The Analysis of LEGACY FINANCIAL GROUP, INC.'s Holdings
Currently, LEGACY FINANCIAL GROUP, INC. holds 92 types of securities in its portfolio with a total value $364.8M. In the most recent quarter, they have increased their positions in AVUS (+21.3K shares, valued at $2.3M), BNDX (+14.6K shares, valued at $723.8K), DUHP (+17.3K shares, valued at $653.5K); decreased their positions in VUG (-1.9K shares, valued at $892.1K), SUB (-7.0K shares, valued at $743.0K), DFNM (-13.0K shares, valued at $625.7K); initiated new positions in DFAW (+7.3K shares, valued at $521.6K), VZ (+5.8K shares, valued at $254.8K), ORLY (+2.2K shares, valued at $233.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS75.3K shares-2.41%2025-09-302025-11-05
AVUS AMERICAN CENTY ETF TR329.1K shares6.92%2025-09-302025-11-05 DFAC DIMENSIONAL ETF TRUST559.2K shares-2.51%2025-09-302025-11-05 DFAI DIMENSIONAL ETF TRUST571.8K shares-0.11%2025-09-302025-11-05 DFUV DIMENSIONAL ETF TRUST462.5K shares1.73%2025-09-302025-11-05 DFSD DIMENSIONAL ETF TRUST424.3K shares3.06%2025-09-302025-11-05 DFAX DIMENSIONAL ETF TRUST631.8K shares1.30%2025-09-302025-11-05 DUHP DIMENSIONAL ETF TRUST465.6K shares3.86%2025-09-302025-11-05 DFUS DIMENSIONAL ETF TRUST224.5K shares3.95%2025-09-302025-11-05 DFAU DIMENSIONAL ETF TRUST332.9K shares1.59%2025-09-302025-11-05 DFCF DIMENSIONAL ETF TRUST306.8K shares4.11%2025-09-302025-11-05 BNDX VANGUARD CHARLOTTE FDS216.0K shares7.27%2025-09-302025-11-05 AAPL APPLE INC37.2K shares-4.09%2025-09-302025-11-05 DFAT DIMENSIONAL ETF TRUST157.6K shares-2.18%2025-09-302025-11-05 DFLV DIMENSIONAL ETF TRUST240.4K shares5.10%2025-09-302025-11-05 SCHX SCHWAB STRATEGIC TR247.9K shares-3.80%2025-09-302025-11-05 DFAE DIMENSIONAL ETF TRUST204.7K shares-3.96%2025-09-302025-11-05 DFAR DIMENSIONAL ETF TRUST201.4K shares-0.37%2025-09-302025-11-05 IWF ISHARES TR10.1K shares-3.68%2025-09-302025-11-05 VNQ VANGUARD INDEX FDS44.9K shares-1.25%2025-09-302025-11-05 OKE ONEOK INC NEW47.9K shares11.48%2025-09-302025-11-05 DFEM DIMENSIONAL ETF TRUST107.9K shares3.83%2025-09-302025-11-05 SUB ISHARES TR30.6K shares-18.52%2025-09-302025-11-05 MSFT MICROSOFT CORP6.0K shares-3.39%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL6.2K shares-6.15%2025-09-302025-11-05 DFNM DIMENSIONAL ETF TRUST63.1K shares-17.12%2025-09-302025-11-05 DFAS DIMENSIONAL ETF TRUST42.3K shares-0.28%2025-09-302025-11-05 NVDA NVIDIA CORPORATION15.4K shares-0.14%2025-09-302025-11-05 DFIC DIMENSIONAL ETF TRUST84.8K shares3.82%2025-09-302025-11-05 AVLV AMERICAN CENTY ETF TR34.8K shares7.77%2025-09-302025-11-05 DFSV DIMENSIONAL ETF TRUST74.0K shares0.94%2025-09-302025-11-05 VTIP VANGUARD MALVERN FDS42.8K shares-3.76%2025-09-302025-11-05 GOOG ALPHABET INC8.3K shares-5.96%2025-09-302025-11-05 IVV ISHARES TR2.1K shares0.80%2025-09-302025-11-05 WMT WALMART INC13.3K shares2.14%2025-09-302025-11-05 AMZN AMAZON COM INC5.9K shares3.02%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR1.6K shares-2.44%2025-09-302025-11-05 BANF BANCFIRST CORP8.0K shares-0.04%2025-09-302025-11-05 GOOGL ALPHABET INC4.1K shares1.30%2025-09-302025-11-05 VTI VANGUARD INDEX FDS2.6K shares-0.19%2025-09-302025-11-05 PGR PROGRESSIVE CORP3.3K