Legacy Financial Strategies, LLC

Q4 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
138
Total value ($000)
$564,783
Net value change ($000)
+11,081 (2.0%)
New positions
8
Sold out positions
5
Turnover %
6.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AVDE 33,349 NEW
AGG 4,291 10.3%
AVLV 4,241 13.5%
SMH 1,654 35.9%
TROW 1,514 531.2%
JKHY 692 22.5%
GOOGL 632 33.6%
AAPL 606 7.5%
SPMO 598 14.0%
AVGO 556 29.6%
Top Reduces (Value $000, Stocks/ETFs)
DGRO -10,882 -26.9%
IJR -9,470 -62.4%
IGM -4,919 -13.0%
FDS -1,598 -100.0%
XLP -1,524 -100.0%
VTI -1,365 -7.2%
SCHB -979 -1.4%
SCHD -923 -7.2%
FAST -923 -27.8%
ADP -780 -20.4%
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