§ 13F · FUND PROFILE
Legacy Financial Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $764M (13F)Positions · 117Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 967K | $62M | 7.8% | +1% |
| 2 | BUFD | FT VEST LADDERED DEEP BUFFER ETF | 2.01M | $56M | 7.1% | +1% |
| 3 | IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 340K | $53M | 6.6% | +1% |
| 4 | SDY | STATE STREET SPDR S&P DIVIDEND ETF | 291K | $43M | 5.3% | ±0% |
| 5 | VB | VANGUARD SMALL-CAP ETF | 144K | $38M | 4.7% | ±0% |
| 6 | ESN | ESSENTIAL 40 STOCK ETF | 1.90M | $33M | 4.2% | ±0% |
| 7 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 367K | $29M | 3.6% | −11% |
| 8 | IVV | ISHARES CORE S&P 500 ETF | 41K | $27M | 3.4% | +45% |
| 9 | BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 516K | $27M | 3.4% | −3% |
| 10 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 558K | $26M | 3.2% | +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 $764 million in assets. The fund runs a portfolio of 117 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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