Legacy Financial Group LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Legacy Financial Group LLC reported 111 stock positions worth $617.7 million. Its top holding was iShares Core S&P U.S. Growth (IUSG) at 10.6% of the portfolio, followed by JPMorgan Hedged Equity ETF (HELO, 9.0%) and SS SPDR S&P Dividend ETF (SDY, 8.1%). Compared with Q3 2024, it opened 56 new positions, sold out of 1, added to 29 and reduced 25. The biggest buy was JPMorgan Hedged Equity ETF (HELO, shares +979%) and the biggest sale iShares Core S&P U.S. Growth (IUSG, shares −5%).

Most Recent 13F
Q2 2026
Location
DES MOINES, IA
CIK
0001834011
Portfolio Value
$617.7M (Q4 2024)
SEC Filing
0001754960-25-000054 ↗ filed Jan 22, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $493.9M Q1 2024 Q2 2024: $508.4M Q2 2024 Q3 2024: $519.9M Q3 2024 Q4 2024: $617.7M $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 111 stocks · $617.7M
IUSG iShares Core S&P U.S. Growth 10.58% 469,146 $65.4M Reduce -4.8%
HELO JPMorgan Hedged Equity ETF 8.99% 895,479 $55.6M Add +978.8%
SDY SS SPDR S&P Dividend ETF 8.07% 377,368 $49.9M Add +0.8%
VOO Vanguard S&P 500 ETF 5.92% 67,879 $36.6M Reduce -2.6%
VB Vanguard Most SM-Cap ETF-Usd 5.34% 137,268 $33.0M Reduce -4.1%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 4.05% 553,139 $25.0M Reduce -7.5%
BINC iShares Flex I A ETF-Usd Inc. 3.70% 439,449 $22.9M Add +54.0%
VEA Vanguard Ftse Developed ETF 2.92% 376,673 $18.0M Add +12.7%
BSJQ Invesco Bulletshares 2026 HY 2.91% 772,970 $18.0M Add +7.3%
IGIB iShares 5-10Y Inv Grade Corp. 2.81% 336,572 $17.3M Add +4.7%
EMXC iShares MSCI Emr MRK Ex Chna 2.70% 300,708 $16.7M Add +11.2%
BSCR Invesco Bulletshares 2027 CB 2.70% 855,470 $16.7M Add +7.8%
BSCS Invesco Bulletshares 2028 CB 2.62% 804,524 $16.2M Add +11.0%
IVW iShares S&P 500 Growth ETF 2.59% 157,852 $16.0M Reduce -4.9%
QUAL iShares MSCI USA Quality Fac 2.30% 79,639 $14.2M Add +3.8%
BSJT Invesco Bulletshares 2029 HY 2.29% 660,589 $14.1M Add +37.5%
DYNF Ishrs US E F R A ETF-Usd Inc. 2.14% 257,731 $13.2M Reduce -1.0%
BSV Vanguard Short-Term Bond ETF 2.12% 169,138 $13.1M Add +38.0%
SHYG iShares 0-5 YR HY Corp. Bond 1.70% 245,944 $10.5M Add +5.8%
SPYV SS SPDR P S&P 500 Value ETF 1.64% 197,992 $10.1M Add +1.1%
IUSV iShares Core S&P U.S. Value 1.28% 85,723 $7.9M Add +4.6%
AOA iShares Core 80/20 Aggressiv 1.13% 90,789 $7.0M Reduce -1.8%
USRT iShares Core US REIT ETF 1.10% 119,071 $6.8M Reduce -2.7%
BND Vanguard Total Bond Market 1.03% 88,299 $6.3M Add +7.1%
MBB iShares MBS ETF 0.97% 65,356 $6.0M Add +12.0%
EFG iShares MSCI Eafe Growth ETF 0.94% 60,175 $5.8M Add +13.2%
