Legacy Financial Group LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Legacy Financial Group LLC reported 133 stock positions worth $888.2 million. Its top holding was iShares Core S&P U.S. Growth (IUSG) at 7.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 6.3%) and SS SPDR S&P Dividend ETF (SDY, 6.1%). Compared with Q1 2026, it opened 19 new positions, sold out of 7, added to 48 and reduced 50. The biggest buy was a new position in FT Vest Lad Buffervetf-Usd I (BUFR) and the biggest sale JPMorgan Hedged Equity ETF (HELO, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- DES MOINES, IA
- CIK
- 0001834011
- Portfolio Value
- $888.2M (Q2 2026)
- SEC Filing
- 0001765380-26-000289 ↗ filed Aug 5, 2026
Holdings Value
Holdings 133 stocks · $888.2M
| IUSG iShares Core S&P U.S. Growth | 7.89% | 372,777 | $70.1M | Add +9.5% |
| IVV iShares Core S&P 500 ETF | 6.29% | 74,646 | $55.9M | Add +81.2% |
| SDY SS SPDR S&P Dividend ETF | 6.06% | 353,819 | $53.8M | Add +21.4% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 5.82% | 1,739,605 | $51.7M | Reduce -13.3% |
| ESN Essential 40 Stock ETF | 5.09% | 2,274,028 | $45.2M | Add +19.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.70% | 137,688 | $41.7M | Reduce -4.3% |
| BUFR FT Vest Lad Buffervetf-Usd I | 4.43% | 1,077,400 | $39.4M | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.96% | 761,427 | $35.1M | Add +36.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.95% | 255,720 | $26.2M | Reduce -30.3% |
| BINC iShares Flex I A ETF-Usd Inc. | 2.88% | 488,882 | $25.6M | Reduce -5.3% |
| IVW iShares S&P 500 Growth ETF | 2.54% | 164,287 | $22.6M | Add +1.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.36% | 308,358 | $21.0M | Add +4.1% |
| BSJT Invesco Bulletshares 2029 HY | 2.18% | 916,872 | $19.4M | Add +9.1% |
| BSCS Invesco Bulletshares 2028 CB | 2.16% | 942,654 | $19.2M | Add +8.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 2.11% | 441,195 | $18.7M | Add +6.5% |
| IVE iShares S&P 500 Value ETF | 2.08% | 81,347 | $18.5M | Reduce -15.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.99% | 332,517 | $17.7M | Add +3.6% |
| VCIT Vanguard Int-Term Corporate | 1.93% | 207,613 | $17.2M | Add +13.0% |
| BSJU Invesco Bulletshares 2030 HY | 1.87% | 645,037 | $16.6M | Add +15.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.64% | 239,484 | $14.6M | Reduce -3.2% |
| BSCV Invesco Bulletshares 2031 CB | 1.56% | 846,268 | $13.9M | Add +44.1% |
| BSCW Invesco Bulletshares 2032 CB | 1.31% | 567,841 | $11.6M | New |
| BSCR Invesco Bulletshares 2027 CB | 1.25% | 567,953 | $11.1M | Reduce -38.7% |
| EFG iShares MSCI Eafe Growth ETF | 1.23% | 87,986 | $10.9M | Add +9.9% |
| BAI Ishrs AI in and Tech Act ETF | 1.21% | 203,565 | $10.7M | Reduce -19.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.98% | 25,332 | $8.7M | Reduce -24.8% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.92% | 162,345 | $8.2M | Add +16.8% |
| CASY Casey's General Stores Inc. | 0.88% | 9,814 | $7.8M | Add +0.5% |
| HELO JPMorgan Hedged Equity ETF | 0.85% | 112,131 | $7.6M | Reduce -88.4% |
| CORO Ish Intl CTRY Rot Act ETF | 0.84% | 203,423 | $7.4M | New |
| IDEF Ishars Def Ind TC Ac ETF-Ui | 0.84% | 233,931 | $7.4M | Add +30.1% |
| USRT iShares Core US REIT ETF | 0.82% | 109,467 | $7.3M | Reduce -1.7% |
| AOA iShares Core 80/20 Aggressiv | 0.80% | 72,975 | $7.1M | Reduce -1.9% |
| MBB iShares MBS ETF | 0.78% | 73,512 | $6.9M | Add +15.1% |
| GOVT iShares US Treasury Bond ETF | 0.73% | 285,832 | $6.5M | Add +15.2% |
| EFV iShares MSCI Eafe Value ETF | 0.70% | 80,653 | $6.2M | Reduce -57.6% |
| TLH iShares 10-20 Year Treasury | 0.69% | 60,819 | $6.1M | Reduce -19.7% |
| THRO iShares U.S. Thematic Rotati | 0.67% | 137,517 | $5.9M | Reduce -36.5% |
