor ETF | 1.28% | 18,476 | $7.1M | Add +6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.00% | 8,563 | $5.6M | Reduce -1.0% |
| IJR iShares Core S&P Small-Cap E | 0.92% | 40,794 | $5.1M | Reduce -14.1% |
| SPMO Invesco S&P 500 Momentum ETF | 0.90% | 44,261 | $5.0M | Add +8.5% |
| CAT Caterpillar Inc. | 0.88% | 6,875 | $4.9M | Add +91.0% |
| VOO Vanguard S&P 500 ETF | 0.86% | 8,010 | $4.8M | Reduce -8.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 9,799 | $4.7M | Reduce -1.5% |
| WMT Walmart Inc. | 0.75% | 33,633 | $4.2M | Reduce -7.2% |
| MSFT Microsoft Corp. | 0.69% | 10,388 | $3.8M | Add +4.3% |
| AFL Aflac Inc. | 0.65% | 33,049 | $3.6M | Reduce -2.6% |
| ATO Atmos Energy Corp. | 0.65% | 19,467 | $3.6M | Reduce -3.2% |
| NEE Nextera Energy Inc. | 0.65% | 38,694 | $3.6M | Reduce -5.7% |
| LIN Linde PLC | 0.60% | 6,669 | $3.3M | Reduce -2.5% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.59% | 20,640 | $3.3M | No change |
| SHW The Sherwin-Williams Co. | 0.58% | 9,948 | $3.2M | Reduce -1.4% |
| CTAS Cintas Corp. | 0.56% | 18,413 | $3.1M | Add +0.1% |
| LOW Lowe's Cos Inc. | 0.56% | 13,099 | $3.1M | Reduce -4.4% |
| CINF Cincinnati Financial Corp. | 0.55% | 19,343 | $3.0M | Reduce -4.9% |
| AMZN Amazon.com Inc. | 0.52% | 13,826 | $2.9M | Add +0.1% |
| NDSN Nordson Corp. | 0.51% | 10,703 | $2.8M | Reduce -5.5% |
| SPGI S&P Global Inc. | 0.49% | 6,423 | $2.7M | Reduce -5.2% |
| FAST Fastenal Co. | 0.49% | 58,786 | $2.7M | Reduce -1.6% |
| MCD McDonald's Corp. | 0.47% | 8,312 | $2.6M | Add +488.7% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.45% | 103,010 | $2.5M | Add +5.7% |
| GOOGL Alphabet Inc. Class A | 0.44% | 8,403 | $2.4M | Add +4.7% |
| BRO Brown & Brown Inc. | 0.44% | 36,974 | $2.4M | Add +8.1% |
| ABT Abbott Laboratories | 0.43% | 23,004 | $2.4M | Reduce -4.9% |
| GWW WW Grainger Inc. | 0.43% | 2,163 | $2.4M | Add +2.1% |
| EXPD Expeditors Intl Wash Inc. | 0.42% | 16,153 | $2.3M | Reduce -21.1% |
| ADP Automatic Data Processing | 0.41% | 11,155 | $2.3M | Reduce -5.5% |
| ECL Ecolab Inc. | 0.38% | 8,004 | $2.1M | New |
| IUSV iShares Core S&P U.S. Value | 0.38% | 20,721 | $2.1M | No change |
| AVGO Broadcom Inc. | 0.37% | 6,541 | $2.0M | Reduce -7.1% |
| ROP Roper Technologies Inc. | 0.36% | 5,582 | $2.0M | Reduce -0.9% |
| PLTR Palantir Technologies Inc. Class A | 0.35% | 13,223 | $1.9M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 0.30% | 5,683 | $1.7M | Reduce -0.3% |
| TSLA Tesla Inc. | 0.30% | 4,418 | $1.6M | Add +4.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.30% | 32,448 | $1.6M | Reduce -0.1% |
| JAAA Janus Henderson Aaa Clo ETF | 0.28% | 30,665 | $1.5M | Add +1.9% |
| META Meta Platforms Inc. Class A | 0.24% | 2,302 | $1.3M | Add +11.8% |
| ABBV Abbvie Inc. | 0.23% | 5,794 | $1.3M | Reduce -1.8% |
| BND Vanguard Total Bond Market | 0.21% | 15,940 | $1.2M | Add +4.5% |
| TMUS T-Mobile US Inc. | 0.21% | 5,534 | $1.2M | Reduce -0.7% |
| HON Honeywell International Inc. | 0.20% | 4,905 | $1.1M | Reduce -0.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.18% | 2,512 | $981K | Reduce -10.3% |
