Legacy Financial Group LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Legacy Financial Group LLC reported 121 stock positions worth $795.1 million. Its top holding was JPMorgan Hedged Equity ETF (HELO) at 7.8% of the portfolio, followed by FT VST Lad Deep Buf ETF-Usdi (BUFD, 7.1%) and iShares Core S&P U.S. Growth (IUSG, 6.6%). Compared with Q4 2025, it opened 7 new positions, sold out of 4, added to 55 and reduced 43. The biggest buy was a new position in iShares MSCI Eafe Growth ETF (EFG) and the biggest sale an exit from iShares S&P 100 ETF (OEF).
- Most Recent 13F
- Q2 2026
- Location
- DES MOINES, IA
- CIK
- 0001834011
- Portfolio Value
- $795.1M (Q1 2026)
- SEC Filing
- 0001765380-26-000140 ↗ filed May 4, 2026
Holdings Value
Holdings 121 stocks · $795.1M
| HELO JPMorgan Hedged Equity ETF | 7.77% | 967,024 | $61.8M | Add +0.7% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 7.07% | 2,007,503 | $56.2M | Add +1.0% |
| IUSG iShares Core S&P U.S. Growth | 6.64% | 340,350 | $52.8M | Add +0.5% |
| SDY SS SPDR S&P Dividend ETF | 5.35% | 291,421 | $42.5M | Reduce -0.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.74% | 143,888 | $37.7M | Add +0.2% |
| ESN Essential 40 Stock ETF | 4.18% | 1,899,212 | $33.3M | Add +0.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 3.63% | 367,072 | $28.9M | Reduce -11.0% |
| IVV iShares Core S&P 500 ETF | 3.38% | 41,188 | $26.9M | Add +44.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 3.37% | 516,483 | $26.8M | Reduce -2.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 3.24% | 557,960 | $25.8M | Add +4.6% |
| IVE iShares S&P 500 Value ETF | 2.57% | 96,778 | $20.4M | Reduce -7.3% |
| IVW iShares S&P 500 Growth ETF | 2.30% | 161,845 | $18.3M | Add +7.0% |
| BSCR Invesco Bulletshares 2027 CB | 2.29% | 926,547 | $18.2M | Add +1.2% |
| BSCS Invesco Bulletshares 2028 CB | 2.24% | 872,980 | $17.8M | Add +1.6% |
| BSJT Invesco Bulletshares 2029 HY | 2.22% | 840,770 | $17.7M | Add +2.5% |
| SHYG iShares 0-5 YR HY Corp. Bond | 2.21% | 414,479 | $17.5M | Reduce -0.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.17% | 296,212 | $17.2M | Reduce -15.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 2.15% | 321,061 | $17.1M | Add +0.8% |
| VCIT Vanguard Int-Term Corporate | 1.91% | 183,786 | $15.2M | Add +1.3% |
| BSJU Invesco Bulletshares 2030 HY | 1.81% | 560,883 | $14.4M | Add +2.8% |
| EFV iShares MSCI Eafe Value ETF | 1.78% | 190,167 | $14.1M | Reduce -0.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.76% | 247,465 | $14.0M | Add +0.1% |
| BSCV Invesco Bulletshares 2031 CB | 1.22% | 587,420 | $9.7M | Add +6.7% |
| EFG iShares MSCI Eafe Growth ETF | 1.12% | 80,080 | $8.9M | New |
| QUAL iShares MSCI USA Quality Fac | 1.10% | 45,697 | $8.8M | Add +3.3% |
| BAI Ishrs AI in and Tech Act ETF | 1.04% | 251,729 | $8.3M | Add +3.5% |
| MTUM iShares MSCI USA Momentum Fa | 1.02% | 33,679 | $8.1M | Add +4.6% |
| THRO iShares U.S. Thematic Rotati | 0.99% | 216,682 | $7.8M | Add +8.4% |
| TLH iShares 10-20 Year Treasury | 0.96% | 75,755 | $7.6M | Add +4.9% |
| CASY Casey's General Stores Inc. | 0.89% | 9,761 | $7.1M | Add +0.3% |
| USRT iShares Core US REIT ETF | 0.83% | 111,351 | $6.6M | Reduce -0.0% |
| AOA iShares Core 80/20 Aggressiv | 0.83% | 74,362 | $6.6M | Reduce -0.9% |
| BSJQ Invesco Bulletshares 2026 HY | 0.78% | 266,906 | $6.2M | Reduce -20.3% |
| MBB iShares MBS ETF | 0.76% | 63,898 | $6.1M | Add +4.9% |
| IDEF Ishars Def Ind TC Ac ETF-Ui | 0.74% | 179,828 | $5.9M | New |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.72% | 139,058 | $5.7M | New |
