Legacy Financial Strategies, LLC

Q3 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
135
Total value ($000)
$553,702
Net value change ($000)
+44,077 (8.6%)
New positions
13
Sold out positions
5
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
SCHB 8,334 13.7%
IGM 7,135 23.2%
SCHG 6,388 7.4%
SPMO 4,269 NEW
DGRO 3,808 10.4%
SMH 3,452 299.4%
ADM 2,417 NEW
AGG 2,221 5.6%
NVDA 1,896 24.3%
AAPL 1,628 25.1%
Top Reduces (Value $000, Stocks/ETFs)
AVLV -2,735 -8.0%
IJR -2,513 -14.2%
ABBV -2,059 -58.3%
FDS -868 -35.2%
ASML -708 -75.2%
JKHY -645 -17.3%
COWZ -583 -65.9%
SCHZ -525 -100.0%
MKC -411 -13.6%
BRO -373 -10.0%
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