Legacy Financial Group, Inc.
Net buyer this quarter
$429M
54
+$4.69M
12.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DFAX | $24.6M | 5.73% | Not reported | +3.4% | Q4 2022 |
 AAPL | $10.8M | 2.52% | 0.00% | -3.3% | Q4 2022 |
 OKE | $4.02M | 0.94% | 0.01% | -7.2% | Q4 2022 |
 NVDA | $3.19M | 0.74% | 0.00% | -0.2% | Q1 2023 |
 BRK.B | $3.13M | 0.73% | Not reported | -0.1% | Q4 2022 |
 GOOG | $2.93M | 0.68% | Not reported | 0.0% | Q4 2022 |
 MSFT | $2.19M | 0.51% | 0.00% | -1.5% | Q4 2022 |
 QQQ | $1.59M | 0.37% | Not reported | +114.8% | Q2 2023 |
 WMT | $1.49M | 0.35% | 0.00% | -1.2% | Q4 2022 |
 AMZN | $1.45M | 0.34% | 0.00% | +0.5% | Q4 2022 |
| GOOGL | $1.34M | 0.31% | 0.00% | +1.1% | Q4 2022 |
 CAT | $1.14M | 0.27% | 0.00% | -0.4% | Q4 2022 |
 SPY | $1.09M | 0.26% | Not reported | -1.5% | Q4 2022 |
 BANF | $1.08M | 0.25% | 0.03% | Not reported | Q2 2023 |
 WMB | $908K | 0.21% | 0.00% | +38.1% | Q4 2022 |
 PGR | $694K | 0.16% | 0.00% | Not reported | Q2 2025 |
 JPM | $611K | 0.14% | 0.00% | -1.1% | Q4 2022 |
 ABBV | $559K | 0.13% | 0.00% | -0.9% | Q4 2022 |
 SMH | $531K | 0.12% | Not reported | New | Q2 2026 |
 XOM | $454K | 0.11% | 0.00% | -6.5% | Q4 2022 |
 PLTR | $428K | 0.10% | 0.00% | -15.1% | Q4 2022 |
 PM | $427K | 0.10% | 0.00% | -1.3% | Q4 2022 |
 AVGO | $417K | 0.10% | 0.00% | +1.2% | Q4 2024 |
 MU | $412K | 0.10% | 0.00% | New | Q2 2026 |
 META | $407K | 0.09% | Not reported | Not reported | Q4 2023 |
 OGE | $404K | 0.09% | 0.00% | -0.9% | Q4 2022 |
 AMD | $374K | 0.09% | 0.00% | Not reported | Q3 2024 |
 MCD | $356K | 0.08% | 0.00% | Not reported | Q1 2023 |
 CVX | $343K | 0.08% | 0.00% | +0.2% | Q4 2022 |
 JNJ | $340K | 0.08% | 0.00% | +0.6% | Q4 2022 |
 CSCO | $338K | 0.08% | 0.00% | Not reported | Q4 2022 |
 ET | $336K | 0.08% | 0.00% | New | Q2 2026 |
 TSLA | $324K | 0.08% | 0.00% | Not reported | Q1 2023 |
 LLY | $317K | 0.07% | 0.00% | +0.8% | Q3 2024 |
 MRK | $293K | 0.07% | 0.00% | +0.8% | Q1 2023 |
 EPD | $280K | 0.07% | 0.00% | Not reported | Q4 2022 |
 AXP | $268K | 0.06% | 0.00% | +0.9% | Q3 2024 |
 TSM | $257K | 0.06% | 0.00% | New | Q2 2026 |
 V | $254K | 0.06% | 0.00% | +2.9% | Q1 2024 |
 ARLP | $254K | 0.06% | 0.01% | Not reported | Q2 2024 |
 RTX | $252K | 0.06% | 0.00% | +0.4% | Q3 2025 |
 URI | $249K | 0.06% | 0.00% | Not reported | Q2 2025 |
 NEE | $245K | 0.06% | 0.00% | -23.1% | Q3 2025 |
 ROK | $239K | 0.06% | 0.00% | New | Q2 2026 |
 VZ | $233K | 0.05% | 0.00% | +1.0% | Q3 2025 |
