Legacy Financial Group LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 10, 2024), Legacy Financial Group LLC reported 107 stock positions worth $493.9 million. Its top holding was iShares Core S&P U.S. Growth (IUSG) at 10.8% of the portfolio, followed by SS SPDR S&P Dividend ETF (SDY, 10.5%) and Vanguard S&P 500 ETF (VOO, 8.2%). Compared with Q4 2023, it opened 79 new positions, sold out of 1 and added to 28. The biggest buy was a new position in Ishrs US E F R A ETF-Usd (DYNF) and the biggest sale an exit from iShares Treasury Floating Ra (TFLO).

Most Recent 13F
Q2 2026
Location
DES MOINES, IA
CIK
0001834011
Portfolio Value
$493.9M (Q1 2024)
SEC Filing
0001754960-24-000123 ↗ filed Apr 10, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $493.9M $493.9M Q1 2024 Q2 2024: $508.4M Q2 2024 Q3 2024: $519.9M Q3 2024 Q4 2024: $617.7M Q4 2024 Q1 2025: $650.1M Q1 2025 Q2 2025: $716.4M Q2 2025 Q3 2025: $764.0M Q3 2025 Q4 2025: $809.3M Q4 2025 Q1 2026: $795.1M Q1 2026 Q2 2026: $888.2M Q2 2026

