LEGACY FINANCIAL GROUP, INC.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AMERICAN CENTY ETF TR | 307,815 | 329,124 | +21,309 | 31,033,862 | 35,775,758 | 9.81% | +4,741,896 |
| VANGUARD INDEX FDS | 77,187 | 75,327 | -1,860 | 33,838,845 | 36,127,656 | 9.90% | +2,288,811 |
| DIMENSIONAL ETF TRUST | 216,015 | 224,543 | +8,528 | 14,477,301 | 16,265,930 | 4.46% | +1,788,629 |
| DIMENSIONAL ETF TRUST | 448,307 | 465,610 | +17,303 | 15,941,814 | 17,586,108 | 4.82% | +1,644,294 |
| APPLE INC(AAPL) | 38,750 | 37,165 | -1,585 | 7,950,432 | 9,463,443 | 2.59% | +1,513,011 |
| DIMENSIONAL ETF TRUST | 623,712 | 631,792 | +8,080 | 18,318,434 | 19,825,634 | 5.43% | +1,507,200 |
| DIMENSIONAL ETF TRUST | 454,608 | 462,483 | +7,875 | 19,220,826 | 20,668,365 | 5.67% | +1,447,539 |
| DIMENSIONAL ETF TRUST | 327,699 | 332,913 | +5,214 | 13,881,330 | 15,234,099 | 4.18% | +1,352,769 |
| DIMENSIONAL ETF TRUST | 573,587 | 559,201 | -14,386 | 20,557,359 | 21,568,383 | 5.91% | +1,011,024 |
| DIMENSIONAL ETF TRUST | 572,434 | 571,798 | -636 | 19,789,043 | 20,784,857 | 5.70% | +995,814 |
| DIMENSIONAL ETF TRUST | 228,760 | 240,435 | +11,675 | 7,096,149 | 7,910,298 | 2.17% | +814,149 |
| VANGUARD CHARLOTTE FDS | 201,360 | 215,995 | +14,635 | 9,969,334 | 10,683,113 | 2.93% | +713,779 |
| DIMENSIONAL ETF TRUST | 411,727 | 424,326 | +12,599 | 19,767,015 | 20,448,274 | 5.61% | +681,259 |
| DIMENSIONAL ETF TRUST | 294,699 | 306,810 | +12,111 | 12,453,998 | 13,119,207 | 3.60% | +665,209 |
| DIMENSIONAL ETF TRUST | 0 | 7,259 | +7,259 | 0 | 521,632 | 0.14% | +521,632 |
| DIMENSIONAL ETF TRUST | 161,076 | 157,560 | -3,516 | 8,691,654 | 9,171,560 | 2.51% | +479,906 |
| ALPHABET INC(GOOG) | 8,863 | 8,335 | -528 | 1,572,273 | 2,030,059 | 0.56% | +457,786 |
| NVIDIA CORPORATION(NVDA) | 15,422 | 15,401 | -21 | 2,436,497 | 2,873,489 | 0.79% | +436,992 |
| DIMENSIONAL ETF TRUST | 103,913 | 107,895 | +3,982 | 3,084,127 | 3,460,182 | 0.95% | +376,055 |
| AMERICAN CENTY ETF TR | 32,334 | 34,846 | +2,512 | 2,205,502 | 2,517,972 | 0.69% | +312,470 |
| ALPHABET INC(GOOG) | 4,086 | 4,139 | +53 | 720,076 | 1,006,191 | 0.28% | +286,115 |
| DIMENSIONAL ETF TRUST | 213,154 | 204,703 | -8,451 | 6,170,808 | 6,454,286 | 1.77% | +283,478 |
| ISHARES TR | 10,487 | 10,101 | -386 | 4,452,570 | 4,731,409 | 1.30% | +278,839 |
| VERIZON COMMUNICATIONS INC(VZ) | 0 | 5,797 | +5,797 | 0 | 254,778 | 0.07% | +254,778 |
| DIMENSIONAL ETF TRUST | 81,687 | 84,806 | +3,119 | 2,539,649 | 2,780,789 | 0.76% | +241,140 |
| AMERICAN CENTY ETF TR | 7,578 | 10,902 | +3,324 | 409,590 | 647,211 | 0.18% | +237,621 |
| OREILLY AUTOMOTIVE INC(ORLY) | 0 | 2,164 | +2,164 | 0 | 233,301 | 0.06% | +233,301 |
| SCHWAB STRATEGIC TR | 257,657 | 247,863 | -9,794 | 6,297,135 | 6,528,702 | 1.79% | +231,567 |
| BLACKROCK INC(BLK) | 0 | 196 | +196 | 0 | 228,511 | 0.06% | +228,511 |
