Legacy Financial Group LLC

DOSSIER · 13F-HR · Q1 2026

Legacy Financial Group LLC

$795M in tracked AUM across 121 positions as of Q1 2026.

LF

CIK 0001834011 · last filed Mar 31, 2026

Total AUM

$795M

as of Q1 2026

Holdings

121

—

positions

Whale Score

57

57

tracked

Activity

—

no data

changes this Q

AI Analysis · 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