Institutional Fund
Legacy Financial Group, Inc.
Tulsa, OKCIK 19655795 filings on record
Portfolio Value
$378.43M
Q1 2026
Holdings
89
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-0.8%
from $381.44M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Centy ETF Tr10.7%
- Vanguard Index Fds8.4%
- Dimensional ETF Trust6.0%
- Dimensional ETF Trust5.9%
- Dimensional ETF Trust5.8%
- Dimensional ETF Trust5.8%
- Other57.4%
Portfolio Holdings
89 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 363.4K | $40.40M | 10.7% | +12.9K | Added |
| 2 | Vanguard Index Fds | 72.6K | $31.70M | 8.4% | +330 | Added |
| 3 | Dimensional ETF Trust | 468.0K | $22.68M | 6.0% | −3.3K | Reduced |
| 4 | Dimensional ETF Trust | 467.3K | $22.37M | 5.9% | +12.9K | Added |
| 5 | Dimensional ETF Trust | 564.0K | $21.97M | 5.8% | −5.0K | Reduced |
| 6 | Dimensional ETF Trust | 645.1K | $21.91M | 5.8% | −1.3K | Reduced |
| 7 | Dimensional ETF Trust | 549.5K | $21.35M | 5.6% | −5.4K | Reduced |
| 8 | Dimensional ETF Trust | 500.8K | $18.41M | 4.9% | +12.9K | Added |
| 9 | Dimensional ETF Trust | 234.1K | $16.60M | 4.4% | +7.1K | Added |
| 10 | Dimensional ETF Trust | 329.5K | $14.87M | 3.9% | +1.6K | Added |
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