NVDANVIDIA Corp
What Legacy Financial Strategies, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1723925 · Filed Jul 21, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
SCHWAB STRATEGIC TRUS LCAP GR ETF | 2.9M | +1.3% | $99.4M | 15.4% |
SCHWAB STRATEGIC TRUS BRD MKT ETF | 2.7M | +1.9% | $77.2M | 12% |
ISHARES TRCORE US AGGBD ET | 458.4K | −1.6% | $45.4M | 7% |
AMERICAN CENTY ETF TRUS LARGE CAP VLU |
| 487.2K |
| +1.1% |
| $44.4M |
| 6.9% |
AMERICAN CENTY ETF TRINTL EQT ETF | 483.7K | +2.9% | $43.1M | 6.7% |
ISHARES TREXPND TEC SC ETF | 255.7K | −0.1% | $41.8M | 6.5% |
ISHARES TRCORE DIV GRWTH | 418.4K | +1.0% | $31.7M | 4.9% |
VANGUARD INDEX FDSTOTAL STK MKT | 53.8K | +1.6% | $19.9M | 3.1% |
AMERICAN CENTY ETF TRSHORT DURTN STRG | 330.1K | +6,901.1% | $17M | 2.6% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 437.3K | +0.2% | $13.9M | 2.1% |
VANECK ETF TRUSTSEMICONDUCTR ETF | 18.9K | +2.2% | $12.4M | 1.9% |
NVDANVIDIA Corp | 54.2K | +0.1% | $10.8M | 1.7% |
AAPLApple Inc. | 32K | +0.8% | $9.3M | 1.4% |
INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM | 48.5K | +9.6% | $7.8M | 1.2% |
ISHARES TRNATIONAL MUN ETF | 72K | −6.9% | $7.8M | 1.2% |
CATCaterpillar Inc | 6.6K | −4.7% | $7M | 1.1% |
SPYSPDR S&P 500 ETF Trust | 8.6K | −0.1% | $6.4M | 1% |
ISHARES TRCORE S&P SCP ETF | 39.3K | −3.8% | $5.8M | 0.9% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 7.4K | −8.1% | $5.1M | 0.8% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 9.7K | −1.2% | $4.8M | 0.8% |
WMTWalmart Inc. | 32.8K | −2.6% | $3.7M | 0.6% |
AFLAflac Inc | 31.2K | −5.6% | $3.7M | 0.6% |
MSFTMicrosoft Corp | 9.6K | −7.2% | $3.6M | 0.6% |
CINFCincinnati Financial Corp | 18.2K | −5.7% | $3.4M | 0.5% |
LINLinde PLC | 6.4K | −4.5% | $3.3M | 0.5% |
SHWSherwin Williams Co | 9.5K | −4.7% | $3.3M | 0.5% |
AMZNAmazon Com Inc | 13.5K | −2.6% | $3.2M | 0.5% |
ATOAtmos Energy Corp | 18.2K | −6.6% | $3.1M | 0.5% |
NEENextEra Energy Inc | 34.8K | −9.9% | $3.1M | 0.5% |
GOOGLAlphabet Inc. | 8.5K | +1.1% | $3M | 0.5% |
NDSNNordson Corp | 10K | −6.2% | $3M | 0.5% |
CTASCintas Corp | 17.8K | −3.4% | $3M | 0.5% |
GWWW.W. Grainger, Inc. | 2.1K | −3.0% | $2.9M | 0.4% |
JKHYJack Henry & Associates Inc | 20.6K | ±0% | $2.8M | 0.4% |
LOWLowe's Companies Inc | 12.4K | −5.2% | $2.7M | 0.4% |
FASTFastenal Co | 55.1K | −6.3% | $2.6M | 0.4% |
AVGOBroadcom Inc. | 6.8K | +3.4% | $2.6M | 0.4% |
NEW YORK LIFE INVTS ACTIVE EMACKAY MUN INTER | 102.8K | New | $2.5M | 0.4% |
ADPAutomatic Data Processing Inc | 11K | −1.4% | $2.5M | 0.4% |
MUMicron Technology Inc | 2K | +11.6% | $2.3M | 0.4% |
ISHARES TRCORE S&P US VLU | 20.7K | ±0% | $2.3M | 0.4% |
ECLEcolab Inc. | 7.9K | −1.5% | $2.2M | 0.3% |
MCDMcDonald's Corp | 7.8K | −5.6% | $2.1M | 0.3% |
BROBrown & Brown, Inc. | 32.5K | −12.0% | $2.1M | 0.3% |
CRWDCrowdStrike Holdings, Inc. | 2.6K | +5.1% | $2M | 0.3% |
NUENucor Corp | 9K | New | $2M | 0.3% |
ABTAbbott Laboratories | 21.4K | −7.1% | $1.9M | 0.3% |
TSLATesla, Inc. | 4.5K | +2.1% | $1.9M | 0.3% |
AMDAdvanced Micro Devices Inc | 3.2K | +20.3% | $1.9M | 0.3% |
ITWIllinois Tool Works Inc | 6.9K | New | $1.9M | 0.3% |
