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The Analysis of LEGACY FINANCIAL GROUP, INC.'s Holdings & P&L

Currently, LEGACY FINANCIAL GROUP, INC. holds 89 types of securities in its portfolio with a total value $378.4M. In the most recent quarter, they have increased their positions in AVUS (+12.9K shares, valued at $1.4M), DFSD (+12.9K shares, valued at $617.0K), DFUS (+7.1K shares, valued at $501.6K); decreased their positions in BNDX (-29.7K shares, valued at $1.4M), DFAC (-5.4K shares, valued at $208.1K), DFAI (-5.0K shares, valued at $194.2K); initiated new positions in ARLP (+10.6K shares, valued at $293.0K), DIHP (+6.5K shares, valued at $209.0K).

1M P&L

+89.4K+0.02%

3M P&L

-167.5M-29.08%

HY P&L

-148.0M-26.60%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A337.0M

91.0%

2Consumer Electronics9.8M

2.6%

3Oil & Gas Midstream5.4M

1.5%

Top Industries by Stock Count

1N/A48 stocks

58.5%

2Drug Manufacturers - General3 stocks

3.7%

3Oil & Gas Midstream3 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AMERICAN CENTY ETF TR363.4K shares3.68%2026-03-312026-04-27

VUG VANGUARD INDEX FDS72.6K shares0.46%2026-03-312026-04-27

DFUV DIMENSIONAL ETF TRUST468.0K shares-0.71%2026-03-312026-04-27

DFSD DIMENSIONAL ETF TRUST467.3K shares2.84%2026-03-312026-04-27

DFAI DIMENSIONAL ETF TRUST564.0K shares-0.88%2026-03-312026-04-27

DFAX DIMENSIONAL ETF TRUST645.1K shares-0.20%2026-03-312026-04-27

DFAC DIMENSIONAL ETF TRUST549.5K shares-0.97%2026-03-312026-04-27

DUHP DIMENSIONAL ETF TRUST500.8K shares2.64%2026-03-312026-04-27

Sponsored

DFUS DIMENSIONAL ETF TRUST234.1K shares3.12%2026-03-312026-04-27

DFAU DIMENSIONAL ETF TRUST329.5K shares0.50%2026-03-312026-04-27

DFCF DIMENSIONAL ETF TRUST333.3K shares2.55%2026-03-312026-04-27

BNDX VANGUARD CHARLOTTE FDS216.6K shares-12.05%2026-03-312026-04-27

DFLV DIMENSIONAL ETF TRUST286.9K shares4.42%2026-03-312026-04-27

AAPL APPLE INC38.6K shares-0.78%2026-03-312026-04-27

DFAT DIMENSIONAL ETF TRUST151.9K shares-1.32%2026-03-312026-04-27

DFAE DIMENSIONAL ETF TRUST188.4K shares-2.87%2026-03-312026-04-27

Sponsored

SCHX SCHWAB STRATEGIC TR241.3K shares-1.78%2026-03-312026-04-27

DFAR DIMENSIONAL ETF TRUST202.8K shares0.16%2026-03-312026-04-27

OKE ONEOK INC NEW49.8K shares-0.56%2026-03-312026-04-27

IWF ISHARES TR9.9K shares3.68%2026-03-312026-04-27

VNQ VANGUARD INDEX FDS43.6K shares-1.74%2026-03-312026-04-27

DFEM DIMENSIONAL ETF TRUST109.0K shares0.59%2026-03-312026-04-27

DFIC DIMENSIONAL ETF TRUST96.3K shares2.89%2026-03-312026-04-27

AVLV AMERICAN CENTY ETF TR40.6K shares1.15%2026-03-312026-04-27

Sponsored

DFAS DIMENSIONAL ETF TRUST45.1K shares3.32%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.3K shares-0.21%2026-03-312026-04-27

SUB ISHARES TR27.4K shares-3.91%2026-03-312026-04-27

NVDA NVIDIA CORPORATION16.0K shares0.06%2026-03-312026-04-27

DFNM DIMENSIONAL ETF TRUST56.4K shares0.92%2026-03-312026-04-27

DFSV DIMENSIONAL ETF TRUST74.1K shares-0.74%2026-03-312026-04-27

ALPHABET INC ALPHABET INC8.3K shares0.05%2026-03-312026-04-27

MSFT MICROSOFT CORP6.0K shares-0.25%2026-03-312026-04-27

Sponsored

VTIP VANGUARD MALVERN FDS44.2K shares2.22%2026-03-312026-04-27

WMT WALMART INC13.3K shares-0.67%2026-03-312026-04-27

IVV ISHARES TR2.1K shares-3.05%2026-03-312026-04-27

AMZN AMAZON COM INC6.0K shares-0.40%2026-03-312026-04-27

AVLC AMERICAN CENTY ETF TR15.5K shares45.82%2026-03-312026-04-27

ALPHABET INC ALPHABET INC3.7K shares-3.81%2026-03-312026-04-27

BANF BANCFIRST CORP9.7K shares0.00%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T1.5K shares-1.26%2026-03-312026-04-27

