Legacy Financial Group LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), Legacy Financial Group LLC reported 113 stock positions worth $716.4 million. Its top holding was JPMorgan Hedged Equity ETF (HELO) at 8.5% of the portfolio, followed by iShares Core S&P U.S. Growth (IUSG, 7.6%) and FT VST Lad Deep Buf ETF-Usdi (BUFD, 7.2%). Compared with Q1 2025, it opened 5 new positions, sold out of 3, added to 63 and reduced 34. The biggest buy was Essential 40 Stock ETF (ESN, shares +1319%) and the biggest sale SS SPDR S&P Dividend ETF (SDY, shares −22%).

Most Recent 13F
Q2 2026
Location
DES MOINES, IA
CIK
0001834011
Portfolio Value
$716.4M (Q2 2025)
SEC Filing
0001754960-25-000386 ↗ filed Jul 15, 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 Q1 2025 Q2 2025: $716.4M $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 113 stocks · $716.4M
HELO JPMorgan Hedged Equity ETF 8.53% 976,253 $61.1M Add +6.6%
IUSG iShares Core S&P U.S. Growth 7.57% 360,731 $54.3M Reduce -21.8%
BUFD FT VST Lad Deep Buf ETF-Usdi 7.17% 1,933,867 $51.4M Add +0.9%
SDY SS SPDR S&P Dividend ETF 5.43% 286,592 $38.9M Reduce -22.2%
VB Vanguard Most SM-Cap ETF-Usd 4.75% 143,610 $34.0M Add +6.5%
ESN Essential 40 Stock ETF 3.92% 1,750,561 $28.1M Add +1318.9%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 3.71% 574,665 $26.6M Add +5.2%
BINC iShares Flex I A ETF-Usd Inc. 3.43% 465,015 $24.6M Add +3.0%
DYNF Ishrs US E F R A ETF-Usd Inc. 3.03% 398,067 $21.7M Add +53.8%
VEA Vanguard Ftse Developed ETF 2.83% 355,506 $20.3M Add +13.3%
EMXC iShares MSCI Emr MRK Ex Chna 2.80% 317,476 $20.0M Add +0.5%
VOO Vanguard S&P 500 ETF 2.77% 34,965 $19.9M Reduce -44.1%
IGIB iShares 5-10Y Inv Grade Corp. 2.55% 342,703 $18.3M Add +0.7%
QUAL iShares MSCI USA Quality Fac 2.54% 99,509 $18.2M Add +7.1%
BSJQ Invesco Bulletshares 2026 HY 2.35% 722,580 $16.9M Reduce -4.7%
IVW iShares S&P 500 Growth ETF 2.32% 150,916 $16.6M Reduce -4.9%
BSCR Invesco Bulletshares 2027 CB 2.23% 812,048 $16.0M Reduce -5.3%
BSCS Invesco Bulletshares 2028 CB 2.15% 751,174 $15.4M Reduce -7.4%
BSJT Invesco Bulletshares 2029 HY 2.03% 674,903 $14.5M Reduce -2.3%
IUSV iShares Core S&P U.S. Value 1.91% 144,594 $13.7M Add +20.7%
BSV Vanguard Short-Term Bond ETF 1.88% 171,356 $13.5M Add +0.1%
SPYV SS SPDR P S&P 500 Value ETF 1.78% 243,837 $12.8M Add +16.8%
SHYG iShares 0-5 YR HY Corp. Bond 1.51% 250,077 $10.8M Add +1.0%
BSJU Invesco Bulletshares 2030 HY 1.44% 395,490 $10.3M Add +1670.0%
AOA iShares Core 80/20 Aggressiv 0.97% 83,115 $6.9M Reduce -1.9%
OEF iShares S&P 100 ETF 0.93% 21,991 $6.7M Add +61.5%
USRT iShares Core US REIT ETF 0.93% 118,102 $6.7M Add +1.3%
BND Vanguard Total Bond Market 0.91% 88,780 $6.5M Reduce -1.1%
EFG iShares MSCI Eafe Growth ETF 0.82% 52,500 $5.9M Add +21.7%
EFV iShares MSCI Eafe Value ETF 0.77% 87,129 $5.5M Add +13.0%
BRK.B Berkshire Hathaway Inc. Class B 0.75% 11,002 $5.3M Add +6.2%
TLH iShares 10-20 Year Treasury 0.75% 52,594 $5.3M Add +43.9%
IYW iShares Ustechnology ETF 0.73% 30,192 $5.2M Reduce -12.5%
MBB iShares MBS ETF 0.72% 54,634 $5.1M Add +5.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.70% 17,808 $5.0M Add +10.9%
