13FBOX
LEGACY FINANCIAL GROUP, INC. · 13F Holdings
Options Calculator Rankings

LEGACY FINANCIAL GROUP, INC.

No.4694
Latest AUM (Q2 2026)
$428.5M
QoQ Change Q1 2026
+$50.1M+13.2%
Holdings
104
New Buys
17
Adds
39
Reduces
34
Exits
2
Unchanged
14
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AAMERICAN CENTY ETF TRAVUS
11.66%10.68%$50.0M390,059$40.4M363,360+26,699+7.35%Add
VVANGUARD INDEX FDSVUG
8.52%8.38%$36.5M423,930$31.7M72,580+351,350+484.09%Add
DDIMENSIONAL ETF TRUSTDFSD
6.01%5.91%$25.7M538,926$22.4M467,314+71,612+15.32%Add
DDIMENSIONAL USDFUV
5.8%5.99%$24.9M452,004$22.7M468,036-16,032-3.43%Reduce
DDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFDFAX
5.73%5.79%$24.6M667,000$21.9M645,085+21,915+3.40%Add
DDIMENSIONAL ETF TRUSTDFAC
5.29%5.64%$22.7M511,473$21.4M549,536-38,063-6.93%Reduce
DDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI
5.23%5.81%$22.4M542,946$22.0M563,983-21,037-3.73%Reduce
DDIMENSIONAL US HIGH PROFITABILITY ETFDUHP
4.96%4.86%$21.3M509,323$18.4M500,768+8,555+1.71%Add
DDIMENSIONAL U.S. EQUITY MARKET ETFDFUS
4.77%4.39%$20.4M249,348$16.6M234,068+15,280+6.53%Add
DDIMENSIONAL ETF TRUSTDFAU
3.75%3.93%$16.1M310,597$14.9M329,484-18,887-5.73%Reduce
DDIMENSIONAL ETF TRUSTDFCF
3.37%3.72%$14.5M342,537$14.1M333,282+9,255+2.78%Add
DDIMENSIONAL ETF TRUSTDFLV
2.81%2.71%$12.0M304,363$10.2M286,884+17,479+6.09%Add
APPLE INCAAPL
2.52%2.59%$10.8M37,281$9.8M38,571-1,290-3.34%Reduce
VVANGUARD TOTALBNDX
2.47%2.75%$10.6M218,204$10.4M216,634+1,570+0.72%Add
DDIMENSIONAL U.S. TARGETED VALUE ETFDFAT
2.4%2.51%$10.3M147,297$9.5M151,851-4,554-3.00%Reduce
SSCHWAB USSCHX
1.63%1.64%$7.0M237,283$6.2M241,326-4,043-1.68%Reduce
DDIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE
1.54%1.69%$6.6M164,593$6.4M188,414-23,821-12.64%Reduce
DDIMENSIONAL US REAL ESTATE ETFDFAR
1.23%1.27%$5.3M201,626$4.8M202,822-1,196-0.59%Reduce
IISHARES RUSSELLIWF
1.12%1.11%$4.8M38,816$4.2M9,892+28,924+292.40%Add
DDIMENSIONAL ETF TRUSTDFEM
1.09%1%$4.7M115,280$3.8M109,028+6,252+5.73%Add
VVANGUARD INDEX FDSVNQ
0.97%1.02%$4.2M43,243$3.9M43,613-370-0.85%Reduce
ONEOK INC NEWOKE
0.94%1.19%$4.0M46,209$4.5M49,777-3,568-7.17%Reduce
DDIMENSIONAL ETF TRUSTDFIC
0.92%0.9%$4.0M106,136$3.4M96,306+9,830+10.21%Add
AAMERICAN CENTY ETF TRAVLV
0.88%0.87%$3.8M41,373$3.3M40,640+733+1.80%Add
DDIMENSIONAL U.S. SMALL CAP ETFDFAS
0.86%0.85%$3.7M44,696$3.2M45,059-363-0.81%Reduce
NVIDIA CORPORATIONNVDA
0.74%0.74%$3.2M15,931$2.8M15,958-27-0.17%Reduce
BERKSHIRE HATHAWAY INC DELBRK.B
0.73%0.79%$3.1M6,251$3.0M6,257-6-0.10%Reduce
AAlphabet Inc Class CGOOG
0.68%0.63%$2.9M8,293$2.4M8,294-1-0.01%Reduce
DDIMENSIONAL ETF TRUSTDFSV
0.67%0.69%$2.9M74,160$2.6M74,088+72+0.10%Add
IISHARES TRGVI
0.6%0.77%$2.6M24,019$2.9M27,408-3,389-12.37%Reduce
VVANGUARD MALVERN FDSVTIP
0.56%0.58%$2.4M47,568$2.2M44,190+3,378+7.64%Add
MICROSOFT CORPMSFT
0.51%0.58%$2.2M5,880$2.2M5,972-92-1.54%Reduce
DDIMENSIONAL ETF TRUSTDFNM
0.49%0.71%$2.1M43,740$2.7M56,410-12,670-22.46%Reduce
AAMERICAN CENTY ETF TRAVLC
0.44%0.32%$1.9M21,058$1.2M15,524+5,534+35.65%Add
IINVESCO QQQ TRVOO
0.37%0.15%$1.6M2,154$579,0571,003+1,151+114.76%Add
IISHARES TRIVV
0.36%0.36%$1.5M2,069$1.4M2,06900.00%Unchanged
DDIMENSIONAL WORLD EQUITY ETFDFAW
0.36%0.25%$1.5M18,419$929,03812,592+5,827+46.28%Add
WALMART INCWMT
0.35%0.44%$1.5M13,137$1.7M13,294-157-1.18%Reduce
AMAZON COM INCAMZN
0.34%0.33%$1.4M6,066$1.3M6,036+30+0.50%Add
ALPHABET INCGOOGL
0.31%0.28%$1.3M3,753$1.1M3,711+42+1.13%Add
CATERPILLAR INCCAT
0.27%0.2%$1.1M1,070$760,7971,074-4-0.37%Reduce
SSTATE STR SPDR S&P 500 ETF TSPY
0.26%0.26%$1.1M1,466$967,5151,488-22-1.48%Reduce
BANCFIRST CORPBANF
0.25%0.28%$1.1M9,675$1.0M9,67500.00%Unchanged
GGENERAL DYNAMICS CORPVTI
0.22%0.22%$949,8932,567$822,8782,565+2+0.08%Add
AAMERICAN CENTY ETF TRAVUQ
0.21%0.21%$917,33513,899$777,88913,710+189+1.38%Add
WILLIAMS COS INCWMB
0.21%0.17%$907,61712,209$643,3028,839+3,370+38.13%Add
VVANGUARD WORLD FDVGT
0.17%0.14%$707,6685,921$531,391762+5,159+677.03%Add
PROGRESSIVE CORPPGR
0.16%0.17%$693,8693,176$629,6763,17600.00%Unchanged
AAVANTIS U SAVUV
0.15%0.19%$625,4225,013$728,6606,596-1,583-24.00%Reduce
JPMORGAN CHASE & COJPM
0.14%0.15%$610,7981,866$555,0801,887-21-1.11%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow