Legacy Financial Group

Legacy Financial Group as of June 30, 2026

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