shares0.03%2025-09-302025-11-05 AVLC AMERICAN CENTY ETF TR9.3K shares25.86%2025-09-302025-11-05 PLTR PALANTIR TECHNOLOGIES INC3.7K shares0.00%2025-09-302025-11-05 AVUV AMERICAN CENTY ETF TR6.7K shares-2.15%2025-09-302025-11-05 META META PLATFORMS INC886 shares-2.96%2025-09-302025-11-05 AVUQ AMERICAN CENTY ETF TR10.9K shares43.86%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.1.9K shares-1.63%2025-09-302025-11-05 VGT VANGUARD WORLD FD787 shares-2.36%2025-09-302025-11-05 DFAW DIMENSIONAL ETF TRUST7.3K sharesnew addition2025-09-302025-11-05 CAT CATERPILLAR INC1.0K shares11.18%2025-09-302025-11-05 QQQ INVESCO QQQ TR808 shares36.03%2025-09-302025-11-05 ABBV ABBVIE INC2.0K shares-1.12%2025-09-302025-11-05 XLK SELECT SECTOR SPDR TR1.7K shares-1.42%2025-09-302025-11-05 WMB WILLIAMS COS INC7.4K shares-34.79%2025-09-302025-11-05 VV VANGUARD INDEX FDS1.5K shares-2.03%2025-09-302025-11-05 PM PHILIP MORRIS INTL INC2.7K shares-15.93%2025-09-302025-11-05 XOM EXXON MOBIL CORP3.8K shares-3.57%2025-09-302025-11-05 OGE OGE ENERGY CORP8.5K shares0.00%2025-09-302025-11-05 AVGO BROADCOM INC1.1K shares0.00%2025-09-302025-11-05 IYY ISHARES TR2.1K shares0.00%2025-09-302025-11-05 TSLA TESLA INC770 shares-2.65%2025-09-302025-11-05 XLI SELECT SECTOR SPDR TR2.2K shares1.23%2025-09-302025-11-05 VOO VANGUARD INDEX FDS552 shares-5.32%2025-09-302025-11-05 CVX CHEVRON CORP NEW2.1K shares-0.05%2025-09-302025-11-05 OPER ETF SER SOLUTIONS3.1K shares-22.68%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO1.8K shares3.71%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON1.5K shares-4.64%2025-09-302025-11-05 XLE SELECT SECTOR SPDR TR3.1K shares-3.23%2025-09-302025-11-05 PJT PJT PARTNERS INC1.5K shares0.00%2025-09-302025-11-05 AXP AMERICAN EXPRESS CO785 shares0.00%2025-09-302025-11-05 VZ VERIZON COMMUNICATIONS INC5.8K sharesnew addition2025-09-302025-11-05 URI UNITED RENTALS INC256 shares-4.48%2025-09-302025-11-05 V VISA INC712 shares-2.60%2025-09-302025-11-05 VOOV VANGUARD ADMIRAL FDS INC1.2K shares0.00%2025-09-302025-11-05 ORLY OREILLY AUTOMOTIVE INC2.2K sharesnew addition2025-09-302025-11-05 BLK BLACKROCK INC196 sharesnew addition2025-09-302025-11-05 IBIT ISHARES BITCOIN TRUST ETF3.5K sharesnew addition2025-09-302025-11-05 MRK MERCK & CO INC2.7K sharesnew addition2025-09-302025-11-05 VXUS VANGUARD STAR FDS3.0K shares0.00%2025-09-302025-11-05 COST COSTCO WHSL CORP NEW238 shares4.39%2025-09-302025-11-05 IJH ISHARES TR3.4K shares0.30%2025-09-302025-11-05 ZM ZOOM COMMUNICATIONS INC2.6K shares-8.56%2025-09-302025-11-05 SYK STRYKER CORPORATION573 shares-11.85%2025-09-302025-11-05 DUSB DIMENSIONAL ETF TRUST4.1K shares-11.33%2025-09-302025-11-05 IWP ISHARES TR1.5K shares0.00%2025-09-302025-11-05 VB VANGUARD INDEX FDS816 sharesnew addition2025-09-302025-11-05 HD HOME DEPOT INC510 sharesnew addition2025-09-302025-11-05 RTX RTX CORPORATION1.2K sharesnew addition2025-09-302025-11-05 COP CONOCOPHILLIPS2.2K sharesnew addition2025-09-302025-11-05 NEE NEXTERA ENERGY INC2.7K sharesnew addition2025-09-302025-11-05 MSTY TIDAL TRUST II12.8K shares0.00%2025-09-302025-11-05 LYG LLOYDS BANKING GROUP PLC13.6K shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available