| VIG Vanguard Dividend Apprec ETF | 0.18% | 4,517 | $971K | No change |
| XLV SS Health Care Select Sector | 0.17% | 6,396 | $938K | Reduce -7.8% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.16% | 36,068 | $894K | Reduce -11.7% |
| GOOG Alphabet Inc. Class C | 0.16% | 3,069 | $880K | Reduce -0.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.16% | 31,305 | $872K | Reduce -14.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 2,485 | $840K | Add +2.9% |
| CP Canadian Pacific Kansas City | 0.14% | 10,192 | $802K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 3,183 | $772K | Add +1.8% |
| JNJ Johnson & Johnson | 0.14% | 3,103 | $758K | Add +2.6% |
| IOO iShares Global 100 ETF | 0.14% | 6,203 | $750K | Reduce -4.8% |
| LLY Eli Lilly & Co. | 0.13% | 781 | $719K | Add +2.4% |
| RSP Invesco S&P 500 Equal Weight | 0.12% | 3,554 | $682K | Reduce -1.0% |
| SPHB Invesco S&P 500 High Beta Et | 0.12% | 5,500 | $638K | No change |
| GLD SPDR Gold Shares | 0.11% | 1,443 | $621K | Add +14.3% |
| MU Micron Technology Inc. | 0.11% | 1,798 | $608K | Add +63.8% |
| JEPI JPMorgan Equity Premium Inco | 0.11% | 10,296 | $584K | Reduce -42.6% |
| FHLC Fidelity MSCI Health Care | 0.10% | 8,269 | $582K | Reduce -1.0% |
| GEV GE Vernova Inc. | 0.10% | 661 | $577K | Add +28.1% |
| SO The Southern Co. | 0.10% | 5,938 | $573K | Reduce -2.2% |
| WMB Williams Cos Inc. | 0.10% | 7,844 | $571K | Add +1.9% |
| AXP American Express Co. | 0.10% | 1,855 | $561K | Reduce -2.0% |
| AOS Smith (a.o.) Corp. | 0.10% | 8,480 | $559K | Reduce -77.7% |
| AMD Advanced Micro Devices | 0.10% | 2,690 | $547K | Add +1.5% |
| EOT Eaton Vance National Municip | 0.09% | 30,547 | $523K | No change |
| V Visa Inc. Class A | 0.09% | 1,710 | $517K | Reduce -10.4% |
| COST Costco Wholesale Corp. | 0.09% | 489 | $488K | Add +21.3% |
| NOBL Proshares S&P 500 Dividend A | 0.08% | 4,331 | $459K | Reduce -3.2% |
| USAC USA Compression Partners LP | 0.08% | 16,000 | $434K | New |
| AVUV Avantis US Small Cap Value | 0.08% | 3,839 | $424K | Reduce -3.6% |
| CVX Chevron Corp. | 0.07% | 2,007 | $415K | Add +9.4% |
| APD Air Products & Chemicals Inc. | 0.07% | 1,384 | $402K | Reduce -8.7% |
| MOAT Vaneck Morningstar Wide Moat | 0.07% | 4,111 | $398K | No change |
| T AT&T Inc. | 0.07% | 13,635 | $395K | Add +4.0% |
| ET Energy Transfer LP | 0.07% | 20,391 | $394K | Reduce -0.0% |
| NFLX Netflix Inc. | 0.07% | 4,039 | $388K | Add +20.8% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.07% | 291 | $384K | Add +3.6% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.07% | 6,105 | $362K | Add +0.1% |
| XLY SS Consumer Disc Select Sect | 0.06% | 3,286 | $358K | Reduce -15.7% |
| XOM Exxon Mobil Corp. | 0.06% | 2,108 | $358K | Add +1.4% |
| MDY State Street SPDR S&P Midcap | 0.06% | 576 | $355K | No change |
| TAXF American Century Diver Muni | 0.06% | 7,086 | $355K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 603 | $348K | Add +40.2% |
| HD Home Depot Inc. | 0.06% | 1,050 | $345K | Add +6.0% |
Portfolio Sells Q4 2025 → Q1 2026
