Legacy Financial Strategies, LLC
•CIK: 1723925•Filing: Q4 2025
**Legacy Financial Strategies, LLC** manages $565M across a diversified portfolio of 138 positions. The strategy exhibits a significant tilt toward broad market exposure, evidenced by top holdings including SCHG ($93.1M) and SCHB ($68.0M). Further allocations are concentrated in fixed income and value sectors, notably AGG ($46.1M) and AVLV ($35.7M). The portfolio maintains substantial exposure to core indices while selectively allocating capital to technology leaders like NVDA ($10.0M).
Total AUM
$564.8M
QoQ Performance
+2.0%
Positions
109
Top 10 Concentration
67.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHG
SCHB
AGG
AVLV
AVDE
IGM
DGRO
SCHG16.5%
SCHB12.0%
AGG8.2%
AVLV6.3%
AVDE5.9%
IGM5.8%
DGRO5.2%
VTI3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.3%
Technology5.7%
Consumer2.4%
ETF2.0%
Financial1.5%
Materials1.2%
Healthcare1.1%
Utilities0.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑54 increased
↓59 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023