§ 13F · FUND PROFILE
Legacy Financial Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $716.4T (13F)Positions · 113Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$29.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 961K | $64.1T | 7.9% | ±0% |
| 2 | BUFD | FT VEST LADDERED DEEP BUFFER ETF | 1.99M | $56.4T | 7.0% | +1% |
| 3 | IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 339K | $55.6T | 6.9% | −6% |
| 4 | SDY | STATE STREET SPDR S&P DIVIDEND ETF | 292K | $44.5T | 5.5% | +1% |
| 5 | VB | VANGUARD SMALL-CAP ETF | 144K | $39.1T | 4.8% | −1% |
| 6 | ESN | ESSENTIAL 40 STOCK ETF | 1.89M | $34.4T | 4.2% | +3% |
| 7 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 412K | $33.1T | 4.1% | +20% |
| 8 | BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 531K | $28.1T | 3.5% | +9% |
| 9 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 533K | $24.8T | 3.1% | −2% |
| 10 | IVE | ISHARES S&P 500 VALUE ETF | 104K | $23.1T | 2.9% | +46% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Financial Group LLC is a Other fund managing $716408.0 trillion in assets. The fund runs a portfolio of 113 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed