SEC Form 13F

Legacy Financial Strategies, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$645,657,564
Positions152

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$99,392,5502,937,132
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$77,189,4012,665,380
ISHARES TRAGGCORE US AGGBD ET$45,370,205458,378
AMERICAN CENTY ETF TRAVLVUS LARGE CAP VLU$44,435,333487,176
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$43,143,974483,677
ISHARES TRIGMEXPND TEC SC ETF$41,834,328255,742
ISHARES TRDGROCORE DIV GRWTH$31,711,595418,414
VANGUARD INDEX FDSVTITOTAL STK MKT$19,904,82553,791
AMERICAN CENTY ETF TRSDSISHORT DURTN STRG$16,950,833330,104
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$13,866,026437,276

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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