LF

Legacy Financial Group LLC

13F
Legacy Financial Group LLC
Last update 2025-07-15 113 Stocks (5 new)
Value $716.00 Mil Turnover 11 %
Countries:
Top Holdings: HELO(8.53%)IUSG(7.57%)BUFD(7.17%)SDY(5.43%)VB(4.75%)
Summary Stock Picks Current Portfolio
Legacy Financial Group LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
976,253
61,093.9
+6.60%
8.530
+0.53%
1.870
+9.28%
+2.31%
3,309.5
 
IUSG
ISHARES TRUST
360,731
54,254.0
-21.80%
7.570
-1.97%
0.230
+26.72%
+10.43%
23,907.4
 
BUFD
FT Vest Laddered Deep Buffer ETF
1,933,867
51,363.5
+0.87%
7.170
+0.06%
3.810
+10.92%
+4.70%
1,354.7
 
SDY
SPDR Dividend ETF
286,592
38,899.1
-22.20%
5.430
-1.71%
0.200
+8.02%
+6.48%
20,368.3
 
VB
Vanguard Small Cap ETF
143,610
34,032.6
+6.46%
4.750
+0.29%
0.060
+18.09%
+2.16%
61,451.2
 
ESN
Essential 40 Stock ETF
1,750,561
28,074.5
+1,318.93%
3.920
+3.64%
23.370
+11.26%
+8.86%
121.2
 
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
574,665
26,566.8
+5.21%
3.710
+0.18%
0.080
+1.38%
+3.20%
32,655.5
 
BINC
iShares Flexible Income Active ETF
465,015
24,571.4
+3.00%
3.430
+0.10%
0.240
+2.89%
+3.68%
10,159.9
 
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
398,067
21,678.7
+53.82%
3.030
+1.06%
0.110
+20.87%
+8.70%
19,393.4
 
VEA
Vanguard FTSE Developed Markets ETF
355,506
20,267.4
+13.34%
2.830
+0.33%
0.010
+12.75%
+20.21%
157,968.9
 

Legacy Financial Group LLC's Historical Top Holdings Breakdowns

Legacy Financial Group LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ESN
Essential 40 Stock ETF
2025-06-30
Add
Add
+3.64%
●
13.77 ($15.24) 16.04
$16.18
6.14%
Add 1318.93%
1,750,561
1,627,189
VOO
Vanguard S&P 500 ETF
2025-06-30
Reduce
Reduce
-2.18%
●
456.74 ($525.37) 568.03
$577.18
9.86%
Reduce -44.1%
34,965
-27,582
IUSG
ISHARES TRUST
2025-06-30
Reduce
Reduce
-1.97%
●
113.67 ($135.43) 150.4
$153.45
13.31%
Reduce -21.8%
360,731
-100,549
SDY
SPDR Dividend ETF
2025-06-30
Reduce
Reduce
-1.71%
●
121.58 ($132.66) 136.74
$138.84
4.66%
Reduce -22.2%
286,592
-81,756
BSJU
Invesco BulletShares 2030 High Yield Corporate Bond ETF
Invesco BulletShares 2030 High Yield Corporate Bond ETF
2025-06-30
Add
Add
+1.36%
●
24.54 ($25.5) 26.01
$25.95
1.76%
Add 1670.01%
395,490
373,146
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
2025-06-30
Add
Add
+1.06%
●
43.53 ($50.15) 54.46
$55.32
10.31%
Add 53.82%
398,067
139,285
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
2025-06-30
Add
Add
+0.53%
●
56.68 ($60.34) 62.58
$63.28
4.87%
Add 6.6%
976,253
60,450
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
2025-06-30
New Buy
New Buy
+0.50%
●
49.99 ($50.66) 51.09
$50.92
0.51%
New holding
69,731
69,731
AIQ
GLOBAL X FDS
2025-06-30
New Buy
New Buy
+0.37%
●
31.5 ($38.78) 43.69
$44.43
14.57%
New holding
60,001
60,001
IAU
iShares Gold Trust
2025-06-30
Reduce
Reduce
-0.35%
●
56.1 ($61.92) 64.74
$62.96
1.68%
Reduce -54.12%
33,064
-38,995

Legacy Financial Group LLC Total Holding History ($B)

To

Legacy Financial Group LLC's Asset Allocation

To

Legacy Financial Group LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Legacy Financial Group LLC's Hypothetical Growth since 2025-06-30

Legacy Financial Group LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Legacy Financial Group LLC's Holdings Heat Map

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Legacy Financial Group LLC's Holdings Bubble Chart

Legacy Financial Group LLC News

  • 1

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