13F Insight
DOSSIER · 13F-HR · Q2 2026

Legacy Financial Strategies, LLC

$646M in tracked AUM across 152 positions as of Q2 2026.

LF
CIK 0001723925 · last filed Jun 30, 2026
Total AUM
$646M
as of Q2 2026
Holdings
152
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive SEC 13F Analysis: Legacy Financial Strategies, LLC
1. Portfolio Overview

Legacy Financial Strategies, LLC has reported a dramatic expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 434.1%, rising from $105.74 million to $564.78 million. This exponential growth indicates a significant influx of new capital, a major merger or acquisition event involving the firm, or a substantial shift in as...

The portfolio consists of 138 holdings, reflecting a diversified approach. The turnover rate for the quarter was exceptionally high, characterized by a complete restructuring: the firm established 37 new positions and completely exited 37 positions, with 0 positions remaining unchanged. This suggests a strategic overhaul rather than simple portfolio rebalancing.

2. Key Holdings

The portfolio is heavily concentrated in a "Core and Satellite" structure, with the top three positions commanding nearly 37% of the total assets:

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHG
SCHWAB STRATEGIC TR
$99M2.9M15.4%02
SCHB
SCHWAB STRATEGIC TR
$77M2.7M12.0%03
AGG
ISHARES TR
$45M458K7.0%04
AVLV
AMERICAN CENTY ETF TR
$44M487K6.9%05
AVDE
AMERICAN CENTY ETF TR
$43M484K6.7%06
IGM
ISHARES TR
$42M256K6.5%07
DGRO
ISHARES TR
$32M418K4.9%08
VTI
VANGUARD INDEX FDS
$20M54K3.1%09
SDSI
AMERICAN CENTY ETF TR
$17M330K2.6%10
SCHD
SCHWAB STRATEGIC TR
$14M437K2.1%

Filing history

2026Q2Jun 30
$646M▲ 16.5%
152 positionsView →2026Q1Mar 31
$554M▼ 1.9%
140 positionsView →2025Q4Dec 31
$565M▲ 2.0%
138 positionsView →2025Q3Sep 30
$554M▲ 8.6%
135 positionsView →2025Q2Jun 30
$510M▲ 11.1%
127 positionsLocked2025Q1Mar 31
$459M▼ 1.2%
119 positionsLocked2024Q4Dec 31
$464M▲ 2.5%
119 positionsLocked2024Q3Sep 30
$453M▲ 8.9%
115 positionsLocked2024Q2Jun 30
$416M▲ 7.2%
98 positionsLocked2024Q1Mar 31
$388M▲ 10.6%
90 positionsLocked2023Q4Dec 31
$351M▲ 12.7%
81 positionsLocked2023Q3Sep 30
$311M▲ 4.0%
73 positionsLocked
Showing 12 of 33