Legacy Financial Strategies, LLC

13F filer · CIK 0001723925

Reported Jul 21, 2026

Net seller this quarter

13F portfolio value$646MU.S. long equity reported on 13F

Positions10713 new · 3 closed

Net flow last quarter-$292KBuys minus sells

Top 10 positions weight10.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026107 positions
SMHMarket Vectors ETF Trust	$12.4M	1.92%	Not reported	+2.2%	Q1 2024
NVDANvidia Corp	$10.8M	1.68%	0.00%	+0.1%	Q3 2021
AAPLApple Inc.	$9.25M	1.43%	0.00%	+0.8%	Q4 2017
CATCaterpillar Inc	$6.98M	1.08%	0.00%	-4.7%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$6.39M	0.99%	Not reported	-0.1%	Q3 2018
BRK.BBerkshire Hathaway Inc	$4.84M	0.75%	Not reported	-1.2%	Q4 2017
WMTWalmart Inc.	$3.71M	0.57%	0.00%	-2.6%	Q2 2024
AFLAflac Inc	$3.66M	0.57%	0.01%	-5.6%	Q2 2021
MSFTMicrosoft Corp	$3.6M	0.56%	0.00%	-7.2%	Q4 2017
CINFCincinnati Financial Corp	$3.38M	0.52%	0.01%	-5.7%	Q2 2024
LINLinde PLC	$3.31M	0.51%	0.00%	-4.5%	Q2 2022
SHWSherwin Williams Co	$3.26M	0.51%	0.00%	-4.7%	Q4 2017
AMZNAmazon Com Inc	$3.21M	0.50%	0.00%	-2.6%	Q3 2019
ATOAtmos Energy Corp	$3.13M	0.49%	0.01%	-6.6%	Q3 2020
NEENextera Energy Inc	$3.06M	0.47%	0.00%	-9.9%	Q1 2021
GOOGLAlphabet Inc.	$3.04M	0.47%	0.00%	+1.1%	Q2 2018
NDSNNordson Corp	$3.03M	0.47%	0.02%	-6.2%	Q1 2023
CTASCintas Corp	$3.02M	0.47%	0.00%	-3.4%	Q4 2017
GWWW.W. Grainger, Inc.	$2.85M	0.44%	0.00%	-3.0%	Q4 2017
JKHYJack Henry & Associates Inc	$2.84M	0.44%	0.03%	Not reported	Q2 2025
LOWLowes Companies Inc	$2.74M	0.42%	0.00%	-5.2%	Q4 2017
FASTFastenal Co	$2.65M	0.41%	0.00%	-6.3%	Q2 2024
AVGOBroadcom Inc.	$2.56M	0.40%	0.00%	+3.4%	Q3 2024
