Legacy Financial Group, Inc. has recently submitted its 13F-HR report, providing a detailed overview of its investment holdings as of September 30, 2026. The filing, which shows a total value of $443.5 million, offers insights into the company’s investment strategies and positions in various securities.
This latest update is significant for Legacy Financial Group as it highlights the firm's active management approach in a competitive financial landscape. The report reveals a diverse portfolio, with substantial investments in major technology and consumer companies.
Background
Legacy Financial Group, Inc. is a financial services firm based in Tulsa, Oklahoma. The company operates under the Central Index Key (CIK) 0001965579 and is classified as an "other" entity type. The firm primarily engages in investment management and advisory services, focusing on maximizing returns for its clients through strategic investments.
Recent filings from Legacy Financial include multiple 13F-HR submissions, with the latest dated October 21, 2026, and prior submissions dating back to July 30, 2026. The firm has consistently reported its holdings, reflecting its commitment to transparency and regulatory compliance.
What the Filing Says
The 13F-HR filing indicates that Legacy Financial Group holds a total of 108 positions, with a cumulative value of $443,507,075. This figure underscores the firm's substantial presence in the investment landscape. President and Shareholder Kevin King signed the report, confirming its accuracy and compliance with SEC regulations.
"The report reflects our ongoing commitment to managing our clients' investments with diligence and transparency," said Kevin King.
Impact
This filing may affect various stakeholders, including clients, investors, and industry competitors. Clients can gain insights into the firm’s investment strategies, while competitors may analyze Legacy's portfolio to benchmark their own performance. The report also serves as a valuable resource for market analysts and financial advisors seeking to understand trends in investment management.
What's Next
The filing does not specify what happens next for Legacy Financial Group. However, it is likely that the firm will continue to adjust its portfolio in response to market conditions and investment opportunities.
For further details, the filing can be accessed through the SEC's EDGAR database under accession number 0001104659-26-117788.