Legacy Financial Strategies, LLC
Top Portfolio Positions
89 positions ·
$132,840,317 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
54,128 | $9,439,923 | 7.11% |
| AAPL |
Apple Inc.
Technology
|
31,737 | $8,054,533 | 6.06% |
| SPY |
Spdr S&P 500 Etf Trust
|
8,563 | $5,568,861 | 4.19% |
| CAT |
Caterpillar Inc
Industrials
|
6,875 | $4,870,662 | 3.67% |
| WMT |
Walmart Inc.
Consumer Defensive
|
33,633 | $4,179,909 | 3.15% |
| MSFT |
Microsoft Corp
Technology
|
10,388 | $3,845,325 | 2.89% |
| AFL |
Aflac Inc
Financial Services
|
33,049 | $3,625,805 | 2.73% |
| ATO |
Atmos Energy Corp
Utilities
|
19,467 | $3,595,944 | 2.71% |
| NEE |
Nextera Energy Inc
Utilities
|
38,694 | $3,593,898 | 2.71% |
| LIN |
Linde Plc
Basic Materials
|
6,669 | $3,306,223 | 2.49% |
Portfolio Trend
Holdings in USAC
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $433,920 | 16,000 | Shares | Sole | 2026-05-01 | |
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