# EDGAR Filing Document

**Accession Number:** 0001965579
**File Stem:** 0001104659-23-022297
**Filing Date:** 2023-2
**Character Count:** 9833
**Document Hash:** 9a9f2898049eb67bead020ad0a5b0004
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-23-022297.hdr.sgml**: 20230215

**ACCESSION NUMBER**: 0001104659-23-022297

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230215

**DATE AS OF CHANGE**: 20230215

**EFFECTIVENESS DATE**: 20230215

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LEGACY FINANCIAL GROUP, INC.
- **CENTRAL INDEX KEY:** 0001965579
- **IRS NUMBER:** 202227620
- **STATE OF INCORPORATION:** OK
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23107
- **FILM NUMBER:** 23634571

**BUSINESS ADDRESS:**
- **STREET 1:** 2508 E 21ST STREET
- **CITY:** TULSA
- **STATE:** OK
- **ZIP:** 74114
- **BUSINESS PHONE:** 918-665-0826

**MAIL ADDRESS:**
- **STREET 1:** 2508 E 21ST STREET
- **CITY:** TULSA
- **STATE:** OK
- **ZIP:** 74114

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** LEGACY FINANCIAL GROUP INC.<br>**Address:** 2508 E 21st Street<br>Tulsa, OK 74114

**Form 13F File Number:** 028-23107

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Kevin King<br>**Title:** President  Shareholder<br>**Phone:** 918-665-0826

**Signature, Place, and Date of Signing:**

/s/ Kevin King  Tulsa, OK  02-13-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 62

