Legacy Financial Group LLC Portfolio Holdings

Legacy Financial Group LLC

  • $614 Million
  • Q3 2025

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.

Portfolio value $614 Million
ETFs: $577 Million
Consumer Cyclical: $10.9 Million
Financial Services: $8.26 Million
Technology: $7.95 Million
Industrials: $5.15 Million
Consumer Defensive: $1.93 Million
Communication Services: $1.13 Million
Utilities: $854,000
Other: $873,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$47.4B
$254,000 0.04% of portfolio
3,766
Q4 2024 New
$328B
$270,000 0.04% of portfolio
899
Q3 2025 Reduced 2.71%
$181B
$272,000 0.04% of portfolio
9,646
Q3 2025 Added 0.45%
$0
$273,000 0.04% of portfolio
1,943
Q2 2025 Reduced 3.33%
$15.4B
$256,000 0.04% of portfolio
1,983
Q4 2024 New
$79.5B
$195,000 0.03% of portfolio
1,562
Q2 2025 Reduced 5.62%
$16.9B
$203,000 0.03% of portfolio
3,021
Q3 2025 New
$111B
$205,000 0.03% of portfolio
623
Q3 2025 New
$204B
$212,000 0.03% of portfolio
1,514
Q3 2025 New
$136B
$213,000 0.03% of portfolio
904
Q3 2025 New
Essential 40 Stock ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 4.64%
Ishares Flexible Income Active ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 4.84%
-
$0 0.0% of portfolio
-
Q3 2025 Added 14.9%
Ishares A.I. Innovation And Tech Active ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
Ishares U.S. Thematic Rotation Active ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
Ishares Top 20 U.S. Stocks ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 5.75%

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $614 Million
  • Prior Value $591 Million
  • Filing
  • Period Q3 2025
  • Filing Date January 06, 2026
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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