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CIK: 0001834011
Total reported value
$888.2M
$888.2M
113 檔
27.0%
According to the latest 13F quarterly dataset, Legacy Financial Group LLC managed an equity portfolio of $888.2M at the end of Q2 2025, spanning 113 distinct U.S. exchange-listed positions.
In Q2 2025, Legacy Financial Group LLC displayed an active expansion posture, initiating 4 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 8.53% | -6.92% | +6.60% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 7.57% | +1.25% | -21.80% | |
| 3 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 7.17% | -1.25% | +0.87% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 5.43% | +0.71% | -22.20% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 4.75% | -0.04% | +6.46% | |
| 6 | ESN | Essential 40 Stock ETF | ETF-Other | 3.92% | +0.91% | +1318.93% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.71% | +0.72% | +5.21% | |
| 8 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.43% | -0.49% | +3.00% | |
| 9 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.03% | +0.19% | +53.82% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.83% | -0.05% | +13.34% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.80% | -0.68% | +0.52% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.77% | — | -44.10% | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.55% | -0.16% | +0.69% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.54% | -1.02% | +7.06% | |
| 15 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 2.35% | -0.40% | -4.74% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.32% | +0.24% | -4.87% | |
| 17 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.23% | -1.04% | -5.30% | |
| 18 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.15% | -0.08% | -7.41% | |
| 19 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 2.03% | -0.04% | -2.31% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.91% | — | +20.74% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.88% | -0.14% | +0.11% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.78% | -0.12% | +16.80% | |
| 23 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.51% | -0.10% | +0.99% | |
| 24 | BSJU | Invesco Bulletshares 2030 Hy | ETF-Other | 1.44% | +0.06% | +1670.01% | |
| 25 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.97% | -0.03% | -1.85% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.93% | — | +61.52% | |
| 27 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.93% | -0.01% | +1.25% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.91% | -0.07% | -1.08% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.82% | +0.11% | +21.71% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.77% | -1.08% | +13.04% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.05% | +6.15% | |
| 32 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.75% | -0.27% | +43.92% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.73% | — | -12.50% | |
| 34 | MBB | Ishares Mbs ETF | ETF-Other | 0.72% | +0.02% | +5.74% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.70% | -0.02% | +10.93% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.66% | -0.11% | +12.03% | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.65% | -0.04% | +2.41% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.04% | +7.75% | |
| 39 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.59% | -0.01% | -1.37% | |
| 40 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.50% | -0.56% | EXIT | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | — | +4.14% | |
| 42 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.37% | — | — | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.32% | +0.01% | +2.17% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.29% | +0.01% | -3.76% | |
| 45 | IAU | Ishares Gold Trust | ETF-Commodities | 0.29% | -0.02% | -54.12% | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.27% | — | +1.97% | |
| 47 | WM | Waste Management Inc | Stock-Industrials | 0.26% | -0.04% | +5.14% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | +0.01% | +2.94% | |
| 49 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.23% | — | -40.24% | |
| 50 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.21% | -0.02% | +2.73% |
According to official SEC Form 13F filings, Legacy Financial Group LLC reported a total U.S. public equity portfolio value of $888.2M across 113 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including HELO, IUSG, BUFD) accounted for 27.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
IAGG
市值: $3.6M
Top Position Liquidated / Trimmed
VDE
前期市值: $408.7K
During Q2 2025, Legacy Financial Group LLC's top holdings by market value included HELO (8.5%)、IUSG (7.6%)、BUFD (7.2%). The largest single position, HELO, represented 8.5% of total portfolio value.
In Q2 2025, Legacy Financial Group LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 30 positions, trimming 13 holdings, and fully liquidating 3 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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