Legacy Financial Group LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 17, 2024), Legacy Financial Group LLC reported 107 stock positions worth $508.4 million. Its top holding was iShares Core S&P U.S. Growth (IUSG) at 12.3% of the portfolio, followed by SS SPDR S&P Dividend ETF (SDY, 9.3%) and Vanguard S&P 500 ETF (VOO, 7.3%). Compared with Q1 2024, it opened 7 new positions, sold out of 7, added to 42 and reduced 44. The biggest buy was a new position in SS SPDR P S&P 500 Value ETF (SPYV) and the biggest sale Wisdmtree Emerg MKT Ex-St Ow (XSOE, shares −52%).
- Most Recent 13F
- Q2 2026
- Location
- DES MOINES, IA
- CIK
- 0001834011
- Portfolio Value
- $508.4M (Q2 2024)
- SEC Filing
- 0001754960-24-000269 ↗ filed Jul 17, 2024
Holdings Value
Holdings 107 stocks · $508.4M
| IUSG iShares Core S&P U.S. Growth | 12.34% | 492,225 | $62.7M | Add +8.2% |
| SDY SS SPDR S&P Dividend ETF | 9.29% | 371,379 | $47.2M | Reduce -5.6% |
| VOO Vanguard S&P 500 ETF | 7.30% | 74,210 | $37.1M | Reduce -12.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.07% | 141,450 | $30.8M | Add +1.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 4.63% | 520,254 | $23.5M | Add +0.1% |
| BSJQ Invesco Bulletshares 2026 HY | 3.21% | 708,081 | $16.3M | Add +11.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 3.19% | 316,711 | $16.2M | Add +1.1% |
| IVW iShares S&P 500 Growth ETF | 3.01% | 165,273 | $15.3M | Add +58.4% |
| BSCR Invesco Bulletshares 2027 CB | 2.93% | 774,351 | $14.9M | Add +9.6% |
| VEA Vanguard Ftse Developed ETF | 2.92% | 300,691 | $14.9M | Reduce -8.5% |
| BSCS Invesco Bulletshares 2028 CB | 2.74% | 697,875 | $13.9M | Add +24.7% |
| QUAL iShares MSCI USA Quality Fac | 2.47% | 73,467 | $12.5M | Add +2.8% |
| TIP iShares Tips Bond ETF | 2.39% | 113,687 | $12.1M | Reduce -0.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.31% | 250,011 | $11.7M | Add +2.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.85% | 193,466 | $9.4M | New |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 1.84% | 304,689 | $9.3M | Reduce -52.5% |
| BSV Vanguard Short-Term Bond ETF | 1.81% | 120,107 | $9.2M | Add +0.1% |
| BSJT Invesco Bulletshares 2029 HY | 1.57% | 380,865 | $8.0M | New |
| BSJP Invesco Bulletshares 2025 HY | 1.54% | 341,145 | $7.8M | Reduce -45.7% |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.36% | 164,426 | $6.9M | Reduce -0.9% |
| IUSV iShares Core S&P U.S. Value | 1.36% | 78,611 | $6.9M | Add +3.5% |
| USRT iShares Core US REIT ETF | 1.30% | 123,665 | $6.6M | Reduce -51.3% |
| AOA iShares Core 80/20 Aggressiv | 1.22% | 83,163 | $6.2M | Add +15.5% |
| SPLB SS SPDR P Long Term C ETF | 1.19% | 267,389 | $6.0M | Add +2.1% |
| BND Vanguard Total Bond Market | 1.15% | 81,344 | $5.9M | Add +4.0% |
| IYW iShares Ustechnology ETF | 1.14% | 38,368 | $5.8M | Add +0.4% |
| MBB iShares MBS ETF | 1.01% | 56,151 | $5.2M | Reduce -0.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.85% | 42,446 | $4.3M | Add +4.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.84% | 10,495 | $4.3M | Add +0.6% |
| IEMG iShares Core MSCI Emerging | 0.80% | 76,187 | $4.1M | New |
| EFV iShares MSCI Eafe Value ETF | 0.79% | 75,634 | $4.0M | Add +6.0% |
| MSFT Microsoft Corp. | 0.76% | 8,652 | $3.9M | Add +0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.76% | 15,894 | $3.8M | Reduce -1.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.73% | 62,998 | $3.7M | New |
| ITOT iShares Core S&P Total U.S. | 0.72% | 30,995 | $3.7M | Add +10.4% |
| CASY Casey's General Stores Inc. | 0.68% | 9,098 | $3.5M | Reduce -0.4% |
| HELO JPMorgan Hedged Equity ETF | 0.63% | 54,468 | $3.2M | Add +35.2% |
