Legacy Financial Group
Latest statistics and disclosures from Legacy Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IUSG, HELO, SDY, VOO, VB, and represent 38.91% of Legacy Financial Group's stock portfolio.
- Added to shares of these 10 stocks: HELO (+$50B), BINC (+$8.0B), BSJT (+$3.9B), MTUM (+$3.8B), MSFT (+$3.6B), BSV (+$3.6B), CASY (+$3.5B), IAU (+$2.6B), VUG (+$2.3B), VEA (+$2.0B).
- Started 56 new stock positions in ORLY, IVV, XPO, IWC, IJK, SCHD, GNRC, AEE, CASY, FI.
- Reduced shares in these 10 stocks: SPLB (-$5.7B), IUSG (-$3.3B), IUSB (-$2.0B), BSJP (-$1.8B), VB (-$1.4B), VOO (-$997M), IVW (-$821M), TIP (-$480M), XSOE (-$434M), BUFD (-$360M).
- Sold out of its position in Bsco etf.
- Legacy Financial Group was a net buyer of stock by $105B.
- Legacy Financial Group has $618B in assets under management (AUM), dropping by 118699.52%.
- Central Index Key (CIK): 0001834011
Tip: Access up to 7 years of quarterly data
Positions held by Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Legacy Financial Group
Legacy Financial Group holds 111 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Us Gwt (IUSG) | 10.6 | $65B | -4% | 469k | 139349.92 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 9.0 | $56B | +978% | 896k | 62040.02 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 8.1 | $50B | 377k | 132099.96 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.9 | $37B | -2% | 68k | 538812.48 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 5.3 | $33B | -4% | 137k | 240279.29 |
|
| Ishares Tr Core Total Usd (IUSB) | 4.0 | $25B | -7% | 553k | 45200.03 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 3.7 | $23B | +54% | 439k | 52020.01 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.9 | $18B | +12% | 377k | 47819.94 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 2.9 | $18B | +7% | 773k | 23275.00 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 2.8 | $17B | +4% | 337k | 51509.95 |
|
| Ishares Msci Emrg Chn (EMXC) | 2.7 | $17B | +11% | 301k | 55449.97 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 2.7 | $17B | +7% | 856k | 19480.00 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 2.6 | $16B | +11% | 805k | 20129.99 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.6 | $16B | -4% | 158k | 101530.22 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.3 | $14B | +3% | 80k | 178079.47 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) | 2.3 | $14B | +37% | 661k | 21394.19 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 2.1 | $13B | 258k | 51250.10 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.1 | $13B | +38% | 169k | 77269.99 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 1.7 | $11B | +5% | 246k | 42610.03 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.6 | $10B | 198k | 51140.01 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 1.3 | $7.9B | +4% | 86k | 92590.26 |
|
| Ishares Tr Aggres Alloc Etf (AOA) | 1.1 | $7.0B | 91k | 76609.74 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 1.1 | $6.8B | -2% | 119k | 57309.82 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $6.3B | +7% | 88k | 71910.13 |
|
| Ishares Tr Mbs Etf (MBB) | 1.0 | $6.0B | +12% | 65k | 91680.03 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.9 | $5.8B | +13% | 60k | 96829.56 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.9 | $5.7B | +20% | 109k | 52469.90 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.9 | $5.3B | -5% | 33k | 159519.24 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $4.9B | +2% | 11k | 453280.61 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.7 | $4.6B | -28% | 198k | 23070.00 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $4.1B | -6% | 15k | 264137.75 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.6 | $4.0B | -2% | 31k | 128620.24 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.6 | $3.8B | NEW | 19k | 206924.56 |
|
| Microsoft Corporation (MSFT) | 0.6 | $3.6B | NEW | 8.6k | 421514.43 |
|
| Casey's General Stores (CASY) | 0.6 | $3.5B | NEW | 8.9k | 396241.71 |
|
| Amazon (AMZN) | 0.6 | $3.5B | +2% | 16k | 219390.75 |
|
| Apple (AAPL) | 0.5 | $2.8B | 11k | 250426.18 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $2.6B | +19% | 30k | 87330.94 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.4 | $2.6B | NEW | 52k | 49510.01 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $2.3B | NEW | 5.7k | 410449.54 |
|
| Northern Lts Fd Tr Ii Essential 40 Sto | 0.3 | $1.9B | NEW | 125k | 14862.53 |
|
| Waste Management (WM) | 0.3 | $1.8B | NEW | 8.8k | 201791.90 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.7B | NEW | 2.9k | 586169.44 |
|
| Deere & Company (DE) | 0.3 | $1.6B | NEW | 3.9k | 423672.85 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $1.5B | -3% | 33k | 46290.60 |
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.2 | $1.4B | +12% | 63k | 22399.92 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.2 | $1.4B | -4% | 24k | 57320.90 |
|
| Tesla Motors (TSLA) | 0.2 | $1.3B | NEW | 3.1k | 403843.30 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.1B | NEW | 9.5k | 115220.00 |
|
| Wells Fargo & Company (WFC) | 0.2 | $951M | -3% | 14k | 70240.75 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.2 | $939M | +19% | 12k | 77887.24 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $865M | NEW | 3.4k | 253750.15 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $830M | NEW | 5.1k | 161768.71 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.1 | $825M | -30% | 32k | 25519.99 |
