# EDGAR Filing Document

**Accession Number:** 0001723925
**File Stem:** 0001085146-23-001403
**Filing Date:** 2023-2
**Character Count:** 10701
**Document Hash:** e02d541d77099dddbe770413ac353f72
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-001403.hdr.sgml**: 20230215

**ACCESSION NUMBER**: 0001085146-23-001403

**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 Strategies, LLC
- **CENTRAL INDEX KEY:** 0001723925
- **IRS NUMBER:** 431889313
- **STATE OF INCORPORATION:** MO
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18758
- **FILM NUMBER:** 23636468

**BUSINESS ADDRESS:**
- **STREET 1:** 11300 TOMAHAWK CREEK PARKWAY, SUITE 190
- **CITY:** LEAWOOD
- **STATE:** KS
- **ZIP:** 66211
- **BUSINESS PHONE:** 9134030600

**MAIL ADDRESS:**
- **STREET 1:** 11300 TOMAHAWK CREEK PARKWAY, SUITE 190
- **CITY:** LEAWOOD
- **STATE:** KS
- **ZIP:** 66211

### 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 Strategies LLC<br>**Address:** 11300 TOMAHAWK CREEK PARKWAY SUITE 190<br>LEAWOOD, KS 66211

**Form 13F File Number:** 028-18758

**CRD Number (if applicable):** 000283553

**SEC File Number (if applicable):** 801-107930

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:** Heather Hardman<br>**Title:** Chief Compliance Officer<br>**Phone:** 913 403-0600

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

/s/Heather Hardman  Leawood, KS  02-15-2023<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:** 71

