Legacy Financial Strategies, LLC

Q3 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
145
Total value ($000)
$615,460
Net value change ($000)
-30,198 (-4.7%)
New positions
7
Sold out positions
14
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 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)
SCHG 8,770 8.8%
SCHB 2,532 3.3%
IGM 2,240 5.4%
FDS 2,212 NEW
AVDE 2,013 4.7%
NVDA 1,724 15.9%
MSFT 1,515 42.1%
AAPL 1,217 13.1%
PLTR 681 41.0%
CRWD 664 33.0%
Top Reduces (Value $000, Stocks/ETFs)
AGG -44,911 -99.0%
CAT -1,939 -27.8%
ABT -1,938 -100.0%
IBM -613 -100.0%
CINF -596 -17.6%
MUB -591 -7.6%
LOW -529 -19.3%
NEE -517 -16.9%
IJR -506 -8.7%
GWW -478 -16.7%
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