LEGACY FINANCIAL GROUP, INC.

CIK

1965579

Location

TULSA, OK

Portfolio Value

Micro $45,695,087

Diversification

Diversified

Filing Date

Global Rank

#7,061 / 8,517 ▲ 136

Top Industry

Consumer Electronics 25.1%

3Y Alpha vs SPY

+10.2%

Period ended 46 days ago

Filed Jul 30, 2026 · 16d

15 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+123.6%

SPY

+75.3%

Annualised alpha

+10.2%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

23.6%

+4.0 pts

Top 5

51.0%

−7.7 pts

Top 10

66.3%

−9.3 pts

HHI

837

Diversified−121

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.7%	$18,614,462	10
Energy	14.4%	$6,591,539	7
Financial Services	13.7%	$6,254,887	7
Unclassified	5.9%	$2,680,969	2
Consumer Defensive	5.6%	$2,577,276	5
Consumer Cyclical	5.1%	$2,326,851	4
Industrials	4.6%	$2,082,062	5
Communication Services	4.3%	$1,981,324	3
Healthcare	3.8%	$1,728,535	5
Utilities	1.4%	$648,833	2
Basic Materials	0.5%	$208,349	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
WMB	Williams Companies, Inc.	+3,370	12,209	$907,617
QQQ	Invesco Qqq Trust, Series 1	+1,151	2,154	$1,586,205
PG	PROCTER & GAMBLE Co	+80	1,483	$217,467
VZ	Verizon Communications Inc	+56	5,513	$233,420
AMZN	Amazon Com Inc	+30	6,066	$1,445,770
V	Visa Inc.	+21	741	$254,229
MRK	Merck & Co., Inc.	+19	2,283	$293,365
AVGO	Broadcom Inc.	+13	1,105	$417,413
JNJ	Johnson & Johnson	+8	1,337	$339,557
AXP	American Express Co	+7	792	$267,894
RTX	RTX Corp	+5	1,327	$251,771
CVX	Chevron Corp	+5	2,071	$343,288
COST	Costco Wholesale Corp /New	+2	249	$232,932
LLY	ELI LILLY & Co	+2	265	$317,848
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−8,252	3,753	$1,341,209
OKE	Oneok Inc /New/	−3,568	46,209	$4,017,410
AAPL	Apple Inc.	−1,290	37,281	$10,787,630
NEE	Nextera Energy Inc	−839	2,792	$245,053
PLTR	Palantir Technologies Inc.	−653	3,669	$428,062
XOM	ExxonMobil Holdings Corp	−232	3,318	$453,636
WMT	Walmart Inc.	−157	13,137	$1,487,896
MSFT	Microsoft Corp	−92	5,880	$2,193,357
OGE	Oge Energy Corp.	−74	8,298	$403,780
PM	Philip Morris International Inc.	−30	2,358	$426,585
NVDA	Nvidia Corp	−27	15,931	$3,187,633
SPY	Spdr S&P 500 ETF Trust	−22	1,466	$1,094,764
ABBV	AbbVie Inc.	−21	2,222	$559,144
JPM	Jpmorgan Chase & Co	−21	1,866	$610,797
PJT	PJT Partners Inc.	−13	1,491	$225,051
BRK-B	Berkshire Hathaway Inc	−6	6,251	$3,127,937
CAT	Caterpillar Inc	−4	1,070	$1,139,443
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	357	$412,081
AMD	Advanced Micro Devices Inc	644	$374,106
CSCO	Cisco Systems, Inc.	2,877	$337,932
ET	Energy Transfer LP	17,550	$335,556
TSM	Taiwan Semiconductor Manufacturing Co Ltd	539	$257,410
URI	United Rentals, Inc.	220	$249,235
ROK	Rockwell Automation, Inc	482	$238,628
ASML	Asml Holding NV	110	$218,838
UNH	Unitedhealth Group Inc	526	$218,621
MO	Altria Group, Inc.	2,952	$212,396
STLD	Steel Dynamics Inc	908	$208,349
DE	Deere & Co	320	$202,985
ORLY	O Reilly Automotive Inc	2,188	$201,492
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
BNDX	Vanguard Total International Bond ETF	216,634	$10,409,263
COP	Conocophillips	2,171	$286,572
VXUS	Vanguard Total International Stock ETF	3,033	$233,874
VIG	Vanguard Dividend Appreciation ETF	972	$209,038
VB	Vanguard Morningstar Small-Cap ETF	766	$200,630
LYG	Lloyds Banking Group plc	13,581	$68,312
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

51 tracked positions · $45,695,087 total · filing declares 104 positions · $428,533,906 · as of Jun 30, 2026