| VEA Vanguard Ftse Developed ETF | 0.64% | 80,147 | $5.7M | Reduce -6.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.63% | 69,800 | $5.6M | Reduce -3.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 10,915 | $5.5M | Reduce -0.6% |
| ITOT iShares Core S&P Total U.S. | 0.56% | 30,512 | $5.0M | Reduce -18.4% |
| IALT Ishrs SYS Alt Act ETF | 0.56% | 175,743 | $4.9M | New |
| VPU Vanguard Utilities ETF | 0.49% | 22,171 | $4.3M | Add +0.6% |
| VOO Vanguard S&P 500 ETF | 0.48% | 6,165 | $4.2M | Reduce -3.8% |
| GGOV iShares Global GB Usd Ha ETF | 0.44% | 77,503 | $3.9M | New |
| AMZN Amazon.com Inc. | 0.40% | 14,980 | $3.6M | Reduce -1.3% |
| BSJQ Invesco Bulletshares 2026 HY | 0.38% | 147,878 | $3.4M | Reduce -44.6% |
| AAPL Apple Inc. | 0.34% | 10,365 | $3.0M | Reduce -0.9% |
| MSFT Microsoft Corp. | 0.32% | 7,615 | $2.8M | Reduce -2.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 31,261 | $2.7M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 2,679 | $2.0M | Reduce -0.1% |
| DE Deere & Co. | 0.22% | 3,111 | $2.0M | Reduce -1.2% |
| IAU iShares Gold Trust | 0.21% | 24,569 | $1.9M | Add +17.4% |
| BSV Vanguard Short-Term Bond ETF | 0.20% | 22,782 | $1.8M | Reduce -33.8% |
| WM Waste Management Inc. | 0.19% | 7,713 | $1.7M | Reduce -1.1% |
| AOR iShares Core 60/40 Balanced | 0.19% | 23,885 | $1.7M | Reduce -4.6% |
| BSJR Invesco Bulletshares 2027 HY | 0.18% | 71,490 | $1.6M | Add +2.4% |
| IJR iShares Core S&P Small-Cap E | 0.16% | 9,362 | $1.4M | No change |
| WFC Wells Fargo & Co. | 0.15% | 16,636 | $1.4M | Add +102.2% |
| CAT Caterpillar Inc. | 0.15% | 1,212 | $1.3M | Add +0.5% |
| PFG Principal Financial Group | 0.14% | 11,754 | $1.3M | Reduce -0.1% |
| TSLA Tesla Inc. | 0.14% | 2,856 | $1.2M | No change |
| WMT Walmart Inc. | 0.13% | 10,507 | $1.2M | Add +4.1% |
| NVDA Nvidia Corp. | 0.12% | 5,504 | $1.1M | Add +1.0% |
| BSJS Invesco Bulletshares 2028 HY | 0.11% | 46,330 | $1.0M | Add +7.6% |
| BND Vanguard Total Bond Market | 0.11% | 13,378 | $982K | Reduce -31.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.11% | 3,124 | $957K | No change |
| CWB SS SPDR BB Conv Sec ETF | 0.10% | 8,455 | $912K | Reduce -11.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.10% | 4,556 | $900K | Reduce -5.2% |
| AOM iShares Core 40/60 Moderate | 0.10% | 17,494 | $873K | Add +3.6% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.10% | 17,269 | $849K | Reduce -0.2% |
| TRV The Travelers Cos Inc. | 0.09% | 2,551 | $842K | Add +0.2% |
| IWC iShares Micro-Cap ETF | 0.09% | 4,130 | $826K | Reduce -3.1% |
| XOM Exxonmobil Holdings Corp. | 0.09% | 6,018 | $823K | Add +0.4% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 10,145 | $782K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.09% | 14,234 | $769K | No change |
| RLY SS Multi-Asset Real Ret ETF | 0.08% | 21,271 | $734K | Add +13.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 1,950 | $722K | Reduce -1.4% |
| QUAL iShares MSCI USA Quality Fac | 0.08% | 3,168 | $695K | Reduce -93.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 3,032 | $661K | Add +0.9% |
| ORLY O'reilly Automotive Inc. | 0.07% | 7,053 | $650K | Add +0.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.07% | 7,137 | $627K | Reduce -2.7% |
| TOPT iShares Top 20 US Stocks ETF | 0.07% | 18,459 | $608K | Add +1.8% |
| HD Home Depot Inc. | 0.06% | 1,574 | $555K | Add +0.1% |
| GLD SPDR Gold Shares | 0.06% | 1,477 | $544K | No change |
| GOOG Alphabet Inc. Class C | 0.06% | 1,466 | $518K | Reduce -0.1% |
| EMR Emerson Electric Co. | 0.05% | 3,364 | $482K | Add +5.5% |
| AEE Ameren Corporation | 0.05% | 4,205 | $475K | No change |
| AOK iShares Core 30/70 Conservat | 0.05% | 11,051 | $458K | Add +6.0% |
| INTC Intel Corp. | 0.05% | 3,262 | $455K | New |
