Legacy Financial Strategies, LLC
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 615,460
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/15/2026 | 145 | 615,460 | 13F-HR | Legacy Financial Strategies, LLC |
| Q2 2026 | 7/21/2026 | 152 | 645,658 | 13F-HR | Legacy Financial Strategies, LLC |
| Q1 2026 | 4/30/2026 | 140 | 554,172 | 13F-HR | Legacy Financial Strategies, LLC |
| Q4 2025 | 1/23/2026 | 138 | 564,783 | 13F-HR | Legacy Financial Strategies, LLC |
| Q3 2025 | 11/6/2025 | 135 | 553,702 | 13F-HR | Legacy Financial Strategies, LLC |
| Q2 2025 | 7/10/2025 | 127 | 509,625 | 13F-HR | Legacy Financial Strategies, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 143.2 K | 23.3% | 0 | 4.143 K | -4.143 K |
| ETFs | 472.3 K | 76.7% | 0 | 26.05 K | -26.05 K |
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Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
615,460
Holdings
145
QoQ value change ($000)
-30,198
(-4.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.