Legacy Financial Group LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Legacy Financial Group LLC held in its portfolio 118 assets valued at $809,338,398 (i.e. $809.34M).
The most valuable assets in the portfolio included: JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF ($64.11M), FT VEST LADDERED DEEP BUFFER ETF ($56.41M), and ISHARES CORE S&P U.S. GROWTH ETF ($55.60M).
The chart below shows the top 10 valuable assets, and the table below shows the top 118 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Legacy Financial Group LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 960623 | 64111961 | ETF |
| FT VEST LADDERED DEEP BUFFER ETF | 1987567 | 56407151 | ETF |
| ISHARES CORE S&P U.S. GROWTH ETF | 338551 | 55600275 | ETF |
| STATE STREET SPDR S&P DIVIDEND ETF | 291534 | 44502672 | ETF |
| VANGUARD SMALL-CAP ETF | 143618 | 39088414 | ETF |
| ESSENTIAL 40 STOCK ETF | 1891621 | 34381913 | ETF |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 412470 | 33051231 | ETF |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | 531250 | 28081897 | ETF |
| ISHARES CORE TOTAL USD BOND MARKET ETF | 533293 | 24771441 | ETF |
| ISHARES S&P 500 VALUE ETF | 104426 | 23081323 | ETF |
| ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 348362 | 21211758 | ETF |
| ISHARES CORE S&P 500 ETF | 28432 | 19598163 | ETF |
| ISHARES S&P 500 GROWTH ETF | 151264 | 18163737 | ETF |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 915861 | 18088254 | ETF |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 417113 | 17835764 | ETF |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 859209 | 17691107 | ETF |
| INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | 820334 | 17596164 | ETF |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 318629 | 17119947 | ETF |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 181464 | 15154059 | ETF |
| ISHARES MSCI EAFE VALUE ETF | 190504 | 14741231 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 247196 | 14631521 | ETF |
| ISHARES S&P 100 ETF | 42654 | 14514178 | ETF |
| INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF | 545664 | 14225463 | ETF |
| INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | 550382 | 9169357 | ETF |
| ISHARES MSCI USA QUALITY FACTOR ETF | 44225 | 8916719 | ETF |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | 32194 | 7953512 | ETF |
| ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 243221 | 7938742 | ETF |
| INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | 335035 | 7796265 | ETF |
| ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | 199795 | 7638148 | ETF |
| ISHARES 10-20 YEAR TREASURY BOND ETF | 72215 | 7290818 | ETF |
| ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | 75053 | 6889121 | ETF |
| ISHARES CORE U.S. REIT ETF | 111380 | 6603717 | ETF |
| CASEYS GEN STORES INC COM | 9737 | 6307356 | Stock |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 88104 | 5885380 | ETF |
| ISHARES MBS ETF | 60936 | 5801098 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 10972 | 5528030 | Stock |
| VANGUARD MID-CAP ETF | 18152 | 5410307 | ETF |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 35410 | 5307649 | ETF |
| ISHARES GOLD TRUST | 52214 | 4851725 | ETF |
| VANGUARD S&P 500 ETF | 7035 | 4438204 | ETF |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | 18098 | 4126344 | ETF |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 82154 | 4119217 | ETF |
| VANGUARD UTILITIES ETF | 20687 | 3867642 | ETF |
| AMAZON COM INC COM | 15179 | 3536568 | Stock |
| MICROSOFT CORP COM | 7833 | 3244229 | Stock |
| VANGUARD SHORT-TERM BOND ETF | 37070 | 2915595 | ETF |
| APPLE INC COM | 10480 | 2897578 | Stock |
| VANGUARD GROWTH ETF | 5297 | 2475844 | ETF |
| STATE STR SPDR S&P 500 ETF TR TR UNIT | 2684 | 1841925 | ETF |
| DEERE & CO COM | 3174 | 1800489 | Stock |
