Legacy Financial Group LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), Legacy Financial Group LLC reported 111 stock positions worth $650.1 million. Its top holding was iShares Core S&P U.S. Growth (IUSG) at 9.0% of the portfolio, followed by JPMorgan Hedged Equity ETF (HELO, 8.4%) and SS SPDR S&P Dividend ETF (SDY, 7.7%). Compared with Q4 2024, it opened 6 new positions, sold out of 6, added to 41 and reduced 52. The biggest buy was FT VST Lad Deep Buf ETF-Usdi (BUFD, shares +5833%) and the biggest sale iShares Core S&P U.S. Growth (IUSG, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- DES MOINES, IA
- CIK
- 0001834011
- Portfolio Value
- $650.1M (Q1 2025)
- SEC Filing
- 0001754960-25-000168 ↗ filed Apr 10, 2025
Holdings Value
Holdings 111 stocks · $650.1M
| IUSG iShares Core S&P U.S. Growth | 9.02% | 461,280 | $58.6M | Reduce -1.7% |
| HELO JPMorgan Hedged Equity ETF | 8.41% | 915,803 | $54.7M | Add +2.3% |
| SDY SS SPDR S&P Dividend ETF | 7.69% | 368,348 | $50.0M | Reduce -2.4% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 7.36% | 1,917,238 | $47.8M | Add +5833.1% |
| VOO Vanguard S&P 500 ETF | 4.94% | 62,547 | $32.1M | Reduce -7.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.60% | 134,892 | $29.9M | Reduce -1.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.87% | 546,209 | $25.2M | Reduce -1.3% |
| BINC iShares Flex I A ETF-Usd Inc. | 3.64% | 451,471 | $23.6M | Add +2.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 2.75% | 340,366 | $17.9M | Add +1.1% |
| BSJQ Invesco Bulletshares 2026 HY | 2.71% | 758,569 | $17.6M | Reduce -1.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.68% | 315,837 | $17.4M | Add +5.0% |
| BSCR Invesco Bulletshares 2027 CB | 2.58% | 857,471 | $16.8M | Add +0.2% |
| BSCS Invesco Bulletshares 2028 CB | 2.54% | 811,321 | $16.5M | Add +0.8% |
| VEA Vanguard Ftse Developed ETF | 2.45% | 313,658 | $15.9M | Reduce -16.7% |
| QUAL iShares MSCI USA Quality Fac | 2.44% | 92,949 | $15.9M | Add +16.7% |
| IVW iShares S&P 500 Growth ETF | 2.27% | 158,647 | $14.7M | Add +0.5% |
| BSJT Invesco Bulletshares 2029 HY | 2.24% | 690,857 | $14.6M | Add +4.6% |
| BSV Vanguard Short-Term Bond ETF | 2.06% | 171,174 | $13.4M | Add +1.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.94% | 258,782 | $12.6M | Add +0.4% |
| IUSV iShares Core S&P U.S. Value | 1.70% | 119,761 | $11.1M | Add +39.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.64% | 208,765 | $10.7M | Add +5.4% |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.62% | 247,630 | $10.5M | Add +0.7% |
| USRT iShares Core US REIT ETF | 1.03% | 116,643 | $6.7M | Reduce -2.0% |
| BND Vanguard Total Bond Market | 1.01% | 89,748 | $6.6M | Add +1.6% |
| AOA iShares Core 80/20 Aggressiv | 1.00% | 84,680 | $6.5M | Reduce -6.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 10,365 | $5.5M | Reduce -4.2% |
| IYW iShares Ustechnology ETF | 0.75% | 34,504 | $4.8M | Add +3.5% |
| MBB iShares MBS ETF | 0.75% | 51,667 | $4.8M | Reduce -20.9% |
| EFV iShares MSCI Eafe Value ETF | 0.70% | 77,079 | $4.5M | Reduce -28.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.66% | 43,137 | $4.3M | Reduce -28.3% |
| IAU iShares Gold Trust | 0.65% | 72,059 | $4.2M | Add +39.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.64% | 16,053 | $4.2M | Add +4.3% |
| MTUM iShares MSCI USA Momentum Fa | 0.59% | 18,893 | $3.8M | Add +2.3% |
| ITOT iShares Core S&P Total U.S. | 0.59% | 31,276 | $3.8M | Add +0.8% |
| TLH iShares 10-20 Year Treasury | 0.58% | 36,544 | $3.8M | New |
| OEF iShares S&P 100 ETF | 0.57% | 13,615 | $3.7M | New |
