Legacy Financial Group LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Legacy Financial Group LLC reported 133 stock positions worth $888.2 million. Its top holding was iShares Core S&P U.S. Growth (IUSG) at 7.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 6.3%) and SS SPDR S&P Dividend ETF (SDY, 6.1%). Compared with Q1 2026, it opened 19 new positions, sold out of 7, added to 48 and reduced 50. The biggest buy was a new position in FT Vest Lad Buffervetf-Usd I (BUFR) and the biggest sale JPMorgan Hedged Equity ETF (HELO, shares −88%).

Most Recent 13F
Q2 2026
Location
DES MOINES, IA
CIK
0001834011
Portfolio Value
$888.2M (Q2 2026)
SEC Filing
0001765380-26-000289 ↗ filed Aug 5, 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 Q1 2026 Q2 2026: $888.2M $888.2M Q2 2026

Holdings 133 stocks · $888.2M
IUSG iShares Core S&P U.S. Growth 7.89% 372,777 $70.1M Add +9.5%
IVV iShares Core S&P 500 ETF 6.29% 74,646 $55.9M Add +81.2%
SDY SS SPDR S&P Dividend ETF 6.06% 353,819 $53.8M Add +21.4%
BUFD FT VST Lad Deep Buf ETF-Usdi 5.82% 1,739,605 $51.7M Reduce -13.3%
ESN Essential 40 Stock ETF 5.09% 2,274,028 $45.2M Add +19.7%
VB Vanguard Most SM-Cap ETF-Usd 4.70% 137,688 $41.7M Reduce -4.3%
BUFR FT Vest Lad Buffervetf-Usd I 4.43% 1,077,400 $39.4M New
IUSB Ishr CR Unvrse Usd BD ETF-Ui 3.96% 761,427 $35.1M Add +36.5%
EMXC iShares MSCI Emr MRK Ex Chna 2.95% 255,720 $26.2M Reduce -30.3%
BINC iShares Flex I A ETF-Usd Inc. 2.88% 488,882 $25.6M Reduce -5.3%
IVW iShares S&P 500 Growth ETF 2.54% 164,287 $22.6M Add +1.5%
DYNF Ishrs US E F R A ETF-Usd Inc. 2.36% 308,358 $21.0M Add +4.1%
BSJT Invesco Bulletshares 2029 HY 2.18% 916,872 $19.4M Add +9.1%
BSCS Invesco Bulletshares 2028 CB 2.16% 942,654 $19.2M Add +8.0%
SHYG iShares 0-5 YR HY Corp. Bond 2.11% 441,195 $18.7M Add +6.5%
IVE iShares S&P 500 Value ETF 2.08% 81,347 $18.5M Reduce -15.9%
IGIB iShares 5-10Y Inv Grade Corp. 1.99% 332,517 $17.7M Add +3.6%
VCIT Vanguard Int-Term Corporate 1.93% 207,613 $17.2M Add +13.0%
BSJU Invesco Bulletshares 2030 HY 1.87% 645,037 $16.6M Add +15.0%
SPYV SS SPDR P S&P 500 Value ETF 1.64% 239,484 $14.6M Reduce -3.2%
BSCV Invesco Bulletshares 2031 CB 1.56% 846,268 $13.9M Add +44.1%
BSCW Invesco Bulletshares 2032 CB 1.31% 567,841 $11.6M New
BSCR Invesco Bulletshares 2027 CB 1.25% 567,953 $11.1M Reduce -38.7%
EFG iShares MSCI Eafe Growth ETF 1.23% 87,986 $10.9M Add +9.9%
BAI Ishrs AI in and Tech Act ETF 1.21% 203,565 $10.7M Reduce -19.1%
MTUM iShares MSCI USA Momentum Fa 0.98% 25,332 $8.7M Reduce -24.8%
BLCR iShares LRG CP CR Act ETF-Ui 0.92% 162,345 $8.2M Add +16.8%
CASY Casey's General Stores Inc. 0.88% 9,814 $7.8M Add +0.5%
HELO JPMorgan Hedged Equity ETF 0.85% 112,131 $7.6M Reduce -88.4%
CORO Ish Intl CTRY Rot Act ETF 0.84% 203,423 $7.4M New
IDEF Ishars Def Ind TC Ac ETF-Ui 0.84% 233,931 $7.4M Add +30.1%
