Legacy Financial Group LLC
CIK 1834011 · Holdings on Jun 30, 2026 · First reported Aug 5, 2026
Top ten holdings
Q2 2026- IUSG7.89%
- IVV6.29%
- SDY6.06%
- BUFD5.82%
- ESN5.09%
- VB4.70%
- BUFR4.43%
- IUSB3.96%
- EMXC2.95%
- BINC2.88%
Share classes counted separately50.07%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- HELOWeight decreased · -6.92 pp7.77% → 0.85%Shares -854.89K (-88.40%)
- IVVWeight increased · +2.91 pp3.38% → 6.29%Shares +33.46K (+81.23%)
- IUSGWeight increased · +1.25 pp6.64% → 7.89%Shares +32.43K (+9.53%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IUSGISHARES CORE S&P U.S. GROWTHETF View history and evidence | $70.12M | 7.89% | 372.78K shares | 6.64% → 7.89%+1.25 pp +32.43K (+9.53%) | Added | ▾ |
| 02 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $55.90M | 6.29% | 74.65K shares | 3.38% → 6.29%+2.91 pp +33.46K (+81.23%) | Added | ▾ |
| 03 | SDYSS SPDR S&P DIVIDEND ETFETF View history and evidence | $53.84M | 6.06% | 353.82K shares | 5.35% → 6.06%+0.71 pp +62.40K (+21.41%) | Added | ▾ |
| 04 | BUFDFT VST LAD DEEP BUF ETF-USDIETF View history and evidence | $51.70M | 5.82% | 1.74M shares | 7.07% → 5.82%-1.25 pp -267.90K (-13.34%) | Reduced | ▾ |
| 05 | ESNESSENTIAL 40 STOCK ETFETF View history and evidence | $45.22M | 5.09% | 2.27M shares | 4.18% → 5.09%+0.91 pp +374.82K (+19.74%) | Added | ▾ |
| 06 | VBVANGUARD MOST SM-CAP ETF-USDETF View history and evidence | $41.74M | 4.70% | 137.69K shares | 4.74% → 4.70%-0.04 pp -6.20K (-4.31%) | Reduced | ▾ |
| 07 | BUFRFT VEST LAD BUFFERVETF-USD IETF View history and evidence | $39.36M | 4.43% | 1.08M shares | Prior unavailable +1.08M | New | ▾ |
| 08 | IUSBISHR CR UNVRSE USD BD ETF-UIETF View history and evidence | $35.14M | 3.96% | 761.43K shares | 3.24% → 3.96%+0.72 pp +203.47K (+36.47%) | Added | ▾ |
| 09 | EMXCISHARES MSCI EMR MRK EX CHNAETF View history and evidence | $26.16M | 2.95% | 255.72K shares | 3.63% → 2.95%-0.68 pp -111.35K (-30.34%) | Reduced | ▾ |
| 10 | BINCISHARES FLEX I A ETF-USD INCETF View history and evidence | $25.59M | 2.88% | 488.88K shares | 3.37% → 2.88%-0.49 pp -27.60K (-5.34%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IAGG ISHARES INTL AGGREGATE BOND | Non-derivative | -88,287 | -$4.42M | SEC filing ↗ | SEC filing ↗ |
| EXMOC EXXON MOBIL CORP | Non-derivative | -5,996 | -$1.02M | SEC filing ↗ | SEC filing ↗ |
| NULV NUVEEN ESG LARGE-CAP VAL ETF | Non-derivative | -7,248 | -$329.78K | SEC filing ↗ | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1834011 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 888207919
}Research all 133 reported holdings.
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