13FBOX
Legacy Financial Group LLC · 13F Holdings
Options Calculator Rankings

Legacy Financial Group LLC

No.2994
Latest AUM (Q2 2026)
$888.2M
QoQ Change Q1 2026
+$93.1M+11.7%
Holdings
133
New Buys
19
Adds
50
Reduces
48
Exits
7
Unchanged
16
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES S&PIUSG
7.89%6.64%$70.1M372,777$52.8M340,350+32,427+9.53%Add
IISHARES TRIVV
6.29%3.38%$55.9M74,646$26.9M41,188+33,458+81.23%Add
SSPDR SERIES TRUSTSDY
6.06%5.35%$53.8M353,819$42.5M291,421+62,398+21.41%Add
FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI
5.82%7.07%$51.7M1.7M$56.2M2.0M-267,898-13.34%Reduce
NNORTHERN LTS FD TR IIESN
5.09%4.18%$45.2M2.3M$33.3M1.9M+374,816+19.74%Add
VVANGUARD INDEX FDSVB
4.7%4.74%$41.7M137,688$37.7M143,888-6,200-4.31%Reduce
FIRST INTST BANCSYSTEM INCFIBK
4.43%$39.4M1.1M$00+1.1MNew Buy
IISHARES TRIUSB
3.96%3.24%$35.1M761,427$25.8M557,960+203,467+36.47%Add
IISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXC
2.95%3.63%$26.2M255,720$28.9M367,072-111,352-30.34%Reduce
BBLACKROCK ETF TRUST IIBINC
2.88%3.37%$25.6M488,882$26.8M516,483-27,601-5.34%Reduce
IISHARES TRIVW
2.54%2.3%$22.6M164,287$18.3M161,845+2,442+1.51%Add
BBLACKROCK ETF TRUSTDYNF
2.36%2.17%$21.0M308,358$17.2M296,212+12,146+4.10%Add
IINVESCO EXCH TRD SLF IDX FDBSJT
2.18%2.22%$19.4M916,872$17.7M840,770+76,102+9.05%Add
IINVESCO EXCH TRD SLF IDX FDBSCS
2.16%2.24%$19.2M942,654$17.8M872,980+69,674+7.98%Add
IISHARES TRSHYG
2.11%2.21%$18.7M441,195$17.5M414,479+26,716+6.45%Add
IISHARES S&PIVE
2.08%2.57%$18.5M81,347$20.4M96,778-15,431-15.94%Reduce
IISHARES TRIGIB
1.99%2.15%$17.7M332,517$17.1M321,061+11,456+3.57%Add
VVANGUARD SCOTTSDALE FDSVCIT
1.93%1.91%$17.2M207,613$15.2M183,786+23,827+12.96%Add
IINVESCO EXCH TRD SLF IDX FDBSJU
1.87%1.81%$16.6M645,037$14.4M560,883+84,154+15.00%Add
SSTATE STREETSPYV
1.64%1.76%$14.6M239,484$14.0M247,465-7,981-3.23%Reduce
IINVESCO EXCH TRD SLF IDX FDBSCV
1.56%1.22%$13.9M846,268$9.7M587,420+258,848+44.07%Add
IINVESCO EXCH TRD SLF IDX FDBSCW
1.31%$11.6M567,841$00+567,841New Buy
IINVESCO EXCH TRD SLF IDX FDBSCR
1.25%2.29%$11.1M567,953$18.2M926,547-358,594-38.70%Reduce
IISHARES TREFG
1.23%1.12%$10.9M87,986$8.9M80,080+7,906+9.87%Add
BBLACKROCK ETF TRUSTBAI
1.21%1.04%$10.7M203,565$8.3M251,729-48,164-19.13%Reduce
IISHARES TRMTUM
0.98%1.02%$8.7M25,332$8.1M33,679-8,347-24.78%Reduce
BBLACKROCK ETF TRUSTBLCR
0.92%0.72%$8.2M162,345$5.7M139,058+23,287+16.75%Add
CASEYS GEN STORES INCCASY
0.88%0.89%$7.8M9,814$7.1M9,761+53+0.54%Add
JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO
0.85%7.77%$7.6M112,131$61.8M967,024-854,893-88.40%Reduce
BBLACKROCK ETF TRUSTCORO
0.84%$7.4M203,423$00+203,423New Buy
BBlackrock Etf Trust Ishares Defense Industrials ActiveIDEF
0.84%0.74%$7.4M233,931$5.9M179,828+54,103+30.09%Add
IISHARES TRUSRT
0.82%0.83%$7.3M109,467$6.6M111,351-1,884-1.69%Reduce
IISHARES TRAOA
0.8%0.83%$7.1M72,975$6.6M74,362-1,387-1.87%Reduce
ISHARES MBSACGL
0.78%0.76%$6.9M73,512$6.1M63,898+9,614+15.05%Add
IISHARES TRGJS
0.73%0.71%$6.5M285,832$5.7M248,034+37,798+15.24%Add
IISHARES TREFV
0.7%1.78%$6.2M80,653$14.1M190,167-109,514-57.59%Reduce
IISHARES TRTLH
0.69%0.96%$6.1M60,819$7.6M75,755-14,936-19.72%Reduce
BBLACKROCK ETF TRUSTTHRO
0.67%0.99%$5.9M137,517$7.8M216,682-79,165-36.54%Reduce
VVANGUARD FTSEVEA
0.64%0.69%$5.7M80,147$5.5M85,338-5,191-6.08%Reduce
VVANGUARD MIDVO
0.63%0.65%$5.6M69,800$5.2M18,131+51,669+284.98%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.61%0.66%$5.5M10,915$5.3M10,982-67-0.61%Reduce
IISHARES TRITOT
0.56%0.67%$5.0M30,512$5.3M37,414-6,902-18.45%Reduce
BBLACKROCK ETF TRUSTIALT
0.56%$4.9M175,743$00+175,743New Buy
VVANGUARD WORLD FDVPU
0.49%0.55%$4.3M22,171$4.4M22,047+124+0.56%Add
VVANGUARD INDEX FDSVOO
0.48%0.48%$4.2M6,165$3.8M6,407-242-3.78%Reduce
BBLACKROCK ETF TRUST IIGGOV
0.44%$3.9M77,503$00+77,503New Buy
AMAZON COM INCAMZN
0.4%0.4%$3.6M14,980$3.2M15,183-203-1.34%Reduce
IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ
0.38%0.78%$3.4M147,878$6.2M266,906-119,028-44.60%Reduce
APPLE INCAAPL
0.34%0.33%$3.0M10,365$2.7M10,463-98-0.94%Reduce
MICROSOFT CORPMSFT
0.32%0.36%$2.8M7,615$2.9M7,803-188-2.41%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow