Legacy Financial Strategies, LLC

Q2 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
152
Total value ($000)
$645,658
Net value change ($000)
+91,486 (16.5%)
New positions
20
Sold out positions
8
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 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)
SDSI 16,709 6904.5%
SCHG 14,933 17.7%
SCHB 11,563 17.6%
IGM 11,488 37.9%
AVLV 5,593 14.4%
SMH 5,296 74.8%
AVDE 3,257 8.2%
VTI 2,917 17.2%
SPMO 2,872 57.9%
DGRO 2,632 9.1%
Top Reduces (Value $000, Stocks/ETFs)
EXPD -1,924 -83.1%
SPGI -1,761 -64.5%
MKC -1,637 -100.0%
HON -1,109 -100.0%
AGG -868 -1.9%
NEE -536 -14.9%
WMT -471 -11.3%
ATO -464 -12.9%
MCD -462 -17.9%
MUB -458 -5.6%
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