USRT iShares Core US REIT ETF 0.82% 109,467 $7.3M Reduce -1.7%
AOA iShares Core 80/20 Aggressiv 0.80% 72,975 $7.1M Reduce -1.9%
MBB iShares MBS ETF 0.78% 73,512 $6.9M Add +15.1%
GOVT iShares US Treasury Bond ETF 0.73% 285,832 $6.5M Add +15.2%
EFV iShares MSCI Eafe Value ETF 0.70% 80,653 $6.2M Reduce -57.6%
TLH iShares 10-20 Year Treasury 0.69% 60,819 $6.1M Reduce -19.7%
THRO iShares U.S. Thematic Rotati 0.67% 137,517 $5.9M Reduce -36.5%
VEA Vanguard Ftse Developed ETF 0.64% 80,147 $5.7M Reduce -6.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.63% 69,800 $5.6M Reduce -3.8%
BRK.B Berkshire Hathaway Inc. Class B 0.61% 10,915 $5.5M Reduce -0.6%
ITOT iShares Core S&P Total U.S. 0.56% 30,512 $5.0M Reduce -18.4%
IALT Ishrs SYS Alt Act ETF 0.56% 175,743 $4.9M New
VPU Vanguard Utilities ETF 0.49% 22,171 $4.3M Add +0.6%
VOO Vanguard S&P 500 ETF 0.48% 6,165 $4.2M Reduce -3.8%
GGOV iShares Global GB Usd Ha ETF 0.44% 77,503 $3.9M New
AMZN Amazon.com Inc. 0.40% 14,980 $3.6M Reduce -1.3%
BSJQ Invesco Bulletshares 2026 HY 0.38% 147,878 $3.4M Reduce -44.6%
AAPL Apple Inc. 0.34% 10,365 $3.0M Reduce -0.9%
MSFT Microsoft Corp. 0.32% 7,615 $2.8M Reduce -2.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.30% 31,261 $2.7M Reduce -0.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.23% 2,679 $2.0M Reduce -0.1%
DE Deere & Co. 0.22% 3,111 $2.0M Reduce -1.2%
IAU iShares Gold Trust 0.21% 24,569 $1.9M Add +17.4%
BSV Vanguard Short-Term Bond ETF 0.20% 22,782 $1.8M Reduce -33.8%
WM Waste Management Inc. 0.19% 7,713 $1.7M Reduce -1.1%
AOR iShares Core 60/40 Balanced 0.19% 23,885 $1.7M Reduce -4.6%
BSJR Invesco Bulletshares 2027 HY 0.18% 71,490 $1.6M Add +2.4%
IJR iShares Core S&P Small-Cap E 0.16% 9,362 $1.4M No change
WFC Wells Fargo & Co. 0.15% 16,636 $1.4M Add +102.2%
CAT Caterpillar Inc. 0.15% 1,212 $1.3M Add +0.5%
PFG Principal Financial Group 0.14% 11,754 $1.3M Reduce -0.1%
TSLA Tesla Inc. 0.14% 2,856 $1.2M No change
WMT Walmart Inc. 0.13% 10,507 $1.2M Add +4.1%
NVDA Nvidia Corp. 0.12% 5,504 $1.1M Add +1.0%
BSJS Invesco Bulletshares 2028 HY 0.11% 46,330 $1.0M Add +7.6%
BND Vanguard Total Bond Market 0.11% 13,378 $982K Reduce -31.6%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.11% 3,124 $957K No change
CWB SS SPDR BB Conv Sec ETF 0.10% 8,455 $912K Reduce -11.8%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.10% 4,556 $900K Reduce -5.2%
AOM iShares Core 40/60 Moderate 0.10% 17,494 $873K Add +3.6%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.10% 17,269 $849K Reduce -0.2%
TRV The Travelers Cos Inc. 0.09% 2,551 $842K Add +0.2%
IWC iShares Micro-Cap ETF 0.09% 4,130 $826K Reduce -3.1%
XOM Exxonmobil Holdings Corp. 0.09% 6,018 $823K Add +0.4%
IJH iShares Core S&P Midcap ETF 0.09% 10,145 $782K No change
PRF Invesco Rafi US 1000 ETF 0.09% 14,234 $769K No change
