§ 13F · FUND PROFILE
Legacy Financial Group LLC.
AUM · $888M (13F)Positions · 133Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$72M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 373K | $70M | 7.9% | +10% |
| 2 | IVV | ISHARES CORE S&P 500 ETF | 75K | $56M | 6.3% | +81% |
| 3 | SDY | STATE STREET SPDR S&P DIVIDEND ETF | 354K | $54M | 6.1% | +21% |
| 4 | BUFD | FT VEST LADDERED DEEP BUFFER ETF | 1.74M | $52M | 5.8% | −13% |
| 5 | ESN | ESSENTIAL 40 STOCK ETF | 2.27M | $45M | 5.1% | +20% |
| 6 | VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | 138K | $42M | 4.7% | −4% |
| 7 | BUFR | FT VEST LADDERED BUFFER ETF | 1.08M | $39M | 4.4% | NEW |
| 8 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 761K | $35M | 4.0% | +36% |
| 9 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 256K | $26M | 2.9% | −30% |
| 10 | BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 489K | $26M | 2.9% | −5% |
§ 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 $888 million in assets. The fund runs a portfolio of 133 positions.
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