Legacy Financial Strategies, LLC

RIA/Wealth

Legacy Financial Strategies, LLC is a RIA/Wealth based in Overland Park, KS led by Michael Voorhees Wren, reporting $806.1M in AUM as of Q3 2025 with 74% ETF concentration, 67% concentrated in top 10 holdings, and 17% allocation to SCHG.

CEOMichael Voorhees Wren

Portfolio Value: $553.7M
Positions: 135
Top Holding: SCHG at 16.77%
Last Reported: Q3 2025

Address5400 Colllege Blvd., Ste. A, Overland Park, KS, 66211, United States

Top Holdings

Largest long holdings in Legacy Financial Strategies, LLC's portfolio (66.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$92.8M	16.77%	-$1.6M Sold	— 2.9M shares	Q4 2017 Held for 7y 11m
2 Schwab U.S. Broad Market SCHB	ETF ETF	$69.0M	12.46%	+$3.5M Bought	— 2.7M shares	Q4 2017 Held for 7y 11m
3 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$41.8M	7.55%	+$1.8M Bought	— 417.1K shares	Q3 2019 Held for 6y 2m
4 iShares Core Dividend Growth DGRO	ETF ETF	$40.5M	7.31%	+$1.4M Bought	— 594.5K shares	Q3 2020 Held for 5y 2m
5 iShares Expanded Tech Sector ETF IGM	ETF ETF	$37.8M	6.83%	+$3.4M Bought	— 300.4K shares	Q3 2018 Held for 7y 2m
6 AVLV Avantis U.S. Large Cap Value AVLV	ETF ETF	$31.4M	5.68%	-$4.8M Sold	— 434.9K shares	Q3 2024 Held for 1y 2m
7 Vanguard Total Stock Market VTI	ETF ETF	$18.9M	3.41%	-$21.3K Sold	— 57.5K shares	Q4 2017 Held for 7y 11m
8 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$15.2M	2.74%	-$4.1M Sold	— 127.7K shares	Q4 2017 Held for 7y 11m
9 Schwab US Dividend Equity SCHD	ETF ETF	$12.9M	2.33%	-$12.1K Sold	— 472.8K shares	Q4 2018 Held for 6y 11m
10 Nvidia NVDA	Semiconductors Technology	$9.7M	1.75%	+$482.3K Bought	0.00% 52.1K shares	Q3 2021 Held for 4y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Legacy Financial Strategies, LLC's latest filing

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Market Value

$553.7M

Prior: $509.6M

Q/Q Change

+8.65%

+$44.1M

Net Flows % of MV

+1.41%

Turnover Ratio

4.33%

New Purchases

7 stocks

$5.8M

Added To

71 stocks

+$20.2M

Sold Out Of

5 stocks

$1.5M

Reduced Holdings

29 stocks

-$16.7M

Increased Positions

Position	Shares Δ	Change
1 Invesco S&P 500 Momentum SPMO	New	0 → 35.3K +$4.3M
2 Oracle ORCL	New	0 → 1.4K +$385.1K
3 iShares Bitcoin Trust IBIT	New	0 → 4.3K +$279.3K
4 American Century Diversified Municipal Bond TAXF	New	0 → 5.1K +$255.7K
5 Vanguard Small-Cap ETF VB	New	0 → 842.0 +$214.0K

Decreased Positions

Position	Shares Δ	Change
1 SCHZ Schwab US Aggregate Bond SCHZ	Sold	22.6K → 0 −$524.7K
2 iShares iBoxx High Yield Corporate Bond HYG	Sold	3.8K → 0 −$302.8K
3 JPIE JPMorgan Income JPIE	Sold	5.4K → 0 −$250.9K
4 Merit Medical Systems MMSI	Sold	2.3K → 0 −$210.3K
5 Salesforce CRM	Sold	740.0 → 0 −$201.7K

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Analytics

Portfolio insights and performance metrics for Legacy Financial Strategies, LLC

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Sector Allocation

ETF

74.30%

Technology

6.30%

Industrials

5.40%

Financial Services

4.50%

Consumer Defensive

1.90%

Consumer Cyclical

1.80%

Utilities

1.50%

Basic Materials

1.40%

Healthcare

1.10%

Communication Services

1.10%

Energy

0.30%

Market Cap Distribution

Mega Cap (> $200B)

11.93%

Large Cap ($10B - $200B)

13.21%

Mid Cap ($2B - $10B)

0.01%

Small Cap ($300M - $2B)

0.10%

N/A (ETF or Unknown)

74.75%

Portfolio Concentration

Top 10 Holdings %

66.83%

Top 20 Holdings %

76.59%

Top 50 Holdings %

92.14%

Top 100 Holdings %

98.47%