LF
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Legacy Financial Group LLC13F | |
| Legacy Financial Group LLC | |
| Last update 2025-07-15 | 113 Stocks (5 new) |
| Value $716.00 Mil | Turnover 11 % |
Legacy Financial Group LLC Top Holdings of 2025-06-30
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| 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 | +9.26% | +2.30% | 3,309.0 | ||
IUSG | ISHARES TRUST | 360,731 | 54,254.0 | -21.80% | 7.570 | -1.97% | 0.230 | +26.76% | +10.47% | 23,915.2 | ||
BUFD | FT Vest Laddered Deep Buffer ETF | 1,933,867 | 51,363.5 | +0.87% | 7.170 | +0.06% | 3.810 | +11.12% | +4.90% | 1,357.2 | ||
SDY | SPDR Dividend ETF | 286,592 | 38,899.1 | -22.20% | 5.430 | -1.71% | 0.200 | +7.85% | +6.32% | 20,336.1 | ||
VB | Vanguard Small Cap ETF | 143,610 | 34,032.6 | +6.46% | 4.750 | +0.29% | 0.060 | +17.90% | +1.99% | 61,352.9 | ||
ESN | Essential 40 Stock ETF | 1,750,561 | 28,074.5 | +1,318.93% | 3.920 | +3.64% | 23.370 | +11.00% | +8.61% | 120.9 | ||
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 | +1.58% | +3.40% | 32,719.8 | ||
BINC | iShares Flexible Income Active ETF | 465,015 | 24,571.4 | +3.00% | 3.430 | +0.10% | 0.240 | +2.97% | +3.76% | 10,167.6 | ||
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 | +20.83% | +8.66% | 19,386.4 | ||
VEA | Vanguard FTSE Developed Markets ETF | 355,506 | 20,267.4 | +13.34% | 2.830 | +0.33% | 0.010 | +12.49% | +19.94% | 157,607.2 |
Legacy Financial Group LLC's Historical Top Holdings Breakdowns
Legacy Financial Group LLC's Top Stock Picks
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| 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 | $16.13 | 5.84% | 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 | $576.92 | 9.81% | Reduce -44.1% | 34,965 | -27,582 | |
IUSG | ISHARES TRUST | 2025-06-30 | Reduce Reduce | -1.97% | 113.67 ($135.43) 150.4 | $153.50 | 13.34% | Reduce -21.8% | 360,731 | -100,549 | |
SDY | SPDR Dividend ETF | 2025-06-30 | Reduce Reduce | -1.71% | 121.58 ($132.66) 136.74 | $138.62 | 4.49% | 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 | $25.99 | 1.92% | 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 | $55.30 | 10.27% | 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 | $63.27 | 4.86% | 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 | $50.93 | 0.53% | 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 | $44.36 | 14.39% | New holding | 60,001 | 60,001 | |
IAU | iShares Gold Trust | 2025-06-30 | Reduce Reduce | -0.35% | 56.1 ($61.92) 64.74 | $63.13 | 1.95% | Reduce -54.12% | 33,064 | -38,995 |
Legacy Financial Group LLC Total Holding History ($B)
Legacy Financial Group LLC's Asset Allocation
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
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