Legacy Financial Group LLC 13F Holdings · Q2 2026
Legacy Financial Group LLC reported 133 securities worth $888.21M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IUSG (7.89%), IVV (6.29%), SDY (6.06%). Among its top 25 positions this quarter: 2 new, 15 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $70.1M | 7.89% | 372,777 | Added |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $55.9M | 6.29% | 74,646 | Added |
| 3 | SDY | STATE STREET SPDR S&P DIVIDEND ETF | $53.8M | 6.06% | 353,819 | Added |
| 4 | BUFD | FT VEST LADDERED DEEP BUFFER ETF | $51.7M | 5.82% | 1.7M | Trimmed |
| 5 | ESN | ESSENTIAL 40 STOCK ETF | $45.2M | 5.09% | 2.3M | Added |
| 6 | VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $41.7M | 4.70% | 137,688 | Trimmed |
| 7 | BUFR | FT VEST LADDERED BUFFER ETF | $39.4M | 4.43% | 1.1M | New |
| 8 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $35.1M | 3.96% | 761,427 | Added |
| 9 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $26.2M | 2.95% | 255,720 | Trimmed |
| 10 | BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $25.6M | 2.88% | 488,882 | Trimmed |
| 11 | IVW | ISHARES S&P 500 GROWTH ETF | $22.6M | 2.54% | 164,287 | Added |
| 12 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $21.0M | 2.36% | 308,358 | Added |
| 13 | BSJT | INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | $19.4M | 2.18% | 916,872 | Added |
| 14 | BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $19.2M | 2.16% | 942,654 | Added |
| 15 | SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $18.7M | 2.11% | 441,195 | Added |
| 16 | IVE | ISHARES S&P 500 VALUE ETF | $18.5M | 2.08% | 81,347 | Trimmed |
| 17 | IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $17.7M | 1.99% | 332,517 | Added |
| 18 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $17.2M | 1.93% | 207,613 | Added |
| 19 | BSJU | INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF | $16.6M | 1.87% | 645,037 | Added |
| 20 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $14.6M | 1.64% | 239,484 | Trimmed |
| 21 | BSCV | INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | $13.9M | 1.56% | 846,268 | Added |
| 22 | BSCW | INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | $11.6M | 1.31% | 567,841 | New |
| 23 | BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $11.1M | 1.25% | 567,953 | Trimmed |
| 24 | EFG | ISHARES MSCI EAFE GROWTH ETF | $10.9M | 1.23% | 87,986 | Added |
| 25 | BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $10.7M | 1.21% | 203,565 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR