Sponsored

The Analysis of Legacy Financial Strategies, LLC's Holdings & P&L

Currently, Legacy Financial Strategies, LLC holds 140 types of securities in its portfolio with a total value $554.2M. In the most recent quarter, they have increased their positions in AVDE (+65.0K shares, valued at $5.5M), CAT (+3.3K shares, valued at $2.3M), MCD (+6.9K shares, valued at $2.1M); decreased their positions in ADM (-33.0K shares, valued at $2.4M), AOS (-29.5K shares, valued at $1.9M), DGRO (-11.9K shares, valued at $836.3K); initiated new positions in ECL (+8.0K shares, valued at $2.1M), USAC (+16.0K shares, valued at $433.9K), SDSI (+4.7K shares, valued at $241.8K).

1M P&L

+23.4M+4.08%

3M P&L

+32.7M+5.78%

HY P&L

+55.6M+10.25%

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/A417.6M

78.3%

2Semiconductors11.4M

2.1%

3Consumer Electronics8.1M

1.5%

Top Industries by Stock Count

1N/A52 stocks

40.9%

2Semiconductors4 stocks

3.1%

3Software - Infrastructure4 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR2.9M shares1.63%2026-03-312026-05-01

SCHB SCHWAB STRATEGIC TR2.6M shares0.82%2026-03-312026-05-01

AGG ISHARES TR465.8K shares0.90%2026-03-312026-05-01

AVDE AMERICAN CENTY ETF TR470.1K shares16.05%2026-03-312026-05-01

AVLV AMERICAN CENTY ETF TR481.9K shares2.37%2026-03-312026-05-01

IGM ISHARES TR256.1K shares0.46%2026-03-312026-05-01

DGRO ISHARES TR414.4K shares-2.80%2026-03-312026-05-01

VTI VANGUARD INDEX FDS53.0K shares1.49%2026-03-312026-05-01

Sponsored

SCHD SCHWAB STRATEGIC TR436.5K shares-0.09%2026-03-312026-05-01

NVDA NVIDIA CORPORATION54.1K shares1.30%2026-03-312026-05-01

MUB ISHARES TR77.3K shares3.23%2026-03-312026-05-01

AAPL APPLE INC31.7K shares-1.09%2026-03-312026-05-01

SMH VANECK ETF TRUST18.5K shares6.31%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T8.6K shares-1.01%2026-03-312026-05-01

IJR ISHARES TR40.8K shares-14.08%2026-03-312026-05-01

SPMO INVESCO EXCH TRADED FD TR II44.3K shares8.50%2026-03-312026-05-01

Sponsored

CAT CATERPILLAR INC6.9K shares90.97%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS8.0K shares-7.99%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.8K shares-1.48%2026-03-312026-05-01

WMT WALMART INC33.6K shares-7.18%2026-03-312026-05-01

MSFT MICROSOFT CORP10.4K shares4.29%2026-03-312026-05-01

AFL AFLAC INC33.0K shares-2.62%2026-03-312026-05-01

ATO ATMOS ENERGY CORP19.5K shares-3.23%2026-03-312026-05-01

NEE NEXTERA ENERGY INC38.7K shares-5.68%2026-03-312026-05-01

Sponsored

LINDE PLC LINDE PLC6.7K shares-2.53%2026-03-312026-05-01

JKHY HENRY JACK & ASSOC INC20.6K shares0.00%2026-03-312026-05-01

SHW SHERWIN WILLIAMS CO9.9K shares-1.42%2026-03-312026-05-01

CTAS CINTAS CORP18.4K shares0.07%2026-03-312026-05-01

LOW LOWES COS INC13.1K shares-4.44%2026-03-312026-05-01

CINF CINCINNATI FINL CORP19.3K shares-4.94%2026-03-312026-05-01

AMZN AMAZON COM INC13.8K shares0.13%2026-03-312026-05-01

NDSN NORDSON CORP10.7K shares-5.51%2026-03-312026-05-01

Sponsored

SPGI S&P GLOBAL INC6.4K shares-5.21%2026-03-312026-05-01

FAST FASTENAL CO58.8K shares-1.59%2026-03-312026-05-01

MCD MCDONALDS CORP8.3K shares488.67%2026-03-312026-05-01

MMIT NEW YORK LIFE INVTS ACTIVE E103.0K shares5.70%2026-03-312026-05-01

ALPHABET INC ALPHABET INC8.4K shares4.67%2026-03-312026-05-01

BRO BROWN & BROWN INC37.0K shares8.07%2026-03-312026-05-01

ABT ABBOTT LABORATORIES23.0K shares-4.88%2026-03-312026-05-01

GWW WW GRAINGER INC2.2K shares2.08%2026-03-312026-05-01

Sponsored

EXPD EXPEDITORS INTL WASH INC16.2K shares-21.09%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN11.2K shares-5.50%2026-03-312026-05-01