ADPAutomatic Data Processing Inc	$2.46M	0.38%	0.00%	-1.4%	Q2 2019
MUMicron Technology Inc	$2.32M	0.36%	0.00%	+11.6%	Q4 2025
ECLEcolab Inc.	$2.2M	0.34%	0.00%	-1.5%	Q4 2017
MCDMcdonalds Corp	$2.12M	0.33%	0.00%	-5.6%	Q3 2020
BROBrown & Brown, Inc.	$2.09M	0.32%	0.01%	-12.0%	Q2 2022
CRWDCrowdStrike Holdings, Inc.	$2.01M	0.31%	0.00%	+5.1%	Q3 2024
NUENucor Corp	$2.01M	0.31%	0.00%	New	Q2 2026
ABTAbbott Laboratories	$1.94M	0.30%	0.00%	-7.2%	Q4 2017
TSLATesla, Inc.	$1.9M	0.29%	0.00%	+2.1%	Q3 2020
AMDAdvanced Micro Devices Inc	$1.88M	0.29%	0.00%	+20.3%	Q1 2024
ITWIllinois Tool Works Inc	$1.87M	0.29%	0.00%	Not reported	Q4 2017
JPMJPMorgan Chase & Co	$1.81M	0.28%	0.00%	-2.6%	Q4 2017
ROPRoper Technologies Inc	$1.78M	0.28%	0.01%	-5.6%	Q3 2018
PLTRPalantir Technologies Inc.	$1.66M	0.26%	0.00%	+7.6%	Q4 2024
ERIEErie Indemnity Co	$1.57M	0.24%	Not reported	New	Q2 2026
ABBVAbbVie Inc.	$1.35M	0.21%	0.00%	-7.1%	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.23M	0.19%	0.00%	+3.3%	Q2 2023
METAMeta Platforms, Inc.	$1.14M	0.18%	Not reported	-11.9%	Q4 2023
GOOGAlphabet Inc.	$1.13M	0.18%	Not reported	+4.3%	Q2 2024
LLYELI LILLY & Co	$1.01M	0.16%	0.00%	+8.1%	Q2 2022
TMUST-Mobile US, Inc.	$1M	0.15%	0.00%	+7.7%	Q4 2022
SPGIS&P Global Inc.	$971K	0.15%	0.00%	-62.9%	Q1 2018
CPCanadian Pacific Kansas City Ltd	$883K	0.14%	0.00%	Not reported	Q4 2021
GEVGE Vernova Inc.	$845K	0.13%	0.00%	+8.8%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$807K	0.12%	Not reported	+81.6%	Q2 2018
JNJJohnson & Johnson	$780K	0.12%	0.00%	-1.1%	Q4 2017
ASMLAsml Holding NV	$643K	0.10%	0.00%	+11.0%	Q1 2022

