Legacy Financial Strategies, LLC
Top Portfolio Positions
90 positions ·
$137,535,997 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
54,128 | $9,439,923 | 6.86% | |
| AAPL |
Apple Inc.
Technology
|
31,737 | $8,054,533 | 5.86% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,563 | $5,568,861 | 4.05% | |
| CAT |
Caterpillar Inc
Industrials
|
6,875 | $4,870,662 | 3.54% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
9,799 | $4,695,680 | 3.41% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
33,633 | $4,179,909 | 3.04% | |
| MSFT |
Microsoft Corp
Technology
|
10,388 | $3,845,325 | 2.80% | |
| AFL |
Aflac Inc
Financial Services
|
33,049 | $3,625,805 | 2.64% | |
| ATO |
Atmos Energy Corp
Utilities
|
19,467 | $3,595,944 | 2.61% | |
| NEE |
Nextera Energy Inc
Utilities
|
38,694 | $3,593,898 | 2.61% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SPH
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,660 | 14,000 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $259,560 | 14,000 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $261,100 | 14,000 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $259,420 | 14,000 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $294,140 | 14,000 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $240,800 | 14,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $251,160 | 14,000 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $265,860 | 14,000 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $347,310 | 17,000 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $365,856 | 20,600 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $332,235 | 20,700 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $306,360 | 20,700 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $317,124 | 20,700 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $314,226 | 20,700 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $332,605 | 22,100 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $337,246 | 22,100 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $355,810 | 22,100 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $323,765 | 22,100 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $343,840 | 22,400 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $343,616 | 22,400 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $331,968 | 22,400 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $332,864 | 22,400 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $364,672 | 22,400 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $320,320 | 22,400 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $309,666 | 21,900 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||