Legacy Financial Group LLC
CIK 0001834011 · DES MOINES, IA · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source ↗
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
Top Holdings
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
7.9%
IVV
ISHARES CORE S&P 500 ETF
6.3%
SDY
STATE STREET SPDR S&P DIVIDEND ETF
6.1%
BUFD
FT VEST LADDERED DEEP BUFFER ETF
5.8%
ESN
ESSENTIAL 40 STOCK ETF
5.1%
VB
VANGUARD MORNINGSTAR SMALL-CAP ETF
4.7%
BUFR
FT VEST LADDERED BUFFER ETF
4.4%
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
4.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.