| CASY Casey's General Stores Inc. | 0.56% | 8,347 | $3.6M | Reduce -6.2% |
| MSFT Microsoft Corp. | 0.46% | 7,951 | $3.0M | Reduce -7.8% |
| AMZN Amazon.com Inc. | 0.42% | 14,454 | $2.8M | Reduce -8.3% |
| BSJP Invesco Bulletshares 2025 HY | 0.42% | 119,006 | $2.7M | Reduce -39.7% |
| AAPL Apple Inc. | 0.37% | 10,694 | $2.4M | Reduce -4.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 5,160 | $1.9M | Reduce -9.3% |
| ESN Essential 40 Stock ETF | 0.29% | 123,372 | $1.9M | Reduce -1.2% |
| WM Waste Management Inc. | 0.27% | 7,672 | $1.8M | Reduce -12.8% |
| DE Deere & Co. | 0.27% | 3,755 | $1.8M | Reduce -3.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 2,753 | $1.5M | Reduce -4.4% |
| BSJR Invesco Bulletshares 2027 HY | 0.23% | 65,755 | $1.5M | Add +3.6% |
| AOR iShares Core 60/40 Balanced | 0.21% | 23,290 | $1.3M | Reduce -1.7% |
| EMB iShares JP Morgan Usd Emergi | 0.16% | 11,539 | $1.0M | Add +39.9% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 9,445 | $988K | Reduce -0.4% |
| PFG Principal Financial Group | 0.14% | 10,472 | $884K | Add +5.1% |
| WMT Walmart Inc. | 0.14% | 10,042 | $882K | Add +13.3% |
| CWB SS SPDR BB Conv Sec ETF | 0.13% | 11,254 | $862K | Reduce -6.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.13% | 3,410 | $834K | No change |
| NUBD Nuveen ESG US Aggregate Bond | 0.11% | 33,654 | $747K | Reduce -6.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.11% | 4,644 | $746K | Reduce -9.5% |
| TSLA Tesla Inc. | 0.11% | 2,819 | $731K | Reduce -9.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 2,626 | $722K | No change |
| AOM iShares Core 40/60 Moderate | 0.11% | 15,790 | $693K | Reduce -0.3% |
| WFC Wells Fargo & Co. | 0.10% | 9,048 | $650K | Reduce -33.2% |
| TRV The Travelers Cos Inc. | 0.10% | 2,388 | $631K | Reduce -8.4% |
| IJH iShares Core S&P Midcap ETF | 0.10% | 10,772 | $629K | Reduce -6.3% |
| RLY SS Multi-Asset Real Ret ETF | 0.09% | 21,043 | $601K | Reduce -10.2% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.09% | 18,745 | $579K | Reduce -27.3% |
| PRF Invesco Rafi US 1000 ETF | 0.09% | 14,234 | $575K | Reduce -1.6% |
| ORLY O'reilly Automotive Inc. | 0.09% | 401 | $574K | Reduce -20.8% |
| BSJU Invesco Bulletshares 2030 HY | 0.09% | 22,344 | $570K | New |
| HD Home Depot Inc. | 0.09% | 1,520 | $557K | Add +0.5% |
| BSJS Invesco Bulletshares 2028 HY | 0.08% | 25,476 | $551K | Add +14.8% |
| TIP iShares Tips Bond ETF | 0.08% | 4,819 | $535K | Reduce -23.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 3,082 | $532K | Add +2.2% |
| JEPI JPMorgan Equity Premium Inco | 0.08% | 9,134 | $522K | Reduce -5.5% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.08% | 6,645 | $520K | Reduce -1.9% |
| NVDA Nvidia Corp. | 0.08% | 4,641 | $503K | Reduce -2.8% |
| IWC iShares Micro-Cap ETF | 0.08% | 4,508 | $500K | Reduce -5.4% |
| XOM Exxon Mobil Corp. | 0.08% | 4,126 | $491K | Add +9.8% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.07% | 11,185 | $453K | Reduce -0.4% |
| LPLA LPL Financial Holdings Inc. | 0.07% | 1,366 | $447K | No change |
| AEE Ameren Corporation | 0.07% | 4,280 | $430K | Add +3.6% |
| VDE Vanguard Energy ETF | 0.06% | 3,151 | $409K | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 0.06% | 695 | $391K | No change |
| CAT Caterpillar Inc. | 0.06% | 1,183 | $390K | Add +0.1% |
| EMR Emerson Electric Co. | 0.06% | 3,521 | $386K | No change |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.06% | 11,997 | $382K | Reduce -0.1% |
| SCHV Schwab US Large-Cap Value | 0.06% | 13,980 | $372K | Add +2.1% |
| FISV Fiserv Inc. | 0.06% | 1,655 | $365K | No change |
