Legacy Financial Group LLC

DOSSIER · 13F-HR · Q2 2026

Legacy Financial Group LLC

$888M in tracked AUM across 133 positions as of Q2 2026.

LF

CIK 0001834011 · last filed Jun 30, 2026

Total AUM

$888M

as of Q2 2026

Holdings

133

—

positions

Whale Score

59

59

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Legacy Financial Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

$70M373K7.9%02

IVV

ISHARES CORE S&P 500 ETF

$56M75K6.3%03

SDY

STATE STREET SPDR S&P DIVIDEND ETF

$54M354K6.1%04

BUFD

FT VEST LADDERED DEEP BUFFER ETF

$52M1.7M5.8%05

ESN

ESSENTIAL 40 STOCK ETF

$45M2.3M5.1%06

VB

VANGUARD MORNINGSTAR SMALL-CAP ETF

$42M138K4.7%07

BUFR

FT VEST LADDERED BUFFER ETF

$39M1.1M4.4%08

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

$35M761K4.0%09

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF