13F Insight
DOSSIER · 13F-HR · Q3 2026

LEGACY FINANCIAL GROUP, INC.

$444M in tracked AUM across 108 positions as of Q3 2026.

LF
CIK 0001965579 · last filed Sep 30, 2026
Total AUM
$444M
as of Q3 2026
Holdings
108
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

LEGACY FINANCIAL GROUP, INC. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AVUS
AMERICAN CENTY ETF TR
$55M428K12.4%02
VUG
VANGUARD INDEX FDS
$38M421K8.6%03
DFSD
DIMENSIONAL ETF TRUST
$29M618K6.5%04
DFAX
DIMENSIONAL ETF TRUST
$26M699K5.8%05
DFUV
DIMENSIONAL ETF TRUST
$25M450K5.6%06
DFUS
DIMENSIONAL ETF TRUST
$22M266K5.0%07
DFAC
DIMENSIONAL ETF TRUST
$22M495K5.0%08
DUHP
DFA INVT DIMENSIONS GROUP IN
$22M524K5.0%09
DFAI
DIMENSIONAL ETF TRUST
$21M514K4.8%10
DFAU
DIMENSIONAL ETF TRUST
$16M309K3.7%

Filing history

2026Q3Sep 30
$444M▲ 3.5%
108 positionsView →2026Q2Jun 30
$429M▲ 13.2%
104 positionsView →2026Q1Mar 31
$378M▼ 0.8%
89 positionsView →2025Q4Dec 31
$381M▲ 4.6%
94 positionsView →2025Q3Sep 30
$365M▲ 7.8%
92 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 16