Q1 2026Reported May 1, 202696 positions
NVDANvidia Corp	$9.44M	1.70%	0.00%	+1.3%	Q3 2021
AAPLApple Inc.	$8.05M	1.45%	0.00%	-1.1%	Q4 2017
SMHMarket Vectors ETF Trust	$7.08M	1.28%	Not reported	+6.3%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$5.57M	1.00%	Not reported	-1.0%	Q3 2018
CATCaterpillar Inc	$4.87M	0.88%	0.00%	+91.0%	Q3 2020
BRK.BBerkshire Hathaway Inc	$4.7M	0.85%	Not reported	-1.5%	Q4 2017
WMTWalmart Inc.	$4.18M	0.75%	0.00%	-7.2%	Q2 2024
MSFTMicrosoft Corp	$3.85M	0.69%	0.00%	+4.3%	Q4 2017
AFLAflac Inc	$3.63M	0.65%	0.01%	-2.6%	Q2 2021
ATOAtmos Energy Corp	$3.6M	0.65%	0.01%	-3.2%	Q3 2020
NEENextera Energy Inc	$3.59M	0.65%	0.00%	-5.7%	Q1 2021
LINLinde PLC	$3.31M	0.60%	0.00%	-2.5%	Q2 2022
JKHYJack Henry & Associates Inc	$3.26M	0.59%	0.03%	Not reported	Q2 2025
SHWSherwin Williams Co	$3.19M	0.58%	0.00%	-1.4%	Q4 2017
CTASCintas Corp	$3.11M	0.56%	0.00%	+0.1%	Q4 2017
LOWLowes Companies Inc	$3.1M	0.56%	0.00%	-4.4%	Q4 2017
CINFCincinnati Financial Corp	$3.04M	0.55%	0.01%	-4.9%	Q2 2024
AMZNAmazon Com Inc	$2.88M	0.52%	0.00%	+0.1%	Q3 2019
NDSNNordson Corp	$2.85M	0.51%	0.02%	-5.5%	Q1 2023
SPGIS&P Global Inc.	$2.73M	0.49%	0.00%	-5.2%	Q1 2018
FASTFastenal Co	$2.73M	0.49%	0.01%	-1.6%	Q2 2024
MCDMcdonalds Corp	$2.58M	0.47%	0.00%	+488.7%	Q3 2020
GOOGLAlphabet Inc.	$2.42M	0.44%	0.00%	+4.7%	Q2 2018
BROBrown & Brown, Inc.	$2.41M	0.44%	0.01%	+8.1%	Q2 2022
ABTAbbott Laboratories	$2.36M	0.43%	0.00%	-4.9%	Q4 2017
GWWW.W. Grainger, Inc.	$2.36M	0.43%	0.00%	+2.1%	Q4 2017
EXPDExpeditors International of Washington Inc	$2.31M	0.42%	0.01%	-21.1%	Q2 2020
ADPAutomatic Data Processing Inc	$2.27M	0.41%	0.00%	-5.5%	Q2 2019
ECLEcolab Inc.	$2.13M	0.38%	0.00%	Not reported	Q4 2017
AVGOBroadcom Inc.	$2.02M	0.37%	0.00%	-7.1%	Q3 2024
ROPRoper Technologies Inc	$1.98M	0.36%	0.01%	-0.9%	Q3 2018
PLTRPalantir Technologies Inc.	$1.93M	0.35%	0.00%	+1.1%	Q4 2024
JPMJPMorgan Chase & Co	$1.67M	0.30%	0.00%	-0.3%	Q4 2017
TSLATesla, Inc.	$1.64M	0.30%	0.00%	+4.2%	Q3 2020
MKCMccormick & Co Inc	$1.64M	0.30%	Not reported	-0.1%	Q2 2019
METAMeta Platforms, Inc.	$1.32M	0.24%	Not reported	+11.8%	Q4 2023
ABBVAbbVie Inc.	$1.26M	0.23%	0.00%	-1.8%	Q4 2017
TMUST-Mobile US, Inc.	$1.16M	0.21%	0.00%	-0.7%	Q4 2022
HONHoneywell International Inc	$1.11M	0.20%	0.00%	-0.1%	Q4 2017
CRWDCrowdStrike Holdings, Inc.	$981K	0.18%	0.00%	-10.3%	Q3 2024
GOOGAlphabet Inc.	$880K	0.16%	Not reported	-0.9%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$840K	0.15%	0.00%	+2.9%	Q2 2023
CPCanadian Pacific Kansas City Ltd	$802K	0.14%	0.00%	Not reported	Q4 2021
IBMInternational Business Machines Corp	$772K	0.14%	0.00%	+1.8%	Q1 2024
JNJJohnson & Johnson	$758K	0.14%	0.00%	+2.7%	Q4 2017
LLYELI LILLY & Co	$719K	0.13%	0.00%	+2.4%	Q2 2022
GLDSPDR Gold Trust	$621K	0.11%	0.00%	+14.3%	Q1 2025
MUMicron Technology Inc	$608K	0.11%	0.00%	+63.8%	Q4 2025
GEVGE Vernova Inc.	$577K	0.10%	0.00%	+28.1%	Q4 2025
SOSouthern Co	$573K	0.10%	0.00%	-2.2%	Q4 2024

