Legacy Financial Strategies, LLC

CIK

1723925

Location

OVERLAND PARK, KS

Portfolio Value

Small $645,711,447

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,285 / 8,795 ▲ 311 · as of Jun 2026

Top Industry

Semiconductors 12.6%

Period ended 3 months ago

Filed Jul 21, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

119 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

29.6%

−8.6 pts

Top 5

73.1%

+7.2 pts

Top 10

79.6%

+7.1 pts

HHI

1,630

Moderately concentrated−231

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.5%	$494,239,269	23
Technology	7.3%	$47,053,769	24
Financial Services	4.5%	$29,230,140	13
Industrials	4.0%	$25,574,322	17
Basic Materials	1.7%	$11,123,206	5
Consumer Cyclical	1.7%	$10,968,136	7
Utilities	1.1%	$7,334,669	5
Communication Services	1.1%	$6,849,463	6
Consumer Defensive	0.8%	$5,381,765	6
Healthcare	0.8%	$5,362,291	5
Energy	0.3%	$2,013,508	5
Real Estate	0.1%	$580,909	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACSG	American Century Small Cap Growth Insights ETF	+336,394	1,304,028	$104,913,287
FNDA	Schwab Fundamental U.S. Small Company ETF	+78,858	6,067,673	$191,356,252
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+8,683	50,856	$1,531,864
IVZ	Invesco Ltd.	+4,234	53,995	$8,689,627
—		+3,883	8,214	$461,298
VB	Vanguard Morningstar Small-Cap ETF	+3,143	65,815	$25,587,517
EDV	Vanguard World Funds Extended Duration ETF	+2,819	4,133	$591,150
VIGI	Vanguard International Dividend Appreciation ETF	+2,300	3,730	$589,451
VIG	Vanguard Dividend Appreciation ETF	+2,150	6,667	$1,276,277
JA	Janus Henderson AA-A CLO ETF	+1,695	32,360	$1,633,856
IBIT	iShares Bitcoin Trust ETF	+1,101	7,303	$243,116
PLTR	Palantir Technologies Inc.	+1,008	14,231	$1,660,330
KLAC	Kla Corp	+930	1,103	$332,786
AMD	Advanced Micro Devices Inc	+545	3,235	$1,879,243
QQQ	Invesco Qqq Trust, Series 1	+492	1,095	$806,358
TMUS	T-Mobile US, Inc.	+428	5,962	$1,000,006
AFK	VanEck Africa Index ETF	+398	22,985	$12,806,646
AAPL	Apple Inc.	+247	31,984	$9,254,890
GOOGL	Alphabet Inc.	+228	11,700	$4,168,292
AVGO	Broadcom Inc.	+223	6,764	$2,555,101
MU	Micron Technology Inc	+208	2,006	$2,315,505
CDNS	Cadence Design Systems Inc	+169	1,311	$492,044
PM	Philip Morris International Inc.	+138	1,841	$333,055
CRWD	CrowdStrike Holdings, Inc.	+128	2,640	$2,014,689
ETN	Eaton Corp plc	+106	920	$392,030
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EXPD	Expeditors International Of Washington Inc	−13,761	2,392	$389,848
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−12,563	1,280,021	$137,241,352
BRO	Brown & Brown, Inc.	−4,443	32,531	$2,086,863
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−4,174	12,040	$601,063
SPGI	S&P Global Inc.	−4,039	2,384	$970,907
NEE	Nextera Energy Inc	−3,848	34,846	$3,058,433
FAST	Fastenal Co	−3,686	55,100	$2,646,453
T	At&T Inc.	−3,683	9,952	$206,006
EOT	Eaton Vance National Municipal Opportunities Trust	−2,863	27,684	$487,792
HON	Honeywell International Inc	−2,457	2,448	$548,107
AOS	Smith A O Corp	−2,303	6,177	$387,421
AFL	Aflac Inc	−1,852	31,197	$3,657,848
ABT	Abbott Laboratories	−1,644	21,360	$1,938,206
ATO	Atmos Energy Corp	−1,286	18,181	$3,132,040
CINF	Cincinnati Financial Corp	−1,105	18,238	$3,376,583
IBM	International Business Machines Corp	−1,002	2,181	$613,319
WMT	Walmart Inc.	−882	32,751	$3,709,378
MSFT	Microsoft Corp	−750	9,638	$3,595,166
HFXI	NYLI FTSE International Equity Currency Neutral ETF	−736	110,886	$2,798,229
LOW	Lowes Companies Inc	−681	12,418	$2,738,044
NDSN	Nordson Corp	−665	10,038	$3,028,364
CTAS	Cintas Corp	−634	17,779	$3,023,852
SHW	Sherwin Williams Co	−466	9,482	$3,264,842
MCD	Mcdonalds Corp	−465	7,847	$2,121,122
ABBV	AbbVie Inc.	−412	5,382	$1,354,326
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
NUE	Nucor Corp	9,023	$2,009,873
ITW	Illinois Tool Works Inc	6,898	$1,865,702
ERIE	Erie Indemnity Co	6,560	$1,572,760
HONA	Honeywell Aerospace Inc.	2,446	$540,761
COHR	Coherent Corp.	1,248	$492,298
SPCX	Space Exploration Technologies Corp	1,858	$317,457
AMAT	Applied Materials Inc /De	435	$314,505
ANET	Arista Networks, Inc.	1,809	$307,312
CSCO	Cisco Systems, Inc.	2,112	$248,075
CSX	Csx Corp	4,853	$230,663
LRCX	Lam Research Corp	483	$209,298
TER	Teradyne, Inc	425	$205,632
INTC	Intel Corp	1,445	$201,765
ETHA	iShares Ethereum Trust ETF	11,300	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
MKC	Mccormick & Co Inc	32,448	$1,636,677
COP	Conocophillips	2,565	$338,580
KR	Kroger Co	3,253	$235,387
BILZ	PIMCO Ultra Short Government Active ETF	2,149	$216,124
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