| GLD SPDR Gold Shares | 0.06% | 1,241 | $358K | Add +0.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 4,407 | $333K | Reduce -0.0% |
| GOVT iShares US Treasury Bond ETF | 0.05% | 14,454 | $332K | Reduce -0.1% |
| AOK iShares Core 30/70 Conservat | 0.05% | 8,507 | $320K | Reduce -9.8% |
| VWO Vanguard Ftse Emerging Marke | 0.05% | 6,833 | $309K | Reduce -7.6% |
| KDP Keurig Dr Pepper Inc. | 0.05% | 8,619 | $295K | No change |
| LAMR Lamar Advertising Co. Class A | 0.05% | 2,577 | $293K | Add +0.5% |
| T AT&T Inc. | 0.04% | 9,370 | $265K | Add +0.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.04% | 5,422 | $265K | Reduce -10.9% |
| VYM Vanguard High DVD Yield ETF | 0.04% | 2,010 | $259K | Add +2.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 529 | $248K | Reduce -0.2% |
| SCHD Schwab US DVD Equity ETF | 0.04% | 8,808 | $246K | No change |
| PG The Procter & Gamble Co. | 0.04% | 1,430 | $244K | Reduce -5.9% |
| CTVA Corteva Inc. | 0.04% | 3,766 | $237K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| IUSG iShares Core S&P U.S. Growth | Reduce -1.7% | 9.02% | −1.57 |
| VOO Vanguard S&P 500 ETF | Reduce -7.9% | 4.94% | −0.98 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.7% | 4.60% | −0.74 |
| VEA Vanguard Ftse Developed ETF | Reduce -16.7% | 2.45% | −0.46 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.42 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.4% | 7.69% | −0.38 |
| BSJP Invesco Bulletshares 2025 HY | Reduce -39.7% | 0.42% | −0.32 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -28.3% | 0.66% | −0.28 |
| IFRA iShares US Infrastructure | Sold out | 0.00% | −0.24 |
| MBB iShares MBS ETF | Reduce -20.9% | 0.75% | −0.22 |
| EFV iShares MSCI Eafe Value ETF | Reduce -28.9% | 0.70% | −0.22 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -1.9% | 2.71% | −0.21 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -1.3% | 3.87% | −0.18 |
| AMZN Amazon.com Inc. | Reduce -8.3% | 0.42% | −0.14 |
| AOA iShares Core 80/20 Aggressiv | Reduce -6.7% | 1.00% | −0.13 |
| MSFT Microsoft Corp. | Reduce -7.8% | 0.46% | −0.13 |
| TSLA Tesla Inc. | Reduce -9.8% | 0.11% | −0.09 |
| AAPL Apple Inc. | Reduce -4.3% | 0.37% | −0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -9.3% | 0.29% | −0.08 |
| USRT iShares Core US REIT ETF | Reduce -2.0% | 1.03% | −0.07 |
| WFC Wells Fargo & Co. | Reduce -33.2% | 0.10% | −0.05 |
| SPLB SS SPDR P Long Term C ETF | Sold out | 0.00% | −0.05 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.04 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -27.3% | 0.09% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.4% | 0.24% | −0.04 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.03 |
| LNT Alliant Energy Corp. | Sold out | 0.00% | −0.03 |
| NVDA Nvidia Corp. | Reduce -2.8% | 0.08% | −0.03 |
| TIP iShares Tips Bond ETF | Reduce -23.4% | 0.08% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.4% | 0.15% | −0.03 |
| IWC iShares Micro-Cap ETF | Reduce -5.4% | 0.08% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -9.5% | 0.11% | −0.02 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -6.7% | 0.13% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -6.3% | 0.10% | −0.02 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -1.9% | 0.08% | −0.01 |
| WM Waste Management Inc. | Reduce -12.8% | 0.27% | −0.01 |
| AOR iShares Core 60/40 Balanced | Reduce -1.7% | 0.21% | −0.01 |
| CASY Casey's General Stores Inc. | Reduce -6.2% | 0.56% | −0.01 |
| NUBD Nuveen ESG US Aggregate Bond | Reduce -6.9% | 0.11% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -4.3% | 0.03% | −0.01 |