| AOS Smith (a.o.) Corp. | Reduce -77.7% | 0.10% | −0.35 |
| ADM Archer-Daniels-Midland Co. | Reduce -92.1% | 0.04% | −0.33 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.32 |
| SPGI S&P Global Inc. | Reduce -5.2% | 0.49% | −0.13 |
| ADP Automatic Data Processing | Reduce -5.5% | 0.41% | −0.13 |
| EXPD Expeditors Intl Wash Inc. | Reduce -21.1% | 0.42% | −0.12 |
| ABT Abbott Laboratories | Reduce -4.9% | 0.43% | −0.11 |
| VOO Vanguard S&P 500 ETF | Reduce -8.0% | 0.86% | −0.10 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -0.1% | 0.30% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -14.1% | 0.92% | −0.10 |
| IGV iShares Expanded Tech-Softwa | Reduce -60.3% | 0.04% | −0.09 |
| AAPL Apple Inc. | Reduce -1.1% | 1.45% | −0.09 |
| ROP Roper Technologies Inc. | Reduce -0.9% | 0.36% | −0.09 |
| JEPI JPMorgan Equity Premium Inco | Reduce -42.6% | 0.11% | −0.08 |
| AVGO Broadcom Inc. | Reduce -7.1% | 0.37% | −0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -10.3% | 0.18% | −0.06 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 1.00% | −0.04 |
| CINF Cincinnati Financial Corp. | Reduce -4.9% | 0.55% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.5% | 0.85% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -4.4% | 0.56% | −0.03 |
| PANW Palo Alto Networks Inc. | Reduce -24.5% | 0.05% | −0.03 |
| V Visa Inc. Class A | Reduce -10.4% | 0.09% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 0.30% | −0.02 |
| AXP American Express Co. | Reduce -2.0% | 0.10% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -7.8% | 0.17% | −0.02 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -14.9% | 0.16% | −0.02 |
| XLI SS Industrial Select Sector | Reduce -38.4% | 0.04% | −0.02 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -11.7% | 0.16% | −0.02 |
| XLY SS Consumer Disc Select Sect | Reduce -15.7% | 0.06% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 0.16% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -12.1% | 0.05% | −0.01 |
| ABBV Abbvie Inc. | Reduce -1.8% | 0.23% | −0.01 |
| IOO iShares Global 100 ETF | Reduce -4.8% | 0.14% | −0.01 |
| CDNS Cadence Design SYS Inc. | Reduce -5.5% | 0.06% | −0.01 |
| AFL Aflac Inc. | Reduce -2.6% | 0.65% | −0.01 |
| FHLC Fidelity MSCI Health Care | Reduce -1.0% | 0.10% | −0.00 |
| XLK SS Technology Select Sector | Reduce -2.1% | 0.05% | −0.00 |
| SHW The Sherwin-Williams Co. | Reduce -1.4% | 0.58% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.8% | 0.06% | −0.00 |
| ARI Apollo Commercial Real Estat | Reduce -12.8% | 0.02% | −0.00 |
| MINT PIMCO Enhanced Short Maturit | Reduce -1.0% | 0.04% | +0.00 |
| NOBL Proshares S&P 500 Dividend A | Reduce -3.2% | 0.08% | +0.00 |
| PM Philip Morris International | Reduce -2.5% | 0.05% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.0% | 0.12% | +0.00 |
| AVUV Avantis US Small Cap Value | Reduce -3.6% | 0.08% | +0.00 |
| APD Air Products & Chemicals Inc. | Reduce -8.7% | 0.07% | +0.01 |
| KR Kroger Co. | Reduce -0.3% | 0.04% | +0.01 |
