LEGACY FINANCIAL GROUP, INC.
•CIK: 1965579•Filing: Q4 2025
**LEGACY FINANCIAL GROUP, INC.** manages $381M across a diversified portfolio of 94 positions. The fund exhibits significant concentration in specialized areas, notably allocating $39.2M to AVUS and $35.2M to VUG. Further substantial exposure is evident in the DFA suite, with combined holdings exceeding $100M across DFAC ($22.0M), DFUV ($22.0M), and DFSD ($21.8M). This structure suggests a focused, high-conviction approach targeting specific market segments.
Total AUM
$381.4M
QoQ Performance
+4.6%
Positions
57
Top 10 Concentration
61.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AVUS
VUG
DFAC
DFUV
DFSD
DFAI
DFAX
AVUS10.3%
VUG9.2%
DFAC5.8%
DFUV5.8%
DFSD5.7%
DFAI5.7%
DFAX5.5%
DUHP4.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.6%
Technology5.5%
Financial1.3%
Consumer1.0%
ETF0.8%
Healthcare0.3%
Industrial0.2%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑45 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023