| RLY SS Multi-Asset Real Ret ETF | Reduce -10.2% | 0.09% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -5.5% | 0.08% | −0.01 |
| ESN Essential 40 Stock ETF | Reduce -1.2% | 0.29% | −0.01 |
| ORLY O'reilly Automotive Inc. | Reduce -20.8% | 0.09% | −0.01 |
| AOK iShares Core 30/70 Conservat | Reduce -9.8% | 0.05% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -10.9% | 0.04% | −0.01 |
| PRF Invesco Rafi US 1000 ETF | Reduce -1.6% | 0.09% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.2% | 0.04% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -7.6% | 0.05% | −0.01 |
| AOM iShares Core 40/60 Moderate | Reduce -0.3% | 0.11% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +5833.1% | 7.36% | +7.22 |
| TLH iShares 10-20 Year Treasury | New | 0.58% | +0.58 |
| OEF iShares S&P 100 ETF | New | 0.57% | +0.57 |
| IUSV iShares Core S&P U.S. Value | Add +39.7% | 1.70% | +0.42 |
| IAU iShares Gold Trust | Add +39.8% | 0.65% | +0.24 |
| QUAL iShares MSCI USA Quality Fac | Add +16.7% | 2.44% | +0.15 |
| BSJU Invesco Bulletshares 2030 HY | New | 0.09% | +0.09 |
| EMB iShares JP Morgan Usd Emergi | Add +39.9% | 0.16% | +0.04 |
| KO The Coca-Cola Co. | New | 0.03% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.03% | +0.03 |
| TOPT iShares Top 20 US Stocks ETF | New | 0.03% | +0.03 |
| PFG Principal Financial Group | Add +5.1% | 0.14% | +0.01 |
| XOM Exxon Mobil Corp. | Add +9.8% | 0.08% | +0.01 |
| BSJS Invesco Bulletshares 2028 HY | Add +14.8% | 0.08% | +0.01 |
| GLD SPDR Gold Shares | Add +0.7% | 0.06% | +0.01 |
| AEE Ameren Corporation | Add +3.6% | 0.07% | +0.01 |
| T AT&T Inc. | Add +0.5% | 0.04% | +0.01 |
| WMT Walmart Inc. | Add +13.3% | 0.14% | +0.01 |
| F Ford Motor Co. | Add +8.7% | 0.03% | +0.00 |
| VDE Vanguard Energy ETF | Add +0.4% | 0.06% | +0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +5.4% | 1.64% | +0.00 |
| PEP Pepsico Inc. | Add +4.9% | 0.03% | −0.00 |
| SCHV Schwab US Large-Cap Value | Add +2.1% | 0.06% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Add +2.1% | 0.04% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.2% | 0.08% | −0.00 |
| BSCU Invesco Bulletshares 2030 CB | Add +1.1% | 0.03% | −0.00 |
| NUHY Nuveen ESG Hi YLD Corp. BND | Add +0.3% | 0.03% | −0.00 |
| BSJR Invesco Bulletshares 2027 HY | Add +3.6% | 0.23% | −0.00 |
| LAMR Lamar Advertising Co. Class A | Add +0.5% | 0.05% | −0.01 |
| CAT Caterpillar Inc. | Add +0.1% | 0.06% | −0.01 |
| HD Home Depot Inc. | Add +0.5% | 0.09% | −0.01 |
| BND Vanguard Total Bond Market | Add +1.6% | 1.01% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.3% | 0.64% | −0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +5.0% | 2.68% | −0.02 |
| MTUM iShares MSCI USA Momentum Fa | Add +2.3% | 0.59% | −0.03 |
| BSJT Invesco Bulletshares 2029 HY | Add +4.6% | 2.24% | −0.05 |
| BSV Vanguard Short-Term Bond ETF | Add +1.2% | 2.06% | −0.05 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +1.1% | 2.75% | −0.06 |
| ITOT iShares Core S&P Total U.S. | Add +0.8% | 0.59% | −0.06 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +2.7% | 3.64% | −0.06 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +0.7% | 1.62% | −0.08 |
| BSCS Invesco Bulletshares 2028 CB | Add +0.8% | 2.54% | −0.08 |
| BSCR Invesco Bulletshares 2027 CB | Add +0.2% | 2.58% | −0.11 |
| IYW iShares Ustechnology ETF | Add +3.5% | 0.75% | −0.12 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +0.4% | 1.94% | −0.20 |
| IVW iShares S&P 500 Growth ETF | Add +0.5% | 2.27% | −0.33 |
| HELO JPMorgan Hedged Equity ETF | Add +2.3% | 8.41% | −0.59 |
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 |