Q4 2025Reported Jan 23, 202695 positions
NVDANvidia Corp	$9.97M	1.76%	0.00%	+2.7%	Q3 2021
AAPLApple Inc.	$8.72M	1.54%	0.00%	+0.7%	Q4 2017
SMHMarket Vectors ETF Trust	$6.26M	1.11%	Not reported	+23.2%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$5.9M	1.04%	Not reported	+4.4%	Q3 2018
BRK.BBerkshire Hathaway Inc	$5M	0.89%	Not reported	-1.8%	Q4 2017
MSFTMicrosoft Corp	$4.82M	0.85%	0.00%	+0.8%	Q4 2017
WMTWalmart Inc.	$4.04M	0.71%	0.00%	-8.0%	Q2 2024
JKHYJack Henry & Associates Inc	$3.77M	0.67%	0.03%	Not reported	Q2 2025
AFLAflac Inc	$3.74M	0.66%	0.01%	-7.5%	Q2 2021
SPGIS&P Global Inc.	$3.54M	0.63%	0.00%	-7.7%	Q1 2018
CTASCintas Corp	$3.46M	0.61%	0.00%	-5.8%	Q4 2017
ATOAtmos Energy Corp	$3.37M	0.60%	0.01%	-8.4%	Q3 2020
CINFCincinnati Financial Corp	$3.32M	0.59%	0.01%	-10.0%	Q2 2024
LOWLowes Companies Inc	$3.31M	0.59%	0.00%	-7.5%	Q4 2017
NEENextera Energy Inc	$3.29M	0.58%	0.00%	-9.1%	Q1 2021
SHWSherwin Williams Co	$3.27M	0.58%	0.00%	-8.1%	Q4 2017
AMZNAmazon Com Inc	$3.19M	0.56%	0.00%	+3.6%	Q3 2019
EXPDExpeditors International of Washington Inc	$3.05M	0.54%	0.02%	-12.8%	Q2 2020
ADPAutomatic Data Processing Inc	$3.04M	0.54%	0.00%	-9.2%	Q2 2019
ABTAbbott Laboratories	$3.03M	0.54%	0.00%	-7.2%	Q4 2017
LINLinde PLC	$2.92M	0.52%	0.00%	-10.2%	Q2 2022
BROBrown & Brown, Inc.	$2.73M	0.48%	0.01%	-4.9%	Q2 2022
NDSNNordson Corp	$2.72M	0.48%	0.02%	-9.8%	Q1 2023
AOSSmith A O Corp	$2.54M	0.45%	0.03%	-10.9%	Q2 2018
GOOGLAlphabet Inc.	$2.51M	0.44%	0.00%	+3.8%	Q2 2018
ROPRoper Technologies Inc	$2.51M	0.44%	0.01%	-9.8%	Q3 2018
AVGOBroadcom Inc.	$2.44M	0.43%	0.00%	+23.4%	Q3 2024
FASTFastenal Co	$2.4M	0.42%	0.01%	-11.8%	Q2 2024
PLTRPalantir Technologies Inc.	$2.32M	0.41%	0.00%	+4.7%	Q4 2024
MKCMccormick & Co Inc	$2.21M	0.39%	Not reported	-17.1%	Q2 2019
GWWW.W. Grainger, Inc.	$2.14M	0.38%	0.00%	-14.6%	Q4 2017
CATCaterpillar Inc	$2.06M	0.37%	0.00%	+7.3%	Q3 2020
ADMArcher-Daniels-Midland Co	$2.06M	0.36%	0.01%	-11.4%	Q4 2017
TSLATesla, Inc.	$1.91M	0.34%	0.00%	+4.5%	Q3 2020
JPMJPMorgan Chase & Co	$1.84M	0.33%	0.00%	+1.4%	Q4 2017
TROWPrice T Rowe Group Inc	$1.8M	0.32%	0.01%	+533.0%	Q4 2017
METAMeta Platforms, Inc.	$1.36M	0.24%	Not reported	-2.6%	Q4 2023
ABBVAbbVie Inc.	$1.35M	0.24%	0.00%	-7.3%	Q4 2017
CRWDCrowdStrike Holdings, Inc.	$1.31M	0.23%	0.00%	+14.8%	Q3 2024
TMUST-Mobile US, Inc.	$1.13M	0.20%	0.00%	-4.6%	Q4 2022
GOOGAlphabet Inc.	$972K	0.17%	Not reported	+5.7%	Q2 2024
HONHoneywell International Inc	$958K	0.17%	0.00%	+1.2%	Q4 2017
IBMInternational Business Machines Corp	$926K	0.16%	0.00%	+7.9%	Q1 2024
LLYELI LILLY & Co	$820K	0.15%	0.00%	+1.1%	Q2 2022
CPCanadian Pacific Kansas City Ltd	$750K	0.13%	0.00%	Not reported	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$734K	0.13%	0.00%	Not reported	Q2 2023
AXPAmerican Express Co	$700K	0.12%	0.00%	+5.8%	Q3 2022
VVisa Inc.	$670K	0.12%	0.00%	+1.3%	Q2 2024
JNJJohnson & Johnson	$626K	0.11%	0.00%	+5.4%	Q4 2017
AMDAdvanced Micro Devices Inc	$568K	0.10%	0.00%	+2.8%	Q1 2024

