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

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 Q2 2025 Q3 2025: $764.0M Q3 2025 Q4 2025: $809.3M Q4 2025 Q1 2026: $795.1M $795.1M Q1 2026 Q2 2026: $888.2M Q2 2026

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%
T AT&T Inc. 0.04% 9,607 $279K No change
SCHD Schwab US DVD Equity ETF 0.03% 8,808 $270K No change
SCHG Schwab US Large-Cap Growth 0.03% 8,937 $260K Add +0.1%
KO The Coca-Cola Co. 0.03% 3,397 $258K Add +2.4%
JNJ Johnson & Johnson 0.03% 1,047 $256K Add +6.2%
GE General Electric filed as GE AEROSPACE 0.03% 899 $255K No change
IYW iShares Ustechnology ETF 0.03% 1,332 $242K Reduce -16.8%
META Meta Platforms Inc. Class A 0.03% 418 $239K Add +2.5%
IUSV iShares Core S&P U.S. Value 0.03% 2,324 $238K Reduce -14.3%
IJK iShares S&P Mid-Cap 400 Grow 0.03% 2,293 $231K No change
KDP Keurig Dr Pepper Inc. 0.03% 8,618 $227K Reduce -0.0%
PEP Pepsico Inc. 0.03% 1,449 $225K Reduce -4.3%
UNP Union Pacific Corp. 0.03% 915 $222K Add +0.7%
DGRO iShares Core Dividend Growth 0.03% 3,161 $222K No change
PG The Procter & Gamble Co. 0.03% 1,505 $217K Reduce -0.6%
SLV iShares Silver Trust 0.03% 3,185 $217K Add +6.7%
LCTU iShares U.S. Carbon Transiti 0.03% 2,931 $206K New
CB Chubb Ltd. 0.03% 630 $205K New
GEV GE Vernova Inc. 0.03% 234 $204K New
LNT Alliant Energy Corp. 0.03% 2,839 $204K Reduce -6.0%
SCHV Schwab US Large-Cap Value 0.03% 6,612 $202K Add +0.5%

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

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