LEGACY FINANCIAL GROUP, INC.
All 13F Filings
- Location
- Tulsa, OK
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 378,433
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/27/2026 | 89 | 378,433 | 13F-HR | LEGACY FINANCIAL GROUP, INC. |
| Q4 2025 | 2/6/2026 | 94 | 381,437 | 13F-HR | LEGACY FINANCIAL GROUP, INC. |
| Q3 2025 | 11/5/2025 | 92 | 364,787 | 13F-HR | LEGACY FINANCIAL GROUP, INC. |
| Q2 2025 | 8/12/2025 | 85 | 338,295 | 13F-HR | LEGACY FINANCIAL GROUP, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 40.42 K | 10.7% | 0 | 225.7 K | -225.7 K |
| ETFs | 338 K | 89.3% | 222.7 K | 0 | 222.7 K |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
378,433
Holdings
89
QoQ value change ($000)
-3,004
(-0.8%)
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.