EFV iShares MSCI Eafe Value ETF 0.92% 108,473 $5.7M Add +20.3%
IYW iShares Ustechnology ETF 0.86% 33,343 $5.3M Reduce -5.5%
BRK.B Berkshire Hathaway Inc. Class B 0.79% 10,823 $4.9M Add +2.2%
BSJP Invesco Bulletshares 2025 HY 0.74% 197,479 $4.6M Reduce -28.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.66% 15,398 $4.1M Reduce -6.3%
ITOT iShares Core S&P Total U.S. 0.65% 31,017 $4.0M Reduce -2.3%
MTUM iShares MSCI USA Momentum Fa 0.62% 18,478 $3.8M New
MSFT Microsoft Corp. 0.59% 8,625 $3.6M New
CASY Casey's General Stores Inc. 0.57% 8,899 $3.5M New
AMZN Amazon.com Inc. 0.56% 15,757 $3.5M Add +2.5%
AAPL Apple Inc. 0.45% 11,169 $2.8M Add +0.9%
TLT iShares 20+ Year Treasury BD 0.42% 29,721 $2.6M Add +19.9%
IAU iShares Gold Trust 0.41% 51,560 $2.6M New
VUG Vanguard Mrngstar GR ETF-Sui 0.38% 5,688 $2.3M New
ESN Essential 40 Stock ETF 0.30% 124,839 $1.9M New
WM Waste Management Inc. 0.29% 8,794 $1.8M New
SPY SS SPDR S&P 500 ETF Trust-US 0.27% 2,880 $1.7M New
DE Deere & Co. 0.27% 3,882 $1.6M New
IFRA iShares US Infrastructure 0.24% 32,540 $1.5M Reduce -3.7%
BSJR Invesco Bulletshares 2027 HY 0.23% 63,447 $1.4M Add +12.7%
AOR iShares Core 60/40 Balanced 0.22% 23,699 $1.4M Reduce -4.6%
TSLA Tesla Inc. 0.20% 3,127 $1.3M New
IJR iShares Core S&P Small-Cap E 0.18% 9,482 $1.1M New
WFC Wells Fargo & Co. 0.15% 13,537 $951K Reduce -3.9%
CWB SS SPDR BB Conv Sec ETF 0.15% 12,061 $939K Add +19.9%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.14% 3,410 $865K New
VOE Vngrd Mrngstr MD-Cap Val ETF 0.13% 5,132 $830K New
BUFD FT VST Lad Deep Buf ETF-Usdi 0.13% 32,314 $825K Reduce -30.4%
WMT Walmart Inc. 0.13% 8,859 $800K New
NUBD Nuveen ESG US Aggregate Bond 0.13% 36,164 $788K Reduce -3.9%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.13% 25,767 $785K Reduce -35.6%
PFG Principal Financial Group 0.12% 9,965 $771K New
VTI VG Morningstar TS MKT ETF-US 0.12% 2,626 $761K New
EMB iShares JP Morgan Usd Emergi 0.12% 8,246 $734K New
IJH iShares Core S&P Midcap ETF 0.12% 11,493 $716K Reduce -5.9%
AOM iShares Core 40/60 Moderate 0.11% 15,839 $688K Add +2.5%
TIP iShares Tips Bond ETF 0.11% 6,295 $671K Reduce -41.7%
NVDA Nvidia Corp. 0.10% 4,775 $641K New
RLY SS Multi-Asset Real Ret ETF 0.10% 23,424 $633K Add +0.1%
TRV The Travelers Cos Inc. 0.10% 2,606 $628K New
IWC iShares Micro-Cap ETF 0.10% 4,765 $621K New
ORLY O'reilly Automotive Inc. 0.10% 506 $600K New
HD Home Depot Inc. 0.10% 1,512 $588K New
PRF Invesco Rafi US 1000 ETF 0.09% 14,469 $584K No change
NULG Nuveen ESG LRG-Cap GRW ETF 0.09% 6,777 $582K New
JEPI JPMorgan Equity Premium Inco 0.09% 9,662 $556K New
VTV Vanguard Mrngstr Val ETF-Aui 0.08% 3,016 $511K New
