StockDrifts LogoStockDrifts

Legacy Financial Group, Inc.

Portfolio Manager
Legacy Financial Group, Inc.
Performance
-1.41% (2026 Q1)
AUM (13F)
$378.43M
# of Holdings
89
Performance Rank
Allocation (Top 20)
82.56%

Legacy Financial Group, Inc. Holdings Map

Top 50 Legacy Financial Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AVUS
AMERICAN CENTY ETF TR
10.68%363.4K$40.4M
+3.68%(+12.90K)
2025-Q1: 281.9K shares2025-Q2: 307.8K shares2025-Q3: 329.1K shares2025-Q4: 350.5K shares2026-Q1: 363.4K shares
$82.10(+52.36%)
2026-03-31
VUG
VANGUARD INDEX FDS
8.38%72.6K$31.7M
+0.46%(+330)
2025-Q1: 77.8K shares2025-Q2: 77.2K shares2025-Q3: 75.3K shares2025-Q4: 72.3K shares2026-Q1: 72.6K shares
$39.16(+123.45%)
2026-03-31
DFUV
DIMENSIONAL ETF TRUST
5.99%468.0K$22.7M
-0.71%(-3.33K)
2025-Q1: 449.6K shares2025-Q2: 454.6K shares2025-Q3: 462.5K shares2025-Q4: 471.4K shares2026-Q1: 468.0K shares
$32.50(+61.95%)
2026-03-31
DFSD
DIMENSIONAL ETF TRUST
5.91%467.3K$22.4M
+2.84%(+12.89K)
2025-Q1: 391.4K shares2025-Q2: 411.7K shares2025-Q3: 424.3K shares2025-Q4: 454.4K shares2026-Q1: 467.3K shares
$46.75(+2.44%)
2026-03-31
DFAI
DIMENSIONAL ETF TRUST
5.81%564.0K$22.0M
-0.88%(-4.98K)
2025-Q1: 581.2K shares2025-Q2: 572.4K shares2025-Q3: 571.8K shares2025-Q4: 569.0K shares2026-Q1: 564.0K shares
$24.00(+73.52%)
2026-03-31
DFAX
DIMENSIONAL ETF TRUST
5.79%645.1K$21.9M
-0.20%(-1.32K)
2025-Q1: 611.0K shares2025-Q2: 623.7K shares2025-Q3: 631.8K shares2025-Q4: 646.4K shares2026-Q1: 645.1K shares
$23.24(+61.42%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
5.64%549.5K$21.4M
-0.97%(-5.36K)
2025-Q1: 579.3K shares2025-Q2: 573.6K shares2025-Q3: 559.2K shares2025-Q4: 554.9K shares2026-Q1: 549.5K shares
$23.41(+84.66%)
2026-03-31
DUHP
DIMENSIONAL ETF TRUST
4.86%500.8K$18.4M
+2.64%(+12.88K)
2025-Q1: 436.3K shares2025-Q2: 448.3K shares2025-Q3: 465.6K shares2025-Q4: 487.9K shares2026-Q1: 500.8K shares
$27.89(+43.05%)
2026-03-31
DFUS
DIMENSIONAL ETF TRUST
4.39%234.1K$16.6M
+3.12%(+7.07K)
2025-Q1: 207.3K shares2025-Q2: 216.0K shares2025-Q3: 224.5K shares2025-Q4: 227.0K shares2026-Q1: 234.1K shares
$51.19(+57.68%)
2026-03-31
DFAU
DIMENSIONAL ETF TRUST
3.93%329.5K$14.9M
+0.50%(+1.64K)
2025-Q1: 310.9K shares2025-Q2: 327.7K shares2025-Q3: 332.9K shares2025-Q4: 327.8K shares2026-Q1: 329.5K shares
$29.33(+73.76%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Legacy Financial Group, Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all