Sponsored

DFAW DIMENSIONAL ETF TRUST12.6K shares30.23%2026-03-312026-04-27

VTI VANGUARD INDEX FDS2.6K shares0.12%2026-03-312026-04-27

AVUQ AMERICAN CENTY ETF TR13.7K shares14.52%2026-03-312026-04-27

CAT CATERPILLAR INC1.1K shares-0.28%2026-03-312026-04-27

AVUV AMERICAN CENTY ETF TR6.6K shares-1.23%2026-03-312026-04-27

WMB WILLIAMS COS INC8.8K shares-3.44%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC4.3K shares0.00%2026-03-312026-04-27

PGR PROGRESSIVE CORP3.2K shares0.00%2026-03-312026-04-27

Sponsored

XOM EXXON MOBIL CORP3.5K shares-2.18%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR1.0K shares-0.40%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO1.9K shares-2.38%2026-03-312026-04-27

VGT VANGUARD WORLD FD762 shares0.00%2026-03-312026-04-27

ABBV ABBVIE INC2.2K shares9.95%2026-03-312026-04-27

VV VANGUARD INDEX FDS1.5K shares-5.51%2026-03-312026-04-27

CVX CHEVRON CORPORATION2.1K shares-0.53%2026-03-312026-04-27

META META PLATFORMS INC722 shares-2.56%2026-03-312026-04-27

Sponsored

XLK SELECT SECTOR SPDR TR3.1K shares-2.18%2026-03-312026-04-27

MCD MCDONALDS CORP1.3K shares-0.45%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS677 shares-0.29%2026-03-312026-04-27

OGE OGE ENERGY CORP8.4K shares-1.76%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC2.4K shares0.00%2026-03-312026-04-27

XLI SELECT SECTOR SPDR TR2.1K shares-1.60%2026-03-312026-04-27

BROADCOM INC BROADCOM INC1.1K shares0.00%2026-03-312026-04-27

NEE NEXTERA ENERGY INC3.6K shares34.78%2026-03-312026-04-27

Sponsored

IYY ISHARES TR2.1K shares0.00%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON1.3K shares-1.77%2026-03-312026-04-27

DUSB DIMENSIONAL ETF TRUST6.1K shares28.04%2026-03-312026-04-27

ARLP ALLIANCE RESOURCE PARTNERS L10.6K sharesnew addition2026-03-312026-04-27

IWB ISHARES TR813 shares0.00%2026-03-312026-04-27

EPD ENTERPRISE PRODS PARTNERS L7.6K shares-1.09%2026-03-312026-04-27

COP CONOCOPHILLIPS2.2K shares0.00%2026-03-312026-04-27

TSLA TESLA INC770 shares0.00%2026-03-312026-04-27

Sponsored

VZ VERIZON COMMUNICATIONS INC5.5K shares-2.99%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC2.3K shares-2.03%2026-03-312026-04-27

RTX RTX CORPORATION1.3K shares-1.49%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION247 shares-1.20%2026-03-312026-04-27

VOOV VANGUARD ADMIRAL FDS INC1.2K shares0.00%2026-03-312026-04-27

LLY ELI LILLY & CO263 shares-4.36%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO785 shares0.00%2026-03-312026-04-27

VXUS VANGUARD STAR FDS3.0K shares0.60%2026-03-312026-04-27

Sponsored

OPER ETF SER SOLUTIONS2.3K shares-22.27%2026-03-312026-04-27

IJH ISHARES TR3.3K shares-1.25%2026-03-312026-04-27

V VISA INC720 shares-0.41%2026-03-312026-04-27

PJT PJT PARTNERS INC1.5K shares0.00%2026-03-312026-04-27

DIHP DIMENSIONAL ETF TRUST6.5K sharesnew addition2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS972 shares0.00%2026-03-312026-04-27

