Legacy Financial Group

Legacy Financial Group as of March 31, 2026

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