 COST | $233K | 0.05% | 0.00% | +0.8% | Q3 2024 |
 PJT | $225K | 0.05% | 0.01% | -0.9% | Q3 2024 |
 ASML | $219K | 0.05% | 0.00% | New | Q2 2026 |
 UNH | $219K | 0.05% | 0.00% | Not reported | Q4 2022 |
 PG | $217K | 0.05% | 0.00% | +5.7% | Q4 2022 |
| Q1 2026 | |||||
| DFAX | $21.9M | 5.79% | Not reported | -0.2% | Q4 2022 |
| AAPL | $9.79M | 2.59% | 0.00% | -0.8% | Q4 2022 |
| OKE | $4.5M | 1.19% | 0.01% | -0.6% | Q4 2022 |
| BRK.B | $3M | 0.79% | Not reported | -0.2% | Q4 2022 |
| NVDA | $2.78M | 0.74% | 0.00% | +0.1% | Q1 2023 |
| GOOG | $2.38M | 0.63% | Not reported | +0.1% | Q4 2022 |
| MSFT | $2.21M | 0.58% | 0.00% | -0.3% | Q4 2022 |
| WMT | $1.65M | 0.44% | 0.00% | -0.7% | Q4 2022 |
| AMZN | $1.26M | 0.33% | 0.00% | -0.4% | Q4 2022 |
| GOOGL | $1.07M | 0.28% | 0.00% | -3.8% | Q4 2022 |
| BANF | $1.05M | 0.28% | 0.03% | Not reported | Q2 2023 |
| SPY | $968K | 0.26% | Not reported | -1.3% | Q4 2022 |
| CAT | $761K | 0.20% | 0.00% | -0.3% | Q4 2022 |
| WMB | $643K | 0.17% | 0.00% | -3.4% | Q4 2022 |
| PLTR | $632K | 0.17% | 0.00% | Not reported | Q4 2022 |
| PGR | $630K | 0.17% | 0.00% | Not reported | Q2 2025 |
| XOM | $602K | 0.16% | 0.00% | -2.2% | Q4 2022 |
| QQQ | $579K | 0.15% | Not reported | -0.4% | Q2 2023 |
| JPM | $555K | 0.15% | 0.00% | -2.4% | Q4 2022 |
| ABBV | $488K | 0.13% | 0.00% | +10.0% | Q4 2022 |
| CVX | $427K | 0.11% | 0.00% | -0.5% | Q4 2022 |
| META | $413K | 0.11% | Not reported | -2.6% | Q4 2023 |
| MCD | $409K | 0.11% | 0.00% | -0.5% | Q1 2023 |
| OGE | $402K | 0.11% | 0.00% | -1.8% | Q4 2022 |
| PM | $395K | 0.10% | 0.00% | Not reported | Q4 2022 |
| AVGO | $338K | 0.09% | 0.00% | Not reported | Q4 2024 |
| NEE | $337K | 0.09% | 0.00% | +34.8% | Q3 2025 |
| JNJ | $325K | 0.09% | 0.00% | -1.8% | Q4 2022 |
| ARLP | $293K | 0.08% | 0.01% | Not reported | Q2 2024 |
| EPD | $288K | 0.08% | 0.00% | -1.1% | Q4 2022 |
 COP | $287K | 0.08% | 0.00% | Not reported | Q4 2022 |
| TSLA | $286K | 0.08% | 0.00% | Not reported | Q1 2023 |
| VZ | $274K | 0.07% | 0.00% | -3.0% | Q3 2025 |
| MRK | $272K | 0.07% | 0.00% | -2.0% | Q1 2023 |
| RTX | $255K | 0.07% | 0.00% | -1.5% | Q3 2025 |
| COST | $246K | 0.07% | 0.00% | -1.2% | Q3 2024 |
| LLY | $242K | 0.06% | 0.00% | -4.4% | Q3 2024 |
| AXP | $237K | 0.06% | 0.00% | Not reported | Q3 2024 |
| V | $218K | 0.06% | 0.00% | -0.4% | Q1 2024 |
| PJT | $210K | 0.06% | 0.01% | Not reported | Q3 2024 |
| PG | $203K | 0.05% | 0.00% | -2.0% | Q4 2022 |