| DGRO iShares Core Dividend Growth | Reduce -2.8% | 5.25% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| AVDE Avantis International Equity | Add +16.1% | 7.20% | +1.29 |
| AVLV Avantis US Large Cap Value | Add +2.4% | 7.01% | +0.69 |
| CAT Caterpillar Inc. | Add +91.0% | 0.88% | +0.51 |
| MCD McDonald's Corp. | Add +488.7% | 0.47% | +0.39 |
| ECL Ecolab Inc. | New | 0.38% | +0.38 |
| AGG iShares Core U.S. Aggregate | Add +0.9% | 8.34% | +0.18 |
| SMH Vaneck Semiconductor ETF | Add +6.3% | 1.28% | +0.17 |
| USAC USA Compression Partners LP | New | 0.08% | +0.08 |
| MUB iShares National Muni Bond E | Add +3.2% | 1.48% | +0.06 |
| MU Micron Technology Inc. | Add +63.8% | 0.11% | +0.05 |
| GWW WW Grainger Inc. | Add +2.1% | 0.43% | +0.05 |
| GEV GE Vernova Inc. | Add +28.1% | 0.10% | +0.04 |
| SDSI Amer Cent SH Dur Strat Inc. | New | 0.04% | +0.04 |
| VDC Vanguard Consumer Staple ETF | New | 0.04% | +0.04 |
| SPMO Invesco S&P 500 Momentum ETF | Add +8.5% | 0.90% | +0.03 |
| MMIT Nylim Mackay Muni Intermedia | Add +5.7% | 0.45% | +0.03 |
| COST Costco Wholesale Corp. | Add +21.3% | 0.09% | +0.03 |
| JNJ Johnson & Johnson | Add +2.6% | 0.14% | +0.03 |
| CVX Chevron Corp. | Add +9.4% | 0.07% | +0.03 |
| ABR Arbor Realty Trust Inc. | New | 0.02% | +0.02 |
| GLD SPDR Gold Shares | Add +14.3% | 0.11% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.9% | 0.15% | +0.02 |
| WMB Williams Cos Inc. | Add +1.9% | 0.10% | +0.02 |
| COP Conocophillips | Add +4.7% | 0.06% | +0.02 |
| XOM Exxon Mobil Corp. | Add +1.4% | 0.06% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +3.6% | 0.07% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +40.2% | 0.06% | +0.02 |
| MNA Nylim Merger Arbtrage ETF-Ui | Add +34.2% | 0.06% | +0.02 |
| NFLX Netflix Inc. | Add +20.8% | 0.07% | +0.01 |
| T AT&T Inc. | Add +4.0% | 0.07% | +0.01 |
| DE Deere & Co. | Add +3.5% | 0.06% | +0.01 |
| BND Vanguard Total Bond Market | Add +4.5% | 0.21% | +0.01 |
| KLAC KLA Corp. | Add +3.0% | 0.05% | +0.01 |
| ETN Eaton Corp. PLC | Add +7.1% | 0.05% | +0.01 |
| JAAA Janus Henderson Aaa Clo ETF | Add +1.9% | 0.28% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Add +4.8% | 0.04% | +0.00 |
| PG The Procter & Gamble Co. | Add +4.5% | 0.05% | +0.00 |
| ORLY O'reilly Automotive Inc. | Add +2.8% | 0.06% | +0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +0.1% | 0.07% | +0.00 |
| AMC AMC Entertainment HLDS Class A | Add +190.4% | 0.01% | +0.00 |
| HD Home Depot Inc. | Add +6.0% | 0.06% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +5.1% | 0.04% | +0.00 |
| SUB iShares Short-Term National | Add +0.1% | 0.06% | +0.00 |
| JEPQ JPM Nasdaq Equity Premium | Add +3.5% | 0.06% | +0.00 |
| GE General Electric | Add +5.2% | 0.04% | −0.00 |
| AMD Advanced Micro Devices | Add +1.5% | 0.10% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Add +2.7% | 0.05% | −0.00 |
| META Meta Platforms Inc. Class A | Add +11.8% | 0.24% | −0.00 |
| IBIT iShares Bitcoin Trust ETF | Add +15.3% | 0.04% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +2.6% | 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 |