JPMJPMorgan Chase & Co | 5.5K | −2.6% | $1.8M | 0.3% |
ROPRoper Technologies Inc | 5.3K | −5.6% | $1.8M | 0.3% |
PLTRPalantir Technologies Inc. | 14.2K | +7.6% | $1.7M | 0.3% |
JANUS DETROIT STR TRHENDRSON AAA CL | 32.4K | +5.5% | $1.6M | 0.3% |
ERIEErie Indemnity Co | 6.6K | New | $1.6M | 0.2% |
ABBVAbbVie Inc. | 5.4K | −7.1% | $1.4M | 0.2% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 2.6K | +3.3% | $1.2M | 0.2% |
VANGUARD BD INDEX FDSTOTAL BND MRKT | 15.7K | −1.7% | $1.1M | 0.2% |
METAMeta Platforms, Inc. | 2K | −11.9% | $1.1M | 0.2% |
GOOGAlphabet Inc. | 3.2K | +4.3% | $1.1M | 0.2% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 4.5K | +0.0% | $1.1M | 0.2% |
LLYELI LILLY & Co | 844 | +8.1% | $1M | 0.2% |
TMUST-Mobile US, Inc. | 6K | +7.7% | $1M | 0.2% |
SELECT SECTOR SPDR TRST STR CARE ETF | 6.2K | New | $976.5K | 0.2% |
SPGIS&P Global Inc. | 2.4K | −62.9% | $970.7K | 0.2% |
SPDR SERIES TRUSTST NUVE HIGH ETF | 35.1K | New | $893.9K | 0.1% |
CPCanadian Pacific Kansas City Ltd | 10.2K | ±0% | $883.1K | 0.1% |
INVESCO EXCH TRADED FD TR IIS&P 500 HB ETF | 5.5K | ±0% | $855.7K | 0.1% |
ISHARES TRGLOBAL 100 ETF | 6.2K | ±0% | $847.3K | 0.1% |
GEVGE Vernova Inc. | 719 | +8.8% | $844.7K | 0.1% |
QQQInvesco QQQ Trust, Series 1 | 1.1K | +81.6% | $806.6K | 0.1% |
JNJJohnson & Johnson | 3.1K | −1.1% | $779.7K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 3.6K | +0.0% | $756.3K | 0.1% |
SCHWAB STRATEGIC TRFUNDAMENTAL US L | 20.8K | −33.7% | $645.9K | 0.1% |
ASMLASML Holding NV | 323 | +11.0% | $642.6K | 0.1% |
AXPAmerican Express Co | 1.9K | +0.4% | $630.2K | 0.1% |
FIDELITY COVINGTON TRUSTMSCI HLTH CARE I | 8K | −3.4% | $616.9K | 0.1% |
IBMInternational Business Machines Corp | 2.2K | −31.5% | $613.4K | 0.1% |
VVisa Inc. | 1.8K | +2.7% | $602.3K | 0.1% |
VANGUARD WHITEHALL FDSHIGH DIV YLD | 3.7K | +160.8% | $589.5K | 0.1% |
WMBWilliams Companies, Inc. | 7.9K | +0.2% | $584.2K | 0.1% |
SOSouthern Co | 5.9K | ±0% | $568.3K | 0.1% |
PANWPalo Alto Networks Inc | 1.6K | −10.4% | $558.6K | 0.1% |
HONHoneywell International Inc | 2.4K | New | $548K | 0.1% |
HONAHoneywell Aerospace Inc. | 2.4K | New | $540.8K | 0.1% |
COSTCostco Wholesale Corp | 554 | +13.3% | $518.6K | 0.1% |
COHRCoherent Corp. | 1.2K | New | $492.3K | 0.1% |
CDNSCadence Design Systems Inc | 1.3K | +14.8% | $492K | 0.1% |
EOTEaton Vance National Municipal Opportunities Trust | 27.7K | −9.4% | $487.8K | 0.1% |
GLDSPDR Gold Trust | 1.3K | −10.0% | $478.2K | 0.1% |
PROSHARES TRS&P 500 DV ARIST | 8.2K | +89.7% | $461.3K | 0.1% |
ISHARES TRRUSSELL 2000 ETF | 1.5K | New | $446.2K | 0.1% |
VANECK ETF TRUSTMRNGSTR WDE MOAT | 4.1K | ±0% | $427.4K | 0.1% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 2.2K | New | $427.1K | 0.1% |
USACUSA Compression Partners, LP | 16K | ±0% | $422.2K | 0.1% |
SPDR SERIES TRUSTST STR P400MID | 6.1K | New | $412.7K | 0.1% |
ETNEaton Corp plc | 920 | +13.0% | $392K | 0.1% |
MDYSPDR S&P Midcap 400 ETF Trust | 557 | −3.3% | $391.8K | 0.1% |
ETEnergy Transfer LP | 20.4K | ±0% | $389.9K | 0.1% |
EXPDExpeditors International of Washington Inc | 2.4K | −85.2% | $389.8K | 0.1% |