Q3 2025Reported Nov 6, 202593 positions
NVDANvidia Corp	$9.71M	1.75%	0.00%	+5.2%	Q3 2021
AAPLApple Inc.	$8.12M	1.47%	0.00%	+0.8%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$5.52M	1.00%	Not reported	-12.3%	Q3 2018
MSFTMicrosoft Corp	$5.12M	0.92%	0.00%	+5.9%	Q4 2017
BRK.BBerkshire Hathaway Inc	$5.09M	0.92%	Not reported	-4.9%	Q4 2017
SMHMarket Vectors ETF Trust	$4.6M	0.83%	Not reported	+241.4%	Q1 2024
AFLAflac Inc	$4.1M	0.74%	0.01%	+3.6%	Q2 2021
WMTWalmart Inc.	$4.06M	0.73%	0.00%	+2.2%	Q2 2024
CTASCintas Corp	$4.01M	0.72%	0.00%	+1.4%	Q4 2017
ADPAutomatic Data Processing Inc	$3.82M	0.69%	0.00%	+2.1%	Q2 2019
SHWSherwin Williams Co	$3.8M	0.69%	0.00%	+1.0%	Q4 2017
ATOAtmos Energy Corp	$3.75M	0.68%	0.01%	+4.7%	Q3 2020
LOWLowes Companies Inc	$3.73M	0.67%	0.00%	+6.9%	Q4 2017
LINLinde PLC	$3.62M	0.65%	0.00%	+1.0%	Q2 2022
CINFCincinnati Financial Corp	$3.58M	0.65%	0.01%	+0.3%	Q2 2024
SPGIS&P Global Inc.	$3.57M	0.65%	0.00%	+0.2%	Q1 2018
ABTAbbott Laboratories	$3.49M	0.63%	0.00%	+3.7%	Q4 2017
NEENextera Energy Inc	$3.4M	0.61%	0.00%	-1.4%	Q1 2021
BROBrown & Brown, Inc.	$3.37M	0.61%	0.01%	+6.4%	Q2 2022
FASTFastenal Co	$3.32M	0.60%	0.01%	-1.0%	Q2 2024
AOSSmith A O Corp	$3.13M	0.56%	0.03%	+2.9%	Q2 2018
ROPRoper Technologies Inc	$3.11M	0.56%	0.01%	+1.6%	Q3 2018
JKHYJack Henry & Associates Inc	$3.07M	0.56%	0.03%	Not reported	Q2 2025
AMZNAmazon Com Inc	$2.93M	0.53%	0.00%	+9.5%	Q3 2019
EXPDExpeditors International of Washington Inc	$2.88M	0.52%	0.02%	+3.7%	Q2 2020
NDSNNordson Corp	$2.85M	0.51%	0.02%	+0.8%	Q1 2023
MKCMccormick & Co Inc	$2.62M	0.47%	Not reported	-2.1%	Q2 2019
ADMArcher-Daniels-Midland Co	$2.42M	0.44%	0.01%	Not reported	Q4 2017
GWWW.W. Grainger, Inc.	$2.37M	0.43%	0.01%	+2.9%	Q4 2017
PLTRPalantir Technologies Inc.	$2.28M	0.41%	0.00%	+15.3%	Q4 2024
AVGOBroadcom Inc.	$1.88M	0.34%	0.00%	+32.3%	Q3 2024
GOOGLAlphabet Inc.	$1.88M	0.34%	0.00%	+6.2%	Q2 2018
TSLATesla, Inc.	$1.81M	0.33%	0.00%	+4.8%	Q3 2020
JPMJPMorgan Chase & Co	$1.77M	0.32%	0.00%	+3.8%	Q4 2017
CATCaterpillar Inc	$1.6M	0.29%	0.00%	-2.2%	Q3 2020
FDSFactset Research Systems Inc	$1.6M	0.29%	0.01%	+1.2%	Q2 2025
METAMeta Platforms, Inc.	$1.55M	0.28%	Not reported	+6.1%	Q4 2023
ABBVAbbVie Inc.	$1.47M	0.27%	0.00%	-66.6%	Q4 2017
TMUST-Mobile US, Inc.	$1.4M	0.25%	0.00%	+1.0%	Q4 2022
CRWDCrowdStrike Holdings, Inc.	$1.2M	0.22%	0.00%	+28.9%	Q3 2024
HONHoneywell International Inc	$1.02M	0.18%	0.00%	+0.2%	Q4 2017
IBMInternational Business Machines Corp	$818K	0.15%	0.00%	+15.7%	Q1 2024
CPCanadian Pacific Kansas City Ltd	$759K	0.14%	0.00%	Not reported	Q4 2021
GOOGAlphabet Inc.	$714K	0.13%	Not reported	+11.5%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$675K	0.12%	0.00%	Not reported	Q2 2023
VVisa Inc.	$643K	0.12%	0.00%	+5.7%	Q2 2024
AXPAmerican Express Co	$595K	0.11%	0.00%	+1.8%	Q3 2022
SOSouthern Co	$594K	0.11%	0.00%	+4.9%	Q4 2024
LLYELI LILLY & Co	$576K	0.10%	0.00%	-5.5%	Q2 2022
APDAir Products & Chemicals, Inc.	$547K	0.10%	0.00%	-8.9%	Q3 2018

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