LEGACY FINANCIAL GROUP, INC.
LEGACY FINANCIAL GROUP, INC. reported 104 positions worth $428.5M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: AVUS (11.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVUS | SH | $50.0M | 11.66% | 390,059 | — | — | |
| ▸ 2 | VUG | SH | $36.5M | 8.52% | 423,930 | — | — | |
| ▸ 3 | DFSD | SH | $25.7M | 6.01% | 538,926 | — | — | |
| ▸ 4 | DFUV | SH | $24.9M | 5.80% | 452,004 | — | — | |
| ▸ 5 | DFAX | SH | $24.6M | 5.73% | 667,000 | — | — | |
| ▸ 6 | DFAC | SH | $22.7M | 5.29% | 511,473 | — | — | |
| ▸ 7 | DFAI | SH | $22.4M | 5.23% | 542,946 | — | — | |
| ▸ 8 | DUHP | SH | $21.3M | 4.96% | 509,323 | — | — | |
| ▸ 9 | DFUS | SH | $20.4M | 4.77% | 249,348 | — | — | |
| ▸ 10 | DFAU | SH | $16.1M | 3.75% | 310,597 | — | — |
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Frequently Asked Questions
What stocks does LEGACY FINANCIAL GROUP, INC. hold as of Q2 2026?
LEGACY FINANCIAL GROUP, INC. reported 104 positions worth $428.5M in its Q2 2026 13F filing. Largest positions: AVUS (11.7%), VUG (8.5%), DFSD (6.0%), DFUV (5.8%) and DFAX (5.7%).
What did LEGACY FINANCIAL GROUP, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LEGACY FINANCIAL GROUP, INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.