| XPO Xpo Inc. | 0.05% | 2,157 | $443K | Add +11.5% |
| GNRC Generac Holdings Inc. | 0.05% | 1,445 | $423K | No change |
| LAMR Lamar Advertising Co. Class A | 0.05% | 2,631 | $410K | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 557 | $410K | Reduce -6.2% |
| LPLA LPL Financial Holdings Inc. | 0.04% | 1,381 | $389K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.04% | 3,916 | $378K | Reduce -24.7% |
| VWO Vanguard Ftse Emerging Marke | 0.04% | 6,309 | $377K | Reduce -4.9% |
| GOOGL Alphabet Inc. Class A | 0.04% | 1,035 | $370K | Add +0.2% |
| LCTU iShares U.S. Carbon Transiti | 0.04% | 4,491 | $360K | Add +53.2% |
Portfolio Sells Q1 2026 → Q2 2026
| HELO JPMorgan Hedged Equity ETF | Reduce -88.4% | 0.85% | −6.92 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -13.3% | 5.82% | −1.25 |
| EFV iShares MSCI Eafe Value ETF | Reduce -57.6% | 0.70% | −1.08 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -38.7% | 1.25% | −1.03 |
| QUAL iShares MSCI USA Quality Fac | Reduce -93.1% | 0.08% | −1.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -30.3% | 2.95% | −0.69 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.56 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -5.3% | 2.88% | −0.49 |
| IVE iShares S&P 500 Value ETF | Reduce -15.9% | 2.08% | −0.49 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -44.6% | 0.38% | −0.40 |
| THRO iShares U.S. Thematic Rotati | Reduce -36.5% | 0.67% | −0.32 |
| TLH iShares 10-20 Year Treasury | Reduce -19.7% | 0.69% | −0.27 |
| BSV Vanguard Short-Term Bond ETF | Reduce -33.8% | 0.20% | −0.14 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -3.2% | 1.64% | −0.12 |
| ITOT iShares Core S&P Total U.S. | Reduce -18.4% | 0.56% | −0.11 |
| BND Vanguard Total Bond Market | Reduce -31.6% | 0.11% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 0.61% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -6.1% | 0.64% | −0.04 |
| MSFT Microsoft Corp. | Reduce -2.4% | 0.32% | −0.04 |
| NULV Nuveen ESG Large-Cap Val ETF | Sold out | 0.00% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.3% | 4.70% | −0.04 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -24.8% | 0.98% | −0.04 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Sold out | 0.00% | −0.04 |
| T AT&T Inc. | Sold out | 0.00% | −0.04 |
| WM Waste Management Inc. | Reduce -1.1% | 0.19% | −0.03 |
| NUBD Nuveen ESG US Aggregate Bond | Reduce -43.0% | 0.03% | −0.03 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.03 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.03 |
| AOA iShares Core 80/20 Aggressiv | Reduce -1.9% | 0.80% | −0.03 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.8% | 0.63% | −0.02 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -50.1% | 0.03% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -24.7% | 0.04% | −0.02 |
| AOR iShares Core 60/40 Balanced | Reduce -4.6% | 0.19% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -5.2% | 0.10% | −0.01 |
| USRT iShares Core US REIT ETF | Reduce -1.7% | 0.82% | −0.01 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -11.8% | 0.10% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -3.8% | 0.48% | −0.00 |
| GE General Electric | Reduce -23.1% | 0.03% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.9% | 0.04% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.02% | −0.00 |
| GEV GE Vernova Inc. | Reduce -23.9% | 0.02% | −0.00 |
| IUSV iShares Core S&P U.S. Value | Reduce -0.5% | 0.03% | −0.00 |
| DE Deere & Co. | Reduce -1.2% | 0.22% | −0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.7% | 0.07% | 0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.4% | 0.08% | +0.00 |
| IYW iShares Ustechnology ETF | Reduce -12.3% | 0.03% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.2% | 0.05% | +0.00 |
