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Legacy Financial Group

Latest statistics and disclosures from Legacy Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IUSG, IVV, SDY, BUFD, ESN, and represent 31.16% of Legacy Financial Group's stock portfolio.
Added to shares of these 10 stocks: BUFR (+$39M), IVV (+$25M), BSCW (+$12M), SDY (+$9.5M), IUSB (+$9.4M), ESN (+$7.5M), CORO (+$7.4M), IUSG (+$6.1M), IALT, BSCV.
Started 20 new stock positions in JPM, IALT, MU, IJT, EAGG, GGOV, BUFR, SUSC, VIG, BSJV. Psq Holdings Inc Com Shs Cl A, V, Exxon Mobil Corp, STIP, CORO, ESGU, DSI, LLY, INTC, BSCW.
Reduced shares in these 10 stocks: HELO (-$58M), EMXC (-$11M), QUAL (-$9.3M), EFV (-$8.4M), BUFD (-$8.0M), BSCR (-$7.0M), IAGG, IVE, THRO, MTUM.
Sold out of its positions in T, XOM, SLV, IAGG, NULV, NUDM, PEP, CB.
Legacy Financial Group was a net buyer of stock by $23M.
Legacy Financial Group has $888M in assets under management (AUM), dropping by 11.71%.
Central Index Key (CIK): 0001834011

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Portfolio Holdings for Legacy Financial Group