BSJS Invesco Bulletshares 2028 HY 0.08% 22,185 $481K Add +39.5%
LPLA LPL Financial Holdings Inc. 0.07% 1,366 $446K New
NULV Nuveen ESG Large-Cap Val ETF 0.07% 11,233 $442K Reduce -3.5%
EMR Emerson Electric Co. 0.07% 3,521 $436K New
CAT Caterpillar Inc. 0.07% 1,182 $429K New
IVV iShares Core S&P 500 ETF 0.07% 695 $409K New
XOM Exxon Mobil Corp. 0.07% 3,757 $404K New
VDE Vanguard Energy ETF 0.06% 3,138 $381K New
AEE Ameren Corporation 0.06% 4,130 $368K New
NUDM Nuveen ESG Intl Devel MRK Eq 0.06% 12,014 $361K Reduce -5.8%
SCHV Schwab US Large-Cap Value 0.06% 13,695 $357K New
AOK iShares Core 30/70 Conservat 0.06% 9,433 $352K New
FISV Fiserv Inc. 0.06% 1,655 $340K New
GOVT iShares US Treasury Bond ETF 0.05% 14,472 $333K Add +26.6%
VWO Vanguard Ftse Emerging Marke 0.05% 7,397 $326K New
LAMR Lamar Advertising Co. Class A 0.05% 2,565 $312K New
IEFA iShares Core MSCI Eafe ETF 0.05% 4,408 $310K New
BNDX Vanguard Total Intl Bond ETF 0.05% 6,084 $298K New
GLD SPDR Gold Shares 0.05% 1,232 $298K New
SPLB SS SPDR P Long Term C ETF 0.05% 12,811 $285K Reduce -95.3%
KDP Keurig Dr Pepper Inc. 0.04% 8,619 $277K New
GOOG Alphabet Inc. Class C 0.04% 1,432 $273K New
QQQ Invesco QQQ Trust Series 1 0.04% 530 $271K New
XPO Xpo Inc. 0.04% 1,983 $260K New
PG The Procter & Gamble Co. 0.04% 1,520 $255K New
VYM Vanguard High DVD Yield ETF 0.04% 1,969 $251K New
SCHD Schwab US DVD Equity ETF 0.04% 8,808 $241K New

Show all 111 holdings

Portfolio Sells Q3 2024 → Q4 2024
IUSG iShares Core S&P U.S. Growth Reduce -4.8% 10.58% −1.92
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -7.5% 4.05% −1.37
SPLB SS SPDR P Long Term C ETF Reduce -95.3% 0.05% −1.21
VB Vanguard Most SM-Cap ETF-Usd Reduce -4.1% 5.34% −1.19
VOO Vanguard S&P 500 ETF Reduce -2.6% 5.92% −1.16
BSJP Invesco Bulletshares 2025 HY Reduce -28.7% 0.74% −0.49
IVW iShares S&P 500 Growth ETF Reduce -4.9% 2.59% −0.46
USRT iShares Core US REIT ETF Reduce -2.7% 1.10% −0.34
DYNF Ishrs US E F R A ETF-Usd Inc. Reduce -1.0% 2.14% −0.34
AOA iShares Core 80/20 Aggressiv Reduce -1.8% 1.13% −0.28
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -6.3% 0.66% −0.18
IYW iShares Ustechnology ETF Reduce -5.5% 0.86% −0.17
XSOE Wisdmtree Emerg MKT Ex-St Ow Reduce -35.6% 0.13% −0.13
ITOT iShares Core S&P Total U.S. Reduce -2.3% 0.65% −0.12
TIP iShares Tips Bond ETF Reduce -41.7% 0.11% −0.12
BSCO Invesco Bulletshares 2024 CB Sold out 0.00% −0.11
BUFD FT VST Lad Deep Buf ETF-Usdi Reduce -30.4% 0.13% −0.09
AOR iShares Core 60/40 Balanced Reduce -4.6% 0.22% −0.06
IFRA iShares US Infrastructure Reduce -3.7% 0.24% −0.06
NUBD Nuveen ESG US Aggregate Bond Reduce -3.9% 0.13% −0.04