| AAPL Apple Inc. | Reduce -0.9% | 0.34% | +0.00 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 0.40% | +0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| BUFR FT Vest Lad Buffervetf-Usd I | New | 4.43% | +4.43 |
| IVV iShares Core S&P 500 ETF | Add +81.2% | 6.29% | +2.91 |
| BSCW Invesco Bulletshares 2032 CB | New | 1.31% | +1.31 |
| IUSG iShares Core S&P U.S. Growth | Add +9.5% | 7.89% | +1.25 |
| ESN Essential 40 Stock ETF | Add +19.7% | 5.09% | +0.91 |
| CORO Ish Intl CTRY Rot Act ETF | New | 0.84% | +0.84 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +36.5% | 3.96% | +0.71 |
| SDY SS SPDR S&P Dividend ETF | Add +21.4% | 6.06% | +0.71 |
| IALT Ishrs SYS Alt Act ETF | New | 0.56% | +0.56 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.44% | +0.44 |
| BSCV Invesco Bulletshares 2031 CB | Add +44.1% | 1.56% | +0.34 |
| IVW iShares S&P 500 Growth ETF | Add +1.5% | 2.54% | +0.24 |
| BLCR iShares LRG CP CR Act ETF-Ui | Add +16.8% | 0.92% | +0.20 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +4.1% | 2.36% | +0.19 |
| EFG iShares MSCI Eafe Growth ETF | Add +9.9% | 1.23% | +0.11 |
| IDEF Ishars Def Ind TC Ac ETF-Ui | Add +30.1% | 0.84% | +0.10 |
| WFC Wells Fargo & Co. | Add +102.2% | 0.15% | +0.07 |
| BSJU Invesco Bulletshares 2030 HY | Add +15.0% | 1.87% | +0.07 |
| INTC Intel Corp. | New | 0.05% | +0.05 |
| EAGG iShares ESG Aware US Aggrega | New | 0.04% | +0.04 |
| CAT Caterpillar Inc. | Add +0.5% | 0.15% | +0.04 |
| ESGU iShares ESG Aware MSCI USA | New | 0.04% | +0.04 |
| MU Micron Technology Inc. | New | 0.03% | +0.03 |
| DSI iShares ESG MSCI KLD 400 ETF | New | 0.03% | +0.03 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.03% | +0.03 |
| JPM JPMorgan Chase & Co. | New | 0.03% | +0.03 |
| SUSC iShares ESG Aware Usd Corpor | New | 0.03% | +0.03 |
| LLY Eli Lilly & Co. | New | 0.03% | +0.03 |
| BSJV Invesco Bulletshares 2031 HY | New | 0.02% | +0.02 |
| IJT iShares S&P Small-Cap 600 GR | New | 0.02% | +0.02 |
| V Visa Inc. Class A | New | 0.02% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | New | 0.02% | +0.02 |
| MBB iShares MBS ETF | Add +15.1% | 0.78% | +0.02 |
| VCIT Vanguard Int-Term Corporate | Add +13.0% | 1.93% | +0.02 |
| GOVT iShares US Treasury Bond ETF | Add +15.2% | 0.73% | +0.02 |
| LCTU iShares U.S. Carbon Transiti | Add +53.2% | 0.04% | +0.01 |
| NVDA Nvidia Corp. | Add +1.0% | 0.12% | +0.00 |
| LAMR Lamar Advertising Co. Class A | Add +0.3% | 0.05% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 0.04% | +0.00 |
| F Ford Motor Co. | Add +2.6% | 0.04% | +0.00 |
| TOPT iShares Top 20 US Stocks ETF | Add +1.8% | 0.07% | +0.00 |
| XPO Xpo Inc. | Add +11.5% | 0.05% | +0.00 |
| EMR Emerson Electric Co. | Add +5.5% | 0.05% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Add +0.1% | 0.03% | +0.00 |
| TRV The Travelers Cos Inc. | Add +0.2% | 0.09% | +0.00 |
| SCHV Schwab US Large-Cap Value | Add +0.5% | 0.03% | +0.00 |
| PSQH PSQ Holdings Inc. | New | 0.00% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.9% | 0.07% | +0.00 |
| UNP Union Pacific Corp. | Add +0.4% | 0.03% | +0.00 |
| AOK iShares Core 30/70 Conservat | Add +6.0% | 0.05% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 133 | $888.2M | IUSG, IVV, SDY, BUFD, ESN |
| Q1 2026 | 121 | $795.1M | HELO, BUFD, IUSG, SDY, VB |
| Q4 2025 | 118 | $809.3M | HELO, BUFD, IUSG, SDY, VB |
| Q3 2025 | 117 | $764.0M | HELO, IUSG, BUFD, SDY, VB |
| Q2 2025 | 113 | $716.4M | HELO, IUSG, BUFD, SDY, VB |
| Q1 2025 | 111 | $650.1M | IUSG, HELO, SDY, BUFD, VOO |
| Q4 2024 | 111 | $617.7M | IUSG, HELO, SDY, VOO, VB |
| Q3 2024 | 56 | $519.9M | IUSG, SDY, VOO, VB, IUSB |
| Q2 2024 | 107 | $508.4M | IUSG, SDY, VOO, VB, IUSB |
| Q1 2024 | 107 | $493.9M | IUSG, SDY, VOO, VB, IUSB |