Legacy Financial Group holds 133 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	7.9	$70M	+9%	373k	188.09	View chart
Ishares Core S&p 500 Etf Etf (IVV)	6.3	$56M	+81%	75k	748.89	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	6.1	$54M	+21%	354k	152.18	View chart
Ft Vest Laddered Deep Buffer Etf Etf (BUFD)	5.8	$52M	-13%	1.7M	29.72	View chart
Essential 40 Stock Etf Etf (ESN)	5.1	$45M	+19%	2.3M	19.88	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	4.7	$42M	-4%	138k	303.12	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	4.4	$39M	NEW	1.1M	36.53	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	4.0	$35M	+36%	761k	46.15	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	2.9	$26M	-30%	256k	102.30	View chart
Ishares Flexible Income Active Etf Etf (BINC)	2.9	$26M	-5%	489k	52.34	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	2.5	$23M		164k	137.53	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	2.4	$21M	+4%	308k	68.01	View chart
Invesco Bulletshares 2029 High Yield Corporate Bond Etf Etf (BSJT)	2.2	$19M	+9%	917k	21.13	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	2.2	$19M	+7%	943k	20.36	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	2.1	$19M	+6%	441k	42.41	View chart
Ishares S&p 500 Value Etf Etf (IVE)	2.1	$19M	-15%	81k	227.06	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	2.0	$18M	+3%	333k	53.17	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	1.9	$17M	+12%	208k	82.65	View chart
Invesco Bulletshares 2030 High Yield Corporate Bond Etf Etf (BSJU)	1.9	$17M	+15%	645k	25.81	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.6	$15M	-3%	240k	60.79	View chart
Invesco Bulletshares 2031 Corporate Bond Etf Etf (BSCV)	1.6	$14M	+44%	846k	16.39	View chart
Invesco Bulletshares 2032 Corporate Bond Etf Etf (BSCW)	1.3	$12M	NEW	568k	20.51	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	1.3	$11M	-38%	568k	19.61	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	1.2	$11M	+9%	88k	124.42	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	1.2	$11M	-19%	204k	52.72	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	1.0	$8.7M	-24%	25k	342.84	View chart
Ishares Large Cap Core Active Etf Etf (BLCR)	0.9	$8.2M	+16%	162k	50.37	View chart
Caseys Gen Stores Stock (CASY)	0.9	$7.8M		9.8k	794.78	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	0.9	$7.6M	-88%	112k	67.58	View chart
Ishares International Country Rotation Active Etf Etf (CORO)	0.8	$7.4M	NEW	203k	36.60	View chart
Ishares Defense Industrials Active Etf Etf (IDEF)	0.8	$7.4M	+30%	234k	31.78	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.8	$7.3M		110k	66.45	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.8	$7.1M		73k	97.60	View chart
Ishares Mbs Etf Etf (MBB)	0.8	$6.9M	+15%	74k	94.52	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.7	$6.5M	+15%	286k	22.78	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.7	$6.2M	-57%	81k	76.55	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.7	$6.1M	-19%	61k	100.35	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.7	$5.9M	-36%	138k	43.11	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.6	$5.7M	-6%	80k	71.25	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.6	$5.6M	+284%	70k	80.57	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$5.5M		11k	500.39	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.6	$5.0M	-18%	31k	164.27	View chart
Ishares Systematic Alternatives Active Etf Etf (IALT)	0.6	$4.9M	NEW	176k	28.05	View chart
Vanguard Utilities Etf Etf (VPU)	0.5	$4.3M		22k	195.73	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$4.2M	-3%	6.2k	686.85	View chart
Ishares Global Government Bond Usd Hedged Active Etf Etf (GGOV)	0.4	$3.9M	NEW	78k	50.29	View chart
Amazon Stock (AMZN)	0.4	$3.6M		15k	238.34	View chart
Invesco Bulletshares 2026 High Yield Corp Bond Etf Etf (BSJQ)	0.4	$3.4M	-44%	148k	22.95	View chart
Apple Stock (AAPL)	0.3	$3.0M		10k	289.36	View chart
Microsoft Corp Stock (MSFT)	0.3	$2.8M	-2%	7.6k	373.03	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.3	$2.7M	+498%	31k	86.14	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$2.0M		2.7k	746.75	View chart
Deere & Co Stock (DE)	0.2	$2.0M		3.1k	634.29	View chart
Ishares Gold Trust Etf (IAU)	0.2	$1.9M	+17%	25k	75.51	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$1.8M	-33%	23k	77.91	View chart
Waste Mgmt Inc Del Stock (WM)	0.2	$1.7M		7.7k	222.89	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.2	$1.7M	-4%	24k	69.50	View chart
Invesco Bulletshares 2027 High Yield Corporate Bond Etf Etf (BSJR)	0.2	$1.6M	+2%	72k	22.35	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$1.4M		9.4k	148.31	View chart
Wells Fargo & Co Stock (WFC)	0.2	$1.4M	+102%	17k	82.64	View chart
Caterpillar Stock (CAT)	0.1	$1.3M		1.2k	1064.62	View chart
Principal Financial Group Stock (PFG)	0.1	$1.3M		12k	107.78	View chart
Tesla Stock (TSLA)	0.1	$1.2M		2.9k	420.60	View chart
Walmart Stock (WMT)	0.1	$1.2M	+4%	11k	113.26	View chart
Nvidia Corporation Stock (NVDA)	0.1	$1.1M		5.5k	200.10	View chart
Invesco Bulletshares 2028 High Yield Corporate Bond Etf Etf (BSJS)	0.1	$1.0M	+7%	46k	21.75	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$982k	-31%	13k	73.41	View chart
