# EDGAR Filing Document

**Accession Number:** 0001965579
**File Stem:** 0001104659-26-049370
**Filing Date:** 2026-4
**Character Count:** 12770
**Document Hash:** 7838e4cfbf2a0b9eb079fd175a901f24
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-26-049370.hdr.sgml**: 20260427

**ACCESSION NUMBER**: 0001104659-26-049370

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260427

**DATE AS OF CHANGE**: 20260427

**EFFECTIVENESS DATE**: 20260427

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LEGACY FINANCIAL GROUP, INC.
- **CENTRAL INDEX KEY:** 0001965579

**ORGANIZATION NAME:**
- **EIN:** 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:** 26900135

**BUSINESS ADDRESS:**
- **STREET 1:** 1425 E 41ST PLACE, SUITE 100
- **CITY:** TULSA
- **STATE:** OK
- **ZIP:** 74105
- **BUSINESS PHONE:** 918-665-0826

**MAIL ADDRESS:**
- **STREET 1:** 1425 E 41ST PLACE, SUITE 100
- **CITY:** TULSA
- **STATE:** OK
- **ZIP:** 74105

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**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:** 1425 E 41ST PLACE SUITE 100<br>TULSA, OK 74105

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

**CRD Number (if applicable):** 000135059

**SEC File Number (if applicable):** 801-64293

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  04-21-2026<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:** 89