| ISHARES BITCOIN TRUST ETF(IBIT) | 0 | 3,497 | +3,497 | 0 | 227,305 | 0.06% | +227,305 |
| MERCK & CO INC(MRK) | 0 | 2,666 | +2,666 | 0 | 223,757 | 0.06% | +223,757 |
| VANGUARD INDEX FDS | 0 | 816 | +816 | 0 | 207,613 | 0.06% | +207,613 |
| HOME DEPOT INC(HD) | 0 | 510 | +510 | 0 | 206,647 | 0.06% | +206,647 |
| RTX CORPORATION(RTX) | 0 | 1,231 | +1,231 | 0 | 205,983 | 0.06% | +205,983 |
| CONOCOPHILLIPS(COP) | 0 | 2,171 | +2,171 | 0 | 205,375 | 0.06% | +205,375 |
| NEXTERA ENERGY INC(NEE) | 0 | 2,710 | +2,710 | 0 | 204,578 | 0.06% | +204,578 |
| DIMENSIONAL ETF TRUST | 73,342 | 74,034 | +692 | 2,158,455 | 2,357,243 | 0.65% | +198,788 |
| DIMENSIONAL ETF TRUST | 42,456 | 42,339 | -117 | 2,704,872 | 2,898,528 | 0.79% | +193,656 |
| AMERICAN CENTY ETF TR | 7,358 | 9,261 | +1,903 | 522,712 | 708,559 | 0.19% | +185,847 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 3,669 | 3,669 | 0 | 500,158 | 669,299 | 0.18% | +169,141 |
| INVESCO QQQ TR | 594 | 808 | +214 | 327,814 | 485,251 | 0.13% | +157,437 |
| CATERPILLAR INC(CAT) | 921 | 1,024 | +103 | 357,493 | 488,542 | 0.13% | +131,049 |
| ISHARES TR | 2,115 | 2,132 | +17 | 1,313,123 | 1,426,875 | 0.39% | +113,752 |
| WALMART INC(WMT) | 13,012 | 13,290 | +278 | 1,272,288 | 1,369,645 | 0.38% | +97,357 |
| TESLA INC(TSLA) | 791 | 770 | -21 | 251,269 | 342,434 | 0.09% | +91,165 |
| ABBVIE INC(ABBV) | 2,054 | 2,031 | -23 | 381,183 | 470,263 | 0.13% | +89,080 |
| VANGUARD INDEX FDS | 2,627 | 2,622 | -5 | 798,424 | 860,462 | 0.24% | +62,038 |
| DIMENSIONAL ETF TRUST | 202,147 | 201,398 | -749 | 4,742,359 | 4,803,333 | 1.32% | +60,974 |
| BROADCOM INC(AVGO) | 1,092 | 1,092 | 0 | 301,010 | 360,262 | 0.10% | +59,252 |
| VANGUARD INDEX FDS | 45,503 | 44,936 | -567 | 4,052,484 | 4,108,016 | 1.13% | +55,532 |
| VANGUARD WORLD FD | 806 | 787 | -19 | 534,278 | 587,258 | 0.16% | +52,980 |
| SPDR S&P 500 ETF TR(SPY) | 1,600 | 1,561 | -39 | 988,341 | 1,039,684 | 0.29% | +51,343 |
| AMERICAN CENTY ETF TR | 6,799 | 6,653 | -146 | 619,410 | 662,196 | 0.18% | +42,786 |
| UNITED RENTALS INC(URI) | 268 | 256 | -12 | 201,911 | 244,393 | 0.07% | +42,482 |
| SELECT SECTOR SPDR TR | 1,692 | 1,668 | -24 | 428,465 | 470,142 | 0.13% | +41,677 |
| JPMORGAN CHASE & CO.(JPM) | 1,967 | 1,935 | -32 | 570,253 | 610,357 | 0.17% | +40,104 |
| AMAZON COM INC(AMZN) | 5,756 | 5,930 | +174 | 1,262,809 | 1,302,050 | 0.36% | +39,241 |
| JOHNSON & JOHNSON(JNJ) | 1,595 | 1,521 | -74 | 243,596 | 281,975 | 0.08% | +38,379 |
| CHEVRON CORP NEW(CVX) | 2,101 | 2,100 | -1 | 300,799 | 326,072 | 0.09% | +25,273 |
| VANGUARD INDEX FDS | 1,529 | 1,498 | -31 | 436,224 | 461,174 | 0.13% | +24,950 |
| ISHARES TR | 2,112 | 2,112 | 0 | 318,646 | 343,154 | 0.09% | +24,508 |
| BANCFIRST CORP(BANF) | 8,010 | 8,007 | -3 | 990,247 | 1,012,537 | 0.28% | +22,290 |