ECL ECOLAB INC8.0K sharesnew addition2026-03-312026-05-01

IUSV ISHARES TR20.7K shares0.00%2026-03-312026-05-01

BROADCOM INC BROADCOM INC6.5K shares-7.09%2026-03-312026-05-01

ROP ROPER TECHNOLOGIES INC5.6K shares-0.87%2026-03-312026-05-01

PLTR PALANTIR TECHNOLOGIES INC13.2K shares1.12%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO5.7K shares-0.28%2026-03-312026-05-01

Sponsored

TSLA TESLA INC4.4K shares4.15%2026-03-312026-05-01

MKC MCCORMICK & CO INC32.4K shares-0.07%2026-03-312026-05-01

JAAA JANUS DETROIT STR TR30.7K shares1.94%2026-03-312026-05-01

META META PLATFORMS INC2.3K shares11.80%2026-03-312026-05-01

ABBV ABBVIE INC5.8K shares-1.75%2026-03-312026-05-01

BND VANGUARD BD INDEX FDS15.9K shares4.52%2026-03-312026-05-01

TMUS T-MOBILE US INC5.5K shares-0.66%2026-03-312026-05-01

HON HONEYWELL INTL INC4.9K shares-0.06%2026-03-312026-05-01

Sponsored

CRWD CROWDSTRIKE HLDGS INC2.5K shares-10.32%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS4.5K shares0.00%2026-03-312026-05-01

XLV SELECT SECTOR SPDR TR6.4K shares-7.77%2026-03-312026-05-01

HYMB SPDR SERIES TRUST36.1K shares-11.68%2026-03-312026-05-01

ALPHABET INC ALPHABET INC3.1K shares-0.90%2026-03-312026-05-01

FNDX SCHWAB STRATEGIC TR31.3K shares-14.92%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC2.5K shares2.86%2026-03-312026-05-01

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY10.2K shares0.00%2026-03-312026-05-01

Sponsored

IBM INTERNATIONAL BUSINESS MACHS3.2K shares1.79%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON3.1K shares2.65%2026-03-312026-05-01

IOO ISHARES TR6.2K shares-4.83%2026-03-312026-05-01

LLY ELI LILLY & CO781 shares2.36%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.6K shares-0.98%2026-03-312026-05-01

SPHB INVESCO EXCH TRADED FD TR II5.5K shares0.00%2026-03-312026-05-01

GLD SPDR GOLD TR1.4K shares14.25%2026-03-312026-05-01

MU MICRON TECHNOLOGY INC1.8K shares63.75%2026-03-312026-05-01

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F10.3K shares-42.56%2026-03-312026-05-01

FHLC FIDELITY COVINGTON TRUST8.3K shares-1.02%2026-03-312026-05-01

GEV GE VERNOVA INC661 shares28.10%2026-03-312026-05-01

SO SOUTHERN CO5.9K shares-2.17%2026-03-312026-05-01

WMB WILLIAMS COS INC7.8K shares1.94%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO1.9K shares-2.01%2026-03-312026-05-01

AOS SMITH A O CORP8.5K shares-77.66%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC2.7K shares1.47%2026-03-312026-05-01

Sponsored

EOT EATON VANCE NATL MUN OPPORT30.5K shares0.00%2026-03-312026-05-01

V VISA INC1.7K shares-10.42%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION489 shares21.34%2026-03-312026-05-01

NOBL PROSHARES TR4.3K shares-3.20%2026-03-312026-05-01

USAC USA COMPRESSION PARTNERS LP16.0K sharesnew addition2026-03-312026-05-01

AVUV AMERICAN CENTY ETF TR3.8K shares-3.64%2026-03-312026-05-01

CVX CHEVRON CORPORATION2.0K shares9.37%2026-03-312026-05-01

APD AIR PRODUCTS AND CHEMICALS I1.4K shares-8.65%2026-03-312026-05-01

Sponsored

MOAT VANECK ETF TRUST4.1K shares0.00%2026-03-312026-05-01

T AT&T INC13.6K shares4.03%2026-03-312026-05-01

ET ENERGY TRANSFER L P20.4K shares-0.01%2026-03-312026-05-01

NFLX NETFLIX INC.4.0K shares20.78%2026-03-312026-05-01

ASML ASML HLDG NV291 shares3.56%2026-03-312026-05-01

SPMD SPDR SERIES TRUST6.1K shares0.05%2026-03-312026-05-01

XLY SELECT SECTOR SPDR TR3.3K shares-15.74%2026-03-312026-05-01

XOM EXXON MOBIL CORP2.1K shares1.39%2026-03-312026-05-01

Sponsored

MDY STATE STR SPDR S&P MIDCAP 40576 shares0.00%2026-03-312026-05-01

TAXF AMERICAN CENTY ETF TR7.1K shares0.00%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR603 shares40.23%2026-03-312026-05-01

