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CIK: 0001834011
Total reported value
$888.2M
$888.2M
121 檔
28.3%
During the Q1 2026 filing period, Legacy Financial Group LLC (CIK: 0001834011) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $888.2M across 121 reported positions.
In Q1 2026, Legacy Financial Group LLC displayed an active expansion posture, initiating 7 new positions and adding to 55 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 7.77% | -6.92% | +0.67% | |
| 2 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 7.07% | -1.25% | +1.00% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 6.64% | +1.25% | +0.53% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 5.35% | +0.71% | -0.04% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 4.74% | -0.04% | +0.19% | |
| 6 | ESN | Essential 40 Stock ETF | ETF-Other | 4.18% | +0.91% | +0.40% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.63% | -0.68% | -11.01% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.38% | +2.91% | +44.86% | |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.37% | -0.49% | -2.78% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.24% | +0.72% | +4.63% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.57% | -0.49% | -7.32% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.30% | +0.24% | +7.00% | |
| 13 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.29% | -1.04% | +1.17% | |
| 14 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.24% | -0.08% | +1.60% | |
| 15 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 2.22% | -0.04% | +2.49% | |
| 16 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.21% | -0.10% | -0.63% | |
| 17 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.17% | +0.19% | -14.97% | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.15% | -0.16% | +0.76% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.91% | +0.02% | +1.28% | |
| 20 | BSJU | Invesco Bulletshares 2030 Hy | ETF-Other | 1.81% | +0.06% | +2.79% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.78% | -1.08% | -0.18% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.76% | -0.12% | +0.11% | |
| 23 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 1.22% | +0.34% | +6.73% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.12% | +0.11% | — | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.10% | -1.02% | +3.33% | |
| 26 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.04% | +0.17% | +3.50% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.02% | -0.04% | +4.61% | |
| 28 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.99% | -0.32% | +8.45% | |
| 29 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.96% | -0.27% | +4.90% | |
| 30 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.89% | -0.01% | +0.25% | |
| 31 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.83% | -0.01% | -0.03% | |
| 32 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.83% | -0.03% | -0.92% | |
| 33 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.78% | -0.40% | -20.33% | |
| 34 | MBB | Ishares Mbs ETF | ETF-Other | 0.76% | +0.02% | +4.86% | |
| 35 | IDEF | Ishares Def Industrials Act | ETF-Other | 0.74% | +0.10% | — | |
| 36 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.72% | +0.20% | — | |
| 37 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.71% | +0.02% | +1113.53% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | -0.05% | -3.14% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.67% | -0.11% | +5.66% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.05% | +0.09% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.65% | -0.02% | -0.12% | |
| 42 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.56% | -0.56% | EXIT | |
| 43 | VPU | Vanguard Utilities ETF | ETF-Other | 0.55% | -0.06% | +6.57% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | — | -8.93% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | — | +0.03% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.04% | -0.38% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.34% | -0.14% | -7.22% | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.33% | +0.01% | -0.16% | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.29% | +0.01% | -1.43% | |
| 50 | IAU | Ishares Gold Trust | ETF-Commodities | 0.23% | -0.02% | -59.92% |
According to official SEC Form 13F filings, Legacy Financial Group LLC reported a total U.S. public equity portfolio value of $888.2M across 121 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including HELO, BUFD, IUSG) accounted for 28.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
EFG
市值: $8.9M
Top Position Liquidated / Trimmed
OEF
前期市值: $14.5M
During Q1 2026, Legacy Financial Group LLC's top holdings by market value included HELO (7.8%)、BUFD (7.1%)、IUSG (6.6%). The largest single position, HELO, represented 7.8% of total portfolio value.
In Q1 2026, Legacy Financial Group LLC made 109 total portfolio adjustments, initiating 7 new buys, adding to 55 positions, trimming 43 holdings, and fully liquidating 4 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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