Holdings 107 stocks · $493.9M

IUSG iShares Core S&P U.S. Growth 10.80% 455,135 $53.3M Add +1539.2%
SDY SS SPDR S&P Dividend ETF 10.46% 393,594 $51.7M Add +1574.9%
VOO Vanguard S&P 500 ETF 8.25% 84,740 $40.7M Add +1418.1%
VB Vanguard Most SM-Cap ETF-Usd 6.47% 139,760 $31.9M Add +1704.0%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 4.80% 519,691 $23.7M Add +3828.7%
XSOE Wisdmtree Emerg MKT Ex-St Ow 3.82% 641,304 $18.9M Add +1853.9%
VEA Vanguard Ftse Developed ETF 3.34% 328,697 $16.5M Add +1444.6%
IGIB iShares 5-10Y Inv Grade Corp. 3.27% 313,329 $16.2M Add +1320.9%
BSJQ Invesco Bulletshares 2026 HY 2.97% 632,731 $14.7M Add +3376.0%
BSJP Invesco Bulletshares 2025 HY 2.92% 628,474 $14.4M Add +3237.4%
USRT iShares Core US REIT ETF 2.76% 253,774 $13.7M Add +2019.9%
BSCR Invesco Bulletshares 2027 CB 2.76% 706,679 $13.6M Add +3148.2%
TIP iShares Tips Bond ETF 2.48% 114,166 $12.3M Add +1268.7%
QUAL iShares MSCI USA Quality Fac 2.38% 71,467 $11.7M Add +1810.4%
BSCS Invesco Bulletshares 2028 CB 2.27% 559,785 $11.2M Add +4153.7%
DYNF Ishrs US E F R A ETF-Usd Inc. 2.20% 245,116 $10.9M New
BSV Vanguard Short-Term Bond ETF 1.86% 119,939 $9.2M Add +1268.7%
IVW iShares S&P 500 Growth ETF 1.78% 104,334 $8.8M New
SHYG iShares 0-5 YR HY Corp. Bond 1.43% 165,853 $7.1M Add +1435.8%
IUSV iShares Core S&P U.S. Value 1.39% 75,938 $6.9M New
SPLB SS SPDR P Long Term C ETF 1.23% 261,972 $6.1M Add +1248.4%
BND Vanguard Total Bond Market 1.15% 78,226 $5.7M Add +1187.5%
AOA iShares Core 80/20 Aggressiv 1.07% 71,995 $5.3M New
MBB iShares MBS ETF 1.06% 56,691 $5.2M Add +1994.2%
IYW iShares Ustechnology ETF 1.04% 38,214 $5.2M Add +2023.0%
BRK.B Berkshire Hathaway Inc. Class B 0.89% 10,432 $4.4M Add +1429.6%
EFG iShares MSCI Eafe Growth ETF 0.85% 40,650 $4.2M Add +1854.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.82% 16,174 $4.0M Add +1100.7%
EFV iShares MSCI Eafe Value ETF 0.79% 71,347 $3.9M New
MSFT Microsoft Corp. 0.73% 8,596 $3.6M Add +1181.1%
ITOT iShares Core S&P Total U.S. 0.66% 28,085 $3.2M New
TLT iShares 20+ Year Treasury BD 0.61% 32,053 $3.0M New
CASY Casey's General Stores Inc. 0.59% 9,136 $2.9M Add +539.3%
AMZN Amazon.com Inc. 0.55% 15,169 $2.7M Add +733.5%
BSCO Invesco Bulletshares 2024 CB 0.50% 118,067 $2.5M New
HELO JPMorgan Hedged Equity ETF 0.46% 40,286 $2.3M New
VUG Vanguard Mrngstar GR ETF-Sui 0.43% 6,173 $2.1M New
HYDB iShares High Yield Systemati 0.39% 41,446 $1.9M New
DE Deere & Co. 0.38% 4,626 $1.9M Add +428.7%
WM Waste Management Inc. 0.38% 8,882 $1.9M New
AAPL Apple Inc. 0.37% 10,788 $1.8M New
AOR iShares Core 60/40 Balanced 0.35% 31,403 $1.7M New
SPY SS SPDR S&P 500 ETF Trust-US 0.32% 3,020 $1.6M New
IXC iShares Global Energy ETF 0.29% 33,565 $1.4M New
IFRA iShares US Infrastructure 0.28% 32,462 $1.4M New
IJR iShares Core S&P Small-Cap E 0.21% 9,482 $1.0M New
BUFD FT VST Lad Deep Buf ETF-Usdi 0.19% 39,404 $930K New
EMB iShares JP Morgan Usd Emergi 0.19% 10,235 $918K New
WFC Wells Fargo & Co. 0.17% 14,844 $860K New
IJH iShares Core S&P Midcap ETF 0.16% 13,359 $811K New
NUBD Nuveen ESG US Aggregate Bond 0.16% 36,257 $797K New
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.16% 3,374 $796K New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.15% 4,885 $762K New
RLY SS Multi-Asset Real Ret ETF 0.15% 26,873 $751K New
VTI VG Morningstar TS MKT ETF-US 0.15% 2,764 $718K New
PFG Principal Financial Group 0.15% 8,319 $718K New
CWB SS SPDR BB Conv Sec ETF 0.14% 9,757 $713K New
HD Home Depot Inc. 0.12% 1,576 $604K New
AOM iShares Core 40/60 Moderate 0.12% 13,910 $595K New
ORLY O'reilly Automotive Inc. 0.12% 527 $595K New
NULG Nuveen ESG LRG-Cap GRW ETF 0.12% 7,643 $583K New
PRF Invesco Rafi US 1000 ETF 0.12% 15,000 $577K New
IWC iShares Micro-Cap ETF 0.11% 4,636 $562K New
TSLA Tesla Inc. 0.11% 3,161 $556K New
BSJR Invesco Bulletshares 2027 HY 0.11% 24,597 $547K New
NULV Nuveen ESG Large-Cap Val ETF 0.10% 12,714 $494K New
VTV Vanguard Mrngstr Val ETF-Aui 0.10% 2,995 $488K New
VDE Vanguard Energy ETF 0.09% 3,278 $432K New
WMT Walmart Inc. 0.09% 7,136 $429K New
EMR Emerson Electric Co. 0.08% 3,641 $413K New
NUDM Nuveen ESG Intl Devel MRK Eq 0.08% 13,127 $408K New
BNDX Vanguard Total Intl Bond ETF 0.08% 8,278 $407K New
VWO Vanguard Ftse Emerging Marke 0.08% 9,312 $389K New
JEPI JPMorgan Equity Premium Inco 0.08% 6,486 $375K New
LPLA LPL Financial Holdings Inc. 0.07% 1,366 $361K New
AOK iShares Core 30/70 Conservat 0.07% 9,510 $350K New
LAMR Lamar Advertising Co. Class A 0.07% 2,865 $342K New
SCHX Schwab US Large-Cap ETF 0.07% 5,254 $326K New
IVV iShares Core S&P 500 ETF 0.06% 586 $308K New
AEE Ameren Corporation 0.06% 4,130 $305K New
XOM Exxon Mobil Corp. 0.06% 2,588 $301K New
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.06% 2,670 $291K New
QQQ Invesco QQQ Trust Series 1 0.06% 649 $288K New
FISV Fiserv Inc. 0.06% 1,701 $272K New
PG The Procter & Gamble Co. 0.05% 1,667 $270K New
KDP Keurig Dr Pepper Inc. 0.05% 8,619 $264K New
CAT Caterpillar Inc. 0.05% 707 $259K New
GLD SPDR Gold Shares 0.05% 1,232 $253K New
PEP Pepsico Inc. 0.05% 1,418 $248K New
F Ford Motor Co. filed as FORD MTR CO DEL 0.05% 18,504 $246K New
NVDA Nvidia Corp. 0.05% 270 $244K New
VYM Vanguard High DVD Yield ETF 0.05% 1,960 $237K New
SCHD Schwab US DVD Equity ETF 0.05% 2,936 $237K New
NUHY Nuveen ESG Hi YLD Corp. BND 0.05% 10,616 $224K New
UPS United Parcel Service Class B 0.05% 1,507 $224K New
BX Blackstone Inc. 0.04% 1,679 $221K New
META Meta Platforms Inc. Class A 0.04% 454 $221K New
GOVT iShares US Treasury Bond ETF 0.04% 9,671 $220K New
CTVA Corteva Inc. 0.04% 3,766 $217K New
IJK iShares S&P Mid-Cap 400 Grow 0.04% 2,316 $211K New

Show all 107 holdings

Portfolio Sells Q4 2023 → Q1 2024

TFLO iShares Treasury Floating Ra Sold out 0.00% −1.02

Portfolio Buys Q4 2023 → Q1 2024

DYNF Ishrs US E F R A ETF-Usd Inc. New 2.20% +2.20
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +3828.7% 4.80% +2.03
IVW iShares S&P 500 Growth ETF New 1.78% +1.78
IUSV iShares Core S&P U.S. Value New 1.39% +1.39
AOA iShares Core 80/20 Aggressiv New 1.07% +1.07
BSCS Invesco Bulletshares 2028 CB Add +4153.7% 2.27% +1.06
BSJQ Invesco Bulletshares 2026 HY Add +3376.0% 2.97% +1.06
BSJP Invesco Bulletshares 2025 HY Add +3237.4% 2.92% +0.98
BSCR Invesco Bulletshares 2027 CB Add +3148.2% 2.76% +0.84
EFV iShares MSCI Eafe Value ETF New 0.79% +0.79
ITOT iShares Core S&P Total U.S. New 0.66% +0.66
TLT iShares 20+ Year Treasury BD New 0.61% +0.61
BSCO Invesco Bulletshares 2024 CB New 0.50% +0.50
HELO JPMorgan Hedged Equity ETF New 0.46% +0.46
VUG Vanguard Mrngstar GR ETF-Sui New 0.43% +0.43
HYDB iShares High Yield Systemati New 0.39% +0.39
WM Waste Management Inc. New 0.38% +0.38
AAPL Apple Inc. New 0.37% +0.37
AOR iShares Core 60/40 Balanced New 0.35% +0.35
SPY SS SPDR S&P 500 ETF Trust-US New 0.32% +0.32
IXC iShares Global Energy ETF New 0.29% +0.29
IFRA iShares US Infrastructure New 0.28% +0.28
IJR iShares Core S&P Small-Cap E New 0.21% +0.21
BUFD FT VST Lad Deep Buf ETF-Usdi New 0.19% +0.19
EMB iShares JP Morgan Usd Emergi New 0.19% +0.19
WFC Wells Fargo & Co. New 0.17% +0.17
IJH iShares Core S&P Midcap ETF New 0.16% +0.16
NUBD Nuveen ESG US Aggregate Bond New 0.16% +0.16
VOT Vngrd Mrngstr MC GRW ETF-Usd New 0.16% +0.16
VOE Vngrd Mrngstr MD-Cap Val ETF New 0.15% +0.15
RLY SS Multi-Asset Real Ret ETF New 0.15% +0.15
PFG Principal Financial Group New 0.15% +0.15
VTI VG Morningstar TS MKT ETF-US New 0.15% +0.15
CWB SS SPDR BB Conv Sec ETF New 0.14% +0.14
HD Home Depot Inc. New 0.12% +0.12
AOM iShares Core 40/60 Moderate New 0.12% +0.12
ORLY O'reilly Automotive Inc. New 0.12% +0.12
NULG Nuveen ESG LRG-Cap GRW ETF New 0.12% +0.12
PRF Invesco Rafi US 1000 ETF New 0.12% +0.12
IWC iShares Micro-Cap ETF New 0.11% +0.11
TSLA Tesla Inc. New 0.11% +0.11
BSJR Invesco Bulletshares 2027 HY New 0.11% +0.11
NULV Nuveen ESG Large-Cap Val ETF New 0.10% +0.10
VTV Vanguard Mrngstr Val ETF-Aui New 0.10% +0.10
VDE Vanguard Energy ETF New 0.09% +0.09
WMT Walmart Inc. New 0.09% +0.09
EMR Emerson Electric Co. New 0.08% +0.08
NUDM Nuveen ESG Intl Devel MRK Eq New 0.08% +0.08
BNDX Vanguard Total Intl Bond ETF New 0.08% +0.08
VWO Vanguard Ftse Emerging Marke New 0.08% +0.08

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 133$888.2MIUSG, IVV, SDY, BUFD, ESN
Q1 2026 121$795.1MHELO, BUFD, IUSG, SDY, VB
Q4 2025 118$809.3MHELO, BUFD, IUSG, SDY, VB
Q3 2025 117$764.0MHELO, IUSG, BUFD, SDY, VB
Q2 2025 113$716.4MHELO, IUSG, BUFD, SDY, VB
Q1 2025 111$650.1MIUSG, HELO, SDY, BUFD, VOO
Q4 2024 111$617.7MIUSG, HELO, SDY, VOO, VB
Q3 2024 56$519.9MIUSG, SDY, VOO, VB, IUSB
Q2 2024 107$508.4MIUSG, SDY, VOO, VB, IUSB
Q1 2024 107$493.9MIUSG, SDY, VOO, VB, IUSB