Legacy Financial Group LLC

Q3 2025 13F Holdings

  • Location
    des moines, IA
  • Num holdings

    117

  • Value ($000)

    $764,046

  • Date Filed
    01/06/2026
  • Form type
    13F-HR
  • CIK
    0001834011
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
H
HELO

JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF

ETF
46654Q724
$62.47 M
8 %

961,084

I
IUSG

ISHARES CORE S&P U.S. GROWTH ETF

ETF
464287671
$58.98 M
8 %

358,452

B
BUFD

FT VEST LADDERED DEEP BUFFER ETF

ETF
33740U703
$54.32 M
7 %

1,965,410

K
KRE

STATE STREET SPDR S&P DIVIDEND ETF

ETF
78464A763
$40.56 M
5 %

289,628

V
VB

VANGUARD SMALL-CAP ETF

ETF
922908751
$36.85 M
5 %

144,901

---

ESSENTIAL 40 STOCK ETF

ETF
664925708
$31.25 M
4 %

1,831,863

B
BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

ETF
092528603
$25.95 M
3 %

487,499

I
IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

ETF
46434V613
$25.37 M
3 %

543,077

E
EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

ETF
46434G764
$23.26 M
3 %

344,468

D
DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

ETF
09290C103
$20.38 M
3 %

344,221

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