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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 HELO, BUFD, IUSG, SDY, VB, and represent 31.57% of Legacy Financial Group's stock portfolio.
Added to shares of these 10 stocks: EFG (+$8.9M), IVV (+$8.3M), IDEF (+$5.9M), BLCR (+$5.7M), GOVT (+$5.2M), IVW, IUSB, THRO, BSCV, BUFD.
Started 7 new stock positions in LCTU, LAMR, GEV, EFG, CB, BLCR, IDEF.
Reduced shares in these 10 stocks: OEF (-$15M), ITA, EMXC, DYNF, IAU, IVE, BSJQ, EMB, BINC, VOO.
Sold out of its positions in OEF, TIP, EMB, ITA.
Legacy Financial Group was a net buyer of stock by $9.3M.
Legacy Financial Group has $795M in assets under management (AUM), dropping by -1.76%.
Central Index Key (CIK): 0001834011

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Portfolio Holdings for Legacy Financial Group

Legacy Financial Group holds 121 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	7.8	$62M		967k	63.91	View chart
Ft Vest Laddered Deep Buffer Etf Etf (BUFD)	7.1	$56M		2.0M	28.00	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	6.6	$53M		340k	155.11	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	5.3	$43M		291k	145.94	View chart
Vanguard Small-cap Etf Etf (VB)	4.7	$38M		144k	261.92	View chart
Essential 40 Stock Etf Etf (ESN)	4.2	$33M		1.9M	17.51	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	3.6	$29M	-11%	367k	78.66	View chart
Ishares Core S&p 500 Etf Etf (IVV)	3.4	$27M	+44%	41k	653.21	View chart
Ishares Flexible Income Active Etf Etf (BINC)	3.4	$27M	-2%	517k	51.93	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	3.2	$26M	+4%	558k	46.19	View chart
Ishares S&p 500 Value Etf Etf (IVE)	2.6	$20M	-7%	97k	211.15	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	2.3	$18M	+6%	162k	113.11	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	2.3	$18M		927k	19.62	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	2.2	$18M		873k	20.42	View chart
Invesco Bulletshares 2029 High Yield Corporate Bond Etf Etf (BSJT)	2.2	$18M	+2%	841k	21.04	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	2.2	$18M		415k	42.31	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	2.2	$17M	-14%	296k	58.18	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	2.1	$17M		321k	53.22	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	1.9	$15M		184k	82.75	View chart
Invesco Bulletshares 2030 High Yield Corporate Bond Etf Etf (BSJU)	1.8	$14M	+2%	561k	25.59	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	1.8	$14M		190k	74.35	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.8	$14M		248k	56.58	View chart
Invesco Bulletshares 2031 Corporate Bond Etf Etf (BSCV)	1.2	$9.7M	+6%	587k	16.46	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	1.1	$8.9M	NEW	80k	111.37	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	1.1	$8.8M	+3%	46k	191.81	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	1.0	$8.3M	+3%	252k	32.95	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	1.0	$8.1M	+4%	34k	239.99	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	1.0	$7.8M	+8%	217k	36.22	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	1.0	$7.6M	+4%	76k	100.72	View chart
Caseys Gen Stores Stock (CASY)	0.9	$7.1M		9.8k	727.82	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.8	$6.6M		111k	59.19	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.8	$6.6M		74k	88.49	View chart
Invesco Bulletshares 2026 High Yield Corp Bond Etf Etf (BSJQ)	0.8	$6.2M	-20%	267k	23.18	View chart
Ishares Mbs Etf Etf (MBB)	0.8	$6.1M	+4%	64k	94.95	View chart
Ishares Defense Industrials Active Etf Etf (IDEF)	0.7	$5.9M	NEW	180k	32.72	View chart
Ishares Large Cap Core Active Etf Etf (BLCR)	0.7	$5.7M	NEW	139k	41.06	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.7	$5.7M	+1113%	248k	22.91	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.7	$5.5M	-3%	85k	64.08	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.7	$5.3M	+5%	37k	142.43	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$5.3M		11k	479.20	View chart
Vanguard Mid-cap Etf Etf (VO)	0.7	$5.2M		18k	287.18	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.6	$4.4M	+7%	88k	50.04	View chart
Vanguard Utilities Etf Etf (VPU)	0.5	$4.4M	+6%	22k	198.14	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.5	$3.8M	-8%	6.4k	597.51	View chart
Amazon Stock (AMZN)	0.4	$3.2M		15k	208.27	View chart
Microsoft Corp Stock (MSFT)	0.4	$2.9M		7.8k	370.16	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.3	$2.7M	-7%	34k	78.41	View chart
Apple Stock (AAPL)	0.3	$2.7M		11k	253.79	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$2.3M		5.2k	436.75	View chart
Ishares Gold Trust Etf (IAU)	0.2	$1.8M	-59%	21k	88.16	View chart
Waste Mgmt Inc Del Stock (WM)	0.2	$1.8M		7.8k	229.78	View chart
Deere & Co Stock (DE)	0.2	$1.8M		3.2k	563.28	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.2	$1.7M		2.7k	650.41	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.2	$1.6M	-2%	25k	64.35	View chart
