Legacy Financial Group, Inc. reported 51 positions worth $49.85M for the quarter ended Sep 30, 2026, up 8.5% on the prior quarter. It opened 6 new positions, added to 32, trimmed 5 and exited 5. Its largest holding is Apple Inc. at 24.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +1,339 | +8.4% | $305.80K | 7.91% |
| MPC Marathon Petroleum Corp | +773 | – | $305.66K | 0.613% |
| SPCX Space Exploration Technologies Corp | +1,875 | – | $282.86K | 0.567% |
| FCX Freeport-Mcmoran Inc | +3,398 | – | $237.86K | 0.477% |
| MU Micron Technology Inc | +223 | +62.5% | $237.52K | 1.24% |
| BLK BlackRock, Inc. | +205 | – | $216.95K | 0.435% |
| MSFT Microsoft Corp | +419 | +7.1% | $214.89K | 6.48% |
| MA Mastercard Inc | +377 | – | $208.12K | 0.418% |
| COP Conocophillips | +1,599 | – | $200.14K | 0.401% |
| GOOGL Alphabet Inc. | +506 | +13.5% | $174.10K | 2.94% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PLTR Palantir Technologies Inc. | -3,669 | -100.0% | $428.06K | Exited |
| ET Energy Transfer LP | -17.6K | -100.0% | $335.56K | Exited |
| NEE Nextera Energy Inc | -2,792 | -100.0% | $245.05K | Exited |
| BANF Bancfirst Corp | -2,000 | -20.7% | $210.57K | 1.62% |
| STLD Steel Dynamics Inc | -908 | -100.0% | $208.35K | Exited |
| ORLY O Reilly Automotive Inc | -2,188 | -100.0% | $201.49K | Exited |
| WMB Williams Companies, Inc. | -896 | -7.3% | $60.90K | 1.54% |
| URI United Rentals, Inc. | -17 | -7.7% | $17.01K | 0.408% |
| OGE Oge Energy Corp. | -84 | -1.0% | $3.82K | 0.748% |
| VZ Verizon Communications Inc | -46 | -0.8% | $2.11K | 0.503% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MPC Marathon Petroleum Corp | +773 | $305.66K | 0.613% |
| SPCX Space Exploration Technologies Corp | +1,875 | $282.86K | 0.567% |
| FCX Freeport-Mcmoran Inc | +3,398 | $237.86K | 0.477% |
| BLK BlackRock, Inc. | +205 | $216.95K | 0.435% |
| MA Mastercard Inc | +377 | $208.12K | 0.418% |
| COP Conocophillips | +1,599 | $200.14K | 0.401% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 37.3K | $12.43M | 24.93% | +40 | +0.1% | Added | 0% |
| 2 | OKE Oneok Inc | Energy | 46.4K | $3.96M | 7.94% | +236 | +0.5% | Added | 0.01% |
| 3 | NVDA Nvidia Corp | Technology | 17.3K | $3.94M | 7.91% | +1,339 | +8.4% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 6,299 | $3.23M | 6.48% | +419 | +7.1% | Added | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 6,336 | $3.16M | 6.33% | +85 | +1.4% | Added | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 8,313 | $2.83M | 5.68% | +20 | +0.2% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 6,163 | $1.54M | 3.08% | +97 | +1.6% | Added | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 4,259 | $1.47M | 2.94% | +506 | +13.5% | Added | 0% |
| 9 | WMT Walmart Inc. | Consumer Staples | 13.2K | $1.38M | 2.76% | +111 | +0.8% | Added | 0% |
| 10 | CAT Caterpillar Inc | Industrials | 1,167 | $946.09K | 1.9% | +97 | +9.1% | Added | 0% |
| 11 | BANF Bancfirst Corp | Financial Services | 7,675 | $808.07K | 1.62% | -2,000 | -20.7% | Reduced | 0.02% |
| 12 | WMB Williams Companies, Inc. | Energy | 11.3K | $768.95K | 1.54% | -896 | -7.3% | Reduced | 0% |
| 13 | PGR Progressive Corp | Financial Services | 3,176 | $658.49K | 1.32% | 0 | 0.0% | Unchanged | 0% |
| 14 | JPM Jpmorgan Chase & Co | Financial Services | 1,902 | $629.24K | 1.26% | +36 | +1.9% | Added | 0% |
| 15 | MU Micron Technology Inc | Technology | 580 | $617.76K | 1.24% | +223 | +62.5% | Added | 0% |
Tip. Select a row to see that position’s full history at Legacy Financial.
As of its Q3 2026 13F filing, Legacy Financial Group, Inc.’s five largest positions were Apple Inc. (AAPL) at 24.9%, Oneok Inc (OKE) at 7.9%, Nvidia Corp (NVDA) at 7.9%, Microsoft Corp (MSFT) at 6.5%, Berkshire Hathaway Inc (BRK-B) at 6.3% of the reported portfolio.
Legacy Financial Group, Inc. reported a 13F portfolio worth $49.85M across 51 positions for Q3 2026. That is up 8.5% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($305.80K), Marathon Petroleum Corp ($305.66K), Space Exploration Technologies Corp ($282.86K). It opened 6 new positions.
Its largest sales by value were Palantir Technologies Inc. ($428.06K), Energy Transfer LP ($335.56K), Nextera Energy Inc ($245.05K). It exited 5 positions entirely.
From the Form 13F-HR reports Legacy Financial Group, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.