**Form 13F Information Table Value Total:** $378432720

      (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 |  | 487801 | 2243 | SH |  | SOLE |  | 0 | 0 | 2243 |
| ALLIANCE RESOURCE PARTNERS L | UT LTD PART | 01877R108 |  | 292952 | 10595 | SH |  | SOLE |  | 0 | 0 | 10595 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2379126 | 8294 | SH |  | SOLE |  | 0 | 0 | 8294 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1067135 | 3711 | SH |  | SOLE |  | 0 | 0 | 3711 |
| AMAZON COM INC | COM | 023135106 |  | 1257118 | 6036 | SH |  | SOLE |  | 0 | 0 | 6036 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 3275990 | 40640 | SH |  | SOLE |  | 0 | 0 | 40640 |
| AMERICAN CENTY ETF TR | AVANTIS U S QUAL | 02507A507 |  | 777889 | 13710 | SH |  | SOLE |  | 0 | 0 | 13710 |
| AMERICAN CENTY ETF TR | AVANTIS  US LARG | 025072158 |  | 1203886 | 15524 | SH |  | SOLE |  | 0 | 0 | 15524 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 728660 | 6596 | SH |  | SOLE |  | 0 | 0 | 6596 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 40398348 | 363360 | SH |  | SOLE |  | 0 | 0 | 363360 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 237447 | 785 | SH |  | SOLE |  | 0 | 0 | 785 |
| APPLE INC | COM | 037833100 |  | 9788814 | 38571 | SH |  | SOLE |  | 0 | 0 | 38571 |
| BANCFIRST CORP | COM | 05945F103 |  | 1049782 | 9675 | SH |  | SOLE |  | 0 | 0 | 9675 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2998354 | 6257 | SH |  | SOLE |  | 0 | 0 | 6257 |
| BROADCOM INC | COM | 11135F101 |  | 337985 | 1092 | SH |  | SOLE |  | 0 | 0 | 1092 |
| CATERPILLAR INC | COM | 149123101 |  | 760797 | 1074 | SH |  | SOLE |  | 0 | 0 | 1074 |
| CHEVRON CORPORATION | COM | 166764100 |  | 427406 | 2066 | SH |  | SOLE |  | 0 | 0 | 2066 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 286600 | 2171 | SH |  | SOLE |  | 0 | 0 | 2171 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 246125 | 247 | SH |  | SOLE |  | 0 | 0 | 247 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 21913553 | 645085 | SH |  | SOLE |  | 0 | 0 | 645085 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 18408250 | 500768 | SH |  | SOLE |  | 0 | 0 | 500768 |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 |  | 310497 | 6123 | SH |  | SOLE |  | 0 | 0 | 6123 |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 |  | 929038 | 12592 | SH |  | SOLE |  | 0 | 0 | 12592 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 2703731 | 56410 | SH |  | SOLE |  | 0 | 0 | 56410 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 6379698 | 188414 | SH |  | SOLE |  | 0 | 0 | 188414 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 209043 | 6488 | SH |  | SOLE |  | 0 | 0 | 6488 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 16597737 | 234068 | SH |  | SOLE |  | 0 | 0 | 234068 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 3205047 | 45059 | SH |  | SOLE |  | 0 | 0 | 45059 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 3421752 | 96306 | SH |  | SOLE |  | 0 | 0 | 96306 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 22681025 | 468036 | SH |  | SOLE |  | 0 | 0 | 468036 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 14071183 | 333282 | SH |  | SOLE |  | 0 | 0 | 333282 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 |  | 10244629 | 286884 | SH |  | SOLE |  | 0 | 0 | 286884 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 21354970 | 549536 | SH |  | SOLE |  | 0 | 0 | 549536 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 |  | 4796738 | 202822 | SH |  | SOLE |  | 0 | 0 | 202822 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 14866318 | 329484 | SH |  | SOLE |  | 0 | 0 | 329484 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 22374985 | 467314 | SH |  | SOLE |  | 0 | 0 | 467314 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 9483086 | 151851 | SH |  | SOLE |  | 0 | 0 | 151851 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 3766933 | 109028 | SH |  | SOLE |  | 0 | 0 | 109028 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 2596044 | 74088 | SH |  | SOLE |  | 0 | 0 | 74088 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 21972778 | 563983 | SH |  | SOLE |  | 0 | 0 | 563983 |
| ELI LILLY  CO | COM | 532457108 |  | 241522 | 263 | SH |  | SOLE |  | 0 | 0 | 263 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 288181 | 7616 | SH |  | SOLE |  | 0 | 0 | 7616 |
| ETF SER SOLUTIONS | CLEARSHS ULTRA | 26922A453 |  | 228783 | 2286 | SH |  | SOLE |  | 0 | 0 | 2286 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 602217 | 3550 | SH |  | SOLE |  | 0 | 0 | 3550 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 579057 | 1003 | SH |  | SOLE |  | 0 | 0 | 1003 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 4217949 | 9892 | SH |  | SOLE |  | 0 | 0 | 9892 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1351450 | 2069 | SH |  | SOLE |  | 0 | 0 | 2069 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 2918952 | 27408 | SH |  | SOLE |  | 0 | 0 | 27408 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 289883 | 813 | SH |  | SOLE |  | 0 | 0 | 813 |
| ISHARES TR | DOW JONES US ETF | 464287846 |  | 334646 | 2112 | SH |  | SOLE |  | 0 | 0 | 2112 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 224477 | 3324 | SH |  | SOLE |  | 0 | 0 | 3324 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 324861 | 1329 | SH |  | SOLE |  | 0 | 0 | 1329 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 555080 | 1887 | SH |  | SOLE |  | 0 | 0 | 1887 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 |  | 68312 | 13581 | SH |  | SOLE |  | 0 | 0 | 13581 |
| MCDONALDS CORP | COM | 580135101 |  | 409024 | 1316 | SH |  | SOLE |  | 0 | 0 | 1316 |
| MERCK  CO INC | COM | 58933Y105 |  | 272337 | 2264 | SH |  | SOLE |  | 0 | 0 | 2264 |
| META PLATFORMS INC | CL A | 30303M102 |  | 413078 | 722 | SH |  | SOLE |  | 0 | 0 | 722 |
| MICROSOFT CORP | COM | 594918104 |  | 2210814 | 5972 | SH |  | SOLE |  | 0 | 0 | 5972 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 337247 | 3631 | SH |  | SOLE |  | 0 | 0 | 3631 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2783047 | 15958 | SH |  | SOLE |  | 0 | 0 | 15958 |
| OGE ENERGY CORP | COM | 670837103 |  | 401521 | 8372 | SH |  | SOLE |  | 0 | 0 | 8372 |
| ONEOK INC NEW | COM | 682680103 |  | 4499370 | 49777 | SH |  | SOLE |  | 0 | 0 | 49777 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 632222 | 4322 | SH |  | SOLE |  | 0 | 0 | 4322 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 394832 | 2388 | SH |  | SOLE |  | 0 | 0 | 2388 |
| PJT PARTNERS INC | COM CL A | 69343T107 |  | 210139 | 1504 | SH |  | SOLE |  | 0 | 0 | 1504 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 202649 | 1403 | SH |  | SOLE |  | 0 | 0 | 1403 |
| PROGRESSIVE CORP | COM | 743315103 |  | 629676 | 3176 | SH |  | SOLE |  | 0 | 0 | 3176 |
| RTX CORPORATION | COM | 75513E101 |  | 255014 | 1322 | SH |  | SOLE |  | 0 | 0 | 1322 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 6187609 | 241326 | SH |  | SOLE |  | 0 | 0 | 241326 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 410927 | 3092 | SH |  | SOLE |  | 0 | 0 | 3092 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 347720 | 2150 | SH |  | SOLE |  | 0 | 0 | 2150 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 967515 | 1488 | SH |  | SOLE |  | 0 | 0 | 1488 |
| TESLA INC | COM | 88160R101 |  | 286248 | 770 | SH |  | SOLE |  | 0 | 0 | 770 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 |  | 244548 | 1200 | SH |  | SOLE |  | 0 | 0 | 1200 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 10409264 | 216634 | SH |  | SOLE |  | 0 | 0 | 216634 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 822878 | 2565 | SH |  | SOLE |  | 0 | 0 | 2565 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 200517 | 766 | SH |  | SOLE |  | 0 | 0 | 766 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 446183 | 1493 | SH |  | SOLE |  | 0 | 0 | 1493 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 31702295 | 72580 | SH |  | SOLE |  | 0 | 0 | 72580 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 3868441 | 43613 | SH |  | SOLE |  | 0 | 0 | 43613 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 404280 | 677 | SH |  | SOLE |  | 0 | 0 | 677 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 2207315 | 44190 | SH |  | SOLE |  | 0 | 0 | 44190 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 209038 | 972 | SH |  | SOLE |  | 0 | 0 | 972 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 233843 | 3033 | SH |  | SOLE |  | 0 | 0 | 3033 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 531391 | 762 | SH |  | SOLE |  | 0 | 0 | 762 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 273945 | 5457 | SH |  | SOLE |  | 0 | 0 | 5457 |
| VISA INC | COM CL A | 92826C839 |  | 217715 | 720 | SH |  | SOLE |  | 0 | 0 | 720 |
| WALMART INC | COM | 931142103 |  | 1652156 | 13294 | SH |  | SOLE |  | 0 | 0 | 13294 |
| WILLIAMS COS INC | COM | 969457100 |  | 643302 | 8839 | SH |  | SOLE |  | 0 | 0 | 8839 |

---