HD HOME DEPOT INC1.1K shares5.95%2026-03-312026-05-01

CASY CASEYS GEN STORES INC469 shares0.00%2026-03-312026-05-01

COP CONOCOPHILLIPS2.6K shares4.65%2026-03-312026-05-01

VTV VANGUARD INDEX FDS1.7K shares-5.79%2026-03-312026-05-01

DE DEERE & CO588 shares3.52%2026-03-312026-05-01

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F5.9K shares3.46%2026-03-312026-05-01

ORLY OREILLY AUTOMOTIVE INC3.6K shares2.83%2026-03-312026-05-01

EVRG EVERGY INC3.9K shares0.00%2026-03-312026-05-01

CDNS CADENCE DESIGN SYSTEM INC1.1K shares-5.54%2026-03-312026-05-01

SUB ISHARES TR3.0K shares0.14%2026-03-312026-05-01

MNA NEW YORK LIFE INVESTMENTS ET8.6K shares34.21%2026-03-312026-05-01

KO COCA COLA CO4.1K shares0.00%2026-03-312026-05-01

IWS ISHARES TR2.1K shares0.00%2026-03-312026-05-01

Sponsored

XLK SELECT SECTOR SPDR TR2.2K shares-2.10%2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC598 shares2.57%2026-03-312026-05-01

PANW PALO ALTO NETWORKS INC1.8K shares-24.52%2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC814 shares7.11%2026-03-312026-05-01

PG PROCTER & GAMBLE CO2.0K shares4.53%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC1.7K shares-2.46%2026-03-312026-05-01

VGT VANGUARD WORLD FD402 shares0.00%2026-03-312026-05-01

SPH SUBURBAN PROPANE PARTNERS L14.0K shares0.00%2026-03-312026-05-01

Sponsored

IVW ISHARES TR2.3K shares2.71%2026-03-312026-05-01

KLAC KLA CORP173 shares2.98%2026-03-312026-05-01

MA MASTERCARD INCORPORATED503 shares-12.06%2026-03-312026-05-01

SDSI AMERICAN CENTY ETF TR4.7K sharesnew addition2026-03-312026-05-01

IBIT ISHARES BITCOIN TRUST ETF6.2K shares15.34%2026-03-312026-05-01

IVE ISHARES TR1.1K shares0.00%2026-03-312026-05-01

KR KROGER CO3.3K shares-0.31%2026-03-312026-05-01

IGV ISHARES TR2.9K shares-60.27%2026-03-312026-05-01

Sponsored

SCHM SCHWAB STRATEGIC TR7.0K shares4.79%2026-03-312026-05-01

MINT PIMCO ETF TR2.1K shares-1.01%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE751 shares5.18%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS1.4K shares0.00%2026-03-312026-05-01

