2026 Q3 Portfolio Activity
In 2026 Q3, LEGACY FINANCIAL GROUP, INC. maintained a portfolio of 114 distinct positions. The most significant new addition was AMERICAN CENTY ETF TR, now representing 0.45% of the total fund value. They heavily accumulated shares in AMERICAN CENTY ETF TR, increasing the position by 9.7%.
Position History
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Total Positions
114
Quarter
2026 Q3
Top Holding
AVUS (12.4%)
Top 10 Concentration
62.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 114
LEGACY FINANCIAL GROUP, INC. Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AVUS
AMERICAN CENTY ...
|
ETF | 12.36% | 11.66% |
#1
Prev: #1
|
8.0 |
—
|
37,788 | 9.7% |
P
S
|
427,847 | $54,802,882 |
$88.95
+44.8%
|
2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | ||
|
VUG
VANGUARD INDEX ...
|
Warrant | 8.55% | 8.52% |
#2
Prev: #2
|
5.4 |
—
|
-2,944 | -0.7% |
P
S
|
420,986 | $37,935,072 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 6.48% | 6.01% |
#3
Prev: #3
|
5.6 |
—
|
79,243 | 14.7% |
P
S
|
618,169 | $28,727,550 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 5.83% | 5.73% |
#4
1
Prev: #5
|
3.3 |
—
|
31,747 | 4.8% |
P
S
|
698,747 | $25,867,624 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 5.57% | 5.80% |
#5
1
Prev: #4
|
3.2 |
—
|
-2,478 | -0.5% |
P
S
|
449,526 | $24,723,930 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 4.98% | 4.77% |
#6
3
Prev: #9
|
4.0 |
—
|
16,728 | 6.7% |
P
S
|
266,076 | $22,092,322 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 4.96% | 5.29% |
#7
1
Prev: #6
|
2.5 |
—
|
-16,083 | -3.1% |
P
S
|
495,390 | $22,020,087 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DUHP
DFA INVT DIMENS...
|
Unknown | 4.95% | 4.96% |
#8
Prev: #8
|
2.5 |
—
|
14,912 | 2.9% |
P
S
|
524,235 | $21,970,709 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 4.81% | 5.23% |
#9
2
Prev: #7
|
2.4 |
—
|
-28,524 | -5.3% |
P
S
|
514,422 | $21,312,503 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 3.65% | 3.75% |
#10
Prev: #10
|
2.0 |
—
|
-1,163 | -0.4% |
P
S
|
309,434 | $16,201,964 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 2.87% | 2.81% |
#11
1
Prev: #12
|
1.6 |
—
|
12,359 | 4.1% |
P
S
|
316,722 | $12,722,733 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
AAPL
APPLE INC
|
Technology | 2.80% | 2.52% |
#12
1
Prev: #13
|
1.6 |
—
|
40 | 0.1% |
P
S
|
37,321 | $12,428,799 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 2.75% | 3.37% |
#13
2
Prev: #11
|
1.6 |
—
|
-38,973 | -11.4% |
P
S
|
303,564 | $12,178,989 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 2.40% | 2.47% |
#14
Prev: #14
|
1.5 |
—
|
8,551 | 3.9% |
P
S
|
226,755 | $10,628,007 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 2.15% | 2.40% |
#15
Prev: #15
|
1.4 |
—
|
-4,014 | -2.7% |
P
S
|
143,283 | $9,519,713 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 1.57% | 1.63% |
#16
Prev: #16
|
1.1 |
—
|
-5,313 | -2.2% |
P
S
|
231,970 | $6,959,097 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 1.28% | 1.54% |
#17
Prev: #17
|
1.0 |
—
|
-19,831 | -12.0% |
P
S
|
144,762 | $5,690,594 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DFAR
DFA INVT DIMENS...