ITOT iShares Core S&P Total U.S. 0.66% 35,038 $4.7M Add +12.0%
MTUM iShares MSCI USA Momentum Fa 0.65% 19,348 $4.6M Add +2.4%
MSFT Microsoft Corp. 0.59% 8,567 $4.3M Add +7.8%
CASY Casey's General Stores Inc. 0.59% 8,233 $4.2M Reduce -1.4%
IAGG iShares Intl Aggregate Bond 0.50% 69,731 $3.6M New
AMZN Amazon.com Inc. 0.46% 15,053 $3.3M Add +4.1%
AIQ Global X Art Intel & Tech 0.37% 60,001 $2.6M New
VUG Vanguard Mrngstar GR ETF-Sui 0.32% 5,272 $2.3M Add +2.2%
AAPL Apple Inc. 0.29% 10,292 $2.1M Reduce -3.8%
IAU iShares Gold Trust 0.29% 33,064 $2.1M Reduce -54.1%
DE Deere & Co. 0.27% 3,829 $1.9M Add +2.0%
WM Waste Management Inc. 0.26% 8,066 $1.8M Add +5.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.24% 2,834 $1.8M Add +2.9%
BSJP Invesco Bulletshares 2025 HY 0.23% 71,123 $1.6M Reduce -40.2%
BSJR Invesco Bulletshares 2027 HY 0.21% 67,552 $1.5M Add +2.7%
AOR iShares Core 60/40 Balanced 0.20% 23,397 $1.4M Add +0.5%
EMB iShares JP Morgan Usd Emergi 0.16% 12,244 $1.1M Add +6.1%
IJR iShares Core S&P Small-Cap E 0.14% 9,353 $1.0M Reduce -1.0%
WMT Walmart Inc. 0.14% 10,287 $1.0M Add +2.4%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.14% 3,410 $970K No change
TSLA Tesla Inc. 0.13% 2,919 $927K Add +3.5%
NVDA Nvidia Corp. 0.12% 5,426 $857K Add +16.9%
PFG Principal Financial Group 0.12% 10,713 $851K Add +2.3%
CWB SS SPDR BB Conv Sec ETF 0.11% 9,779 $808K Reduce -13.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.11% 4,890 $804K Add +5.3%
AOM iShares Core 40/60 Moderate 0.11% 16,388 $755K Add +3.8%
NUBD Nuveen ESG US Aggregate Bond 0.10% 31,370 $698K Reduce -6.8%
TRV The Travelers Cos Inc. 0.10% 2,587 $692K Add +8.3%
WFC Wells Fargo & Co. 0.10% 8,554 $685K Reduce -5.5%
IJH iShares Core S&P Midcap ETF 0.09% 10,596 $657K Reduce -1.6%
ORLY O'reilly Automotive Inc. 0.09% 7,200 $649K Add +19.7%
VTI VG Morningstar TS MKT ETF-US 0.09% 2,107 $640K Reduce -19.8%
PRF Invesco Rafi US 1000 ETF 0.08% 14,234 $602K No change
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.08% 17,375 $599K Reduce -7.3%
RLY SS Multi-Asset Real Ret ETF 0.08% 20,526 $597K Reduce -2.5%
BSJS Invesco Bulletshares 2028 HY 0.08% 27,076 $597K Add +6.3%
NULG Nuveen ESG LRG-Cap GRW ETF 0.08% 6,270 $589K Reduce -5.6%
IWC iShares Micro-Cap ETF 0.08% 4,418 $564K Reduce -2.0%
HD Home Depot Inc. 0.08% 1,522 $558K Add +0.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.08% 3,082 $545K No change
LPLA LPL Financial Holdings Inc. 0.07% 1,381 $518K Add +1.1%
XOM Exxon Mobil Corp. 0.07% 4,628 $499K Add +12.2%
NULV Nuveen ESG Large-Cap Val ETF 0.06% 11,064 $464K Reduce -1.1%
EMR Emerson Electric Co. 0.06% 3,421 $456K Reduce -2.8%
CAT Caterpillar Inc. 0.06% 1,154 $448K Reduce -2.5%
TOPT iShares Top 20 US Stocks ETF 0.06% 16,262 $444K Add +93.1%
IVV iShares Core S&P 500 ETF 0.06% 695 $432K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.06% 5,906 $429K Add +82.1%
GLD SPDR Gold Shares 0.06% 1,369 $417K Add +10.3%
AEE Ameren Corporation 0.06% 4,280 $411K No change
NUDM Nuveen ESG Intl Devel MRK Eq 0.06% 11,552 $410K Reduce -3.7%
TIP iShares Tips Bond ETF 0.06% 3,658 $403K Reduce -24.1%
