EdgeMarket › What Legacy Financial Group Llc reported owning
What Legacy Financial Group Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
795.1MPositions
121Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| HELO JPMorgan Hedged Equity Laddered Overlay ETF | 61.8M | 7.8% | 967.0K | 69.41 | +8.7% |
| BUFD FT Vest Laddered Deep Buffer ETF | 56.2M | 7.1% | 2.0M | 30.24 | +11.7% |
| IUSG iShares Core S&P U.S. Growth ETF | 52.8M | 6.6% | 340.4K | 189.82 | +22.3% |
| SDY State Street SPDR S&P Dividend ETF | 42.5M | 5.3% | 291.4K | 158.44 | +12.0% |
| VB Vanguard Morningstar Small-Cap ETF | 37.7M | 4.7% | 143.9K | 304.76 | +24.4% |
| ESN Essential 40 Stock ETF | 33.3M | 4.2% | 1.9M | 20.59 | +25.9% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 28.9M | 3.6% | 367.1K | 97.80 | +53.2% |
| IVV iShares Core S&P 500 ETF | 26.9M | 3.4% | 41.2K | 769.31 | +20.0% |
| BINC iShares Flexible Income Active ETF | 26.8M | 3.4% | 516.5K | 52.00 | -1.7% |
| IUSB iShares Core Universal USD Bond ETF | 25.8M | 3.2% | 558.0K | 45.43 | -1.7% |
| IVE iShares S&P 500 Value ETF | 20.4M | 2.6% | 96.8K | 237.24 | +17.6% |
| IVW iShares S&P 500 Growth ETF | 18.3M | 2.3% | 161.8K | 138.83 | +22.2% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 18.2M | 2.3% | 926.5K | 19.67 | +0.1% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 17.8M | 2.2% | 873.0K | 20.39 | -0.5% |
| BSJT Invesco BulletShares 2029 High Yield Corporate | 17.7M | 2.2% | 840.8K | 21.20 | -0.8% |
| SHYG iShares 0-5 Year High Yield Corporate Bond ETF | 17.5M | 2.2% | 414.5K | 42.24 | -1.7% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 17.2M | 2.2% | 296.2K | 69.08 | +22.3% |
| IGIB iShares 5-10 Year Investment Grade Corporate B | 17.1M | 2.1% | 321.1K | 52.14 | -2.5% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 15.2M | 1.9% | 183.8K | 81.05 | -2.5% |
| BSJU Invesco BulletShares 2030 High Yield Corporate | 14.4M | 1.8% | 560.9K | 25.83 | -0.1% |
| EFV iShares MSCI EAFE Value ETF | 14.1M | 1.8% | 190.2K | 82.23 | +21.4% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 14.0M | 1.8% | 247.5K | 63.51 | +17.5% |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 9.7M | 1.2% | 587.4K | 16.27 | -1.8% |
| EFG iShares MSCI EAFE Growth ETF | 8.9M | 1.1% | 80.1K | 125.70 | +12.3% |
| QUAL iShares MSCI USA Quality Factor ETF | 8.8M | 1.1% | 45.7K | 223.22 | +19.3% |
| BAI iShares A.I. Innovation and Tech Active ETF | 8.3M | 1.0% | 251.7K | 44.30 | +46.6% |
| MTUM iShares MSCI USA Momentum Factor ETF | 8.1M | 1.0% | 33.7K | 305.17 | +25.7% |
| THRO iShares U.S. Thematic Rotation Active ETF | 7.8M | 1.0% | 216.7K | 43.61 | +19.9% |
| TLH iShares 10-20 Year Treasury Bond ETF | 7.6M | 1.0% | 75.8K | 96.69 | -4.0% |
| CASY CASEYS GENERAL STORES INC | 7.1M | 0.9% | 9.8K | 835.74 | +62.8% |
| USRT iShares Core U.S. REIT ETF | 6.6M | 0.8% | 111.4K | 67.12 | +17.3% |
| AOA iShares Core 80/20 Aggressive Allocation ETF | 6.6M | 0.8% | 74.4K | 99.01 | +16.6% |
| BSJQ Invesco BulletShares 2026 High Yield Corporate | 6.2M | 0.8% | 266.9K | 22.95 | -1.5% |
| MBB iShares MBS ETF | 6.1M | 0.8% | 63.9K | 93.12 | -0.6% |
| IDEF iShares Defense Industrials Active ETF | 5.9M | 0.7% | 179.8K | 33.56 | +18.5% |
| BLCR iShares Large Cap Core Active ETF | 5.7M | 0.7% | 139.1K | 49.12 | +30.8% |
| GOVT iShares U.S. Treasury Bond ETF | 5.7M | 0.7% | 248.0K | 22.45 | -2.0% |
| VEA Vanguard FTSE Developed Markets ETF | 5.5M | 0.7% | 85.3K | 73.42 | +24.7% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 5.3M | 0.7% | 37.4K | 167.97 | +20.5% |
| unmapped CUSIP 084670702 | 5.3M | 0.7% | 11.0K | — | — |
| VO Vanguard Morningstar Mid-Cap ETF | 5.2M | 0.7% | 18.1K | 82.97 | +15.9% |
| IAGG iShares International Aggregate Bond Fund | 4.4M | 0.6% | 88.3K | 49.77 | -2.5% |
| VPU Vanguard Utilities ETF | 4.4M | 0.5% | 22.0K | 185.03 | -0.6% |
| VOO Vanguard S&P 500 ETF | 3.8M | 0.5% | 6.4K | 703.71 | +20.0% |
| AMZN AMAZON COM INC | 3.2M | 0.4% | 15.2K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 2.9M | 0.4% | 7.8K | 483.24 | -4.4% |
| BSV Vanguard Short-Term Bond ETF | 2.7M | 0.3% | 34.4K | 77.57 | -1.4% |
| AAPL Apple Inc. | 2.7M | 0.3% | 10.5K | 309.35 | +36.9% |
| VUG Vanguard Morningstar Growth ETF | 2.3M | 0.3% | 5.2K | 87.50 | +15.9% |
| IAU ISHARES GOLD TRUST | 1.8M | 0.2% | 20.9K | 86.79 | +37.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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