13F Insight
DOSSIER · 13F-HR · Q1 2026

LEGACY FINANCIAL GROUP, INC.

$378M in tracked AUM across 89 positions as of Q1 2026.

LF
CIK 0001965579 · last filed Mar 31, 2026
Total AUM
$378M
as of Q1 2026
Holdings
89
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

LEGACY FINANCIAL GROUP, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVUS
AMERICAN CENTY ETF TR
$40M363K10.7%02
VUG
VANGUARD INDEX FDS
$32M73K8.4%03
DFUV
DIMENSIONAL ETF TRUST
$23M468K6.0%04
DFSD
DIMENSIONAL ETF TRUST
$22M467K5.9%05
DFAI
DIMENSIONAL ETF TRUST
$22M564K5.8%06
DFAX
DIMENSIONAL ETF TRUST
$22M645K5.8%07
DFAC
DIMENSIONAL ETF TRUST
$21M550K5.6%08
DUHP
DIMENSIONAL ETF TRUST
$18M501K4.9%09
DFUS
DIMENSIONAL ETF TRUST
$17M234K4.4%10
DFAU
DIMENSIONAL ETF TRUST
$15M329K3.9%

Filing history

2026Q1Mar 31
$378M▼ 0.8%
89 positionsView →2025Q4Dec 31
$381M▲ 4.6%
94 positionsView →2025Q3Sep 30
$365M▲ 7.8%
92 positionsView →2025Q2Jun 30
$338M▲ 8.6%
85 positionsLocked2025Q1Mar 31
$312M▲ 0.3%
85 positionsLocked2024Q4Dec 31
$311M▲ 5.6%
85 positionsLocked2024Q3Sep 30
$294M▲ 11.4%
79 positionsLocked2024Q2Jun 30
$264M▲ 4.0%
72 positionsLocked2024Q1Mar 31
$254M▲ 10.8%
74 positionsLocked2023Q4Dec 31
$229M▲ 13.1%
69 positionsLocked2023Q3Sep 30
$203M▲ 1.2%
69 positionsLocked2023Q2Jun 30
$200M▲ 10.7%
70 positionsLocked
Showing 12 of 14