StockDriftsStockDriftsTop 50 Legacy Financial Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 11.66% | 390.1K | $50.0M | +7.35%(+26.70K) | $84.56(+56.56%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 8.52% | 423.9K | $36.5M | -2.65%(-11.55K) | $39.16(+127.72%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 6.01% | 538.9K | $25.7M | +15.32%(+71.61K) | $46.88(+1.24%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 5.8% | 452.0K | $24.9M | -3.43%(-16.03K) | $32.50(+77.09%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 5.73% | 667.0K | $24.6M | +3.40%(+21.91K) | $23.63(+61.42%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.29% | 511.5K | $22.7M | -6.93%(-38.06K) | $23.41(+96.73%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.23% | 542.9K | $22.4M | -3.73%(-21.04K) | $24.00(+80.64%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.96% | 509.3K | $21.3M | +1.71%(+8.55K) | $28.07(+51.63%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.77% | 249.3K | $20.4M | +6.53%(+15.28K) | $52.68(+61.13%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.75% | 310.6K | $16.1M | -5.73%(-18.89K) | $29.33(+83.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.87% | +51.56% | — | — | +65.31% |
| Top 20 Holdings Unweighted | +13.33% | +45.56% | — | — | +56.46% |
Legacy Financial Group INC reports $428.53M in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (11.7%), VUG (8.5%) and DFSD (6.0%). The top 20 holdings account for 81.9% of reported assets. Its disclosed equity book has returned +51.56% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Legacy Financial Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965579). View Legacy Financial Group INC’s 13F filings on SEC