Legacy Financial Strategies, LLC - Q42025 Holdings

Legacy Financial Strategies, LLC holds 138 stocks with a total portfolio value of $ 564.78M as of Q42025. In Q42025, Legacy Financial Strategies, LLC added 8 new positions, increased stakes in 54 stocks, reduced 59 holdings, and fully exited 5 positions. The largest holding is Schwab Strategic Tr (SCHG), representing 16.48% of the total portfolio.