AI Portfolio Summary
In 2025 Q4, LEGACY FINANCIAL GROUP, INC. maintained a portfolio of 98 distinct positions. They heavily accumulated shares in AMERICAN CENTY ETF T, increasing their position by 6.5%. Conversely, LEGACY FINANCIAL GROUP, INC. completely exited their position in UNITED RENTALS INC.
Total Positions
98
Quarter
2025 Q4
Top Holding
AVUS (10.3%)
Top 10 Concentration
61.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 98
| 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 | 10.27% | 9.81% |
#1
1
Prev: #2
|
8.0 | 21,335 | 6.5% |
P
S
|
350,459 | $39,174,350 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 9.24% | 9.90% |
#2
1
Prev: #1
|
5.7 | -3,077 | -4.1% |
P
S
|
72,250 | $35,247,967 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 5.76% | 5.91% |
#3
Prev: #3
|
3.8 | -4,309 | -0.8% |
P
S
|
554,892 | $21,968,175 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 5.76% | 5.67% |
#4
1
Prev: #5
|
3.3 | 8,886 | 1.9% |
P
S
|
471,369 | $21,961,082 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 5.71% | 5.61% |
#5
1
Prev: #6
|
4.8 | 30,102 | 7.1% |
P
S
|
454,428 | $21,789,827 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 5.68% | 5.70% |
#6
2
Prev: #4
|
2.8 | -2,831 | -0.5% |
P
S
|
568,967 | $21,683,332 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 5.55% | 5.43% |
#7
Prev: #7
|
2.7 | 14,610 | 2.3% |
P
S
|
646,402 | $21,156,738 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 4.86% | 4.82% |
#8
Prev: #8
|
2.4 | 22,283 | 4.8% |
P
S
|
487,893 | $18,554,589 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 4.41% | 4.46% |
#9
Prev: #9
|
2.3 | 2,451 | 1.1% |
P
S
|
226,994 | $16,836,147 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 4.02% | 4.18% |
#10
Prev: #10
|
2.1 | -5,067 | -1.5% |
P
S
|
327,846 | $15,343,193 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 3.63% | 3.60% |
#11
Prev: #11
|
3.5 | 18,172 | 5.9% |
P
S
|
324,982 | $13,831,229 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 3.12% | 2.93% |
#12
Prev: #12
|
3.2 | 30,314 | 14.0% |
P
S
|
246,309 | $11,901,651 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 2.77% | 2.59% |
#13
Prev: #13
|
1.6 | 1,709 | 4.6% |
P
S
|
38,874 | $10,571,668 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 2.46% | 2.17% |
#14
1
Prev: #15
|
3.0 | 34,315 | 14.3% |
P
S
|
274,750 | $9,399,184 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 2.40% | 2.51% |
#15
1
Prev: #14
|
1.5 | -3,679 | -2.3% |
P
S
|
153,881 | $9,162,067 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 1.73% | 1.79% |
#16
Prev: #16
|
1.2 | -2,167 | -0.9% |
P
S
|
245,696 | $6,611,669 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 1.66% | 1.77% |
#17
Prev: #17
|
1.2 | -10,723 | -5.2% |
P
S
|
193,980 | $6,317,929 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAR
DIMENSIONAL ETF...
|
ETF | 1.22% | 1.32% |
#18
Prev: #18
|
1.0 | 1,108 | 0.6% |
P
S
|
202,506 | $4,637,639 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWF
ISHARES TR
|
ETF | 1.18% | 1.30% |
#19
Prev: #19
|
1.0 | -560 | -5.5% |
P
S
|
9,541 | $4,515,755 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 1.03% | 1.13% |
#20
Prev: #20
|
0.9 | -549 | -1.2% |
P
S
|
44,387 | $3,927,774 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OKE
ONEOK INC NEW
|
Energy | 0.96% | 0.96% |
#21
Prev: #21
|
0.9 | 2,159 | 4.5% |
P
S
|
50,057 | $3,679,160 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 0.94% | 0.95% |
#22
Prev: #22
|
0.9 | 497 | 0.5% |
P
S
|
108,392 | $3,585,595 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 0.85% | 0.76% |
#23
6
Prev: #29
|
2.3 | 8,791 | 10.4% |
P
S
|
93,597 | $3,225,353 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.83% | 0.86% |
#24
1
Prev: #25
|
0.8 | 57 | 0.9% |
P
S
|
6,270 | $3,151,616 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 0.80% | 0.69% |
#25
5
Prev: #30
|
2.3 | 5,330 | 15.3% |
P
S
|
40,176 | $3,044,136 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
URI
UNITED RENTALS ...
|
Industrials | 0.00% | 0.07% |
Sold All 😨
(Was: #72) |
0.0 | -256 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORLY
OREILLY AUTOMOT...
|
Consumer Cyclical | 0.00% | 0.06% |
Sold All 😨
(Was: #75) |
0.0 | -2,164 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.00% | 0.06% |
Sold All 😨
(Was: #87) |
0.0 | -510 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSTY
TIDAL TRUST II
|
Unknown | 0.00% | 0.05% |
Sold All 😨
(Was: #91) |
0.0 | -12,850 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 98 holdings