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

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 Q4 2024 Q1 2025: $650.1M $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 · $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
PEP Pepsico Inc. 0.03% 1,514 $227K Add +4.9%
KO The Coca-Cola Co. 0.03% 3,156 $226K New
META Meta Platforms Inc. Class A 0.03% 392 $226K No change
BSCU Invesco Bulletshares 2030 CB 0.03% 13,364 $222K Add +1.1%
BIV Vanguard Intermediate-Term B 0.03% 2,850 $218K No change
GOOG Alphabet Inc. Class C 0.03% 1,370 $214K Reduce -4.3%
XPO Xpo Inc. 0.03% 1,983 $213K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.03% 3,243 $213K New
NUHY Nuveen ESG Hi YLD Corp. BND 0.03% 10,008 $212K Add +0.3%
F Ford Motor Co. filed as FORD MTR CO 0.03% 20,039 $201K Add +8.7%
TOPT iShares Top 20 US Stocks ETF 0.03% 8,423 $201K New

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

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