| GOVT iShares US Treasury Bond ETF | 0.71% | 248,034 | $5.7M | Add +1113.5% |
| VEA Vanguard Ftse Developed ETF | 0.69% | 85,338 | $5.5M | Reduce -3.1% |
| ITOT iShares Core S&P Total U.S. | 0.67% | 37,414 | $5.3M | Add +5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 10,982 | $5.3M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.65% | 18,131 | $5.2M | Reduce -0.1% |
| IAGG iShares Intl Aggregate Bond | 0.56% | 88,287 | $4.4M | Add +7.5% |
| VPU Vanguard Utilities ETF | 0.55% | 22,047 | $4.4M | Add +6.6% |
| VOO Vanguard S&P 500 ETF | 0.48% | 6,407 | $3.8M | Reduce -8.9% |
| AMZN Amazon.com Inc. | 0.40% | 15,183 | $3.2M | Add +0.0% |
| MSFT Microsoft Corp. | 0.36% | 7,803 | $2.9M | Reduce -0.4% |
| BSV Vanguard Short-Term Bond ETF | 0.34% | 34,394 | $2.7M | Reduce -7.2% |
| AAPL Apple Inc. | 0.33% | 10,463 | $2.7M | Reduce -0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 5,221 | $2.3M | Reduce -1.4% |
| IAU iShares Gold Trust | 0.23% | 20,928 | $1.8M | Reduce -59.9% |
| WM Waste Management Inc. | 0.23% | 7,803 | $1.8M | Reduce -1.1% |
| DE Deere & Co. | 0.22% | 3,150 | $1.8M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 2,683 | $1.7M | Reduce -0.0% |
| AOR iShares Core 60/40 Balanced | 0.20% | 25,028 | $1.6M | Reduce -2.4% |
| BSJR Invesco Bulletshares 2027 HY | 0.20% | 69,798 | $1.6M | Reduce -0.4% |
| BND Vanguard Total Bond Market | 0.18% | 19,561 | $1.4M | Add +5.4% |
| WMT Walmart Inc. | 0.16% | 10,096 | $1.3M | Add +1.0% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 9,362 | $1.2M | No change |
| TSLA Tesla Inc. | 0.13% | 2,856 | $1.1M | Add +0.7% |
| PFG Principal Financial Group | 0.13% | 11,768 | $1.1M | Add +3.7% |
| XOM Exxon Mobil Corp. | 0.13% | 5,996 | $1.0M | Add +2.0% |
| NVDA Nvidia Corp. | 0.12% | 5,448 | $950K | Reduce -1.8% |
| BSJS Invesco Bulletshares 2028 HY | 0.12% | 43,044 | $933K | Add +0.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.11% | 4,808 | $886K | Add +0.0% |
| CWB SS SPDR BB Conv Sec ETF | 0.11% | 9,588 | $877K | Reduce -10.7% |
| CAT Caterpillar Inc. | 0.11% | 1,206 | $855K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.10% | 3,124 | $804K | Reduce -7.4% |
| AOM iShares Core 40/60 Moderate | 0.10% | 16,886 | $800K | Add +1.2% |
| TRV The Travelers Cos Inc. | 0.09% | 2,547 | $743K | Add +0.1% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.09% | 17,296 | $694K | Reduce -1.4% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 10,145 | $685K | Reduce -2.2% |
| IWC iShares Micro-Cap ETF | 0.09% | 4,261 | $680K | Add +0.0% |
| RLY SS Multi-Asset Real Ret ETF | 0.09% | 18,766 | $678K | Reduce -1.4% |
| PRF Invesco Rafi US 1000 ETF | 0.09% | 14,234 | $677K | No change |
| WFC Wells Fargo & Co. | 0.08% | 8,226 | $655K | Add +0.1% |
| ORLY O'reilly Automotive Inc. | 0.08% | 7,000 | $646K | No change |
| GLD SPDR Gold Shares | 0.08% | 1,477 | $636K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 1,977 | $634K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 3,004 | $589K | Reduce -1.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.07% | 7,336 | $562K | Add +2.8% |
| TOPT iShares Top 20 US Stocks ETF | 0.07% | 18,136 | $519K | Add +1.2% |
| HD Home Depot Inc. | 0.07% | 1,572 | $517K | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 5,198 | $471K | Reduce -2.5% |
| NUBD Nuveen ESG US Aggregate Bond | 0.06% | 20,913 | $464K | Reduce -13.3% |
| AEE Ameren Corporation | 0.06% | 4,205 | $462K | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 0.05% | 1,468 | $421K | Add +2.2% |
| EMR Emerson Electric Co. | 0.05% | 3,189 | $418K | No change |