RLY SS Multi-Asset Real Ret ETF 0.08% 21,271 $734K Add +13.3%
VTI VG Morningstar TS MKT ETF-US 0.08% 1,950 $722K Reduce -1.4%
QUAL iShares MSCI USA Quality Fac 0.08% 3,168 $695K Reduce -93.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.07% 3,032 $661K Add +0.9%
ORLY O'reilly Automotive Inc. 0.07% 7,053 $650K Add +0.8%
SPYM Ste STR SPDR PT S&P 500 ETF 0.07% 7,137 $627K Reduce -2.7%
TOPT iShares Top 20 US Stocks ETF 0.07% 18,459 $608K Add +1.8%
HD Home Depot Inc. 0.06% 1,574 $555K Add +0.1%
GLD SPDR Gold Shares 0.06% 1,477 $544K No change
GOOG Alphabet Inc. Class C 0.06% 1,466 $518K Reduce -0.1%
EMR Emerson Electric Co. 0.05% 3,364 $482K Add +5.5%
AEE Ameren Corporation 0.05% 4,205 $475K No change
AOK iShares Core 30/70 Conservat 0.05% 11,051 $458K Add +6.0%
INTC Intel Corp. 0.05% 3,262 $455K New
XPO Xpo Inc. 0.05% 2,157 $443K Add +11.5%
GNRC Generac Holdings Inc. 0.05% 1,445 $423K No change
LAMR Lamar Advertising Co. Class A 0.05% 2,631 $410K Add +0.3%
QQQ Invesco QQQ Trust Series 1 0.05% 557 $410K Reduce -6.2%
LPLA LPL Financial Holdings Inc. 0.04% 1,381 $389K No change
IEFA iShares Core MSCI Eafe ETF 0.04% 3,916 $378K Reduce -24.7%
VWO Vanguard Ftse Emerging Marke 0.04% 6,309 $377K Reduce -4.9%
GOOGL Alphabet Inc. Class A 0.04% 1,035 $370K Add +0.2%
LCTU iShares U.S. Carbon Transiti 0.04% 4,491 $360K Add +53.2%
EAGG iShares ESG Aware US Aggrega 0.04% 7,457 $354K New
F Ford Motor Co. filed as FORD MTR CO 0.04% 24,839 $345K Add +2.6%
ESGU iShares ESG Aware MSCI USA 0.04% 1,968 $322K New
VYM Vanguard High DVD Yield ETF 0.03% 1,945 $307K No change
SCHG Schwab US Large-Cap Growth 0.03% 8,944 $303K Add +0.1%
IYW iShares Ustechnology ETF 0.03% 1,168 $295K Reduce -12.3%
KDP Keurig Dr Pepper Inc. 0.03% 8,618 $282K No change
SCHD Schwab US DVD Equity ETF 0.03% 8,808 $279K No change
JNJ Johnson & Johnson 0.03% 1,090 $277K Add +4.1%
KO The Coca-Cola Co. 0.03% 3,403 $277K Add +0.2%
MU Micron Technology Inc. 0.03% 237 $274K New
IJK iShares S&P Mid-Cap 400 Grow 0.03% 2,293 $269K No change
NUBD Nuveen ESG US Aggregate Bond 0.03% 11,910 $264K Reduce -43.0%
GE General Electric filed as GE AEROSPACE 0.03% 691 $258K Reduce -23.1%
IUSV iShares Core S&P U.S. Value 0.03% 2,313 $255K Reduce -0.5%
DSI iShares ESG MSCI KLD 400 ETF 0.03% 1,777 $253K New
UNP Union Pacific Corp. 0.03% 919 $250K Add +0.4%
NULG Nuveen ESG LRG-Cap GRW ETF 0.03% 2,063 $241K Reduce -50.1%
DGRO iShares Core Dividend Growth 0.03% 3,161 $240K No change
META Meta Platforms Inc. Class A 0.03% 418 $236K No change
STIP iShares 0-5 Year Tips Bond E 0.03% 2,272 $232K New
SCHV Schwab US Large-Cap Value 0.03% 6,642 $231K Add +0.5%
JPM JPMorgan Chase & Co. 0.03% 704 $231K New
LLY Eli Lilly & Co. 0.03% 190 $228K New
SUSC iShares ESG Aware Usd Corpor 0.03% 9,808 $227K New
PG The Procter & Gamble Co. 0.02% 1,504 $221K Reduce -0.1%
LNT Alliant Energy Corp. 0.02% 2,839 $217K No change