GS GOLDMAN SACHS GROUP INC248 shares5.08%2026-03-312026-05-01

XLI SELECT SECTOR SPDR TR1.3K shares-38.42%2026-03-312026-05-01

ADM ARCHER DANIELS MIDLAND CO2.8K shares-92.14%2026-03-312026-05-01

VDC VANGUARD WORLD FD912 sharesnew addition2026-03-312026-05-01

Sponsored

TWO HARBORS INVENTMENT CORPO TWO HARBORS INVENTMENT CORPO15.1K shares0.00%2026-03-312026-05-01

ABR ARBOR REALTY TRUST INC17.8K sharesnew addition2026-03-312026-05-01

ARI APOLLO COML REAL ESTATE FIN10.2K shares-12.82%2026-03-312026-05-01

AMC ENTMT HLDGS INC AMC ENTMT HLDGS INC29.7K shares190.38%2026-03-312026-05-01

SCHG

SCHWAB STRATEGIC TR

1.63%

Shares2.9M

Event2026-03-31

Filed2026-05-01

SCHB

SCHWAB STRATEGIC TR

0.82%

Shares2.6M

Event2026-03-31

Filed2026-05-01

AGG

ISHARES TR

0.90%

Shares465.8K

Event2026-03-31

Filed2026-05-01

AVDE

AMERICAN CENTY ETF TR

16.05%

Shares470.1K

Event2026-03-31

Filed2026-05-01

AVLV

AMERICAN CENTY ETF TR

2.37%

Shares481.9K

Event2026-03-31

Filed2026-05-01

IGM

ISHARES TR

0.46%

Shares256.1K

Event2026-03-31

Filed2026-05-01

DGRO

ISHARES TR

-2.80%

Shares414.4K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

1.49%

Shares53.0K

Event2026-03-31

Filed2026-05-01

SCHD

SCHWAB STRATEGIC TR

-0.09%

Shares436.5K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

1.30%

Shares54.1K

Event2026-03-31

Filed2026-05-01

MUB

ISHARES TR

3.23%

Shares77.3K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-1.09%

Shares31.7K

Event2026-03-31

Filed2026-05-01

SMH

VANECK ETF TRUST

6.31%

Shares18.5K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

-1.01%

Shares8.6K

Event2026-03-31

Filed2026-05-01

IJR

ISHARES TR

-14.08%

Shares40.8K

Event2026-03-31

Filed2026-05-01

SPMO

INVESCO EXCH TRADED FD TR II

8.50%

Shares44.3K

Event2026-03-31

Filed2026-05-01

CAT

CATERPILLAR INC

90.97%

Shares6.9K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

-7.99%

Shares8.0K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

-1.48%

Shares9.8K

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

-7.18%

Shares33.6K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

4.29%

Shares10.4K

Event2026-03-31

Filed2026-05-01

AFL

AFLAC INC

-2.62%

Shares33.0K

Event2026-03-31

Filed2026-05-01

ATO

ATMOS ENERGY CORP

-3.23%

Shares19.5K

Event2026-03-31

Filed2026-05-01

NEE

NEXTERA ENERGY INC

-5.68%

Shares38.7K

Event2026-03-31

Filed2026-05-01

LINDE PLC

-2.53%

Shares6.7K

Event2026-03-31

Filed2026-05-01

JKHY

HENRY JACK & ASSOC INC

0.00%

Shares20.6K

Event2026-03-31

Filed2026-05-01

SHW

SHERWIN WILLIAMS CO

-1.42%

Shares9.9K

Event2026-03-31

Filed2026-05-01

CTAS

CINTAS CORP

0.07%

Shares18.4K

Event2026-03-31

Filed2026-05-01

LOW

LOWES COS INC

-4.44%

Shares13.1K

Event2026-03-31

Filed2026-05-01

CINF

CINCINNATI FINL CORP

-4.94%

Shares19.3K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

0.13%

Shares13.8K

Event2026-03-31

Filed2026-05-01

NDSN

NORDSON CORP

-5.51%

Shares10.7K

Event2026-03-31

Filed2026-05-01

SPGI

S&P GLOBAL INC

-5.21%

Shares6.4K

Event2026-03-31

Filed2026-05-01

FAST

FASTENAL CO

-1.59%

Shares58.8K

Event2026-03-31

Filed2026-05-01

MCD

MCDONALDS CORP

488.67%

Shares8.3K

Event2026-03-31

Filed2026-05-01

MMIT

NEW YORK LIFE INVTS ACTIVE E

5.70%

Shares103.0K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

4.67%

Shares8.4K

Event2026-03-31

Filed2026-05-01

BRO

BROWN & BROWN INC

8.07%

Shares37.0K

Event2026-03-31

Filed2026-05-01

ABT

ABBOTT LABORATORIES

-4.88%

Shares23.0K

Event2026-03-31

Filed2026-05-01

GWW

WW GRAINGER INC

2.08%

Shares2.2K

Event2026-03-31

Filed2026-05-01

EXPD

EXPEDITORS INTL WASH INC

-21.09%

Shares16.2K

Event2026-03-31

Filed2026-05-01

ADP

AUTOMATIC DATA PROCESSING IN

-5.50%

Shares11.2K

Event2026-03-31

Filed2026-05-01

ECL

ECOLAB INC

New

Shares8.0K

Event2026-03-31

Filed2026-05-01

IUSV

ISHARES TR

0.00%

Shares20.7K

Event2026-03-31

Filed2026-05-01

BROADCOM INC

-7.09%

Shares6.5K

Event2026-03-31

Filed2026-05-01

ROP

ROPER TECHNOLOGIES INC

-0.87%

Shares5.6K

Event2026-03-31

Filed2026-05-01

PLTR

PALANTIR TECHNOLOGIES INC

1.12%

Shares13.2K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

-0.28%

Shares5.7K

Event2026-03-31

Filed2026-05-01

TSLA

TESLA INC

4.15%

Shares4.4K

Event2026-03-31

Filed2026-05-01

MKC

MCCORMICK & CO INC

-0.07%

Shares32.4K

Event2026-03-31

Filed2026-05-01

JAAA

JANUS DETROIT STR TR

1.94%

Shares30.7K

Event2026-03-31

Filed2026-05-01