Legacy Financial Strategies, LLC ETF holdings
Overland Park, KS
Reported $502.9M in 55 ETFs in its Form 13F for June 30, 2026.
ETF value
$502.9M
ETFs held
55
Change from prior quarter
+18.9%
With price moves
ETFs as a share of its 13F
77.9%
of $645.7M
Top 10 of 55 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth ETF | $99.4M | 2,937,132 | +37,701 shares |
| SCHB | Schwab U.S. Broad Market ETF | $77.2M | 2,665,380 | +50,793 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $45.4M | 458,378 | −7,403 shares |
| AVLV | Avantis US Large Cap Value ETF | $44.4M | 487,176 | +5,323 shares |
| AVDE | Avantis International Equity ETF | $43.1M | 483,677 | +13,536 shares |
| IGM | iShares Expanded Tech Sector ETF | $41.8M | 255,742 | −318 shares |
| DGRO | iShares Core Dividend Growth ETF | $31.7M | 418,414 | +4,047 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $19.9M | 53,791 | +836 shares |
| SDSI | American Century Short Duration Strategic Income ETF | $17.0M | 330,104 | +325,389 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $13.9M | 437,276 | +805 shares |
45 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001723925. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Legacy Financial Strategies, LLC own?
Legacy Financial Strategies, LLC reported 55 ETF positions worth $502.9M in its Form 13F for June 30, 2026. The largest was SCHG, at $99.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.