| TLT iShares 20+ Year Treasury BD | 0.59% | 32,472 | $3.0M | Add +1.3% |
| AMZN Amazon.com Inc. | 0.57% | 15,029 | $2.9M | Reduce -0.9% |
| AAPL Apple Inc. | 0.45% | 10,830 | $2.3M | Add +0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.43% | 5,828 | $2.2M | Reduce -5.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.38% | 37,329 | $1.9M | New |
| WM Waste Management Inc. | 0.37% | 8,852 | $1.9M | Reduce -0.3% |
| DE Deere & Co. | 0.34% | 4,619 | $1.7M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 2,997 | $1.6M | Reduce -0.8% |
| AOR iShares Core 60/40 Balanced | 0.28% | 25,536 | $1.4M | Reduce -18.7% |
| IFRA iShares US Infrastructure | 0.27% | 32,808 | $1.4M | Add +1.1% |
| BSCO Invesco Bulletshares 2024 CB | 0.22% | 53,761 | $1.1M | Reduce -54.5% |
| BSJR Invesco Bulletshares 2027 HY | 0.21% | 47,533 | $1.0M | Add +93.3% |
| IJR iShares Core S&P Small-Cap E | 0.19% | 9,272 | $989K | Reduce -2.2% |
| WFC Wells Fargo & Co. | 0.17% | 14,426 | $857K | Reduce -2.8% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.16% | 33,294 | $810K | Reduce -15.5% |
| NUBD Nuveen ESG US Aggregate Bond | 0.16% | 37,077 | $809K | Add +2.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.15% | 3,310 | $760K | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 2,764 | $739K | No change |
| RLY SS Multi-Asset Real Ret ETF | 0.14% | 25,759 | $712K | Reduce -4.2% |
| IJH iShares Core S&P Midcap ETF | 0.14% | 12,159 | $712K | Reduce -9.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.14% | 4,711 | $709K | Reduce -3.6% |
| CWB SS SPDR BB Conv Sec ETF | 0.14% | 9,818 | $708K | Add +0.6% |
| TSLA Tesla Inc. | 0.14% | 3,481 | $689K | Add +10.1% |
| PFG Principal Financial Group | 0.13% | 8,741 | $686K | Add +5.1% |
| AOM iShares Core 40/60 Moderate | 0.13% | 14,868 | $639K | Add +6.9% |
| EMB iShares JP Morgan Usd Emergi | 0.12% | 7,149 | $633K | Reduce -30.1% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.11% | 7,032 | $571K | Reduce -8.0% |
| PRF Invesco Rafi US 1000 ETF | 0.11% | 14,469 | $549K | Reduce -3.5% |
| HD Home Depot Inc. | 0.11% | 1,577 | $543K | Add +0.1% |
| ORLY O'reilly Automotive Inc. | 0.11% | 506 | $534K | Reduce -4.0% |
| IWC iShares Micro-Cap ETF | 0.10% | 4,532 | $517K | Reduce -2.2% |
| WMT Walmart Inc. | 0.10% | 7,343 | $497K | Add +2.9% |
| VDE Vanguard Energy ETF | 0.09% | 3,549 | $453K | Add +8.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 2,806 | $450K | Reduce -6.3% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.09% | 11,451 | $433K | Reduce -9.9% |
| NVDA Nvidia Corp. | 0.08% | 3,430 | $424K | Add +27.0% |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 9,204 | $403K | Reduce -1.2% |
| EMR Emerson Electric Co. | 0.08% | 3,641 | $401K | No change |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.08% | 12,608 | $392K | Reduce -4.0% |
| LPLA LPL Financial Holdings Inc. | 0.07% | 1,366 | $382K | No change |
| IVV iShares Core S&P 500 ETF | 0.07% | 663 | $363K | Add +13.1% |
| LAMR Lamar Advertising Co. Class A | 0.07% | 2,874 | $343K | Add +0.3% |
| TRV The Travelers Cos Inc. | 0.07% | 1,679 | $341K | New |
| AOK iShares Core 30/70 Conservat | 0.07% | 9,231 | $341K | Reduce -2.9% |
| JEPI JPMorgan Equity Premium Inco | 0.06% | 5,804 | $329K | Reduce -10.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.06% | 6,695 | $326K | Reduce -19.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 645 | $309K | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.06% | 2,642 | $304K | Add +2.1% |
| AEE Ameren Corporation | 0.06% | 4,130 | $294K | No change |
