Legacy Financial Strategies, LLC - Q32026 Holdings

Legacy Financial Strategies, LLC holds 145 stocks with a total portfolio value of $ 615.46M as of Q32026. In Q32026, Legacy Financial Strategies, LLC added 7 new positions, increased stakes in 70 stocks, reduced 47 holdings, and fully exited 14 positions. The largest holding is Schwab Strategic Tr (SCHG), representing 17.57% of the total portfolio.