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Legacy Financial Group LLC 13F holdings

Filed 2026-08-05 · Legacy Financial Group LLC · 133 positions · $888.2M

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TickerCompanySharesValue% of portfolio
IUSGISHARES CORE S&P U.S. GROWTH ETF372.8K$70.1M7.9%
IVVISHARES CORE S&P 500 ETF74.6K$55.9M6.3%
SDYSTATE STREET SPDR S&P DIVIDEND ETF353.8K$53.8M6.1%
BUFDFT VEST LADDERED DEEP BUFFER ETF1.7M$51.7M5.8%
—ESSENTIAL 40 STOCK ETF2.3M$45.2M5.1%
VBVANGUARD MORNINGSTAR SMALL-CAP ETF137.7K$41.7M4.7%
BUFRFT VEST LADDERED BUFFER ETF1.1M$39.4M4.4%
IUSBISHARES CORE TOTAL USD BOND MARKET ETF761.4K$35.1M4.0%
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF255.7K$26.2M2.9%
BINCISHARES FLEXIBLE INCOME ACTIVE ETF488.9K$25.6M2.9%
IVWISHARES S&P 500 GROWTH ETF164.3K$22.6M2.5%
DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF308.4K$21.0M2.4%
BSJTINVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF916.9K$19.4M2.2%
BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF942.7K$19.2M2.2%
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF441.2K$18.7M2.1%
IVEISHARES S&P 500 VALUE ETF81.3K$18.5M2.1%
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF332.5K$17.7M2.0%
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF207.6K$17.2M1.9%
BSJUINVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF645.0K$16.6M1.9%
SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF239.5K$14.6M1.6%
BSCVINVESCO BULLETSHARES 2031 CORPORATE BOND ETF846.3K$13.9M1.6%
BSCWINVESCO BULLETSHARES 2032 CORPORATE BOND ETF567.8K$11.6M1.3%
BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF568.0K$11.1M1.3%
EFGISHARES MSCI EAFE GROWTH ETF88.0K$10.9M1.2%
BAIISHARES A.I. INNOVATION AND TECH ACTIVE ETF203.6K$10.7M1.2%
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF25.3K$8.7M1.0%
BLCRISHARES LARGE CAP CORE ACTIVE ETF162.3K$8.2M0.9%
CASYCASEYS GEN STORES INC COM9.8K$7.8M0.9%
HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF112.1K$7.6M0.9%
COROISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF203.4K$7.4M0.8%
IDEFISHARES DEFENSE INDUSTRIALS ACTIVE ETF233.9K$7.4M0.8%
USRTISHARES CORE U.S. REIT ETF109.5K$7.3M0.8%
AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF73.0K$7.1M0.8%
MBBISHARES MBS ETF73.5K$6.9M0.8%
GOVTISHARES U.S. TREASURY BOND ETF285.8K$6.5M0.7%
EFVISHARES MSCI EAFE VALUE ETF80.7K$6.2M0.7%
TLHISHARES 10-20 YEAR TREASURY BOND ETF60.8K$6.1M0.7%
THROISHARES U.S. THEMATIC ROTATION ACTIVE ETF137.5K$5.9M0.7%
VEAVANGUARD FTSE DEVELOPED MARKETS ETF80.1K$5.7M0.6%
VOVANGUARD MORNINGSTAR MID-CAP ETF69.8K$5.6M0.6%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW10.9K$5.5M0.6%
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF30.5K$5.0M0.6%
IALTISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF175.7K$4.9M0.6%
VPUVANGUARD UTILITIES ETF22.2K$4.3M0.5%
VOOVANGUARD S&P 500 ETF6.2K$4.2M0.5%
GGOVISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF77.5K$3.9M0.4%
AMZNAMAZON COM INC COM15.0K$3.6M0.4%
BSJQINVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF147.9K$3.4M0.4%
AAPLAPPLE INC COM10.4K$3.0M0.3%
MSFTMICROSOFT CORP COM7.6K$2.8M0.3%
VUGVANGUARD MORNINGSTAR GROWTH ETF31.3K$2.7M0.3%
SPYSTATE STREET SPDR S&P 500 ETF2.7K$2.0M0.2%
DEDEERE & CO COM3.1K$2.0M0.2%
IAUISHARES GOLD TRUST24.6K$1.9M0.2%
BSVVANGUARD SHORT-TERM BOND ETF22.8K$1.8M0.2%
WMWASTE MGMT INC DEL COM7.7K$1.7M0.2%
AORISHARES CORE 60/40 BALANCED ALLOCATION ETF23.9K$1.7M0.2%
BSJRINVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF71.5K$1.6M0.2%
IJRISHARES CORE S&P SMALL CAP ETF9.4K$1.4M0.2%
WFCWELLS FARGO & CO COM16.6K$1.4M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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