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

Showing 1–50 of 51 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	37,281	-1,290	$10,787,630	+10.2%	23.61%
OKE	Oneok Inc /New/ Energy	Reduced	46,209	-3,568	$4,017,410	−10.7%	8.79%
NVDA	Nvidia Corp Technology	Reduced	15,931	-27	$3,187,633	+14.5%	6.98%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,251	-6	$3,127,937	+4.3%	6.85%
MSFT	Microsoft Corp Technology	Reduced	5,880	-92	$2,193,357	−0.8%	4.80%
QQQ	Invesco Qqq Trust, Series 1	Added	2,154	+1,151	$1,586,205	+174.0%	3.47%
WMT	Walmart Inc. Consumer Defensive	Reduced	13,137	-157	$1,487,896	−9.9%	3.26%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,066	+30	$1,445,770	+15.0%	3.16%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,753	-8,252	$1,341,209	−61.1%	2.94%
CAT	Caterpillar Inc Industrials	Reduced	1,070	-4	$1,139,443	+49.8%	2.49%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,466	-22	$1,094,764	+13.1%	2.40%
BANF	Bancfirst Corp /Ok/ Financial Services	Held	9,675	0	$1,075,182	+2.4%	2.35%
WMB	Williams Companies, Inc. Energy	Added	12,209	+3,370	$907,617	+41.1%	1.99%
PGR	Progressive Corp/Oh/ Financial Services	Held	3,176	0	$693,797	+10.2%	1.52%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,866	-21	$610,797	+10.0%	1.34%
ABBV	AbbVie Inc. Healthcare	Reduced	2,222	-21	$559,144	+14.6%	1.22%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,318	-232	$453,636	−24.7%	0.99%
PLTR	Palantir Technologies Inc. Technology	Reduced	3,669	-653	$428,062	−32.3%	0.94%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	2,358	-30	$426,585	+8.0%	0.93%
AVGO	Broadcom Inc. Technology	Added	1,105	+13	$417,413	+23.5%	0.91%
MU	Micron Technology Inc Technology	NEW	357	NEW	$412,081	NEW	0.90%
META	Meta Platforms, Inc. Communication Services	Held	722	0	$406,695	−1.5%	0.89%
OGE	Oge Energy Corp. Utilities	Reduced	8,298	-74	$403,780	+0.6%	0.88%
AMD	Advanced Micro Devices Inc Technology	NEW	644	NEW	$374,106	NEW	0.82%
MCD	Mcdonalds Corp Consumer Cyclical	Held	1,316	0	$355,727	−13.0%	0.78%
CVX	Chevron Corp Energy	Added	2,071	+5	$343,288	−19.7%	0.75%
JNJ	Johnson & Johnson Healthcare	Added	1,337	+8	$339,557	+4.5%	0.74%
CSCO	Cisco Systems, Inc. Technology	NEW	2,877	NEW	$337,932	NEW	0.74%
ET	Energy Transfer LP Energy	NEW	17,550	NEW	$335,556	NEW	0.73%
TSLA	Tesla, Inc. Consumer Cyclical	Held	770	0	$323,862	+13.1%	0.71%
LLY	ELI LILLY & Co Healthcare	Added	265	+2	$317,848	+31.4%	0.70%
MRK	Merck & Co., Inc. Healthcare	Added	2,283	+19	$293,365	+7.7%	0.64%
EPD	Enterprise Products Partners L.P. Energy	Held	7,616	0	$279,964	−2.9%	0.61%
AXP	American Express Co Financial Services	Added	792	+7	$267,894	+12.8%	0.59%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	539	NEW	$257,410	NEW	0.56%
V	Visa Inc. Financial Services	Added	741	+21	$254,229	+16.8%	0.56%
ARLP	Alliance Resource Partners LP Energy	Held	10,595	0	$254,068	−13.3%	0.56%
RTX	RTX Corp Industrials	Added	1,327	+5	$251,771	−1.3%	0.55%
URI	United Rentals, Inc. Industrials	NEW	220	NEW	$249,235	NEW	0.55%
NEE	Nextera Energy Inc Utilities	Reduced	2,792	-839	$245,053	−27.3%	0.54%
ROK	Rockwell Automation, Inc Industrials	NEW	482	NEW	$238,628	NEW	0.52%
VZ	Verizon Communications Inc Communication Services	Added	5,513	+56	$233,420	−14.8%	0.51%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	249	+2	$232,932	−5.4%	0.51%
PJT	PJT Partners Inc. Financial Services	Reduced	1,491	-13	$225,051	+7.1%	0.49%
ASML	Asml Holding NV Technology	NEW	110	NEW	$218,838	NEW	0.48%
UNH	Unitedhealth Group Inc Healthcare	NEW	526	NEW	$218,621	NEW	0.48%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,483	+80	$217,467	+7.3%	0.48%
MO	Altria Group, Inc. Consumer Defensive	NEW	2,952	NEW	$212,396	NEW	0.46%
STLD	Steel Dynamics Inc Basic Materials	NEW	908	NEW	$208,349	NEW	0.46%
DE	Deere & Co Industrials	NEW	320	NEW	$202,985	NEW	0.44%

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.