BSJV Invesco Bulletshares 2031 HY 0.02% 8,023 $211K New
IJT iShares S&P Small-Cap 600 GR 0.02% 1,175 $210K New
GEV GE Vernova Inc. 0.02% 178 $209K Reduce -23.9%
V Visa Inc. Class A 0.02% 590 $202K New
VIG Vanguard Dividend Apprec ETF 0.02% 852 $202K New
PSQH PSQ Holdings Inc. 0.00% 10,146 $4K New

Portfolio Sells Q1 2026 → Q2 2026
HELO JPMorgan Hedged Equity ETF Reduce -88.4% 0.85% −6.92
BUFD FT VST Lad Deep Buf ETF-Usdi Reduce -13.3% 5.82% −1.25
EFV iShares MSCI Eafe Value ETF Reduce -57.6% 0.70% −1.08
BSCR Invesco Bulletshares 2027 CB Reduce -38.7% 1.25% −1.03
QUAL iShares MSCI USA Quality Fac Reduce -93.1% 0.08% −1.02
EMXC iShares MSCI Emr MRK Ex Chna Reduce -30.3% 2.95% −0.69
IAGG iShares Intl Aggregate Bond Sold out 0.00% −0.56
BINC iShares Flex I A ETF-Usd Inc. Reduce -5.3% 2.88% −0.49
IVE iShares S&P 500 Value ETF Reduce -15.9% 2.08% −0.49
BSJQ Invesco Bulletshares 2026 HY Reduce -44.6% 0.38% −0.40
THRO iShares U.S. Thematic Rotati Reduce -36.5% 0.67% −0.32
TLH iShares 10-20 Year Treasury Reduce -19.7% 0.69% −0.27
BSV Vanguard Short-Term Bond ETF Reduce -33.8% 0.20% −0.14
SPYV SS SPDR P S&P 500 Value ETF Reduce -3.2% 1.64% −0.12
ITOT iShares Core S&P Total U.S. Reduce -18.4% 0.56% −0.11
BND Vanguard Total Bond Market Reduce -31.6% 0.11% −0.07
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.6% 0.61% −0.05
VEA Vanguard Ftse Developed ETF Reduce -6.1% 0.64% −0.04
MSFT Microsoft Corp. Reduce -2.4% 0.32% −0.04
NULV Nuveen ESG Large-Cap Val ETF Sold out 0.00% −0.04
VB Vanguard Most SM-Cap ETF-Usd Reduce -4.3% 4.70% −0.04
MTUM iShares MSCI USA Momentum Fa Reduce -24.8% 0.98% −0.04
NUDM Nuveen ESG Intl Devel MRK Eq Sold out 0.00% −0.04
T AT&T Inc. Sold out 0.00% −0.04
WM Waste Management Inc. Reduce -1.1% 0.19% −0.03
NUBD Nuveen ESG US Aggregate Bond Reduce -43.0% 0.03% −0.03
PEP Pepsico Inc. Sold out 0.00% −0.03
SLV iShares Silver Trust Sold out 0.00% −0.03
AOA iShares Core 80/20 Aggressiv Reduce -1.9% 0.80% −0.03
CB Chubb Ltd. Sold out 0.00% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -3.8% 0.63% −0.02
NULG Nuveen ESG LRG-Cap GRW ETF Reduce -50.1% 0.03% −0.02
IEFA iShares Core MSCI Eafe ETF Reduce -24.7% 0.04% −0.02
AOR iShares Core 60/40 Balanced Reduce -4.6% 0.19% −0.02
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -5.2% 0.10% −0.01
USRT iShares Core US REIT ETF Reduce -1.7% 0.82% −0.01
CWB SS SPDR BB Conv Sec ETF Reduce -11.8% 0.10% −0.01
VOO Vanguard S&P 500 ETF Reduce -3.8% 0.48% −0.00
GE General Electric Reduce -23.1% 0.03% −0.00
VWO Vanguard Ftse Emerging Marke Reduce -4.9% 0.04% −0.00
PG The Procter & Gamble Co. Reduce -0.1% 0.02% −0.00
GEV GE Vernova Inc. Reduce -23.9% 0.02% −0.00
IUSV iShares Core S&P U.S. Value Reduce -0.5% 0.03% −0.00
DE Deere & Co. Reduce -1.2% 0.22% −0.00
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -2.7% 0.07% 0.00
