Holdings
Legacy Financial Strategies, LLC
As of Sep 30, 2026, Legacy Financial Strategies, LLC reported 141 positions worth US$611M. Largest: Schwab U.S. Large-Cap Growth ETF, Schwab U.S. Broad Market ETF and Avantis International Equity ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF | 3.01M | US$108M | new | Sep 30, 2026 |
| Schwab U.S. Broad Market ETF | 2.72M | US$79.7M | new | Sep 30, 2026 |
| Avantis International Equity ETF | 501K | US$45.2M | new | Sep 30, 2026 |
| Avantis U.S. Large Cap Value ETF | 496K | US$44.9M | new | Sep 30, 2026 |
| iShares Expanded Tech Sector ETF | 261K | US$44.1M | new | Sep 30, 2026 |
| iShares Core Dividend Growth ETF | 422K | US$31.8M | new | Sep 30, 2026 |
| Vanguard Morningstar Total Stock Market ETF | 54,749 | US$20.5M | new | Sep 30, 2026 |
| American Century Short Duration Strategic Income ETF | 339K | US$17.2M | new | Sep 30, 2026 |
| Schwab US Dividend Equity ETF | 437K | US$14.2M | new | Sep 30, 2026 |
| Nvidia Corporation | 55,037 | US$12.6M | +836 | Sep 30, 2026 |