AOSSmith a O Corp | 6.2K | −27.2% | $387.4K | 0.1% |
SELECT SECTOR SPDR TRST STR DISCR ETF | 3.3K | New | $385.4K | 0.1% |
VANGUARD WORLD FDINF TECH ETF | 3.2K | +700.0% | $384.4K | 0.1% |
AMERICAN CENTY ETF TRUS SML CP VALU | 3.1K | −20.0% | $383.2K | 0.1% |
VANGUARD INDEX FDSVALUE ETF | 1.7K | +0.5% | $373.8K | 0.1% |
DEDeere & Co | 589 | +0.2% | $373.6K | 0.1% |
CASYCasey's General Stores Inc | 469 | ±0% | $372.8K | 0.1% |
J P MORGAN EXCHANGE TRADED FINCOME ETF | 7.6K | New | $348.6K | 0.1% |
APDAir Products & Chemicals, Inc. | 1.2K | −14.7% | $346.2K | 0.1% |
KOCoca Cola Co | 4.2K | +1.9% | $340.9K | 0.1% |
ISHARES TRRUS MDCP VAL ETF | 2.1K | ±0% | $340.7K | 0.1% |
EVRGEvergy, Inc. | 3.9K | ±0% | $336.5K | 0.1% |
PMPhilip Morris International Inc. | 1.8K | +8.1% | $333.1K | 0.1% |
KLACKLA Corp | 1.1K | +537.6% | $332.9K | 0.1% |
ISHARES TRS&P 500 GRWT ETF | 2.4K | +5.5% | $330.2K | 0.1% |
CVXChevron Corp | 2K | −1.3% | $328.1K | 0.1% |
SPCXSpace Exploration Technologies Corp | 1.9K | New | $317.5K | 0.1% |
ORLYO Reilly Automotive Inc | 3.4K | −3.2% | $316.9K | 0.1% |
AMATApplied Materials Inc | 435 | New | $314.5K | 0.1% |
HDHome Depot, Inc. | 888 | −15.4% | $313.2K | 0.1% |
ANETArista Networks, Inc. | 1.8K | New | $307.3K | 0.1% |
NEW YORK LIFE INVESTMENTS ETMERGE ARBIT ETF | 8.1K | New | $295.2K | 0.1% |
EXXON MOBIL CORPCOM | 2.1K | +0.3% | $289K | 0.1% |
ISHARES TRS&P 500 VAL ETF | 1.3K | +12.2% | $284.3K | 0.1% |
TMOThermo Fisher Scientific Inc. | 554 | −7.4% | $277.8K | 0.1% |
NFLXNetflix Inc | 3.9K | −4.2% | $276.4K | 0.1% |
PGPROCTER & GAMBLE Co | 1.9K | −4.4% | $275K | 0.1% |
MAMastercard Inc | 526 | +4.6% | $270K | 0.1% |
GEGeneral Electric Co | 719 | −4.3% | $268.7K | 0.1% |
SCHWAB STRATEGIC TRUS MID-CAP ETF | 7.1K | +1.4% | $262.4K | 0.1% |
VANGUARD INDEX FDSGROWTH ETF | 2.9K | New | $254K | 0.1% |
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | 4.5K | −56.6% | $252.5K | 0.1% |
CSCOCisco Systems, Inc. | 2.1K | New | $248.1K | 0.1% |
IBITiShares Bitcoin Trust ETF | 7.3K | +17.8% | $243.1K | 0.1% |
SPHSuburban Propane Partners LP | 14K | ±0% | $239.4K | 0.1% |
SELECT SECTOR SPDR TRST STR INDL ETF | 1.3K | New | $233.2K | 0.1% |
GSGoldman Sachs Group Inc | 228 | −8.1% | $230.7K | 0.1% |
CSXCSX Corp | 4.9K | New | $230.7K | 0.1% |
SPDR SERIES TRUSTST PORT HIGH ETF | 9.6K | New | $225.3K | 0.1% |
ISHARES TRSHRT NAT MUN ETF | 2.1K | −30.4% | $219.3K | 0.1% |
LRCXLAM Research Corp | 483 | New | $209.3K | 0.1% |
VANGUARD INDEX FDSREAL ESTATE ETF | 2.1K | New | $207.2K | 0.1% |
VANGUARD WORLD FDCONSUM STP ETF | 917 | +0.5% | $206.7K | 0.1% |
TAT&T Inc. | 10K | −27.0% | $206K | 0.1% |
TERTeradyne, Inc | 425 | New | $205.8K | 0.1% |
ADMArcher-Daniels-Midland Co | 2.7K | −4.7% | $205.3K | 0.1% |
INTCIntel Corp | 1.4K | New | $201.8K | 0.1% |
TWOTwo Harbors Investment Corp. | 15.1K | ±0% | $186.8K | 0.1% |
ETHAiShares Ethereum Trust ETF | 11.3K | New | $134.4K | 0.1% |
ARIApollo Commercial Real Estate Finance, Inc. | 10.2K | ±0% | $108.9K | 0.1% |
ABRArbor Realty Trust Inc | 17.8K | ±0% | $96.5K | 0.1% |
AMCAMC Entertainment Holdings, Inc. | 29.7K | ±0% | $56.4K | 0.1% |
