13F Filings History of LEGACY FINANCIAL GROUP, INC.

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$381,437,420
Signature - Title
Kevin King - President & Shareholder
Location
Tulsa, OK
Summary
This page shows a list of all the recent 13F filings made by LEGACY FINANCIAL GROUP, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LEGACY FINANCIAL GROUP, INC. reported 94 stock holdings with total value $381,437,420 as of Q4 2025. Top holdings included AVUS, VUG, DFAC, DFUV, and DFSD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 94 $381,437,420 +$14,002,449 -$4,965,742 +$9,036,707 AVUS, VUG, DFAC, DFUV, DFSD 13F-HR 06 Feb 2026, 11:50
Q3 2025 92 $364,786,626 +$10,813,696 -$6,466,710 +$4,346,986 VUG, AVUS, DFAC, DFAI, DFUV 13F-HR 05 Nov 2025, 10:52
Q2 2025 85 $338,295,266 +$13,887,749 -$10,192,874 +$3,694,875 VUG, AVUS, DFAC, DFAI, DFSD 13F-HR 12 Aug 2025, 14:27
Q1 2025 82 $311,532,644 +$13,403,235 -$4,731,613 +$8,671,622 VUG, AVUS, DFAC, DFSD, DFUV 13F-HR 01 May 2025, 16:16
Q4 2024 85 $310,558,316 +$14,726,972 -$2,300,436 +$12,426,536 VUG, AVUS, DFAC, DFUV, DFSD 13F-HR 14 Feb 2025, 21:32
Q3 2024 79 $287,930,445 +$21,650,654 -$2,102,012 +$19,548,642 VUG, AVUS, DFAC, DFUV, DFAI 13F-HR 13 Nov 2024, 12:58
Q2 2024 72 $264,106,417 +$9,675,674 -$2,432,300 +$7,243,374 VUG, AVUS, DFAC, DFUV, DFAI 13F-HR 12 Aug 2024, 09:14
Q1 2024 74 $254,050,169 +$15,909,705 -$5,012,212 +$10,897,493 VUG, DFAC, AVUS, DFUV, DFAI 13F-HR 13 May 2024, 16:13
Q4 2023 69 $229,245,200 +$12,942,877 -$5,077,173 +$7,865,704 VUG, DFAC, DFUV, DFAI, AVUS 13F-HR 13 Feb 2024, 09:23
Q3 2023 69 $202,652,910 +$10,065,698 -$1,837,835 +$8,227,863 VUG, DFAC, DFAI, DFUV, AVUS 13F-HR 13 Nov 2023, 07:57
Q2 2023 70 $200,229,492 +$13,011,522 -$2,510,349 +$10,501,173 VUG, DFAC, DFUV, DFAI, AVUS 13F-HR 07 Aug 2023, 17:21
Q1 2023 64 $180,881,789 +$15,515,072 -$5,759,966 +$9,755,106 VUG, DFAC, DFUV, DFAI, AVUS 13F-HR 12 May 2023, 13:59
Q4 2022 62 $162,291,756 $0 $0 $0 DFAC, DFUV, VUG, DFAI, AVUS 13F-HR 15 Feb 2023, 12:19