Legacy Financial Strategies, LLC has filed its Form 13F-HR report for the period ending September 30, 2026. The filing details the firm's equity holdings as of the close of that quarter. The report lists a total of 145 distinct equity positions.
The filing provides specific details for each holding, including the name of the issuer, the CUSIP number, and the total number of shares held. The report indicates that all positions are held in a sole capacity by the firm.
Among the disclosed holdings are major technology and consumer companies. The portfolio includes significant positions in NVIDIA Corporation, with 5,503,702 shares, and Apple Inc., with 10,471,834 shares. Other notable names listed in the filing include Microsoft Corporation, Amazon.com Inc., Alphabet Inc., and Meta Platforms Inc.
The report also lists several exchange-traded funds (ETFs) within the portfolio. These include the iShares Core S&P 500 ETF, the Vanguard S&P 500 ETF Shares, and the Invesco Exchange Traded Fund Trust S&P 500 Momentum ETF.
