Legacy Financial Group LLC

Name: Legacy Financial Group LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001834011 · DES MOINES, IA · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source ↗

Legacy Financial Group LLC reported 133 positions worth $888.2M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: IUSG (7.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$888.2M

2026 Q2

Positions

133

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

50.1%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 133 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	IUSG	ISHARES CORE S&P U.S. GROWTH ETF	SH	$70.1M	7.89%	372,777	—	—
▸ 2	IVV	ISHARES CORE S&P 500 ETF	SH	$55.9M	6.29%	74,646	—	—
▸ 3	SDY	STATE STREET SPDR S&P DIVIDEND ETF	SH	$53.8M	6.06%	353,819	—	—
▸ 4	BUFD	FT VEST LADDERED DEEP BUFFER ETF	SH	$51.7M	5.82%	1,739,605	—	—
▸ 5	ESN	ESSENTIAL 40 STOCK ETF	SH	$45.2M	5.09%	2,274,028	—	—
▸ 6	VB	VANGUARD MORNINGSTAR SMALL-CAP ETF	SH	$41.7M	4.70%	137,688	—	—
▸ 7	BUFR	FT VEST LADDERED BUFFER ETF	SH	$39.4M	4.43%	1,077,400	—	—
▸ 8	IUSB	ISHARES CORE TOTAL USD BOND MARKET ETF	SH	$35.1M	3.96%	761,427	—	—
▸ 9	EMXC	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	SH	$26.2M	2.95%	255,720	—	—
▸ 10	BINC	ISHARES FLEXIBLE INCOME ACTIVE ETF	SH	$25.6M	2.88%	488,882	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Legacy Financial Group LLC hold as of Q2 2026?

Legacy Financial Group LLC reported 133 positions worth $888.2M in its Q2 2026 13F filing. Largest positions: IUSG (7.9%), IVV (6.3%), SDY (6.1%), BUFD (5.8%) and ESN (5.1%).

What did Legacy Financial Group LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Legacy Financial Group LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.