Legacy Financial Group LLC
Q3 2025 13F Holdings
- Locationdes moines, IA
- Num holdings
117
- Value ($000)
$764,046
- Date Filed01/06/2026
- Form type13F-HR
- CIK0001834011
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | ETF | 46654Q724 | $62.47M | 8 % | 961,084 | ||
ISHARES CORE S&P U.S. GROWTH ETF | ETF | 464287671 | $58.98M | 8 % | 358,452 | ||
FT VEST LADDERED DEEP BUFFER ETF | ETF | 33740U703 | $54.32M | 7 % | 1,965,410 | ||
STATE STREET SPDR S&P DIVIDEND ETF | ETF | 78464A763 | $40.56M | 5 % | 289,628 | ||
VANGUARD SMALL-CAP ETF | ETF | 922908751 | $36.85M | 5 % | 144,901 | ||
ESSENTIAL 40 STOCK ETF | ETF | 664925708 | $31.25M | 4 % | 1,831,863 | ||
ISHARES FLEXIBLE INCOME ACTIVE ETF | ETF | 092528603 | $25.95M | 3 % | 487,499 | ||
ISHARES CORE TOTAL USD BOND MARKET ETF | ETF | 46434V613 | $25.37M | 3 % | 543,077 | ||
ISHARES MSCI EMERGING MARKETS EX CHINA ETF | ETF | 46434G764 | $23.26M | 3 % | 344,468 | ||
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | ETF | 09290C103 | $20.38M | 3 % | 344,221 |
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