Vanguard Morningstar Mid-cap Growth Etf Etf (VOT)	0.1	$957k		3.1k	306.30	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.1	$912k	-11%	8.5k	107.82	View chart
Vanguard Morningstar Mid-cap Value Etf Etf (VOE)	0.1	$900k	-5%	4.6k	197.60	View chart
Ishares Core 40/60 Moderate Allocation Etf Etf (AOM)	0.1	$873k	+3%	18k	49.89	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$849k		17k	49.18	View chart
Travelers Companies Stock (TRV)	0.1	$842k		2.6k	330.09	View chart
Ishares Micro-cap Etf Etf (IWC)	0.1	$826k	-3%	4.1k	200.05	View chart
Exxonmobil Holdings Corp Stock	0.1	$823k	NEW	6.0k	136.72	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$782k		10k	77.11	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.1	$769k		14k	54.03	View chart
State Street Multi-asset Real Return Etf Etf (RLY)	0.1	$734k	+13%	21k	34.51	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.1	$722k		2.0k	370.04	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$695k	-93%	3.2k	219.43	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.1	$661k		3.0k	217.93	View chart
Oreilly Automotive Stock (ORLY)	0.1	$650k		7.1k	92.09	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$627k	-2%	7.1k	87.88	View chart
Ishares Top 20 U.s. Stocks Etf Etf (TOPT)	0.1	$608k		19k	32.92	View chart
Home Depot Stock (HD)	0.1	$555k		1.6k	352.66	View chart
Spdr Gold Shares Etf (GLD)	0.1	$544k		1.5k	368.38	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$518k		1.5k	353.24	View chart
Emerson Elec Stock (EMR)	0.1	$482k	+5%	3.4k	143.15	View chart
Ameren Corp Stock (AEE)	0.1	$475k		4.2k	113.04	View chart
Ishares Core 30/70 Conservative Allocation Etf Etf (AOK)	0.1	$458k	+5%	11k	41.48	View chart
Intel Corp Stock (INTC)	0.1	$456k	NEW	3.3k	139.63	View chart
Xpo Stock (XPO)	0.0	$443k	+11%	2.2k	205.29	View chart
Generac Hldgs Stock (GNRC)	0.0	$423k		1.4k	292.81	View chart
Lamar Advertising Co Cl A Reit (LAMR)	0.0	$410k		2.6k	155.98	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$410k	-6%	557.00	736.25	View chart
Lpl Finl Hldgs Stock (LPLA)	0.0	$389k		1.4k	281.69	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$378k	-24%	3.9k	96.57	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$377k	-4%	6.3k	59.69	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.0	$370k		1.0k	357.43	View chart
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU)	0.0	$360k	+53%	4.5k	80.16	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.0	$354k	NEW	7.5k	47.41	View chart
Ford Mtr Stock (F)	0.0	$345k	+2%	25k	13.90	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$322k	NEW	2.0k	163.67	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$307k		1.9k	158.06	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$303k		8.9k	33.84	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$295k	-12%	1.2k	252.20	View chart
Keurig Dr Pepper Stock (KDP)	0.0	$282k		8.6k	32.73	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$279k		8.8k	31.71	View chart
Johnson & Johnson Stock (JNJ)	0.0	$277k	+4%	1.1k	253.97	View chart
Coca Cola Stock (KO)	0.0	$277k		3.4k	81.27	View chart
Micron Technology Stock (MU)	0.0	$274k	NEW	237.00	1154.29	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$269k		2.3k	117.50	View chart
Nuveen Esg U.s. Aggregate Bond Etf Etf (NUBD)	0.0	$264k	-43%	12k	22.14	View chart
Ge Aerospace Stock (GE)	0.0	$258k	-23%	691.00	373.76	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$255k		2.3k	110.17	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.0	$253k	NEW	1.8k	142.39	View chart
Union Pac Corp Stock (UNP)	0.0	$250k		919.00	272.07	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.0	$242k	-50%	2.1k	117.06	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$240k		3.2k	75.79	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$236k		418.00	563.93	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$232k	NEW	2.3k	102.16	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$231k		6.6k	34.81	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$231k	NEW	704.00	327.51	View chart
Eli Lilly & Co Stock (LLY)	0.0	$228k	NEW	190.00	1198.47	View chart
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC)	0.0	$227k	NEW	9.8k	23.15	View chart
Procter & Gamble Stock (PG)	0.0	$221k		1.5k	146.64	View chart
Alliant Energy Corp Stock (LNT)	0.0	$217k		2.8k	76.29	View chart
Invesco Bulletshares 2031 High Yield Corporate Bond Etf Etf (BSJV)	0.0	$211k	NEW	8.0k	26.25	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$210k	NEW	1.2k	178.60	View chart
Ge Vernova Stock (GEV)	0.0	$209k	-23%	178.00	1175.43	View chart
Visa Inc Com Cl A Stock (V)	0.0	$202k	NEW	590.00	343.12	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$202k	NEW	852.00	236.62	View chart
Psq Holdings Inc Com Shs Cl A Stock	0.0	$4.1k	NEW	10k	0.40	View chart

Past Filings by Legacy Financial Group

SEC 13F filings are viewable for Legacy Financial Group going back to 2020

Legacy Financial Group 2026 Q2 filed Aug. 5, 2026
Legacy Financial Group 2026 Q1 filed May 4, 2026
Legacy Financial Group 2025 Q4 filed Feb. 5, 2026
Legacy Financial Group 2025 Q3 filed Jan. 6, 2026
Legacy Financial Group 2025 Q2 filed July 15, 2025
Legacy Financial Group 2025 Q1 filed April 10, 2025
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

View all past filings

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