13F Insight
DOSSIER · 13F-HR · Q1 2026

Legacy Financial Group LLC

Legacy Financial's pension fund based in Omaha, NE — $795M in tracked AUM across 121 positions as of Q1 2026.

LF
Legacy Financial·Omaha, NE·Pension Fund
CIK 0001834011 · last filed Mar 31, 2026
Total AUM
$795M
▲ 0.5%
vs prior
Holdings
121
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Financials
19% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Legacy Financial Group LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
$62M967K7.8%
02
BUFD
FT VEST LADDERED DEEP BUFFER ETF
$56M2.0M7.1%
03
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
$53M340K6.6%
04
SDY
STATE STREET SPDR S&P DIVIDEND ETF
$43M291K5.3%
05
VB
VANGUARD SMALL-CAP ETF
$38M144K4.7%
06
ESN
ESSENTIAL 40 STOCK ETF
$33M1.9M4.2%
07
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
$29M367K3.6%
08
IVV
ISHARES CORE S&P 500 ETF
$27M41K3.4%
09
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
$27M516K3.4%
10
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
$26M558K3.2%

Filing history

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