**Form 13F Information Table Value Total:** $241840494

      (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 |
| ABBOTT LABS | COM | 002824100 |  | 1972365 | 17965 | SH |  | SOLE |  | 0 | 0 | 17965 |
| ABBVIE INC | COM | 00287Y109 |  | 2117482 | 13102 | SH |  | SOLE |  | 0 | 0 | 13102 |
| AFLAC INC | COM | 001055102 |  | 2602198 | 36172 | SH |  | SOLE |  | 0 | 0 | 36172 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 2336170 | 7579 | SH |  | SOLE |  | 0 | 0 | 7579 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 309599 | 3509 | SH |  | SOLE |  | 0 | 0 | 3509 |
| AMAZON COM INC | COM | 023135106 |  | 581196 | 6919 | SH |  | SOLE |  | 0 | 0 | 6919 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 231373 | 1566 | SH |  | SOLE |  | 0 | 0 | 1566 |
| APPLE INC | COM | 037833100 |  | 3171266 | 24407 | SH |  | SOLE |  | 0 | 0 | 24407 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 201075 | 368 | SH |  | SOLE |  | 0 | 0 | 368 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 2056550 | 18351 | SH |  | SOLE |  | 0 | 0 | 18351 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 2349785 | 9837 | SH |  | SOLE |  | 0 | 0 | 9837 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3267235 | 10577 | SH |  | SOLE |  | 0 | 0 | 10577 |
| BROWN  BROWN INC | COM | 115236101 |  | 1724717 | 30274 | SH |  | SOLE |  | 0 | 0 | 30274 |
| CANADIAN PAC RY LTD | COM | 13645T100 |  | 784463 | 10517 | SH |  | SOLE |  | 0 | 0 | 10517 |
| CINTAS CORP | COM | 172908105 |  | 2398691 | 5311 | SH |  | SOLE |  | 0 | 0 | 5311 |
| CRESTWOOD EQUITY PARTNERS LP | UNIT LTD PARTNER | 226344208 |  | 295947 | 11300 | SH |  | SOLE |  | 0 | 0 | 11300 |
| DEERE  CO | COM | 244199105 |  | 217381 | 507 | SH |  | SOLE |  | 0 | 0 | 507 |
| EXPEDITORS INTL WASH INC | COM | 302130109 |  | 2078170 | 19998 | SH |  | SOLE |  | 0 | 0 | 19998 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 |  | 2698081 | 42171 | SH |  | SOLE |  | 0 | 0 | 42171 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 2210901 | 8911 | SH |  | SOLE |  | 0 | 0 | 8911 |
| HONEYWELL INTL INC | COM | 438516106 |  | 1104288 | 5153 | SH |  | SOLE |  | 0 | 0 | 5153 |
| HORMEL FOODS CORP | COM | 440452100 |  | 1784633 | 39180 | SH |  | SOLE |  | 0 | 0 | 39180 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 2084861 | 9464 | SH |  | SOLE |  | 0 | 0 | 9464 |
| INDEXIQ ACTIVE ETF TR | IQ MACKAY INTRME | 45409F827 |  | 205202 | 8504 | SH |  | SOLE |  | 0 | 0 | 8504 |
| INDEXIQ ETF TR | IQ MRGR ARB ETF | 45409B800 |  | 502825 | 15847 | SH |  | SOLE |  | 0 | 0 | 15847 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 19521299 | 390426 | SH |  | SOLE |  | 0 | 0 | 390426 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 9374527 | 99055 | SH |  | SOLE |  | 0 | 0 | 99055 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 1462224 | 20703 | SH |  | SOLE |  | 0 | 0 | 20703 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 13610672 | 140331 | SH |  | SOLE |  | 0 | 0 | 140331 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 |  | 10220537 | 36502 | SH |  | SOLE |  | 0 | 0 | 36502 |
| ISHARES TR | GLOBAL 100 ETF | 464287572 |  | 417478 | 6518 | SH |  | SOLE |  | 0 | 0 | 6518 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 234880 | 3190 | SH |  | SOLE |  | 0 | 0 | 3190 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1540260 | 14597 | SH |  | SOLE |  | 0 | 0 | 14597 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 227876 | 7464 | SH |  | SOLE |  | 0 | 0 | 7464 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 264155 | 1515 | SH |  | SOLE |  | 0 | 0 | 1515 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 541546 | 5194 | SH |  | SOLE |  | 0 | 0 | 5194 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 430216 | 2435 | SH |  | SOLE |  | 0 | 0 | 2435 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 334311 | 2493 | SH |  | SOLE |  | 0 | 0 | 2493 |
| LILLY ELI  CO | COM | 532457108 |  | 246616 | 674 | SH |  | SOLE |  | 0 | 0 | 674 |
| LINDE PLC | SHS | G5494J103 |  | 2264015 | 6941 | SH |  | SOLE |  | 0 | 0 | 6941 |
| LOWES COS INC | COM | 548661107 |  | 2055061 | 10315 | SH |  | SOLE |  | 0 | 0 | 10315 |
| MAINSTAY MACKAY DEFINEDTERM | COM | 56064K100 |  | 625415 | 38942 | SH |  | SOLE |  | 0 | 0 | 38942 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 |  | 1782882 | 21509 | SH |  | SOLE |  | 0 | 0 | 21509 |
| MICROSOFT CORP | COM | 594918104 |  | 1398328 | 5831 | SH |  | SOLE |  | 0 | 0 | 5831 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 2046672 | 24482 | SH |  | SOLE |  | 0 | 0 | 24482 |
| NIKE INC | CL B | 654106103 |  | 237427 | 2029 | SH |  | SOLE |  | 0 | 0 | 2029 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 357175 | 2444 | SH |  | SOLE |  | 0 | 0 | 2444 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 671848 | 796 | SH |  | SOLE |  | 0 | 0 | 796 |
| PEPSICO INC | COM | 713448108 |  | 238374 | 1319 | SH |  | SOLE |  | 0 | 0 | 1319 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 2912942 | 29528 | SH |  | SOLE |  | 0 | 0 | 29528 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 1622166 | 14874 | SH |  | SOLE |  | 0 | 0 | 14874 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 927643 | 10308 | SH |  | SOLE |  | 0 | 0 | 10308 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 1958264 | 4532 | SH |  | SOLE |  | 0 | 0 | 4532 |
| S GLOBAL INC | COM | 78409V104 |  | 1808768 | 5400 | SH |  | SOLE |  | 0 | 0 | 5400 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 22260643 | 496778 | SH |  | SOLE |  | 0 | 0 | 496778 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 41531459 | 549794 | SH |  | SOLE |  | 0 | 0 | 549794 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 27786701 | 500121 | SH |  | SOLE |  | 0 | 0 | 500121 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 8880412 | 65369 | SH |  | SOLE |  | 0 | 0 | 65369 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 1872354 | 7889 | SH |  | SOLE |  | 0 | 0 | 7889 |
| SMITH A O CORP | COM | 831865209 |  | 1788289 | 31242 | SH |  | SOLE |  | 0 | 0 | 31242 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2137408 | 5589 | SH |  | SOLE |  | 0 | 0 | 5589 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 255047 | 576 | SH |  | SOLE |  | 0 | 0 | 576 |
| SUBURBAN PROPANE PARTNERS L | UNIT LTD PARTN | 864482104 |  | 314226 | 20700 | SH |  | SOLE |  | 0 | 0 | 20700 |
| TARGET CORP | COM | 87612E106 |  | 1921841 | 12895 | SH |  | SOLE |  | 0 | 0 | 12895 |
| TESLA INC | COM | 88160R101 |  | 242177 | 1966 | SH |  | SOLE |  | 0 | 0 | 1966 |
| T-MOBILE US INC | COM | 872590104 |  | 215600 | 1540 | SH |  | SOLE |  | 0 | 0 | 1540 |
| TRANSOCEAN LTD | REG SHS | H8817H100 |  | 51095 | 11205 | SH |  | SOLE |  | 0 | 0 | 11205 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1878383 | 26147 | SH |  | SOLE |  | 0 | 0 | 26147 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1509005 | 4295 | SH |  | SOLE |  | 0 | 0 | 4295 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 9938205 | 51981 | SH |  | SOLE |  | 0 | 0 | 51981 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 637618 | 4199 | SH |  | SOLE |  | 0 | 0 | 4199 |

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