119 tracked positions · $645,711,447 total · filing declares 152 positions · $645,657,564 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 119 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	6,067,673	+78,858	$191,356,252	+16.3%	29.63%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	1,280,021	-12,563	$137,241,352	—	21.25%
ACSG	American Century Small Cap Growth Insights ETF	Added	1,304,028	+336,394	$104,913,287	+31.6%	16.25%
VB	Vanguard Morningstar Small-Cap ETF	Added	65,815	+3,143	$25,587,517	+15.7%	3.96%
AFK	VanEck Africa Index ETF	Added	22,985	+398	$12,806,646	+71.2%	1.98%
NVDA	Nvidia Corp Technology	Added	54,201	+73	$10,845,078	+14.9%	1.68%
AAPL	Apple Inc. Technology	Added	31,984	+247	$9,254,890	+14.9%	1.43%
IVZ	Invesco Ltd. Financial Services	Added	53,995	+4,234	$8,689,627	+55.2%	1.35%
CAT	Caterpillar Inc Industrials	Reduced	6,554	-321	$6,979,354	+43.3%	1.08%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,552	-11	$6,386,377	+14.7%	0.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	9,679	-120	$4,843,274	+3.1%	0.75%
GOOGL	Alphabet Inc. Communication Services	Added	11,700	+228	$4,168,292	+26.4%	0.65%
WMT	Walmart Inc. Consumer Defensive	Reduced	32,751	-882	$3,709,378	−11.3%	0.57%
AFL	Aflac Inc Financial Services	Reduced	31,197	-1,852	$3,657,848	+0.9%	0.57%
MSFT	Microsoft Corp Technology	Reduced	9,638	-750	$3,595,166	−6.5%	0.56%
CINF	Cincinnati Financial Corp Financial Services	Reduced	18,238	-1,105	$3,376,583	+10.9%	0.52%
LIN	Linde PLC Basic Materials	Reduced	6,369	-300	$3,305,128	−0.0%	0.51%
SHW	Sherwin Williams Co Basic Materials	Reduced	9,482	-466	$3,264,842	+2.4%	0.51%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,465	-361	$3,209,248	+11.4%	0.50%
ATO	Atmos Energy Corp Utilities	Reduced	18,181	-1,286	$3,132,040	−12.9%	0.49%
NEE	Nextera Energy Inc Utilities	Reduced	34,846	-3,848	$3,058,433	−14.9%	0.47%
NDSN	Nordson Corp Industrials	Reduced	10,038	-665	$3,028,364	+6.3%	0.47%
CTAS	Cintas Corp Industrials	Reduced	17,779	-634	$3,023,852	−2.9%	0.47%
GWW	W.W. Grainger, Inc. Industrials	Reduced	2,098	-65	$2,854,119	+21.0%	0.44%
JKHY	Jack Henry & Associates Inc Technology	Held	20,640	0	$2,842,953	−12.8%	0.44%
HFXI	NYLI FTSE International Equity Currency Neutral ETF	Reduced	110,886	-736	$2,798,229	+0.1%	0.43%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	12,418	-681	$2,738,044	−11.5%	0.42%
FAST	Fastenal Co Industrials	Reduced	55,100	-3,686	$2,646,453	−3.0%	0.41%
AVGO	Broadcom Inc. Technology	Added	6,764	+223	$2,555,101	+26.2%	0.40%
ADP	Automatic Data Processing Inc Technology	Reduced	10,999	-156	$2,463,226	+8.7%	0.38%
MU	Micron Technology Inc Technology	Added	2,006	+208	$2,315,505	+281.2%	0.36%
ECL	Ecolab Inc. Basic Materials	Reduced	7,886	-118	$2,197,118	+3.2%	0.34%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	7,847	-465	$2,121,122	−17.9%	0.33%
BRO	Brown & Brown, Inc. Financial Services	Reduced	32,531	-4,443	$2,086,863	−13.4%	0.32%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	12,941	-267	$2,022,124	+12.2%	0.31%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	2,640	+128	$2,014,689	+105.4%	0.31%
NUE	Nucor Corp Basic Materials	NEW	9,023	NEW	$2,009,873	NEW	0.31%
ABT	Abbott Laboratories Healthcare	Reduced	21,360	-1,644	$1,938,206	−17.9%	0.30%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,510	+92	$1,896,906	+15.5%	0.29%
AMD	Advanced Micro Devices Inc Technology	Added	3,235	+545	$1,879,243	+243.4%	0.29%
ITW	Illinois Tool Works Inc Industrials	NEW	6,898	NEW	$1,865,702	NEW	0.29%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,533	-150	$1,811,116	+8.3%	0.28%
ROP	Roper Technologies Inc Technology	Reduced	5,269	-313	$1,782,976	−9.7%	0.28%
PLTR	Palantir Technologies Inc. Technology	Added	14,231	+1,008	$1,660,330	−14.2%	0.26%
JA	Janus Henderson AA-A CLO ETF	Added	32,360	+1,695	$1,633,856	+5.8%	0.25%
ERIE	Erie Indemnity Co Financial Services	NEW	6,560	NEW	$1,572,760	NEW	0.24%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	50,856	+8,683	$1,531,864	+22.0%	0.24%
ABBV	AbbVie Inc. Healthcare	Reduced	5,382	-412	$1,354,326	+7.5%	0.21%
VIG	Vanguard Dividend Appreciation ETF	Added	6,667	+2,150	$1,276,277	+31.4%	0.20%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,568	+83	$1,226,399	+46.0%	0.19%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.