VTI VG Morningstar TS MKT ETF-US Reduce -1.4% 0.08% +0.00
IYW iShares Ustechnology ETF Reduce -12.3% 0.03% +0.00
QQQ Invesco QQQ Trust Series 1 Reduce -6.2% 0.05% +0.00
AAPL Apple Inc. Reduce -0.9% 0.34% +0.00
AMZN Amazon.com Inc. Reduce -1.3% 0.40% +0.00

Portfolio Buys Q1 2026 → Q2 2026
BUFR FT Vest Lad Buffervetf-Usd I New 4.43% +4.43
IVV iShares Core S&P 500 ETF Add +81.2% 6.29% +2.91
BSCW Invesco Bulletshares 2032 CB New 1.31% +1.31
IUSG iShares Core S&P U.S. Growth Add +9.5% 7.89% +1.25
ESN Essential 40 Stock ETF Add +19.7% 5.09% +0.91
CORO Ish Intl CTRY Rot Act ETF New 0.84% +0.84
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +36.5% 3.96% +0.71
SDY SS SPDR S&P Dividend ETF Add +21.4% 6.06% +0.71
IALT Ishrs SYS Alt Act ETF New 0.56% +0.56
GGOV iShares Global GB Usd Ha ETF New 0.44% +0.44
BSCV Invesco Bulletshares 2031 CB Add +44.1% 1.56% +0.34
IVW iShares S&P 500 Growth ETF Add +1.5% 2.54% +0.24
BLCR iShares LRG CP CR Act ETF-Ui Add +16.8% 0.92% +0.20
DYNF Ishrs US E F R A ETF-Usd Inc. Add +4.1% 2.36% +0.19
EFG iShares MSCI Eafe Growth ETF Add +9.9% 1.23% +0.11
IDEF Ishars Def Ind TC Ac ETF-Ui Add +30.1% 0.84% +0.10
WFC Wells Fargo & Co. Add +102.2% 0.15% +0.07
BSJU Invesco Bulletshares 2030 HY Add +15.0% 1.87% +0.07
INTC Intel Corp. New 0.05% +0.05
EAGG iShares ESG Aware US Aggrega New 0.04% +0.04
CAT Caterpillar Inc. Add +0.5% 0.15% +0.04
ESGU iShares ESG Aware MSCI USA New 0.04% +0.04
MU Micron Technology Inc. New 0.03% +0.03
DSI iShares ESG MSCI KLD 400 ETF New 0.03% +0.03
STIP iShares 0-5 Year Tips Bond E New 0.03% +0.03
JPM JPMorgan Chase & Co. New 0.03% +0.03
SUSC iShares ESG Aware Usd Corpor New 0.03% +0.03
LLY Eli Lilly & Co. New 0.03% +0.03
BSJV Invesco Bulletshares 2031 HY New 0.02% +0.02
IJT iShares S&P Small-Cap 600 GR New 0.02% +0.02
V Visa Inc. Class A New 0.02% +0.02
VIG Vanguard Dividend Apprec ETF New 0.02% +0.02
MBB iShares MBS ETF Add +15.1% 0.78% +0.02
VCIT Vanguard Int-Term Corporate Add +13.0% 1.93% +0.02
GOVT iShares US Treasury Bond ETF Add +15.2% 0.73% +0.02
LCTU iShares U.S. Carbon Transiti Add +53.2% 0.04% +0.01
NVDA Nvidia Corp. Add +1.0% 0.12% +0.00
LAMR Lamar Advertising Co. Class A Add +0.3% 0.05% +0.00
GOOGL Alphabet Inc. Class A Add +0.2% 0.04% +0.00
F Ford Motor Co. Add +2.6% 0.04% +0.00
TOPT iShares Top 20 US Stocks ETF Add +1.8% 0.07% +0.00
XPO Xpo Inc. Add +11.5% 0.05% +0.00
EMR Emerson Electric Co. Add +5.5% 0.05% +0.00
SCHG Schwab US Large-Cap Growth Add +0.1% 0.03% +0.00
TRV The Travelers Cos Inc. Add +0.2% 0.09% +0.00
SCHV Schwab US Large-Cap Value Add +0.5% 0.03% +0.00
PSQH PSQ Holdings Inc. New 0.00% +0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +0.9% 0.07% +0.00
UNP Union Pacific Corp. Add +0.4% 0.03% +0.00
AOK iShares Core 30/70 Conservat Add +6.0% 0.05% −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