| PJT PARTNERS INC(PJT) | 1,504 | 1,504 | 0 | 248,175 | 267,306 | 0.07% | +19,131 |
| SELECT SECTOR SPDR TR | 2,188 | 2,215 | +27 | 322,774 | 341,619 | 0.09% | +18,845 |
| MICROSOFT CORP(MSFT) | 6,250 | 6,038 | -212 | 3,108,892 | 3,127,505 | 0.86% | +18,613 |
| OGE ENERGY CORP(OGE) | 8,522 | 8,522 | 0 | 378,206 | 394,313 | 0.11% | +16,107 |
| VANGUARD STAR FDS | 3,014 | 3,014 | 0 | 208,258 | 221,434 | 0.06% | +13,176 |
| VANGUARD ADMIRAL FDS INC | 1,200 | 1,200 | 0 | 226,452 | 239,364 | 0.07% | +12,912 |
| ISHARES TR | 3,340 | 3,350 | +10 | 207,140 | 218,643 | 0.06% | +11,503 |
| AMERICAN EXPRESS CO(AXP) | 785 | 785 | 0 | 250,399 | 260,746 | 0.07% | +10,347 |
| VANGUARD INDEX FDS | 583 | 552 | -31 | 331,195 | 338,259 | 0.09% | +7,064 |
| ISHARES TR | 1,468 | 1,468 | 0 | 203,582 | 209,058 | 0.06% | +5,476 |
| SELECT SECTOR SPDR TR | 3,252 | 3,147 | -105 | 275,802 | 281,153 | 0.08% | +5,351 |
| LLOYDS BANKING GROUP PLC(LYG) | 13,581 | 13,581 | 0 | 57,719 | 61,658 | 0.02% | +3,939 |
| EXXON MOBIL CORP | 3,948 | 3,807 | -141 | 425,642 | 429,189 | 0.12% | +3,547 |
| PROCTER AND GAMBLE CO(PG) | 1,778 | 1,844 | +66 | 283,271 | 283,331 | 0.08% | +60 |
| COSTCO WHSL CORP NEW(COST) | 228 | 238 | +10 | 225,709 | 220,303 | 0.06% | -5,406 |
| ZOOM COMMUNICATIONS INC(ZM) | 2,863 | 2,618 | -245 | 223,257 | 215,985 | 0.06% | -7,272 |
| ONEOK INC NEW(OKE) | 42,966 | 47,898 | +4,932 | 3,507,340 | 3,495,106 | 0.96% | -12,234 |
| VISA INC(V) | 731 | 712 | -19 | 259,638 | 243,162 | 0.07% | -16,476 |
| META PLATFORMS INC(META) | 913 | 886 | -27 | 673,876 | 650,661 | 0.18% | -23,215 |
| DIMENSIONAL ETF TRUST | 4,653 | 4,126 | -527 | 236,140 | 209,518 | 0.06% | -26,622 |
| STRYKER CORPORATION(SYK) | 650 | 573 | -77 | 257,082 | 211,837 | 0.06% | -45,245 |
| PROGRESSIVE CORP(PGR) | 3,282 | 3,283 | +1 | 875,835 | 810,818 | 0.22% | -65,017 |
| VANGUARD MALVERN FDS | 44,448 | 42,776 | -1,672 | 2,234,426 | 2,165,710 | 0.59% | -68,716 |
| ETF SER SOLUTIONS | 4,025 | 3,112 | -913 | 403,184 | 311,309 | 0.09% | -91,875 |
| BERKSHIRE HATHAWAY INC DEL | 6,620 | 6,213 | -407 | 3,215,797 | 3,123,524 | 0.86% | -92,273 |
| TIDAL TRUST II | 12,850 | 12,850 | 0 | 284,885 | 179,386 | 0.05% | -105,499 |
| PHILIP MORRIS INTL INC(PM) | 3,208 | 2,697 | -511 | 584,273 | 437,453 | 0.12% | -146,820 |
| ELI LILLY & CO(LLY) | 261 | 0 | -261 | 203,845 | 0 | — | -203,845 |
| DISNEY WALT CO(DIS) | 1,716 | 0 | -1,716 | 212,773 | 0 | — | -212,773 |
| INTUIT(INTU) | 276 | 0 | -276 | 217,386 | 0 | — | -217,386 |
| WILLIAMS COS INC(WMB) | 11,338 | 7,394 | -3,944 | 712,140 | 468,410 | 0.13% | -243,730 |
| ENTERPRISE PRODS PARTNERS L(EPD) | 12,190 | 0 | -12,190 | 378,005 | 0 | — | -378,005 |
| DIMENSIONAL ETF TRUST | 76,154 | 63,114 | -13,040 | 3,611,984 | 3,028,210 | 0.83% | -583,774 |
| ISHARES TR | 37,577 | 30,619 | -6,958 | 3,995,938 | 3,269,497 | 0.90% | -726,441 |