LEGACY FINANCIAL GROUP, INC.
SEC Form 13F institutional filer · CIK 0001965579
13F-HR · 44 reported holdings · 2026-03-31
Reported long-US-equity value
$0.06B
Top-10 concentration
70.1%
LEGACY FINANCIAL GROUP, INC. — $56.9M AUM allocation strategy
LEGACY FINANCIAL GROUP, INC. files SEC Form 13F and reports $56.9M of long US equity value across 44 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 27.1%, followed by Financials 17.2% and Energy 10.1%.
The top 10 holdings account for 70% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
LEGACY FINANCIAL GROUP, INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$56.9M
total across 44 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
70% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VOO +957 sh · +$46K+$NEE +937 sh · +$121K+$ABBV +203 sh · +$21.6K
Biggest trims (shares)
−$SCHW −4.37K sh · −$424K−$IWM −1.12K sh · −$513K−$WMB −315 sh · +$93.1K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$XLE ($287K last qtr)$BLK ($208K last qtr)$MA ($203K last qtr)$SYK ($201K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals17.2%—
- Investment Banking & Brokerage10.9%—
- Oil & Gas Storage & Transportation9.0%—
- Interactive Media & Services6.1%—
- Multi-Sector Holdings5.2%—
- Semiconductors4.9%—
- Systems Software3.9%—
- Consumer Staples Merchandise Retail2.9%—
- Other holdings39.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 38.6K | $9.79M | -303 | 17.2% |
| $SCHW | Charles Schwab Corporation | 241K | $6.19M | -4.37K | 10.9% |
| $OKE | ONEOK Inc | 49.8K | $4.5M | -280 | 7.9% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 6.26K | $3M | -13 | 5.3% |
| $NVDA | NVIDIA Corporation | 16K | $2.78M | +10 | 4.9% |
| $GOOGL | Alphabet Inc | 8.29K | $2.38M | +4 | 4.2% |
| $MSFT | Microsoft Corporation | 5.97K | $2.21M | -15 | 3.9% |
| $WMT | Walmart Inc | 13.3K | $1.65M | -90 | 2.9% |
…and 36 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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