| KDP Keurig Dr Pepper Inc. | 0.06% | 8,619 | $288K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 3,872 | $281K | New |
| SCHX Schwab US Large-Cap ETF | 0.05% | 4,329 | $278K | Reduce -17.6% |
| GLD SPDR Gold Shares | 0.05% | 1,232 | $265K | No change |
| PG The Procter & Gamble Co. | 0.05% | 1,557 | $257K | Reduce -6.6% |
| FISV Fiserv Inc. | 0.05% | 1,701 | $254K | No change |
| GOOG Alphabet Inc. Class C | 0.05% | 1,347 | $247K | No change |
| CAT Caterpillar Inc. | 0.05% | 707 | $236K | No change |
| PEP Pepsico Inc. | 0.05% | 1,418 | $234K | No change |
| GOVT iShares US Treasury Bond ETF | 0.05% | 10,324 | $233K | Add +6.8% |
| VYM Vanguard High DVD Yield ETF | 0.05% | 1,961 | $233K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.05% | 457 | $231K | Add +0.7% |
| SCHD Schwab US DVD Equity ETF | 0.04% | 2,936 | $228K | No change |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.04% | 17,644 | $221K | Reduce -4.7% |
Portfolio Sells Q1 2024 → Q2 2024
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -52.5% | 1.84% | −1.99 |
| USRT iShares Core US REIT ETF | Reduce -51.3% | 1.30% | −1.46 |
| BSJP Invesco Bulletshares 2025 HY | Reduce -45.7% | 1.54% | −1.38 |
| SDY SS SPDR S&P Dividend ETF | Reduce -5.6% | 9.29% | −1.17 |
| VOO Vanguard S&P 500 ETF | Reduce -12.4% | 7.30% | −0.95 |
| VEA Vanguard Ftse Developed ETF | Reduce -8.5% | 2.92% | −0.42 |
| HYDB iShares High Yield Systemati | Sold out | 0.00% | −0.39 |
| IXC iShares Global Energy ETF | Sold out | 0.00% | −0.29 |
| BSCO Invesco Bulletshares 2024 CB | Reduce -54.5% | 0.22% | −0.28 |
| TIP iShares Tips Bond ETF | Reduce -0.4% | 2.39% | −0.09 |
| AOR iShares Core 60/40 Balanced | Reduce -18.7% | 0.28% | −0.07 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -0.9% | 1.36% | −0.06 |
| EMB iShares JP Morgan Usd Emergi | Reduce -30.1% | 0.12% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.7% | 0.76% | −0.06 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.06 |
| MBB iShares MBS ETF | Reduce -0.9% | 1.01% | −0.05 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.05 |
| DE Deere & Co. | Reduce -0.1% | 0.34% | −0.05 |
| XPO Xpo Inc. | Sold out | 0.00% | −0.04 |
| GE General Electric | Sold out | 0.00% | −0.04 |
| DOW Dow Inc. | Sold out | 0.00% | −0.04 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -15.5% | 0.16% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -9.0% | 0.14% | −0.02 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -19.1% | 0.06% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.2% | 0.19% | −0.02 |
| ORLY O'reilly Automotive Inc. | Reduce -4.0% | 0.11% | −0.02 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -9.9% | 0.09% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -3.6% | 0.14% | −0.01 |
| IWC iShares Micro-Cap ETF | Reduce -2.2% | 0.10% | −0.01 |
| RLY SS Multi-Asset Real Ret ETF | Reduce -4.2% | 0.14% | −0.01 |
| WM Waste Management Inc. | Reduce -0.3% | 0.37% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.9% | 0.15% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -10.5% | 0.06% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -17.6% | 0.05% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.3% | 0.09% | −0.01 |
| PRF Invesco Rafi US 1000 ETF | Reduce -3.5% | 0.11% | −0.01 |
| F Ford Motor Co. | Reduce -4.7% | 0.04% | −0.01 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -8.0% | 0.11% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -2.8% | 0.17% | −0.01 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Reduce -4.0% | 0.08% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -6.6% | 0.05% | −0.00 |
| AOK iShares Core 30/70 Conservat | Reduce -2.9% | 0.07% | −0.00 |
