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Legacy Financial Group LLC

Q2 2026 Holdings

Filed 2026-08-05 | 133 holdings | $888.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares Core S&P U.S. Growth ETF(IUSG)ETF464287671$70.1M372,7777.9%
Ishares Core S&P 500 ETF(IVV)ETF464287200$55.9M74,6466.3%
State Street Spdr S&P Dividend ETF(SDY)ETF78464A763$53.8M353,8196.1%
FT Vest Laddered Deep Buffer ETF(BUFD)ETF33740U703$51.7M1,739,6055.8%
Essential 40 Stock ETF(ESN)ETF664925708$45.2M2,274,0285.1%
Vanguard Morningstar Small-Cap ETF(VB)ETF922908751$41.7M137,6884.7%
FT Vest Laddered Buffer ETF(BUFR)ETF33740F755$39.4M1,077,4004.4%
Ishares Core Total USD Bond Market ETF(IUSB)ETF46434V613$35.1M761,4274.0%
Ishares Msci Emerging Markets EX China ETF(EMXC)ETF46434G764$26.2M255,7202.9%
Ishares Flexible Income Active ETF(BINC)ETF092528603$25.6M488,8822.9%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$22.6M164,2872.5%
Ishares U.S. Equity Factor Rotation Active ETF(DYNF)ETF09290C103$21.0M308,3582.4%
Invesco Bulletshares 2029 High Yield Corporate Bond ETF(BSJT)ETF46138J395$19.4M916,8722.2%
Invesco Bulletshares 2028 Corporate Bond ETF(BSCS)ETF46138J643$19.2M942,6542.2%
Ishares 0-5 Year High Yield Corporate Bond ETF(SHYG)ETF46434V407$18.7M441,1952.1%
Ishares S&P 500 Value ETF(IVE)ETF464287408$18.5M81,3472.1%
Ishares 5-10 Year Investment Grade Corporate Bond ETF(IGIB)ETF464288638$17.7M332,5172.0%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)ETF92206C870$17.2M207,6131.9%
Invesco Bulletshares 2030 High Yield Corporate Bond ETF(BSJU)ETF46139W841$16.6M645,0371.9%
State Street Spdr Portfolio S&P 500 Value ETF(SPYV)ETF78464A508$14.6M239,4841.6%
Invesco Bulletshares 2031 Corporate Bond ETF(BSCV)ETF46138J429$13.9M846,2681.6%
Invesco Bulletshares 2032 Corporate Bond ETF(BSCW)ETF46139W858$11.6M567,8411.3%
Invesco Bulletshares 2027 Corporate Bond ETF(BSCR)ETF46138J783$11.1M567,9531.3%
Ishares Msci Eafe Growth ETF(EFG)ETF464288885$10.9M87,9861.2%
Ishares A.I. Innovation and Tech Active ETF(BAI)ETF09290C780$10.7M203,5651.2%
Ishares Msci USA Momentum Factor ETF(MTUM)ETF46432F396$8.7M25,3321.0%
Ishares Large Cap Core Active ETF(BLCR)ETF09290C855$8.2M162,3450.9%
Caseys GEN Stores Inc COM(CASY)Stock147528103$7.8M9,8140.9%
JPMorgan Hedged Equity Laddered Overlay ETF(HELO)ETF46654Q724$7.6M112,1310.9%
Ishares International Country Rotation Active ETF(CORO)ETF09290C764$7.4M203,4230.8%
Ishares Defense Industrials Active ETF(IDEF)ETF09290C699$7.4M233,9310.8%
Ishares Core U.S. REIT ETF(USRT)ETF464288521$7.3M109,4670.8%
Ishares Core 80/20 Aggressive Allocation ETF(AOA)ETF464289859$7.1M72,9750.8%
Ishares MBS ETF(MBB)ETF464288588$6.9M73,5120.8%
Ishares U.S. Treasury Bond ETF(GOVT)ETF46429B267$6.5M285,8320.7%
Ishares Msci Eafe Value ETF(EFV)ETF464288877$6.2M80,6530.7%
Ishares 10-20 Year Treasury Bond ETF(TLH)ETF464288653$6.1M60,8190.7%
Ishares U.S. Thematic Rotation Active ETF(THRO)ETF09290C806$5.9M137,5170.7%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$5.7M80,1470.6%
Vanguard Morningstar Mid-Cap ETF(VO)ETF922908629$5.6M69,8000.6%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$5.5M10,9150.6%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$5.0M30,5120.6%
Ishares Systematic Alternatives Active ETF(IALT)ETF09290C665$4.9M175,7430.6%
Vanguard Utilities ETF(VPU)ETF92204A876$4.3M22,1710.5%
Vanguard S&P 500 ETF(VOO)ETF922908363$4.2M6,1650.5%
Ishares Global Government Bond USD Hedged Active ETF(GGOV)ETF092528835$3.9M77,5030.4%
Amazon COM Inc COM(AMZN)Stock023135106$3.6M14,9800.4%
Invesco Bulletshares 2026 High Yield Corp Bond ETF(BSJQ)ETF46138J635$3.4M147,8780.4%
Apple Inc COM(AAPL)Stock037833100$3.0M10,3650.3%
Microsoft Corp COM(MSFT)Stock594918104$2.8M7,6150.3%
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