**Form 13F Information Table Value Total:** $162291756

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 593664 | 3673 | SH |  | SOLE |  | 0 | 0 | 3673 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 462325 | 5240 | SH |  | SOLE |  | 0 | 0 | 5240 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 431671 | 4865 | SH |  | SOLE |  | 0 | 0 | 4865 |
| AMAZON COM INC | COM | 023135106 |  | 503580 | 5995 | SH |  | SOLE |  | 0 | 0 | 5995 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 9300095 | 136746 | SH |  | SOLE |  | 0 | 0 | 136746 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 644891 | 12849 | SH |  | SOLE |  | 0 | 0 | 12849 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 444303 | 5963 | SH |  | SOLE |  | 0 | 0 | 5963 |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 |  | 293021 | 7126 | SH |  | SOLE |  | 0 | 0 | 7126 |
| APPLE INC | COM | 037833100 |  | 4915936 | 37835 | SH |  | SOLE |  | 0 | 0 | 37835 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 |  | 263447 | 8433 | SH |  | SOLE |  | 0 | 0 | 8433 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1767217 | 5721 | SH |  | SOLE |  | 0 | 0 | 5721 |
| CATERPILLAR INC | COM | 149123101 |  | 204554 | 854 | SH |  | SOLE |  | 0 | 0 | 854 |
| CHEVRON CORP NEW | COM | 166764100 |  | 524856 | 2924 | SH |  | SOLE |  | 0 | 0 | 2924 |
| CISCO SYS INC | COM | 17275R102 |  | 227857 | 4783 | SH |  | SOLE |  | 0 | 0 | 4783 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 224283 | 1901 | SH |  | SOLE |  | 0 | 0 | 1901 |
| CROSSFIRST BANKSHARES INC | COM | 22766M109 |  | 300185 | 24189 | SH |  | SOLE |  | 0 | 0 | 24189 |
| CSX CORP | COM | 126408103 |  | 236223 | 7625 | SH |  | SOLE |  | 0 | 0 | 7625 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 211963 | 3446 | SH |  | SOLE |  | 0 | 0 | 3446 |
| DEXCOM INC | COM | 252131107 |  | 207795 | 1835 | SH |  | SOLE |  | 0 | 0 | 1835 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 14536339 | 598696 | SH |  | SOLE |  | 0 | 0 | 598696 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 14016235 | 418645 | SH |  | SOLE |  | 0 | 0 | 418645 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 12301476 | 491273 | SH |  | SOLE |  | 0 | 0 | 491273 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 7581589 | 172505 | SH |  | SOLE |  | 0 | 0 | 172505 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 7384446 | 154454 | SH |  | SOLE |  | 0 | 0 | 154454 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 6267878 | 135992 | SH |  | SOLE |  | 0 | 0 | 135992 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 5392646 | 249660 | SH |  | SOLE |  | 0 | 0 | 249660 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 5217713 | 237709 | SH |  | SOLE |  | 0 | 0 | 237709 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 5117021 | 189379 | SH |  | SOLE |  | 0 | 0 | 189379 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 |  | 4249429 | 102125 | SH |  | SOLE |  | 0 | 0 | 102125 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 3932610 | 163790 | SH |  | SOLE |  | 0 | 0 | 163790 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 2781674 | 66996 | SH |  | SOLE |  | 0 | 0 | 66996 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 1054699 | 46959 | SH |  | SOLE |  | 0 | 0 | 46959 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 949856 | 18570 | SH |  | SOLE |  | 0 | 0 | 18570 |
| DISNEY WALT CO | COM | 254687106 |  | 253149 | 2914 | SH |  | SOLE |  | 0 | 0 | 2914 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 283164 | 11740 | SH |  | SOLE |  | 0 | 0 | 11740 |
| ETF SER SOLUTIONS | CLEARSHS ULTRA | 26922A453 |  | 2288429 | 22858 | SH |  | SOLE |  | 0 | 0 | 22858 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 426919 | 3871 | SH |  | SOLE |  | 0 | 0 | 3871 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 7690225 | 73753 | SH |  | SOLE |  | 0 | 0 | 73753 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 2119476 | 9893 | SH |  | SOLE |  | 0 | 0 | 9893 |
| ISHARES TR | CORE S ETF | 464287200 |  | 397273 | 1034 | SH |  | SOLE |  | 0 | 0 | 1034 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 215343 | 1420 | SH |  | SOLE |  | 0 | 0 | 1420 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 425856 | 2411 | SH |  | SOLE |  | 0 | 0 | 2411 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 214292 | 1598 | SH |  | SOLE |  | 0 | 0 | 1598 |
| MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 559080106 |  | 362014 | 7210 | SH |  | SOLE |  | 0 | 0 | 7210 |
| MICROSOFT CORP | COM | 594918104 |  | 1211258 | 5051 | SH |  | SOLE |  | 0 | 0 | 5051 |
| OGE ENERGY CORP | COM | 670837103 |  | 686703 | 17363 | SH |  | SOLE |  | 0 | 0 | 17363 |
| ONE GAS INC | COM | 68235P108 |  | 209063 | 2761 | SH |  | SOLE |  | 0 | 0 | 2761 |
| ONEOK INC NEW | COM | 682680103 |  | 4111097 | 62574 | SH |  | SOLE |  | 0 | 0 | 62574 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 108479 | 16897 | SH |  | SOLE |  | 0 | 0 | 16897 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 312334 | 3086 | SH |  | SOLE |  | 0 | 0 | 3086 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 208455 | 1375 | SH |  | SOLE |  | 0 | 0 | 1375 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 5388995 | 119358 | SH |  | SOLE |  | 0 | 0 | 119358 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 329292 | 861 | SH |  | SOLE |  | 0 | 0 | 861 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 239111 | 451 | SH |  | SOLE |  | 0 | 0 | 451 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 2395642 | 50509 | SH |  | SOLE |  | 0 | 0 | 50509 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 13308731 | 62450 | SH |  | SOLE |  | 0 | 0 | 62450 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 2751120 | 33355 | SH |  | SOLE |  | 0 | 0 | 33355 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 267397 | 1535 | SH |  | SOLE |  | 0 | 0 | 1535 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 2300210 | 49244 | SH |  | SOLE |  | 0 | 0 | 49244 |
| VANGUARD WORLD FDS | INF TECH ETF | 92204A702 |  | 255847 | 801 | SH |  | SOLE |  | 0 | 0 | 801 |
| WALMART INC | COM | 931142103 |  | 420180 | 2963 | SH |  | SOLE |  | 0 | 0 | 2963 |
| WILLIAMS COS INC | COM | 969457100 |  | 570225 | 17332 | SH |  | SOLE |  | 0 | 0 | 17332 |

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