| T AT&T Inc. | Reduce -12.7% | 0.04% | −0.00 |
| NUHY Nuveen ESG Hi YLD Corp. BND | Reduce -2.5% | 0.04% | −0.00 |
| KO The Coca-Cola Co. | Reduce -4.5% | 0.04% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -5.6% | 0.43% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.2% | 0.08% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 0.32% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.6% | 0.06% | +0.00 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 0.57% | +0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| SPYV SS SPDR P S&P 500 Value ETF | New | 1.85% | +1.85 |
| BSJT Invesco Bulletshares 2029 HY | New | 1.57% | +1.57 |
| IUSG iShares Core S&P U.S. Growth | Add +8.2% | 12.34% | +1.54 |
| IVW iShares S&P 500 Growth ETF | Add +58.4% | 3.01% | +1.22 |
| IEMG iShares Core MSCI Emerging | New | 0.80% | +0.80 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.73% | +0.73 |
| BSCS Invesco Bulletshares 2028 CB | Add +24.7% | 2.74% | +0.46 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.38% | +0.38 |
| BSJQ Invesco Bulletshares 2026 HY | Add +11.9% | 3.21% | +0.24 |
| HELO JPMorgan Hedged Equity ETF | Add +35.2% | 0.63% | +0.17 |
| BSCR Invesco Bulletshares 2027 CB | Add +9.6% | 2.93% | +0.17 |
| AOA iShares Core 80/20 Aggressiv | Add +15.5% | 1.22% | +0.15 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +2.0% | 2.31% | +0.10 |
| BSJR Invesco Bulletshares 2027 HY | Add +93.3% | 0.21% | +0.10 |
| IYW iShares Ustechnology ETF | Add +0.4% | 1.14% | +0.09 |
| QUAL iShares MSCI USA Quality Fac | Add +2.8% | 2.47% | +0.09 |
| AAPL Apple Inc. | Add +0.4% | 0.45% | +0.07 |
| ITOT iShares Core S&P Total U.S. | Add +10.4% | 0.72% | +0.07 |
| TRV The Travelers Cos Inc. | New | 0.07% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.06% | +0.06 |
| NVDA Nvidia Corp. | Add +27.0% | 0.08% | +0.03 |
| MSFT Microsoft Corp. | Add +0.7% | 0.76% | +0.03 |
| TSLA Tesla Inc. | Add +10.1% | 0.14% | +0.02 |
| WMT Walmart Inc. | Add +2.9% | 0.10% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +13.1% | 0.07% | +0.01 |
| AOM iShares Core 40/60 Moderate | Add +6.9% | 0.13% | +0.01 |
| EFV iShares MSCI Eafe Value ETF | Add +6.0% | 0.79% | +0.00 |
| BND Vanguard Total Bond Market | Add +4.0% | 1.15% | +0.00 |
| VDE Vanguard Energy ETF | Add +8.3% | 0.09% | +0.00 |
| GOVT iShares US Treasury Bond ETF | Add +6.8% | 0.05% | +0.00 |
| META Meta Platforms Inc. Class A | Add +0.7% | 0.05% | +0.00 |
| EFG iShares MSCI Eafe Growth ETF | Add +4.4% | 0.85% | −0.00 |
| XOM Exxon Mobil Corp. | Add +2.1% | 0.06% | −0.00 |
| LAMR Lamar Advertising Co. Class A | Add +0.3% | 0.07% | −0.00 |
| NUBD Nuveen ESG US Aggregate Bond | Add +2.3% | 0.16% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.1% | 0.05% | −0.00 |
| BX Blackstone Inc. | Add +0.2% | 0.04% | −0.00 |
| CWB SS SPDR BB Conv Sec ETF | Add +0.6% | 0.14% | −0.01 |
| PFG Principal Financial Group | Add +5.1% | 0.13% | −0.01 |
| IFRA iShares US Infrastructure | Add +1.1% | 0.27% | −0.01 |
| HD Home Depot Inc. | Add +0.1% | 0.11% | −0.02 |
| IUSV iShares Core S&P U.S. Value | Add +3.5% | 1.36% | −0.03 |
| TLT iShares 20+ Year Treasury BD | Add +1.3% | 0.59% | −0.03 |
| SPLB SS SPDR P Long Term C ETF | Add +2.1% | 1.19% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 0.84% | −0.05 |
| BSV Vanguard Short-Term Bond ETF | Add +0.1% | 1.81% | −0.05 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +1.1% | 3.19% | −0.08 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +0.1% | 4.63% | −0.17 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.2% | 6.07% | −0.40 |
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 |