IEFA iShares Core MSCI Eafe ETF 0.06% 4,740 $396K Add +7.6%
GOVT iShares US Treasury Bond ETF 0.05% 16,869 $388K Add +16.7%
STIP iShares 0-5 Year Tips Bond E 0.05% 3,738 $385K New
SCHV Schwab US Large-Cap Value 0.05% 13,833 $383K Reduce -1.1%
QQQ Invesco QQQ Trust Series 1 0.05% 686 $378K Add +29.7%
VWO Vanguard Ftse Emerging Marke 0.05% 6,871 $340K Add +0.6%
AOK iShares Core 30/70 Conservat 0.05% 8,582 $335K Add +0.9%
JEPI JPMorgan Equity Premium Inco 0.05% 5,801 $330K Reduce -36.5%
LAMR Lamar Advertising Co. Class A 0.04% 2,588 $314K Add +0.4%
META Meta Platforms Inc. Class A 0.04% 392 $290K No change
KDP Keurig Dr Pepper Inc. 0.04% 8,619 $285K No change
CTVA Corteva Inc. 0.04% 3,766 $281K No change
T AT&T Inc. 0.04% 9,603 $278K Add +2.5%
FISV Fiserv Inc. 0.04% 1,562 $269K Reduce -5.6%
F Ford Motor Co. filed as FORD MTR CO 0.04% 24,599 $267K Add +22.8%
VYM Vanguard High DVD Yield ETF 0.04% 1,943 $259K Reduce -3.3%
GOOG Alphabet Inc. Class C 0.04% 1,437 $255K Add +4.9%
XPO Xpo Inc. 0.04% 1,983 $250K No change
PG The Procter & Gamble Co. 0.03% 1,528 $243K Add +6.8%
GE General Electric filed as GE AEROSPACE 0.03% 924 $238K New
SCHD Schwab US DVD Equity ETF 0.03% 8,808 $233K No change
BSCU Invesco Bulletshares 2030 CB 0.03% 13,524 $227K Add +1.2%
KO The Coca-Cola Co. 0.03% 3,160 $224K Add +0.1%
BIV Vanguard Intermediate-Term B 0.03% 2,850 $220K No change
NUHY Nuveen ESG Hi YLD Corp. BND 0.03% 10,045 $218K Add +0.4%
IJK iShares S&P Mid-Cap 400 Grow 0.03% 2,293 $209K New

Portfolio Sells Q1 2025 → Q2 2025
SDY SS SPDR S&P Dividend ETF Reduce -22.2% 5.43% −2.26
VOO Vanguard S&P 500 ETF Reduce -44.1% 2.77% −2.17
IUSG iShares Core S&P U.S. Growth Reduce -21.8% 7.57% −1.44
BSCS Invesco Bulletshares 2028 CB Reduce -7.4% 2.15% −0.39
IAU iShares Gold Trust Reduce -54.1% 0.29% −0.37
BSCR Invesco Bulletshares 2027 CB Reduce -5.3% 2.23% −0.36
BSJQ Invesco Bulletshares 2026 HY Reduce -4.7% 2.35% −0.35
BSJT Invesco Bulletshares 2029 HY Reduce -2.3% 2.03% −0.21
BSJP Invesco Bulletshares 2025 HY Reduce -40.2% 0.23% −0.19
BND Vanguard Total Bond Market Reduce -1.1% 0.91% −0.10
AAPL Apple Inc. Reduce -3.8% 0.29% −0.07
VDE Vanguard Energy ETF Sold out 0.00% −0.06
BNDX Vanguard Total Intl Bond ETF Sold out 0.00% −0.04
PEP Pepsico Inc. Sold out 0.00% −0.03
JEPI JPMorgan Equity Premium Inco Reduce -36.5% 0.05% −0.03
AOA iShares Core 80/20 Aggressiv Reduce -1.9% 0.97% −0.03
TIP iShares Tips Bond ETF Reduce -24.1% 0.06% −0.03
VTI VG Morningstar TS MKT ETF-US Reduce -19.8% 0.09% −0.02
CWB SS SPDR BB Conv Sec ETF Reduce -13.1% 0.11% −0.02
FISV Fiserv Inc. Reduce -5.6% 0.04% −0.02
NUBD Nuveen ESG US Aggregate Bond Reduce -6.8% 0.10% −0.02
IYW iShares Ustechnology ETF Reduce -12.5% 0.73% −0.02
IJR iShares Core S&P Small-Cap E Reduce -1.0% 0.14% −0.01
RLY SS Multi-Asset Real Ret ETF Reduce -2.5% 0.08% −0.01
XSOE Wisdmtree Emerg MKT Ex-St Ow Reduce -7.3% 0.08% −0.01
IJH iShares Core S&P Midcap ETF Reduce -1.6% 0.09% −0.01
NULV Nuveen ESG Large-Cap Val ETF Reduce -1.1% 0.06% −0.00
WFC Wells Fargo & Co. Reduce -5.5% 0.10% −0.00
SCHV Schwab US Large-Cap Value Reduce -1.1% 0.05% −0.00
