LEGACY FINANCIAL GROUP, INC.

Q3 2026 13F-HR Holdings

Location
Tulsa, OK
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$443,507
Net value change ($000)
+14,973 (3.5%)
New positions
15
Sold out positions
11
Turnover %
17.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 21,971 NEW
DFA INVT DIMENSIONS GROUP IN 5,528 NEW
AVUS 4,844 9.7%
ONEOK INC NEW 3,960 NEW
DFSD 2,994 11.6%
DFA INVT DIMENSIONS GROUP IN 2,690 NEW
AVDE 1,979 NEW
DFUS 1,660 8.1%
AAPL 1,642 15.2%
VUG 1,418 3.9%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -21,254 -100.0%
DFAR -5,275 -100.0%
OKE -4,017 -100.0%
DFSV -2,877 -100.0%
DFCF -2,280 -15.8%
DFAI -1,084 -4.8%
DFAE -927 -14.0%
DFNM -902 -42.7%
QQQ -865 -54.5%
DFAT -776 -7.5%
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