 LYG | $68.3K | 0.02% | 0.00% | Not reported | Q1 2025 |
| Q4 2025 | |||||
| DFAX | $21.2M | 5.55% | Not reported | +2.3% | Q4 2022 |
| AAPL | $10.6M | 2.77% | 0.00% | +4.6% | Q4 2022 |
| OKE | $3.68M | 0.96% | 0.01% | +4.5% | Q4 2022 |
| BRK.B | $3.15M | 0.83% | Not reported | +0.9% | Q4 2022 |
| NVDA | $2.98M | 0.78% | 0.00% | +3.6% | Q1 2023 |
| MSFT | $2.9M | 0.76% | 0.00% | -0.8% | Q4 2022 |
| GOOG | $2.6M | 0.68% | Not reported | -0.5% | Q4 2022 |
| WMT | $1.49M | 0.39% | 0.00% | +0.7% | Q4 2022 |
| AMZN | $1.4M | 0.37% | 0.00% | +2.2% | Q4 2022 |
| GOOGL | $1.21M | 0.32% | 0.00% | -6.8% | Q4 2022 |
| SPY | $1.03M | 0.27% | Not reported | -3.5% | Q4 2022 |
| BANF | $1.03M | 0.27% | 0.03% | +20.8% | Q2 2023 |
| PLTR | $768K | 0.20% | 0.00% | +17.8% | Q4 2022 |
| PGR | $723K | 0.19% | 0.00% | -3.3% | Q2 2025 |
| JPM | $623K | 0.16% | 0.00% | -0.1% | Q4 2022 |
| QQQ | $619K | 0.16% | Not reported | +24.6% | Q2 2023 |
| CAT | $617K | 0.16% | 0.00% | +5.2% | Q4 2022 |
| WMB | $550K | 0.14% | 0.00% | +23.8% | Q4 2022 |
| META | $490K | 0.13% | Not reported | -16.4% | Q4 2023 |
| ABBV | $466K | 0.12% | 0.00% | +0.4% | Q4 2022 |
| XOM | $437K | 0.11% | 0.00% | -4.7% | Q4 2022 |
| MCD | $404K | 0.11% | 0.00% | Not reported | Q1 2023 |
| PM | $383K | 0.10% | 0.00% | -11.5% | Q4 2022 |
| AVGO | $381K | 0.10% | 0.00% | Not reported | Q4 2024 |
| OGE | $364K | 0.10% | 0.00% | Not reported | Q4 2022 |
| TSLA | $346K | 0.09% | 0.00% | Not reported | Q1 2023 |
| CVX | $317K | 0.08% | 0.00% | -1.1% | Q4 2022 |
| LLY | $295K | 0.08% | 0.00% | Not reported | Q3 2024 |
| AXP | $290K | 0.08% | 0.00% | Not reported | Q3 2024 |
| JNJ | $280K | 0.07% | 0.00% | -11.1% | Q4 2022 |
| V | $254K | 0.07% | 0.00% | +1.5% | Q1 2024 |
| PJT | $251K | 0.07% | 0.01% | Not reported | Q3 2024 |
| EPD | $247K | 0.06% | 0.00% | Not reported | Q4 2022 |
| RTX | $246K | 0.06% | 0.00% | +9.0% | Q3 2025 |
| MRK | $243K | 0.06% | 0.00% | -13.3% | Q1 2023 |
| VZ | $229K | 0.06% | 0.00% | -3.0% | Q3 2025 |
 IBIT | $228K | 0.06% | 0.00% | +31.5% | Q3 2025 |
| NEE | $216K | 0.06% | 0.00% | -0.6% | Q3 2025 |
| COST | $216K | 0.06% | 0.00% | +5.0% | Q3 2024 |
 ZM | $214K | 0.06% | Not reported | -5.5% | Q1 2025 |
 BLK | $208K | 0.05% | 0.00% | -1.0% | Q3 2025 |
| PG | $205K | 0.05% | 0.00% | -22.3% | Q4 2022 |
| COP | $203K | 0.05% | 0.00% | Not reported | Q4 2022 |
 MA | $203K | 0.05% | 0.00% | Not reported | Q1 2025 |
 SYK | $201K | 0.05% | 0.00% | Not reported | Q3 2024 |
