Institutional Fund
Legacy Financial Strategies, LLC
Overland Park, KSCIK 17239255 filings on record
Portfolio Value
$554.17M
Q1 2026
Holdings
140
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-1.9%
from $564.78M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr15.2%
- Schwab Strategic Tr11.8%
- Ishares Tr8.3%
- American Centy ETF Tr7.2%
- American Centy ETF Tr7.0%
- Ishares Tr5.5%
- Other44.9%
Portfolio Holdings
140 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 2.90M | $84.46M | 15.2% | +46.4K | Added |
| 2 | Schwab Strategic Tr | 2.61M | $65.63M | 11.8% | +21.4K | Added |
| 3 | Ishares Tr | 465.8K | $46.24M | 8.3% | +4.1K | Added |
| 4 | American Centy ETF Tr | 470.1K | $39.89M | 7.2% | +65.0K | Added |
| 5 | American Centy ETF Tr | 481.9K | $38.84M | 7.0% | +11.2K | Added |
| 6 | Ishares Tr | 256.1K | $30.35M | 5.5% | +1.2K | Added |
| 7 | Ishares Tr | 414.4K | $29.08M | 5.2% | −11.9K | Reduced |
| 8 | Vanguard Index Fds | 53.0K | $16.99M | 3.1% | +777 | Added |
| 9 | Schwab Strategic Tr | 436.5K | $13.39M | 2.4% | −373 | Reduced |
| 10 | Nvidia Corporation | 54.1K | $9.44M | 1.7% | +696 | Added |
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