IJH iShares Core S&P Midcap ETF Reduce -5.9% 0.12% −0.03
NUDM Nuveen ESG Intl Devel MRK Eq Reduce -5.8% 0.06% −0.02
NULV Nuveen ESG Large-Cap Val ETF Reduce -3.5% 0.07% −0.02
NUHY Nuveen ESG Hi YLD Corp. BND Reduce -5.5% 0.03% −0.01
F Ford Motor Co. Reduce -3.2% 0.03% −0.01
WFC Wells Fargo & Co. Reduce -3.9% 0.15% +0.00

Portfolio Buys Q3 2024 → Q4 2024
HELO JPMorgan Hedged Equity ETF Add +978.8% 8.99% +8.02
BINC iShares Flex I A ETF-Usd Inc. Add +54.0% 3.70% +0.76
MTUM iShares MSCI USA Momentum Fa New 0.62% +0.62
MSFT Microsoft Corp. New 0.59% +0.59
CASY Casey's General Stores Inc. New 0.57% +0.57
IAU iShares Gold Trust New 0.41% +0.41
VUG Vanguard Mrngstar GR ETF-Sui New 0.38% +0.38
ESN Essential 40 Stock ETF New 0.30% +0.30
WM Waste Management Inc. New 0.29% +0.29
SPY SS SPDR S&P 500 ETF Trust-US New 0.27% +0.27
BSJT Invesco Bulletshares 2029 HY Add +37.5% 2.29% +0.27
DE Deere & Co. New 0.27% +0.27
BSV Vanguard Short-Term Bond ETF Add +38.0% 2.12% +0.26
TSLA Tesla Inc. New 0.20% +0.20
IJR iShares Core S&P Small-Cap E New 0.18% +0.18
VOT Vngrd Mrngstr MC GRW ETF-Usd New 0.14% +0.14
VOE Vngrd Mrngstr MD-Cap Val ETF New 0.13% +0.13
WMT Walmart Inc. New 0.13% +0.13
PFG Principal Financial Group New 0.12% +0.12
VTI VG Morningstar TS MKT ETF-US New 0.12% +0.12
EMB iShares JP Morgan Usd Emergi New 0.12% +0.12
NVDA Nvidia Corp. New 0.10% +0.10
TRV The Travelers Cos Inc. New 0.10% +0.10
IWC iShares Micro-Cap ETF New 0.10% +0.10
ORLY O'reilly Automotive Inc. New 0.10% +0.10
HD Home Depot Inc. New 0.10% +0.10
NULG Nuveen ESG LRG-Cap GRW ETF New 0.09% +0.09
JEPI JPMorgan Equity Premium Inco New 0.09% +0.09
VTV Vanguard Mrngstr Val ETF-Aui New 0.08% +0.08
LPLA LPL Financial Holdings Inc. New 0.07% +0.07
EMR Emerson Electric Co. New 0.07% +0.07
CAT Caterpillar Inc. New 0.07% +0.07
IVV iShares Core S&P 500 ETF New 0.07% +0.07
XOM Exxon Mobil Corp. New 0.07% +0.07
VDE Vanguard Energy ETF New 0.06% +0.06
AEE Ameren Corporation New 0.06% +0.06
SCHV Schwab US Large-Cap Value New 0.06% +0.06
AOK iShares Core 30/70 Conservat New 0.06% +0.06
FISV Fiserv Inc. New 0.06% +0.06
VWO Vanguard Ftse Emerging Marke New 0.05% +0.05
LAMR Lamar Advertising Co. Class A New 0.05% +0.05
IEFA iShares Core MSCI Eafe ETF New 0.05% +0.05
GLD SPDR Gold Shares New 0.05% +0.05
BNDX Vanguard Total Intl Bond ETF New 0.05% +0.05
KDP Keurig Dr Pepper Inc. New 0.04% +0.04
GOOG Alphabet Inc. Class C New 0.04% +0.04
QQQ Invesco QQQ Trust Series 1 New 0.04% +0.04
XPO Xpo Inc. New 0.04% +0.04
PG The Procter & Gamble Co. New 0.04% +0.04
VYM Vanguard High DVD Yield ETF New 0.04% +0.04

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