LEGACY FINANCIAL GROUP, INC.

Q2 2026 13F-HR Holdings

Location
Tulsa, OK
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
104
Total value ($000)
$428,534
Net value change ($000)
+50,101 (13.2%)
New positions
17
Sold out positions
2
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVUS 9,561 23.7%
VUG 4,815 15.2%
DFUS 3,834 23.1%
DFSD 3,359 15.0%
DUHP 2,846 15.5%
DFAX 2,658 12.1%
DFUV 2,184 9.6%
DFLV 1,790 17.5%
DFAC 1,334 6.2%
DFAU 1,189 8.0%
Top Reduces (Value $000, Stocks/ETFs)
DFNM -590 -21.8%
OKE -482 -10.7%
SUB -362 -12.4%
COP -287 -100.0%
PLTR -204 -32.3%
WMT -164 -9.9%
XOM -148 -24.6%
AVUV -104 -14.3%
NEE -92 -27.3%
CVX -84 -19.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type