Legacy Financial Group LLC Portfolio Holdings

Legacy Financial Group LLC has filed its 13F form on January 06, 2026 for Q3 2025 where it was disclosed a total value porftolio of $614 Million distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S Growth Et with a value of $59M, First Tr Exc Trd Fd Viii Ft Cb with a value of $54.3M, Spdr Series Tr Spdr S&P Divide with a value of $40.6M, Vanguard Small Cap ETF with a value of $36.8M, and Ishares Core Total Usd Bond Ma with a value of $25.4M.

Examining the 13F form we can see an increase of $22.9M in the current position value, from $591M to 614M.

Below you can find more details about Legacy Financial Group LLC portfolio as well as his latest detailed transactions.