Legacy Financial Group, Inc. has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists 108 separate positions held by the firm.
The largest position disclosed in the filing is Oneok Inc., for which the firm holds 3,960,405 shares. Other significant individual stock holdings include Walmart Inc. with 1,376,725 shares, Dimensional ETF Trust’s World Equity ETF with 1,418,119 shares, and Dimensional ETF Trust’s US Large Value ETF with 12,722,733 shares.
The portfolio also includes substantial positions in exchange-traded funds (ETFs). Vanguard Index Funds Morningstar Large Cap holds 525,312 shares, and Vanguard Index Funds Morningstar Growth ETF holds 37,935,072 shares. Additionally, the firm holds shares in Dimensional ETF Trust’s Core Fixed Income ETF (12,178,989 shares) and Dimensional ETF Trust’s Emerging Markets Core Equity ETF (5,690,594 shares).
The filing indicates that all holdings are held in a sole capacity.
