Legacy Financial Strategies, LLC

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
140
Total value ($000)
$554,172
Net value change ($000)
-10,611 (-1.9%)
New positions
5
Sold out positions
3
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 6,538 19.6%
AVLV 3,178 8.9%
CAT 2,809 136.2%
MCD 2,152 499.3%
ECL 2,129 NEW
SCHD 1,408 11.7%
SMH 825 13.2%
USAC 434 NEW
LIN 388 13.3%
FAST 331 13.8%
Top Reduces (Value $000, Stocks/ETFs)
SCHG -8,607 -9.2%
IGM -2,576 -7.8%
SCHB -2,394 -3.5%
AOS -1,980 -78.0%
ADM -1,856 -90.1%
TROW -1,799 -100.0%
MSFT -973 -20.2%
SPGI -809 -22.8%
ADP -770 -25.4%
EXPD -736 -24.1%
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