StockDriftsStockDriftsTop 50 Legacy Financial Strategies LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 17.57% | 3.01M | $108.2M | +2.49%(+73.26K) | $16.46(+116.13%) | 2026-09-30 | |
| SCHB | SCHWAB STRATEGIC TR | 12.95% | 2.72M | $79.7M | +2.05%(+54.54K) | $16.47(+78.50%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 7.34% | 501.1K | $45.2M | +3.61%(+17.45K) | $81.45(+9.89%) | 2026-09-30 | |
| AVLV | AMERICAN CENTY ETF TR | 7.3% | 496.5K | $44.9M | +1.91%(+9.30K) | $66.17(+40.50%) | 2026-09-30 | |
| IGM | ISHARES TR | 7.16% | 260.7K | $44.1M | +1.95%(+4.99K) | $66.32(+142.94%) | 2026-09-30 | |
| DGRO | ISHARES TR | 5.17% | 422.1K | $31.8M | +0.88%(+3.68K) | $48.71(+61.13%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 3.33% | 54.7K | $20.5M | +1.78%(+958) | $160.71(+133.67%) | 2026-09-30 | |
| SDSI | AMERICAN CENTY ETF TR | 2.79% | 339.4K | $17.2M | +2.83%(+9.34K) | $51.22(-1.53%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.31% | 437.5K | $14.2M | +0.04%(+188) | $18.77(+82.47%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.04% | 55.0K | $12.6M | +1.54%(+836) | $70.48(+208.02%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.33% | +65.70% | +9.48% | +57.25% |
| Top 20 Holdings Unweighted | +18.01% | +64.35% | +9.47% | +57.19% |
Legacy Financial Strategies LLC reports $615.46M in US-listed equity holdings across 145 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (17.6%), SCHB (12.9%) and AVDE (7.3%). The top 20 holdings account for 79.27% of reported assets. Its disclosed equity book has returned +65.70% on a three-year cumulative basis. Figures reflect the Q3 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 Strategies LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1723925). View Legacy Financial Strategies LLC’s 13F filings on SEC