Legacy Financial Group LLC
CIK 1834011
13F filing for Q2 2026・No. 2,771
- Holdings
- US$888.21M
- Quarter change
- +US$93.13M
- Entries
- 133
- Net bought (estimate)
- +US$16.49M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 8
- Cut 50
- Added 47
- Corporate actions 0
- Unchanged 16
Largest holdings
133 stocks worth US$888.21M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES CORE S&P U.S. GROWTH ETFETF | Added | 372,777 | US$70.12M | 7.89% |
| IVVISHARES CORE S&P 500 ETFETF | Added | 74,646 | US$55.9M | 6.29% |
| STATE STREET SPDR S&P DIVIDEND ETFETF | Added | 353,819 | US$53.84M | 6.06% |
| FT VEST LADDERED DEEP BUFFER ETFETF | Cut | 1,739,605 | US$51.7M | 5.82% |
| ESSENTIAL 40 STOCK ETFETF | Added | 2,274,028 | US$45.22M | 5.09% |
| VANGUARD MORNINGSTAR SMALL-CAP ETFETF | Cut | 137,688 | US$41.74M | 4.70% |
| FT VEST LADDERED BUFFER ETFETF | New | 1,077,400 | US$39.36M | 4.43% |
| ISHARES CORE TOTAL USD BOND MARKET ETFETF | Added | 761,427 | US$35.14M | 3.96% |
| EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETFETF | Cut | 255,720 | US$26.16M | 2.95% |
| ISHARES FLEXIBLE INCOME ACTIVE ETFETF | Cut | 488,882 | US$25.59M | 2.88% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.