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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $388.1M Q1 2024 Q2 2024: $416.1M Q2 2024 Q3 2024: $453.2M Q3 2024 Q4 2024: $464.4M Q4 2024 Q1 2025: $458.6M Q1 2025 Q2 2025: $509.6M Q2 2025 Q3 2025: $553.7M Q3 2025 Q4 2025: $564.8M Q4 2025 Q1 2026: $554.2M $554.2M Q1 2026 Q2 2026: $645.7M Q2 2026

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%
CASY Casey's General Stores Inc. 0.06% 469 $341K No change
COP Conocophillips 0.06% 2,565 $339K Add +4.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 1,707 $335K Reduce -5.8%
DE Deere & Co. 0.06% 588 $331K Add +3.5%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.06% 5,918 $329K Add +3.5%
ORLY O'reilly Automotive Inc. 0.06% 3,556 $328K Add +2.8%
EVRG Evergy Inc. 0.06% 3,893 $319K No change
CDNS Cadence Design SYS Inc. 0.06% 1,142 $317K Reduce -5.5%
SUB iShares Short-Term National 0.06% 2,959 $315K Add +0.1%
MNA Nylim Merger Arbtrage ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.06% 8,612 $313K Add +34.2%
KO The Coca-Cola Co. 0.06% 4,114 $313K No change
IWS iShares Russell Mid-Cap Valu 0.05% 2,070 $302K No change
XLK SS Technology Select Sector 0.05% 2,242 $298K Reduce -2.1%
TMO Thermo Fisher Scientific Inc. 0.05% 598 $294K Add +2.6%
PANW Palo Alto Networks Inc. 0.05% 1,829 $293K Reduce -24.5%
ETN Eaton Corp. PLC 0.05% 814 $291K Add +7.1%
PG The Procter & Gamble Co. 0.05% 1,962 $283K Add +4.5%
PM Philip Morris International 0.05% 1,703 $282K Reduce -2.5%
VGT Vanguard Info Tech ETF 0.05% 402 $280K No change
SPH Suburban Propane Partners LP 0.05% 14,000 $276K No change
IVW iShares S&P 500 Growth ETF 0.05% 2,276 $257K Add +2.7%
KLAC KLA Corp. 0.05% 173 $255K Add +3.0%
MA Mastercard Inc. Class A 0.05% 503 $251K Reduce -12.1%
SDSI Amer Cent SH Dur Strat Inc. 0.04% 4,715 $242K New
IBIT iShares Bitcoin Trust ETF 0.04% 6,202 $238K Add +15.3%
IVE iShares S&P 500 Value ETF 0.04% 1,116 $236K No change
KR Kroger Co. 0.04% 3,253 $235K Reduce -0.3%
IGV iShares Expanded Tech-Softwa 0.04% 2,888 $231K Reduce -60.3%
SCHM Schwab US Mid Cap ETF 0.04% 7,021 $217K Add +4.8%
MINT PIMCO Enhanced Short Maturit 0.04% 2,149 $216K Reduce -1.0%
GE General Electric filed as GE AEROSPACE 0.04% 751 $213K Add +5.2%
VYM Vanguard High DVD Yield ETF 0.04% 1,430 $212K No change
GS Goldman Sachs Group Inc. 0.04% 248 $210K Add +5.1%
XLI SS Industrial Select Sector 0.04% 1,284 $208K Reduce -38.4%
ADM Archer-Daniels-Midland Co. 0.04% 2,819 $205K Reduce -92.1%
VDC Vanguard Consumer Staple ETF 0.04% 912 $205K New
TWO Two Harbors Investment Corp. 0.03% 15,050 $172K No change
ABR Arbor Realty Trust Inc. 0.02% 17,800 $137K New
ARI Apollo Commercial Real Estat 0.02% 10,200 $108K Reduce -12.8%
AMC AMC Entertainment HLDS Class A 0.01% 29,694 $29K Add +190.4%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 152$645.7MSCHG, SCHB, AGG, AVLV, AVDE
Q1 2026 140$554.2MSCHG, SCHB, AGG, AVDE, AVLV
Q4 2025 138$564.8MSCHG, SCHB, AGG, AVLV, AVDE
Q3 2025 135$553.7MSCHG, SCHB, AGG, DGRO, IGM
Q2 2025 127$509.6MSCHG, SCHB, AGG, DGRO, AVLV
Q1 2025 119$458.6MSCHG, SCHB, AGG, DGRO, AVLV
Q4 2024 119$464.4MSCHG, SCHB, AGG, DGRO, AVLV
Q3 2024 115$453.2MSCHG, SCHB, AGG, DGRO, AVLV
Q2 2024 98$416.1MSCHG, SCHD, SCHB, AGG, DGRO
Q1 2024 90$388.1MSCHG, SCHD, SCHB, AGG, DGRO