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CIK: 0001834011
Total reported value
$888.2M
$888.2M
111 檔
27.4%
At the close of Q1 2025, Legacy Financial Group LLC disclosed equity holdings valued at approximately $888.2M, spread across 111 reported holdings.
In Q1 2025, Legacy Financial Group LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 9.02% | +1.25% | -1.68% | |
| 2 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 8.41% | -6.92% | +2.27% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 7.69% | +0.71% | -2.39% | |
| 4 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 7.36% | -1.25% | +5833.15% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.94% | — | -7.86% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 4.60% | -0.04% | -1.73% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.87% | +0.72% | -1.25% | |
| 8 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.64% | -0.49% | +2.74% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.75% | -0.16% | +1.13% | |
| 10 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 2.71% | -0.40% | -1.86% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.68% | -0.68% | +5.03% | |
| 12 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.58% | -1.04% | +0.23% | |
| 13 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.54% | -0.08% | +0.84% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.45% | -0.05% | -16.73% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.44% | -1.02% | +16.71% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.27% | +0.24% | +0.50% | |
| 17 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 2.24% | -0.04% | +4.58% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.06% | -0.14% | +1.20% | |
| 19 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.94% | +0.19% | +0.41% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.70% | — | +39.71% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.64% | -0.12% | +5.44% | |
| 22 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.62% | -0.10% | +0.69% | |
| 23 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.03% | -0.01% | -2.04% | |
| 24 | BND | Vanguard Total Bond Market | ETF-Other | 1.01% | -0.07% | +1.64% | |
| 25 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 1.00% | -0.03% | -6.73% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.05% | -4.23% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.75% | — | +3.48% | |
| 28 | MBB | Ishares Mbs ETF | ETF-Other | 0.75% | +0.02% | -20.95% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.70% | -1.08% | -28.94% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.66% | +0.11% | -28.31% | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.65% | -0.02% | +39.76% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.64% | -0.02% | +4.25% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.59% | -0.04% | +2.25% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.59% | -0.11% | +0.83% | |
| 35 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.58% | -0.27% | — | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.57% | — | — | |
| 37 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.56% | -0.01% | -6.20% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.04% | -7.81% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | — | -8.27% | |
| 40 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.42% | — | -39.74% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.37% | +0.01% | -4.25% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.29% | +0.01% | -9.28% | |
| 43 | ESN | Essential 40 Stock ETF | ETF-Other | 0.29% | +0.91% | -1.18% | |
| 44 | WM | Waste Management Inc | Stock-Industrials | 0.27% | -0.04% | -12.76% | |
| 45 | DE | Deere & Co | Stock-Industrials | 0.27% | — | -3.27% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | +0.01% | -4.41% | |
| 47 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.23% | -0.02% | +3.64% | |
| 48 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.21% | -0.01% | -1.73% | |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.16% | — | +39.93% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.15% | +0.01% | -0.39% |
According to official SEC Form 13F filings, Legacy Financial Group LLC reported a total U.S. public equity portfolio value of $888.2M across 111 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IUSG, HELO, SDY) accounted for 27.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
IUSG
市值: $58.6M
During Q1 2025, Legacy Financial Group LLC's top holdings by market value included IUSG (9.0%)、HELO (8.4%)、SDY (7.7%). The largest single position, IUSG, represented 9.0% of total portfolio value.
In Q1 2025, Legacy Financial Group LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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