|
| Wal-Mart Stores (WMT) | 0.1 | $800M | NEW | 8.9k | 90347.10 |
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.1 | $788M | -3% | 36k | 21780.00 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $785M | -35% | 26k | 30480.23 |
|
| Principal Financial (PFG) | 0.1 | $771M | NEW | 10k | 77406.42 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $761M | NEW | 2.6k | 289809.98 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $734M | NEW | 8.2k | 89039.78 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $716M | -5% | 12k | 62312.45 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.1 | $688M | +2% | 16k | 43439.99 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $671M | -41% | 6.3k | 106555.04 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $641M | NEW | 4.8k | 134290.68 |
|
| Ssga Active Etf Tr Mult Ass Rlrtn (RLY) | 0.1 | $633M | 23k | 27019.94 |
|
|
| Travelers Companies (TRV) | 0.1 | $628M | NEW | 2.6k | 240906.75 |
|
| Ishares Tr Micro-cap Etf (IWC) | 0.1 | $621M | NEW | 4.8k | 130390.35 |
|
| O'reilly Automotive (ORLY) | 0.1 | $600M | NEW | 506.00 | 1185800.40 |
|
| Home Depot (HD) | 0.1 | $588M | NEW | 1.5k | 388991.40 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $584M | 15k | 40339.97 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $582M | NEW | 6.8k | 85840.05 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $556M | NEW | 9.7k | 57528.25 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $511M | NEW | 3.0k | 169300.07 |
|
| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.1 | $481M | +39% | 22k | 21679.74 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $446M | NEW | 1.4k | 326510.25 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $442M | -3% | 11k | 39369.98 |
|
| Emerson Electric (EMR) | 0.1 | $436M | NEW | 3.5k | 123930.13 |
|
| Caterpillar (CAT) | 0.1 | $429M | NEW | 1.2k | 362695.43 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $409M | NEW | 695.00 | 589040.29 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $404M | NEW | 3.8k | 107568.27 |
|
| Vanguard World Energy Etf (VDE) | 0.1 | $381M | NEW | 3.1k | 121314.85 |
|
| Ameren Corporation (AEE) | 0.1 | $368M | NEW | 4.1k | 89139.95 |
|
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $361M | -5% | 12k | 30060.01 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $357M | NEW | 14k | 26069.81 |
|
| Ishares Tr Conser Alloc Etf (AOK) | 0.1 | $352M | NEW | 9.4k | 37299.59 |
|
| Fiserv (FI) | 0.1 | $340M | NEW | 1.7k | 205419.94 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $333M | +26% | 15k | 22980.03 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $326M | NEW | 7.4k | 44038.80 |
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $312M | NEW | 2.6k | 121723.98 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $310M | NEW | 4.4k | 70281.31 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $298M | NEW | 6.1k | 49053.91 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $298M | NEW | 1.2k | 242129.87 |
|
| Spdr Ser Tr Portfolio Ln Cor (SPLB) | 0.0 | $285M | -95% | 13k | 22230.04 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $277M | NEW | 8.6k | 32119.97 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $273M | NEW | 1.4k | 190481.84 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $271M | NEW | 530.00 | 510826.42 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $260M | NEW | 2.0k | 131149.77 |
|
| Procter & Gamble Company (PG) | 0.0 | $255M | NEW | 1.5k | 167650.00 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $251M | NEW | 2.0k | 127621.64 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $241M | NEW | 8.8k | 27320.05 |
|
| Generac Holdings (GNRC) | 0.0 | $239M | NEW | 1.5k | 155050.00 |
|
| Meta Platforms Cl A (META) | 0.0 | $230M | NEW | 392.00 | 585408.16 |
|
| Pepsi (PEP) | 0.0 | $220M | NEW | 1.4k | 152109.49 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $216M | NEW | 13k | 16370.38 |
|
| Corteva (CTVA) | 0.0 | $215M | NEW | 3.8k | 56959.90 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $213M | NEW | 2.9k | 74730.18 |
|
| At&t (T) | 0.0 | $212M | NEW | 9.3k | 22769.26 |
|
| Nushares Etf Tr Esg Hi Tld Crp (NUHY) | 0.0 | $211M | -5% | 10k | 21130.01 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $209M | NEW | 2.3k | 90929.79 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $204M | NEW | 3.5k | 59134.59 |
|
| Ford Motor Company (F) | 0.0 | $183M | -3% | 18k | 9899.86 |
|
Past Filings by Legacy Financial Group
SEC 13F filings are viewable for Legacy Financial Group going back to 2020
- Legacy Financial Group 2024 Q4 filed Jan. 22, 2025
- Legacy Financial Group 2024 Q3 filed Oct. 15, 2024
- Legacy Financial Group 2024 Q2 filed July 17, 2024
- Legacy Financial Group 2024 Q1 filed April 10, 2024
- Legacy Financial Group 2023 Q4 filed Jan. 22, 2024
- Legacy Financial Group 2023 Q3 filed Oct. 24, 2023
- Legacy Financial Group 2023 Q2 filed July 24, 2023
- Legacy Financial Group 2023 Q1 filed April 21, 2023
- Legacy Financial Group 2022 Q4 filed Jan. 26, 2023
- Legacy Financial Group 2022 Q3 filed Oct. 13, 2022
- Legacy Financial Group 2022 Q2 filed July 8, 2022
- Legacy Financial Group 2022 Q1 filed April 12, 2022
- Legacy Financial Group 2021 Q4 filed Jan. 20, 2022
- Legacy Financial Group 2021 Q3 filed Oct. 22, 2021
- Legacy Financial Group 2021 Q2 filed July 20, 2021
- Legacy Financial Group 2021 Q1 filed April 26, 2021