Legacy Financial Strategies, LLC

Legacy Financial Strategies, LLC reported 152 holdings worth US$646M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 21, 2026

Legacy Financial Strategies, LLC reported 152 holdings worth US$646M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Caterpillar, Inc. Filed Jul 21, 2026 (Form 13F).

Holdings
152
Value as reported
US$646M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation54,201US$10.8M1.7%
Apple Inc31,984US$9.25M1.4%
Caterpillar, Inc.6,554US$6.98M1.1%
Berkshire Hathaway Inc.9,679US$4.84M0.75%
Alphabet Inc (google) Class C11,664US$4.17M0.65%
Walmart Inc.32,751US$3.71M0.57%
Aflac Incorporated31,197US$3.66M0.57%
Microsoft Corp.9,638US$3.6M0.56%
Cincinnati Financial Corporation18,238US$3.38M0.52%
Sherwin-williams Company (the)9,482US$3.26M0.51%
Amazon.com, Inc.13,465US$3.21M0.50%
Atmos Energy Corporation18,181US$3.13M0.49%
Nextera Energy, Inc.34,846US$3.06M0.47%
Nordson Corporation10,038US$3.03M0.47%
Cintas Corporation17,779US$3.02M0.47%
W.w. Grainger, Inc.2,098US$2.85M0.44%
Jack Henry & Associates, Inc.20,640US$2.84M0.44%
Lowe's Companies, Inc.12,418US$2.74M0.42%
Fastenal Company55,100US$2.65M0.41%
Broadcom Inc.6,764US$2.56M0.40%
Automatic Data Processing, Inc.10,999US$2.46M0.38%
Micron Technology, Inc.2,006US$2.32M0.36%
Ecolab Inc.7,886US$2.2M0.34%
Mcdonald's Corporation7,847US$2.12M0.33%
Brown & Brown, Inc.32,531US$2.09M0.32%
Crowdstrike Holdings, Inc.2,640US$2.01M0.31%
Nucor Corporation9,023US$2.01M0.31%
Abbott Laboratories21,360US$1.94M0.30%
Tesla, Inc.4,510US$1.9M0.29%
Advanced Micro Devices Inc3,235US$1.88M0.29%
Illinois Tool Works Inc.6,898US$1.87M0.29%
Jp Morgan Chase & Co.5,533US$1.81M0.28%
Roper Technologies, Inc.5,269US$1.78M0.28%
Palantir Technologies Inc.14,231US$1.66M0.26%
Erie Indemnity Company6,560US$1.57M0.24%
Abbvie Inc.5,382US$1.35M0.21%
Taiwan Semiconductor Manufacturing Co., Ltd.2,568US$1.23M0.19%
Meta Platforms, Inc.2,028US$1.14M0.18%
Eli Lilly And Company844US$1.01M0.16%
T-mobile Us, Inc.5,962US$1M0.15%
S&p Global Inc.2,384US$971K0.15%
Canadian Pacific Kansas City Limited10,192US$883K0.14%
Ge Vernova Inc.719US$845K0.13%
Johnson & Johnson3,070US$780K0.12%
Asml Holding Nv323US$643K0.10%
American Express Company1,863US$630K0.10%
International Business Machines Corporation2,181US$613K0.10%
Visa Inc.1,756US$602K0.09%
Williams Companies, Inc. (the)7,858US$584K0.09%
Southern Company (the)5,938US$568K0.09%
Palo Alto Networks, Inc.1,638US$559K0.09%
Costco Wholesale Corporation554US$519K0.08%
Coherent Corp.1,248US$492K0.08%
Cadence Design Systems, Inc.1,311US$492K0.08%
Usa Compression Partners, Lp16,000US$422K0.07%
Energy Transfer Lp20,391US$390K0.06%
Expeditors International Of Washington, Inc.2,392US$390K0.06%
A.o. Smith Corporation6,177US$387K0.06%
Deere & Company589US$374K0.06%
Caseys General Stores, Inc.469US$373K0.06%
Air Products And Chemicals, Inc.1,181US$346K0.05%
Coca-cola Company (the)4,194US$341K0.05%
Evergy, Inc.3,893US$336K0.05%
Philip Morris International Inc1,841US$333K0.05%
Kla Corporation1,103US$333K0.05%
Chevron Corporation1,980US$328K0.05%
Space Exploration Technologies Corp1,858US$317K0.05%
O'reilly Automotive, Inc.3,441US$317K0.05%
Applied Materials, Inc.435US$315K0.05%
Home Depot, Inc. (the)888US$313K0.05%
Arista Networks, Inc.1,809US$307K0.05%
Exxon Mobil Corporation2,114US$289K0.04%
Thermo Fisher Scientific Inc554US$278K0.04%
Netflix, Inc.3,871US$276K0.04%
Procter & Gamble Company (the)1,875US$275K0.04%
Mastercard Incorporated526US$270K0.04%
Ge Aerospace719US$269K0.04%
Cisco Systems, Inc.2,112US$248K0.04%
Suburban Propane Partners, L.p.14,000US$239K0.04%
Goldman Sachs Group, Inc. (the)228US$231K0.04%
Csx Corporation4,853US$231K0.04%
Lam Research Corporation483US$209K0.03%
At&t Inc.9,952US$206K0.03%
Teradyne, Inc.425US$206K0.03%
Archer-daniels-midland Company2,687US$205K0.03%
Intel Corporation1,445US$202K0.03%
Two Harbors Investment Corp15,050US$187K0.03%
Apollo Commercial Real Estate Finance, Inc10,200US$109K0.02%
Arbor Realty Trust17,800US$96,4760.01%
Amc Entertainment Holdings, Inc.29,694US$56,419<0.01%
Conocophillips0US$00.00%
Honeywell International Inc.0US$00.00%
Kroger Company (the)0US$00.00%
Mccormick & Company, Incorporated0US$00.00%

Source

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