Legacy-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  null,
  "GOOGL",
  "AXP",
  null,
  "CAT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "META",
  null,
  "MA",
  "MSFT",
  "OKE",
  null,
  "IWF",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PG",
  "SCHX",
  null,
  "SYK",
  "VNQ",
  "VV",
  "OGE",
  null,
  null,
  null,
  null,
  null,
  "LYG",
  null,
  "PJT",
  "AMZN",
  null,
  null,
  "VGT",
  "VUG",
  "BNDX",
  "VOO",
  "V",
  "WMT",
  "WMB",
  null,
  null,
  null,
  "ZM",
  "BANF",
  "BRK-B",
  "CVX",
  "CSCO",
  "COP",
  "COST",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "QQQ",
  "EPD",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 82
Total Value: 309314537
Accession Number: 0001104659-25-043524
Form Type: 13F-HR
CIK: legacy-financial-group
Manager Name: Legacy-Financial-Group

Data Enrichment

65% identified

53 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

82 positions • $309.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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25434V849

Shares:92.9K

Value:$4.4M

% of Portfolio:1.4% ($4.4M/$309.3M)

922908553

VNQ|922908553

Shares:46.0K

Value:$4.2M

% of Portfolio:1.3% ($4.2M/$309.3M)

464287614

IWF|464287614

Shares:10.4K

Value:$3.7M

% of Portfolio:1.2% ($3.7M/$309.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.3K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$309.3M)

25434V732

Shares:101.2K

Value:$2.7M

% of Portfolio:0.9% ($2.7M/$309.3M)

25434V500

Shares:43.1K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$309.3M)

MICROSOFT CORP

MSFT|594918104

Shares:6.8K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$309.3M)

922020805

Shares:45.0K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$309.3M)

25434V815

Shares:78.3K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$309.3M)

025072349

Shares:30.9K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$309.3M)

NVIDIA CORP

NVDA|67066G104

Shares:18.5K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$309.3M)

25434V799

Shares:63.8K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$309.3M)

Alphabet Inc.

GOOG|02079K107

Shares:9.8K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$309.3M)

AMAZON COM INC

AMZN|023135106

Shares:6.7K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$309.3M)

Walmart Inc.

WMT|931142103

Shares:10.3K

Value:$934.5K

% of Portfolio:0.3% ($934.5K/$309.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.6K

Value:$906.9K

% of Portfolio:0.3% ($906.9K/$309.3M)

BANCFIRST CORP /OK/

BANF|05945F103

Shares:8.0K

Value:$880.1K

% of Portfolio:0.3% ($880.1K/$309.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:5.0K

Value:$775.1K

% of Portfolio:0.3% ($775.1K/$309.3M)

464287200

IVV|464287200

Shares:1.3K

Value:$724.3K

% of Portfolio:0.2% ($724.3K/$309.3M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:11.9K