| WASTE MGMT INC DEL COM | 7891 | 1786830 | Stock |
| ISHARES CORE 60/40 BALANCED ALLOCATION ETF | 25645 | 1699519 | ETF |
| INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | 70098 | 1584924 | ETF |
| VANGUARD TOTAL BOND MARKET ETF | 18560 | 1371555 | ETF |
| WALMART INC COM | 9997 | 1279603 | Stock |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 12857 | 1236870 | ETF |
| ISHARES CORE S&P SMALL CAP ETF | 9362 | 1210881 | ETF |
| TESLA INC COM | 2835 | 1151048 | Stock |
| PRINCIPAL FINANCIAL GROUP INC COM | 11347 | 1093861 | Stock |
| STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 10731 | 995981 | ETF |
| NVIDIA CORPORATION COM | 5550 | 966745 | Stock |
| INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | 42647 | 937801 | ETF |
| VANGUARD MID-CAP GROWTH ETF | 3375 | 916245 | ETF |
| VANGUARD MID-CAP VALUE ETF | 4806 | 908845 | ETF |
| EXXON MOBIL CORP COM | 5876 | 867312 | Stock |
| CATERPILLAR INC COM | 1206 | 834216 | Stock |
| ISHARES CORE 40/60 MODERATE ALLOCATION ETF | 16692 | 807561 | ETF |
| WELLS FARGO & CO COM | 8219 | 765478 | Stock |
| TRAVELERS COMPANIES INC COM | 2544 | 751078 | Stock |
| WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | 17550 | 729383 | ETF |
| ISHARES CORE S&P MID-CAP ETF | 10369 | 724825 | ETF |
| ISHARES MICRO-CAP ETF | 4260 | 711454 | ETF |
| INVESCO RAFI US 1000 ETF | 14234 | 705864 | ETF |
| OREILLY AUTOMOTIVE INC COM | 7000 | 677180 | Stock |
| SPDR GOLD SHARES | 1477 | 670514 | ETF |
| VANGUARD TOTAL STOCK MARKET ETF | 1977 | 668720 | ETF |
| STATE STREET MULTI-ASSET REAL RETURN ETF | 19034 | 652285 | ETF |
| VANGUARD VALUE ETF | 3043 | 619555 | ETF |
| HOME DEPOT INC COM | 1571 | 608297 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | 7137 | 576255 | ETF |
| ISHARES TOP 20 U.S. STOCKS ETF | 17914 | 546198 | ETF |
| NUVEEN ESG U.S. AGGREGATE BOND ETF | 24115 | 537885 | ETF |
| LPL FINL HLDGS INC COM | 1381 | 537168 | Stock |
| ISHARES CORE MSCI EAFE ETF | 5332 | 506178 | ETF |
| EMERSON ELEC CO COM | 3189 | 501693 | Stock |
| ALPHABET INC CAP STK CL C | 1437 | 478848 | Stock |
| ISHARES U.S. TREASURY BOND ETF | 20439 | 468758 | ETF |
| AMEREN CORP COM | 4280 | 448330 | Stock |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 4438 | 417616 | ETF |
| VANGUARD FTSE EMERGING MARKETS ETF | 6633 | 374169 | ETF |
| ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | 9191 | 372879 | ETF |
| NUVEEN ESG LARGE-CAP VALUE ETF | 7753 | 366863 | ETF |
| FORD MTR CO COM | 25608 | 353906 | Stock |
| XPO INC COM | 1935 | 347410 | Stock |
| ALPHABET INC CAP STK CL A | 1011 | 336708 | Stock |
| NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | 8626 | 330807 | ETF |
| INVESCO QQQ TRUST SERIES I | 546 | 330797 | ETF |
| ISHARES U.S. TECHNOLOGY ETF | 1600 | 304544 | ETF |
| ISHARES TIPS BOND ETF | 2739 | 301975 | ETF |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 1944 | 297043 | ETF |
| ISHARES CORE S&P US VALUE ETF | 2713 | 290562 | ETF |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 8928 | 277493 | ETF |
| GE AEROSPACE COM NEW | 899 | 277178 | Stock |
| SCHWAB US DIVIDEND EQUITY ETF | 8808 | 273136 | ETF |
| META PLATFORMS INC CL A | 408 | 272870 | Stock |
| AT&T INC COM | 9607 | 261510 | Stock |
| COCA COLA CO COM | 3317 | 256548 | Stock |
| GENERAC HLDGS INC COM | 1445 | 256025 | Stock |
| PEPSICO INC COM | 1514 | 251597 | Stock |
| KEURIG DR PEPPER INC COM | 8619 | 245211 | Stock |
| PROCTER & GAMBLE CO COM | 1514 | 237501 | Stock |
| ISHARES SILVER TRUST | 2986 | 236431 | ETF |
| ISHARES S&P MID-CAP 400 GROWTH ETF | 2293 | 231937 | ETF |
| JOHNSON & JOHNSON COM | 986 | 231097 | Stock |
| ISHARES CORE DIVIDEND GROWTH ETF | 3161 | 230943 | ETF |
| UNION PAC CORP COM | 909 | 227121 | Stock |
| SCHWAB U.S. LARGE-CAP VALUE ETF | 6582 | 207923 | ETF |
| ALLIANT ENERGY CORP COM | 3021 | 201652 | Stock |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.