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Legacy Financial Group, Inc.
Legacy Financial Group, Inc. is a financial planning and investment advisory firm headquartered in Des Moines, Iowa. Founded in 1993, the firm provides a broad array of services including retirement planning, financial and estate planning, investment advice, tax planning, risk management, college planning, wealth management, and insurance solutions. The firm is led by CEO Chad Terry, has over three decades of industry experience, and serves individual and family clients seeking holistic, goal-based wealth management solutions.
Investment Strategy
Legacy Financial Group, Inc. follows a comprehensive, client-centered approach to investment management, integrating retirement, estate, tax, and risk management into tailored portfolios. The firm emphasizes holistic financial planning, long-term growth, and management of risk through diversified investments and insurance products, focusing on aligning clients’ investments with their broader life and legacy goals.
Latest 13F Filing Activity
Legacy Financial Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 84 equity positions with a total 13F market value of $338M. The fund increased holdings in American Centy Etf TR, Vanguard Index FDS, Dimensional Etf Trust among other positions. Legacy Financial Group, Inc. reduced exposure to Oneok Inc. New, Apple Inc., Walmart Inc. among others.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 10.00% | $33.8M | 77,187 | $235.83 | $438.40 | +$5.0M |
A AVUS | AMERICAN CENTY ETF TR | 9.17% | $31.0M | 307,815 | $79.62 | $100.82 | +$5.0M |
D DFAC | DIMENSIONAL ETF TRUST | 6.08% | $20.6M | 573,587 | $24.39 | $35.84 | +$1.4M |
D DFAI | DIMENSIONAL ETF TRUST | 5.85% | $19.8M | 572,434 | $25.46 | $34.57 | +$1.6M |
D DFSD | DIMENSIONAL ETF TRUST | 5.84% | $19.8M | 411,727 | $46.68 | $48.01 | +$1.2M |
Industry Allocation
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