| AOK iShares Core 30/70 Conservat | 0.05% | 10,426 | $416K | Add +13.4% |
| LPLA LPL Financial Holdings Inc. | 0.05% | 1,381 | $415K | No change |
| XPO Xpo Inc. | 0.05% | 1,935 | $376K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.05% | 4,136 | $376K | Reduce -6.8% |
| VWO Vanguard Ftse Emerging Marke | 0.05% | 6,633 | $359K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 594 | $343K | Add +8.8% |
| LAMR Lamar Advertising Co. Class A | 0.04% | 2,623 | $332K | New |
| NULV Nuveen ESG Large-Cap Val ETF | 0.04% | 7,248 | $330K | Reduce -6.5% |
| GOOGL Alphabet Inc. Class A | 0.04% | 1,033 | $297K | Add +2.2% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.04% | 8,061 | $291K | Reduce -6.5% |
| VYM Vanguard High DVD Yield ETF | 0.04% | 1,945 | $288K | Add +0.1% |
| GNRC Generac Holdings Inc. | 0.04% | 1,445 | $282K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.04% | 24,213 | $279K | Reduce -5.5% |
Portfolio Sells Q4 2025 → Q1 2026
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −1.79 |
| ITA iShares U.S. Aerospace & Def | Sold out | 0.00% | −0.51 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -15.0% | 2.17% | −0.45 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -11.0% | 3.63% | −0.45 |
| IAU iShares Gold Trust | Reduce -59.9% | 0.23% | −0.37 |
| IVE iShares S&P 500 Value ETF | Reduce -7.3% | 2.57% | −0.28 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -20.3% | 0.78% | −0.19 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.15 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.0% | 5.35% | −0.15 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -2.8% | 3.37% | −0.10 |
| VOO Vanguard S&P 500 ETF | Reduce -8.9% | 0.48% | −0.07 |
| EFV iShares MSCI Eafe Value ETF | Reduce -0.2% | 1.78% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.1% | 0.69% | −0.04 |
| MSFT Microsoft Corp. | Reduce -0.4% | 0.36% | −0.04 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.04 |
| AAPL Apple Inc. | Reduce -0.2% | 0.33% | −0.02 |
| AOA iShares Core 80/20 Aggressiv | Reduce -0.9% | 0.83% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -7.2% | 0.34% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.4% | 0.29% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.1% | 0.65% | −0.01 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -10.7% | 0.11% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -7.4% | 0.10% | −0.01 |
| F Ford Motor Co. | Reduce -5.5% | 0.04% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.0% | 0.22% | −0.01 |
| NUBD Nuveen ESG US Aggregate Bond | Reduce -13.3% | 0.06% | −0.01 |
| AOR iShares Core 60/40 Balanced | Reduce -2.4% | 0.20% | −0.01 |
| IYW iShares Ustechnology ETF | Reduce -16.8% | 0.03% | −0.01 |
| IUSV iShares Core S&P U.S. Value | Reduce -14.3% | 0.03% | −0.01 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -6.8% | 0.05% | −0.00 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Reduce -6.5% | 0.04% | −0.00 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -6.5% | 0.04% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.2% | 0.09% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.5% | 0.06% | −0.00 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -1.4% | 0.09% | −0.00 |
| PEP Pepsico Inc. | Reduce -4.3% | 0.03% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.3% | 0.07% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.03% | −0.00 |
| KDP Keurig Dr Pepper Inc. | Reduce -0.0% | 0.03% | −0.00 |
| NVDA Nvidia Corp. | Reduce -1.8% | 0.12% | +0.00 |
| BSJR Invesco Bulletshares 2027 HY | Reduce -0.4% | 0.20% | +0.00 |
| LNT Alliant Energy Corp. | Reduce -6.0% | 0.03% | +0.00 |