| LYG | $72K | 0.02% | 0.00% | Not reported | Q1 2025 |
| Q3 2025 | |||||
| DFAX | $19.8M | 5.43% | Not reported | +1.3% | Q4 2022 |
| AAPL | $9.46M | 2.59% | 0.00% | -4.1% | Q4 2022 |
| OKE | $3.5M | 0.96% | 0.01% | +11.5% | Q4 2022 |
| MSFT | $3.13M | 0.86% | 0.00% | -3.4% | Q4 2022 |
| BRK.B | $3.12M | 0.86% | Not reported | -6.2% | Q4 2022 |
| NVDA | $2.87M | 0.79% | 0.00% | -0.1% | Q1 2023 |
| GOOG | $2.03M | 0.56% | Not reported | -6.0% | Q4 2022 |
| WMT | $1.37M | 0.38% | 0.00% | +2.1% | Q4 2022 |
| AMZN | $1.3M | 0.36% | 0.00% | +3.0% | Q4 2022 |
| SPY | $1.04M | 0.29% | Not reported | -2.4% | Q4 2022 |
| BANF | $1.01M | 0.28% | 0.02% | 0.0% | Q2 2023 |
| GOOGL | $1.01M | 0.28% | 0.00% | +1.3% | Q4 2022 |
| PGR | $811K | 0.22% | 0.00% | 0.0% | Q2 2025 |
| PLTR | $669K | 0.18% | 0.00% | Not reported | Q4 2022 |
| META | $651K | 0.18% | Not reported | -3.0% | Q4 2023 |
| JPM | $610K | 0.17% | 0.00% | -1.6% | Q4 2022 |
| CAT | $489K | 0.13% | 0.00% | +11.2% | Q4 2022 |
| QQQ | $485K | 0.13% | Not reported | +36.0% | Q2 2023 |
| ABBV | $470K | 0.13% | 0.00% | -1.1% | Q4 2022 |
| WMB | $468K | 0.13% | 0.00% | -34.8% | Q4 2022 |
| PM | $437K | 0.12% | 0.00% | -15.9% | Q4 2022 |
| XOM | $429K | 0.12% | 0.00% | -3.6% | Q4 2022 |
| OGE | $394K | 0.11% | 0.00% | Not reported | Q4 2022 |
| AVGO | $360K | 0.10% | 0.00% | Not reported | Q4 2024 |
| TSLA | $342K | 0.09% | 0.00% | -2.7% | Q1 2023 |
| CVX | $326K | 0.09% | 0.00% | -0.1% | Q4 2022 |
| PG | $283K | 0.08% | 0.00% | +3.7% | Q4 2022 |
| JNJ | $282K | 0.08% | 0.00% | -4.6% | Q4 2022 |
| PJT | $267K | 0.07% | 0.01% | Not reported | Q3 2024 |
| AXP | $261K | 0.07% | 0.00% | Not reported | Q3 2024 |
| VZ | $255K | 0.07% | 0.00% | New | Q3 2025 |
| URI | $244K | 0.07% | 0.00% | -4.5% | Q2 2025 |
| V | $243K | 0.07% | 0.00% | -2.6% | Q1 2024 |
 ORLY | $233K | 0.06% | 0.00% | New | Q3 2025 |
| BLK | $229K | 0.06% | 0.00% | New | Q3 2025 |
| IBIT | $227K | 0.06% | 0.00% | New | Q3 2025 |
| MRK | $224K | 0.06% | 0.00% | Not reported | Q1 2023 |
| COST | $220K | 0.06% | 0.00% | +4.4% | Q3 2024 |
| ZM | $216K | 0.06% | Not reported | -8.6% | Q1 2025 |
| SYK | $212K | 0.06% | 0.00% | -11.9% | Q3 2024 |
 HD | $207K | 0.06% | 0.00% | Not reported | Q2 2023 |
| RTX | $206K | 0.06% | 0.00% | New | Q3 2025 |
| COP | $205K | 0.06% | 0.00% | Not reported | Q4 2022 |
| NEE | $205K | 0.06% | 0.00% | New | Q3 2025 |
| LYG | $61.7K | 0.02% | 0.00% | Not reported | Q1 2025 |