Value:$644.4K

% of Portfolio:0.2% ($644.4K/$309.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V849)✕	92.9K	QoQ -1.80% (-1.7K) YoY -5.15% (-5.0K)	All Managers (Combined)	$4.4M	1.4% ($4.4M/$309.3M)	QoQ -2.21% (-$100.0K) YoY -6.17% (-$291.2K)
(VNQcusip922908553)	46.0K	QoQ +0.46% (+214) YoY +6.16% (+2.7K)	All Managers (Combined)	$4.2M	1.3% ($4.2M/$309.3M)	QoQ +2.11% (+$86.3K) YoY +11.15% (+$418.1K)
(IWFcusip464287614)	10.4K	QoQ +3.23% (-324) YoY +3.86% (+385)	All Managers (Combined)	$3.7M	1.2% ($3.7M/$309.3M)	QoQ -7.17% (-$289.1K) YoY +11.26% (+$378.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.3K	QoQ +0.93% (+58) YoY +4.05% (+245)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$309.3M)	QoQ +18.58% (+$524.7K) YoY +31.78% (+$807.3K)
(cusip25434V732)✕	101.2K	QoQ +5.11% (+4.9K) YoY +47.45% (+32.6K)	All Managers (Combined)	$2.7M	0.9% ($2.7M/$309.3M)	QoQ +6.19% (+$156.2K) YoY +53.06% (+$928.2K)
(cusip25434V500)✕	43.1K	QoQ +1.72% (-731) YoY +43.29% (+13.0K)	All Managers (Combined)	$2.6M	0.8% ($2.6M/$309.3M)	QoQ -6.60% (-$182.0K) YoY +37.34% (+$699.8K)
MICROSOFT CORP(MSFTcusip594918104)	6.8K	QoQ -6.19% (-446) YoY +23.43% (+1.3K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$309.3M)	QoQ -16.45% (-$499.5K) YoY +10.14% (+$233.6K)
(cusip922020805)✕	45.0K	QoQ -0.78% (-356) YoY +0.19% (+86)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$309.3M)	QoQ +2.24% (-$49.4K) YoY +4.39% (+$94.6K)
(cusip25434V815)✕	78.3K	QoQ +1.56% (-1.2K) YoY +27.48% (+16.9K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$309.3M)	QoQ -7.11% (-$168.8K) YoY +19.22% (+$355.5K)
(cusip025072349)✕	30.9K	QoQ +12.22% (+3.4K) YoY +129.10% (+17.4K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$309.3M)	QoQ +9.60% (+$176.4K) YoY +132.49% (+$1.1M)
NVIDIA CORP(NVDAcusip67066G104)	18.5K	QoQ -1.64% (-309) YoY +1203.17% (+17.1K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$309.3M)	QoQ -20.62% (-$520.6K) YoY +56.30% (+$721.9K)
(cusip25434V799)✕	63.8K	QoQ +10.44% (+6.0K) YoY +102.63% (+32.3K)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$309.3M)	QoQ +18.66% (+$278.6K) YoY +110.36% (+$929.1K)
Alphabet Inc.(GOOGcusip02079K107)	9.8K	QoQ -0.09% (-9) YoY -4.37% (-447)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$309.3M)	QoQ -18.03% (-$335.6K) YoY -1.88% (-$29.3K)
AMAZON COM INC(AMZNcusip023135106)	6.7K	QoQ +1.30% (-86) YoY +42.66% (+2.0K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$309.3M)	QoQ -12.14% (-$176.0K) YoY +50.47% (+$427.0K)
Walmart Inc.(WMTcusip931142103)	10.3K	QoQ 0.00% (+0) YoY +10.65% (+996)	All Managers (Combined)	$934.5K	0.3% ($934.5K/$309.3M)	QoQ 0.00% (+$0) YoY +66.15% (+$372.1K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.6K	QoQ -0.12% (-2) YoY +98.16% (+803)	All Managers (Combined)	$906.9K	0.3% ($906.9K/$309.3M)	QoQ -4.67% (-$44.4K) YoY +111.91% (+$478.9K)
BANCFIRST CORP /OK/(BANFcusip05945F103)	8.0K	QoQ +0.85% (-68) YoY +0.85% (+68)	All Managers (Combined)	$880.1K	0.3% ($880.1K/$309.3M)	QoQ -5.43% (-$50.5K) YoY +25.88% (+$181.0K)
Alphabet Inc.(GOOGLcusip02079K305)	5.0K	QoQ -10.64% (-597) YoY +41.02% (+1.5K)	All Managers (Combined)	$775.1K	0.3% ($775.1K/$309.3M)	QoQ -27.00% (-$286.7K) YoY +44.49% (+$238.7K)
(IVVcusip464287200)	1.3K	QoQ -7.33% (-102) YoY -3.44% (-46)	All Managers (Combined)	$724.3K	0.2% ($724.3K/$309.3M)	QoQ -11.54% (-$94.6K) YoY +3.20% (-$22.5K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	11.9K	QoQ 0.00% (+0) YoY -14.93% (-2.1K)	All Managers (Combined)	$644.4K	0.2% ($644.4K/$309.3M)	QoQ 0.00% (+$0) YoY +18.14% (-$99.0K)