Legacy Financial Strategies, LLC - Q22026 Holdings

Legacy Financial Strategies, LLC holds 152 stocks with a total portfolio value of $ 645.66M as of Q22026. In Q22026, Legacy Financial Strategies, LLC added 19 new positions, increased stakes in 51 stocks, reduced 63 holdings, and fully exited 7 positions. The largest holding is Schwab Strategic Tr (SCHG), representing 15.39% of the total portfolio.