|
Unknown | 1.25% | 1.23% |
#18
Prev: #18
|
2.5 |
—
|
27,197 | 13.5% |
P
S
|
228,823 | $5,528,364 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
IWF
ISHARES TR
|
ETF | 1.09% | 1.12% |
#19
Prev: #19
|
0.9 |
—
|
-190 | -0.5% |
P
S
|
38,626 | $4,838,293 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 1.02% | 0.92% |
#20
3
Prev: #23
|
2.4 |
—
|
14,642 | 13.8% |
P
S
|
120,778 | $4,542,461 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 1.02% | 1.09% |
#21
1
Prev: #20
|
0.9 |
—
|
-1,615 | -1.4% |
P
S
|
113,665 | $4,514,766 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 0.90% | 0.88% |
#22
2
Prev: #24
|
2.4 |
—
|
2,664 | 6.4% |
P
S
|
44,037 | $3,982,706 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
OKE
ONEOK INC NEW
|
Energy | 0.89% | 0.94% |
#23
1
Prev: #22
|
0.9 |
—
|
236 | 0.5% |
P
S
|
46,445 | $3,960,405 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.89% | 0.74% |
#24
2
Prev: #26
|
2.4 |
—
|
1,339 | 8.4% |
P
S
|
17,270 | $3,944,086 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.80% | 0.97% |
#25
4
Prev: #21
|
0.8 |
—
|
-3,637 | -8.4% |
P
S
|
39,606 | $3,549,854 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 0.77% | 0.86% |
#26
1
Prev: #25
|
0.8 |
—
|
-365 | -0.8% |
P
S
|
44,331 | $3,432,106 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.73% | 0.51% |
#27
5
Prev: #32
|
2.3 |
—
|
419 | 7.1% |
P
S
|
6,299 | $3,230,565 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.71% | 0.73% |
#28
1
Prev: #27
|
0.8 |
—
|
85 | 1.4% |
P
S
|
6,336 | $3,155,011 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.64% | 0.68% |
#29
1
Prev: #28
|
0.8 |
—
|
20 | 0.2% |
P
S
|
8,313 | $2,832,735 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
SUB
ISHARES TR
|
ETF | 0.64% | 0.60% |
#30
Prev: #30
|
2.3 |
—
|
2,978 | 12.4% |
P
S
|
26,997 | $2,822,266 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DFSV
DFA INVT DIMENS...
|
Unknown | 0.61% | 0.67% |
#31
2
Prev: #29
|
0.7 |
—
|
-2,365 | -3.2% |
P
S
|
71,795 | $2,690,159 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
AVLC
AMERICAN CENTY ...
|
Bond/Debt | 0.55% | 0.44% |
#32
2
Prev: #34
|
2.7 |
—
|
5,912 | 28.1% |
P
S
|
26,970 | $2,434,582 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.55% | 0.56% |
#33
2
Prev: #31
|
0.7 |
—
|
1,580 | 3.3% |
P
S
|
49,148 | $2,419,046 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.45% | — |
#34
Prev: #—
|
3.7 |
—
|
21,957 | — |
NEW
|
21,957 | $1,978,557 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
IVV
ISHARES TR
|
ETF | 0.35% | 0.36% |
#35
1
Prev: #36
|
0.6 |
—
|
-44 | -2.1% |
P
S
|
2,025 | $1,550,828 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.35% | 0.34% |
#36
3
Prev: #39
|
0.6 |
—
|
97 | 1.6% |
P
S
|
6,163 | $1,535,511 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.33% | 0.31% |
#37
3
Prev: #40
|
2.1 |
—
|
506 | 13.5% |
P
S
|
4,259 | $1,465,437 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DFAW
DIMENSIONAL ETF...
|
ETF | 0.32% | 0.36% |
#38
1
Prev: #37
|
0.6 |
—
|
-1,190 | -6.5% |
P
S
|
17,229 | $1,418,119 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.31% | 0.35% |
#39
1
Prev: #38
|
0.6 |
—
|
111 | 0.8% |
P
S
|
13,248 | $1,376,725 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 0.27% | 0.49% |
#40
7
Prev: #33
|
0.1 |
—
|
-17,412 | -39.8% |
P
S
|
26,328 | $1,211,878 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.27% | — |
#41
Prev: #—
|
3.6 |
—
|
12,874 | — |
NEW
|
12,874 | $1,210,413 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.24% | 0.26% |
#42
Prev: #42
|
0.6 |
—
|
-42 | -2.9% |
P
S
|
1,424 | $1,085,789 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
AVUQ
AMERICAN CENTY ...
|
ETF | 0.23% | 0.21% |
#43
2
Prev: #45
|
2.1 |
—
|
1,337 | 9.6% |
P
S
|
15,236 | $1,032,989 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.22% | 0.22% |
#44
Prev: #44
|
0.6 |
—
|
67 | 2.6% |
P
S
|
2,634 | $985,748 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.21% | 0.27% |
#45
4
Prev: #41
|
2.1 |
—
|
97 | 9.1% |
P
S
|
1,167 | $946,090 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.19% | 0.15% |
#46
3
Prev: #49
|
2.6 |
—
|
2,117 | 42.2% |
P
S
|
7,130 | $839,700 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
BANF
BANCFIRST CORP
|
Financial Services | 0.18% | 0.25% |
#47
4
Prev: #43
|
0.1 |
—
|
-2,000 | -20.7% |
P
S
|
7,675 | $808,067 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
AVIG
AMERICAN CENTY ...
|
Bond/Debt | 0.17% | — |
#48
Prev: #—
|
3.6 |
—
|
19,641 | — |
NEW
|
19,641 | $773,659 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 0.17% | 0.21% |
#49
3
Prev: #46
|
0.6 |
—
|
-896 | -7.3% |
P
S
|
11,313 | $768,945 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.17% | 0.17% |
#50
3
Prev: #47
|
1.1 |
—
|
no change | no change |
P
S
|
5,921 | $744,119 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-21 |
Showing 1-50 of 114 holdings