PG PROCTER & GAMBLE CO1.4K shares-2.03%2026-03-312026-04-27

VB VANGUARD INDEX FDS766 shares-6.36%2026-03-312026-04-27

Sponsored

LYG LLOYDS BANKING GROUP PLC13.6K shares0.00%2026-03-312026-04-27

AVUS

AMERICAN CENTY ETF TR

3.68%

Shares363.4K

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

0.46%

Shares72.6K

Event2026-03-31

Filed2026-04-27

DFUV

DIMENSIONAL ETF TRUST

-0.71%

Shares468.0K

Event2026-03-31

Filed2026-04-27

DFSD

DIMENSIONAL ETF TRUST

2.84%

Shares467.3K

Event2026-03-31

Filed2026-04-27

DFAI

DIMENSIONAL ETF TRUST

-0.88%

Shares564.0K

Event2026-03-31

Filed2026-04-27

DFAX

DIMENSIONAL ETF TRUST

-0.20%

Shares645.1K

Event2026-03-31

Filed2026-04-27

DFAC

DIMENSIONAL ETF TRUST

-0.97%

Shares549.5K

Event2026-03-31

Filed2026-04-27

DUHP

DIMENSIONAL ETF TRUST

2.64%

Shares500.8K

Event2026-03-31

Filed2026-04-27

DFUS

DIMENSIONAL ETF TRUST

3.12%

Shares234.1K

Event2026-03-31

Filed2026-04-27

DFAU

DIMENSIONAL ETF TRUST

0.50%

Shares329.5K

Event2026-03-31

Filed2026-04-27

DFCF

DIMENSIONAL ETF TRUST

2.55%

Shares333.3K

Event2026-03-31

Filed2026-04-27

BNDX

VANGUARD CHARLOTTE FDS

-12.05%

Shares216.6K

Event2026-03-31

Filed2026-04-27

DFLV

DIMENSIONAL ETF TRUST

4.42%

Shares286.9K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-0.78%

Shares38.6K

Event2026-03-31

Filed2026-04-27

DFAT

DIMENSIONAL ETF TRUST

-1.32%

Shares151.9K

Event2026-03-31

Filed2026-04-27

DFAE

DIMENSIONAL ETF TRUST

-2.87%

Shares188.4K

Event2026-03-31

Filed2026-04-27

SCHX

SCHWAB STRATEGIC TR

-1.78%

Shares241.3K

Event2026-03-31

Filed2026-04-27

DFAR

DIMENSIONAL ETF TRUST

0.16%

Shares202.8K

Event2026-03-31

Filed2026-04-27

OKE

ONEOK INC NEW

-0.56%

Shares49.8K

Event2026-03-31

Filed2026-04-27

IWF

ISHARES TR

3.68%

Shares9.9K

Event2026-03-31

Filed2026-04-27

VNQ

VANGUARD INDEX FDS

-1.74%

Shares43.6K

Event2026-03-31

Filed2026-04-27

DFEM

DIMENSIONAL ETF TRUST

0.59%

Shares109.0K

Event2026-03-31

Filed2026-04-27

DFIC

DIMENSIONAL ETF TRUST

2.89%

Shares96.3K

Event2026-03-31

Filed2026-04-27

AVLV

AMERICAN CENTY ETF TR

1.15%

Shares40.6K

Event2026-03-31

Filed2026-04-27

DFAS

DIMENSIONAL ETF TRUST

3.32%

Shares45.1K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

-0.21%

Shares6.3K

Event2026-03-31

Filed2026-04-27

SUB

ISHARES TR

-3.91%

Shares27.4K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

0.06%

Shares16.0K

Event2026-03-31

Filed2026-04-27

DFNM

DIMENSIONAL ETF TRUST

0.92%

Shares56.4K

Event2026-03-31

Filed2026-04-27

DFSV

DIMENSIONAL ETF TRUST

-0.74%

Shares74.1K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

0.05%

Shares8.3K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

-0.25%

Shares6.0K

Event2026-03-31

Filed2026-04-27

VTIP

VANGUARD MALVERN FDS

2.22%

Shares44.2K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

-0.67%

Shares13.3K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

-3.05%

Shares2.1K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

-0.40%

Shares6.0K

Event2026-03-31

Filed2026-04-27

AVLC

AMERICAN CENTY ETF TR

45.82%

Shares15.5K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-3.81%

Shares3.7K

Event2026-03-31

Filed2026-04-27

BANF

BANCFIRST CORP

0.00%

Shares9.7K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

-1.26%

Shares1.5K

Event2026-03-31

Filed2026-04-27

DFAW

DIMENSIONAL ETF TRUST

30.23%

Shares12.6K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

0.12%

Shares2.6K

Event2026-03-31

Filed2026-04-27

AVUQ

AMERICAN CENTY ETF TR

14.52%

Shares13.7K

Event2026-03-31

Filed2026-04-27

CAT

CATERPILLAR INC

-0.28%

Shares1.1K

Event2026-03-31

Filed2026-04-27

AVUV

AMERICAN CENTY ETF TR

-1.23%

Shares6.6K

Event2026-03-31

Filed2026-04-27

WMB

WILLIAMS COS INC

-3.44%

Shares8.8K

Event2026-03-31

Filed2026-04-27

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-27

PGR

PROGRESSIVE CORP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

-2.18%

Shares3.5K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

-0.40%

Shares1.0K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

-2.38%

Shares1.9K

Event2026-03-31

Filed2026-04-27

VGT

VANGUARD WORLD FD

0.00%

Shares762

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

9.95%

Shares2.2K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-5.51%

Shares1.5K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION

-0.53%

Shares2.1K

Event2026-03-31

Filed2026-04-27