Legacy Financial Group LLC
CIK 1834011 · Holdings on Sep 30, 2026 · First reported Nov 10, 2026
Top ten holdings
Q3 2026- IUSG8.02%
- IVV6.79%
- BUFD6.11%
- SDY5.82%
- ESN5.23%
- BUFR4.80%
- IUSB4.52%
- VB4.36%
- BINC2.76%
- IVW2.66%
Share classes counted separately51.07%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- COROWeight increased · +0.75 pp0.84% → 1.59%Shares +190.00K (+93.40%)
- EMXCWeight decreased · -0.74 pp2.95% → 2.21%Shares -55.13K (-21.56%)
- IUSBWeight increased · +0.56 pp3.96% → 4.52%Shares +159.02K (+20.88%)
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 | $71.98M | 8.02% | 371.51K shares | 7.89% → 8.02%+0.13 pp -1.27K (-0.34%) | Reduced | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $60.95M | 6.79% | 79.59K shares | 6.29% → 6.79%+0.50 pp +4.94K (+6.62%) | Added | ↗▾ |
| 03 | BUFDFT VST LAD DEEP BUF ETF-USDIETF View history and evidence | $54.83M | 6.11% | 1.81M shares | 5.82% → 6.11%+0.29 pp +65.65K (+3.77%) | Added | ↗▾ |
| 04 | SDYSS SPDR S&P DIVIDEND ETFETF View history and evidence | $52.28M | 5.82% | 356.94K shares | 6.06% → 5.82%-0.24 pp +3.12K (+0.88%) | Added | ↗▾ |
| 05 | ESNESSENTIAL 40 STOCK ETFETF View history and evidence | $46.95M | 5.23% | 2.32M shares | 5.09% → 5.23%+0.14 pp +41.57K (+1.83%) | Added | ↗▾ |
| 06 | BUFRFT VEST LAD BUFFERVETF-USD IETF View history and evidence | $43.07M | 4.80% | 1.15M shares | 4.43% → 4.80%+0.37 pp +71.95K (+6.68%) | Added | ↗▾ |
| 07 | IUSBISHR CR UNVRSE USD BD ETF-UIETF View history and evidence | $40.58M | 4.52% | 920.45K shares | 3.96% → 4.52%+0.56 pp +159.02K (+20.88%) | Added | ↗▾ |
| 08 | VBVANGUARD MOST SM-CAP ETF-USDETF View history and evidence | $39.15M | 4.36% | 137.60K shares | 4.70% → 4.36%-0.34 pp -86 (-0.06%) | Reduced | ↗▾ |
| 09 | BINCISHARES FLEX I A ETF-USD INCETF View history and evidence | $24.80M | 2.76% | 488.35K shares | 2.88% → 2.76%-0.12 pp -528 (-0.11%) | Reduced | ↗▾ |
| 10 | IVWISHARES S&P 500 GROWTH ETFETF View history and evidence | $23.91M | 2.66% | 168.07K shares | 2.54% → 2.66%+0.12 pp +3.78K (+2.30%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MTUM ISHARES MSCI USA MOMENTUM FA | Non-derivative | -25,332 | -$8.68M | SEC filing ↗ | SEC filing ↗ |
| LAMR LAMAR ADVERTISING CO-A | Non-derivative | -2,631 | -$410.38K | SEC filing ↗ | SEC filing ↗ |
| NUBD NUVEEN ESG US AGGREGATE BOND | Non-derivative | -11,910 | -$263.63K | SEC filing ↗ | SEC filing ↗ |
3 / 10 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 Sep 30, 2026
Data loaded Nov 13, 2026 · First reported Nov 10, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 897697066
}Research all 136 reported holdings.
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