Legacy Financial Strategies, LLC - Q12026 Holdings

Legacy Financial Strategies, LLC holds 140 stocks with a total portfolio value of $ 554.17M as of Q12026. In Q12026, Legacy Financial Strategies, LLC added 5 new positions, increased stakes in 59 stocks, reduced 58 holdings, and fully exited 3 positions. The largest holding is Schwab Strategic Tr (SCHG), representing 15.24% of the total portfolio.