Invesco Bulletshares 2027 High Yield Corporate Bond Etf Etf (BSJR)	0.2	$1.6M		70k	22.36	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$1.4M	+5%	20k	73.64	View chart
Walmart Stock (WMT)	0.2	$1.3M		10k	124.28	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.2M		9.4k	124.31	View chart
Tesla Stock (TSLA)	0.1	$1.1M		2.9k	371.75	View chart
Principal Financial Group Stock (PFG)	0.1	$1.1M	+3%	12k	90.11	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.0M	+2%	6.0k	169.66	View chart
Nvidia Corporation Stock (NVDA)	0.1	$950k		5.4k	174.40	View chart
Invesco Bulletshares 2028 High Yield Corporate Bond Etf Etf (BSJS)	0.1	$933k		43k	21.68	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$886k		4.8k	184.26	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.1	$878k	-10%	9.6k	91.52	View chart
Caterpillar Stock (CAT)	0.1	$855k		1.2k	708.62	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$804k	-7%	3.1k	257.35	View chart
Ishares Core 40/60 Moderate Allocation Etf Etf (AOM)	0.1	$800k		17k	47.37	View chart
Travelers Companies Stock (TRV)	0.1	$743k		2.5k	291.73	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)	0.1	$694k		17k	40.10	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$685k	-2%	10k	67.53	View chart
Ishares Micro-cap Etf Etf (IWC)	0.1	$680k		4.3k	159.60	View chart
State Street Multi-asset Real Return Etf Etf (RLY)	0.1	$678k		19k	36.15	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.1	$677k		14k	47.53	View chart
Wells Fargo & Co Stock (WFC)	0.1	$655k		8.2k	79.61	View chart
Oreilly Automotive Stock (ORLY)	0.1	$646k		7.0k	92.31	View chart
Spdr Gold Shares Etf (GLD)	0.1	$636k		1.5k	430.29	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$634k		2.0k	320.81	View chart
Vanguard Value Etf Etf (VTV)	0.1	$589k		3.0k	196.20	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$562k	+2%	7.3k	76.54	View chart
Ishares Top 20 U.s. Stocks Etf Etf (TOPT)	0.1	$519k		18k	28.62	View chart
Home Depot Stock (HD)	0.1	$517k		1.6k	328.99	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$471k	-2%	5.2k	90.53	View chart
Nuveen Esg U.s. Aggregate Bond Etf Etf (NUBD)	0.1	$465k	-13%	21k	22.21	View chart
Ameren Corp Stock (AEE)	0.1	$462k		4.2k	109.92	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$421k	+2%	1.5k	286.78	View chart
Emerson Elec Stock (EMR)	0.1	$418k		3.2k	131.02	View chart
Ishares Core 30/70 Conservative Allocation Etf Etf (AOK)	0.1	$416k	+13%	10k	39.89	View chart
Lpl Finl Hldgs Stock (LPLA)	0.1	$416k		1.4k	300.84	View chart
Xpo Stock (XPO)	0.0	$377k		1.9k	194.55	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.0	$376k	-6%	4.1k	90.94	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$359k		6.6k	54.05	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$343k	+8%	594.00	576.82	View chart
Lamar Advertising Co Cl A Reit (LAMR)	0.0	$332k	NEW	2.6k	126.65	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.0	$330k	-6%	7.2k	45.50	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.0	$297k	+2%	1.0k	287.59	View chart
Nuveen Esg International Developed Markets Equity Etf Etf (NUDM)	0.0	$291k	-6%	8.1k	36.11	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$288k		1.9k	148.08	View chart
Generac Hldgs Stock (GNRC)	0.0	$282k		1.4k	195.33	View chart
Ford Mtr Stock (F)	0.0	$279k	-5%	24k	11.54	View chart
At&t Stock (T)	0.0	$279k		9.6k	28.99	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$270k		8.8k	30.68	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$260k		8.9k	29.13	View chart
Coca Cola Stock (KO)	0.0	$258k	+2%	3.4k	76.05	View chart
Johnson & Johnson Stock (JNJ)	0.0	$256k	+6%	1.0k	244.53	View chart
Ge Aerospace Stock (GE)	0.0	$255k		899.00	283.75	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$242k	-16%	1.3k	181.43	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$239k	+2%	418.00	572.37	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$238k	-14%	2.3k	102.25	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$231k		2.3k	100.62	View chart
Keurig Dr Pepper Stock (KDP)	0.0	$227k		8.6k	26.33	View chart
Pepsico Stock (PEP)	0.0	$225k	-4%	1.4k	155.29	View chart
Union Pac Corp Stock (UNP)	0.0	$222k		915.00	242.51	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$222k		3.2k	70.18	View chart
Procter & Gamble Stock (PG)	0.0	$217k		1.5k	144.44	View chart
Ishares Silver Trust Etf (SLV)	0.0	$217k	+6%	3.2k	68.14	View chart
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU)	0.0	$206k	NEW	2.9k	70.14	View chart
Chubb Ltd Switz Stock (CB)	0.0	$205k	NEW	630.00	325.75	View chart
Ge Vernova Stock (GEV)	0.0	$204k	NEW	234.00	873.18	View chart
Alliant Energy Corp Stock (LNT)	0.0	$204k	-6%	2.8k	71.76	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$202k		6.6k	30.50	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 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
Legacy Financial Group 2022 Q2 filed July 8, 2022

View all past filings

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