Legacy Financial Strategies, LLC
Legacy Financial Strategies, LLC reported 152 positions worth $645.7M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: SCHG (15.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHG | SH | $99.4M | 15.39% | 2,937,132 | — | — | |
| ▸ 2 | SCHB | SH | $77.2M | 11.96% | 2,665,380 | — | — | |
| ▸ 3 | AGG | SH | $45.4M | 7.03% | 458,378 | — | — | |
| ▸ 4 | AVLV | SH | $44.4M | 6.88% | 487,176 | — | — | |
| ▸ 5 | AVDE | SH | $43.1M | 6.68% | 483,677 | — | — | |
| ▸ 6 | IGM | SH | $41.8M | 6.48% | 255,742 | — | — | |
| ▸ 7 | DGRO | SH | $31.7M | 4.91% | 418,414 | — | — | |
| ▸ 8 | VTI | SH | $19.9M | 3.08% | 53,791 | — | — | |
| ▸ 9 | SDSI | SH | $17.0M | 2.63% | 330,104 | — | — | |
| ▸ 10 | SCHD | SH | $13.9M | 2.15% | 437,276 | — | — |
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Frequently Asked Questions
What stocks does Legacy Financial Strategies, LLC hold as of Q2 2026?
Legacy Financial Strategies, LLC reported 152 positions worth $645.7M in its Q2 2026 13F filing. Largest positions: SCHG (15.4%), SCHB (12.0%), AGG (7.0%), AVLV (6.9%) and AVDE (6.7%).
What did Legacy Financial Strategies, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Legacy Financial Strategies, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.