| DE Deere & Co. | Reduce -0.8% | 0.22% | +0.00 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -0.6% | 2.21% | +0.00 |
| AEE Ameren Corporation | Reduce -1.8% | 0.06% | +0.00 |
| RLY SS Multi-Asset Real Ret ETF | Reduce -1.4% | 0.09% | +0.00 |
| WM Waste Management Inc. | Reduce -1.1% | 0.23% | +0.00 |
| USRT iShares Core US REIT ETF | Reduce -0.0% | 0.83% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| EFG iShares MSCI Eafe Growth ETF | New | 1.12% | +1.12 |
| IVV iShares Core S&P 500 ETF | Add +44.9% | 3.38% | +0.96 |
| IDEF Ishars Def Ind TC Ac ETF-Ui | New | 0.74% | +0.74 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.72% | +0.72 |
| GOVT iShares US Treasury Bond ETF | Add +1113.5% | 0.71% | +0.66 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +4.6% | 3.24% | +0.18 |
| CASY Casey's General Stores Inc. | Add +0.3% | 0.89% | +0.11 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +1.0% | 7.07% | +0.10 |
| BSCV Invesco Bulletshares 2031 CB | Add +6.7% | 1.22% | +0.08 |
| VPU Vanguard Utilities ETF | Add +6.6% | 0.55% | +0.07 |
| BAI Ishrs AI in and Tech Act ETF | Add +3.5% | 1.04% | +0.06 |
| TLH iShares 10-20 Year Treasury | Add +4.9% | 0.96% | +0.06 |
| IVW iShares S&P 500 Growth ETF | Add +7.0% | 2.30% | +0.06 |
| BSCS Invesco Bulletshares 2028 CB | Add +1.6% | 2.24% | +0.06 |
| BSCR Invesco Bulletshares 2027 CB | Add +1.2% | 2.29% | +0.05 |
| BSJT Invesco Bulletshares 2029 HY | Add +2.5% | 2.22% | +0.05 |
| BSJU Invesco Bulletshares 2030 HY | Add +2.8% | 1.81% | +0.05 |
| IAGG iShares Intl Aggregate Bond | Add +7.5% | 0.56% | +0.05 |
| MBB iShares MBS ETF | Add +4.9% | 0.76% | +0.05 |
| THRO iShares U.S. Thematic Rotati | Add +8.4% | 0.99% | +0.04 |
| LAMR Lamar Advertising Co. Class A | New | 0.04% | +0.04 |
| VCIT Vanguard Int-Term Corporate | Add +1.3% | 1.91% | +0.04 |
| MTUM iShares MSCI USA Momentum Fa | Add +4.6% | 1.02% | +0.03 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +0.8% | 2.15% | +0.03 |
| LCTU iShares U.S. Carbon Transiti | New | 0.03% | +0.03 |
| CB Chubb Ltd. | New | 0.03% | +0.03 |
| GEV GE Vernova Inc. | New | 0.03% | +0.03 |
| XOM Exxon Mobil Corp. | Add +2.0% | 0.13% | +0.02 |
| ITOT iShares Core S&P Total U.S. | Add +5.7% | 0.67% | +0.01 |
| BND Vanguard Total Bond Market | Add +5.4% | 0.18% | +0.01 |
| AOK iShares Core 30/70 Conservat | Add +13.4% | 0.05% | +0.01 |
| JNJ Johnson & Johnson | Add +6.2% | 0.03% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.8% | 0.04% | +0.00 |
| BSJS Invesco Bulletshares 2028 HY | Add +0.9% | 0.12% | +0.00 |
| KO The Coca-Cola Co. | Add +2.4% | 0.03% | +0.00 |
| AOM iShares Core 40/60 Moderate | Add +1.2% | 0.10% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +3.3% | 1.10% | +0.00 |
| TRV The Travelers Cos Inc. | Add +0.1% | 0.09% | +0.00 |
| UNP Union Pacific Corp. | Add +0.7% | 0.03% | −0.00 |
| SCHV Schwab US Large-Cap Value | Add +0.5% | 0.03% | −0.00 |
| WMT Walmart Inc. | Add +1.0% | 0.16% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.1% | 0.04% | −0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +2.8% | 0.07% | −0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.0% | 0.11% | −0.00 |
| SCHG Schwab US Large-Cap Growth | Add +0.1% | 0.03% | −0.00 |
| PFG Principal Financial Group | Add +3.7% | 0.13% | −0.00 |
| SLV iShares Silver Trust | Add +6.7% | 0.03% | −0.00 |
| TOPT iShares Top 20 US Stocks ETF | Add +1.2% | 0.07% | −0.00 |
| IWC iShares Micro-Cap ETF | Add +0.0% | 0.09% | −0.00 |
| META Meta Platforms Inc. Class A | Add +2.5% | 0.03% | −0.00 |
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 |