VYM Vanguard High DVD Yield ETF Reduce -3.3% 0.04% −0.00
NUDM Nuveen ESG Intl Devel MRK Eq Reduce -3.7% 0.06% −0.00
IWC iShares Micro-Cap ETF Reduce -2.0% 0.08% +0.00
NULG Nuveen ESG LRG-Cap GRW ETF Reduce -5.6% 0.08% +0.00
CAT Caterpillar Inc. Reduce -2.5% 0.06% +0.00
EMR Emerson Electric Co. Reduce -2.8% 0.06% +0.00
CASY Casey's General Stores Inc. Reduce -1.4% 0.59% +0.03
IVW iShares S&P 500 Growth ETF Reduce -4.9% 2.32% +0.05

Portfolio Buys Q1 2025 → Q2 2025
ESN Essential 40 Stock ETF Add +1318.9% 3.92% +3.63
BSJU Invesco Bulletshares 2030 HY Add +1670.0% 1.44% +1.35
DYNF Ishrs US E F R A ETF-Usd Inc. Add +53.8% 3.03% +1.09
IAGG iShares Intl Aggregate Bond New 0.50% +0.50
VEA Vanguard Ftse Developed ETF Add +13.3% 2.83% +0.38
OEF iShares S&P 100 ETF Add +61.5% 0.93% +0.37
AIQ Global X Art Intel & Tech New 0.37% +0.37
IUSV iShares Core S&P U.S. Value Add +20.7% 1.91% +0.21
TLH iShares 10-20 Year Treasury Add +43.9% 0.75% +0.16
EFG iShares MSCI Eafe Growth ETF Add +21.7% 0.82% +0.16
VB Vanguard Most SM-Cap ETF-Usd Add +6.5% 4.75% +0.15
SPYV SS SPDR P S&P 500 Value ETF Add +16.8% 1.78% +0.14
MSFT Microsoft Corp. Add +7.8% 0.59% +0.14
EMXC iShares MSCI Emr MRK Ex Chna Add +0.5% 2.80% +0.12
HELO JPMorgan Hedged Equity ETF Add +6.6% 8.53% +0.12
QUAL iShares MSCI USA Quality Fac Add +7.1% 2.54% +0.10
ITOT iShares Core S&P Total U.S. Add +12.0% 0.66% +0.07
EFV iShares MSCI Eafe Value ETF Add +13.0% 0.77% +0.07
MTUM iShares MSCI USA Momentum Fa Add +2.4% 0.65% +0.06
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +10.9% 0.70% +0.06
STIP iShares 0-5 Year Tips Bond E New 0.05% +0.05
NVDA Nvidia Corp. Add +16.9% 0.12% +0.04
AMZN Amazon.com Inc. Add +4.1% 0.46% +0.04
GE General Electric New 0.03% +0.03
TOPT iShares Top 20 US Stocks ETF Add +93.1% 0.06% +0.03
IJK iShares S&P Mid-Cap 400 Grow New 0.03% +0.03
VUG Vanguard Mrngstar GR ETF-Sui Add +2.2% 0.32% +0.03
SPYM Ste STR SPDR PT S&P 500 ETF Add +82.1% 0.06% +0.03
TSLA Tesla Inc. Add +3.5% 0.13% +0.02
QQQ Invesco QQQ Trust Series 1 Add +29.7% 0.05% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +2.9% 0.24% +0.01
F Ford Motor Co. Add +22.8% 0.04% +0.01
WMT Walmart Inc. Add +2.4% 0.14% +0.00
IEFA iShares Core MSCI Eafe ETF Add +7.6% 0.06% +0.00
LPLA LPL Financial Holdings Inc. Add +1.1% 0.07% +0.00
GLD SPDR Gold Shares Add +10.3% 0.06% +0.00
GOVT iShares US Treasury Bond ETF Add +16.7% 0.05% +0.00
GOOG Alphabet Inc. Class C Add +4.9% 0.04% +0.00
ORLY O'reilly Automotive Inc. Add +19.7% 0.09% +0.00
DE Deere & Co. Add +2.0% 0.27% +0.00
VWO Vanguard Ftse Emerging Marke Add +0.6% 0.05% −0.00
TRV The Travelers Cos Inc. Add +8.3% 0.10% −0.00
AOM iShares Core 40/60 Moderate Add +3.8% 0.11% −0.00
LAMR Lamar Advertising Co. Class A Add +0.4% 0.04% −0.00
BSJS Invesco Bulletshares 2028 HY Add +6.3% 0.08% −0.00
T AT&T Inc. Add +2.5% 0.04% −0.00
NUHY Nuveen ESG Hi YLD Corp. BND Add +0.4% 0.03% −0.00
BSCU Invesco Bulletshares 2030 CB Add +1.2% 0.03% −0.00
AOK iShares Core 30/70 Conservat Add +0.9% 0.05% −0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Add +5.3% 0.11% −0.00

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