Legacy Financial Group LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001834011 · DES MOINES, IA

As of Jun 30, 2025, Legacy Financial Group LLC reported 113 positions worth $716.4M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	HELO	—	976,253	$61.1M	8.53%
ISHARES CORE S&P US GROWTH ETF	IUSG	—	360,731	$54.3M	7.57%
FT VEST LADDERED DEEP BUFFER ETF	BUFD	—	1,933,867	$51.4M	7.17%
STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF	SDY	—	286,592	$38.9M	5.43%
VANGUARD SMALL-CAP INDEX FUND	VB	—	143,610	$34.0M	4.75%
NORTHERN LTS FD TR II	—	—	1,750,561	$28.1M	3.92%
ISHARES CORE TOTAL USD BOND MARKET ETF	IUSB	—	574,665	$26.6M	3.71%
ISHARES FLEX I A ETF-USD INC	BINC	—	465,015	$24.6M	3.43%
ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF	DYNF	—	398,067	$21.7M	3.03%
VANGUARD TAX-MANAGED FUNDS	VEA	—	355,506	$20.3M	2.83%
ISHARES MSCI EMERGING MARKETS EX CHINA ETF	EMXC	—	317,476	$20.0M	2.80%
VANGUARD 500 INDEX FUND	VOO	—	34,965	9.9M	2.77%
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF	IGIB	—	342,703	8.3M	2.55%
ISHARES MSCI USA QUALITY FACTOR ETF	QUAL	—	99,509	8.2M	2.54%
INVESCO BULLETSHARES 2026 HIGH YIELD CORPORATE BOND ETF	BSJQ	—	722,580	6.9M	2.35%
ISHARES S&P 500 GROWTH ETF	IVW	—	150,916	6.6M	2.32%
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF	BSCR	—	812,048	6.0M	2.23%
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF	BSCS	—	751,174	5.4M	2.15%
INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF	BSJT	—	674,903	4.5M	2.03%
ISHARES CORE S&P US VALUE ETF	IUSV	—	144,594	3.7M	1.91%
VANGUARD SHORT-TERM BOND INDEX FUND	BSV	—	171,356	3.5M	1.88%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF	SPYV	—	243,837	2.8M	1.78%
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF	SHYG	—	250,077	0.8M	1.51%
INVESCO EXCH TRD SLF IDX FD	BSJU	—	395,490	0.3M	1.44%
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF	AOA	—	83,115	$6.9M	0.97%