Legacy Financial Group LLC
Q4 2025 13F Holdings
- Locationdes moines, IA
- Num holdings
118
- Value ($000)
$809,338
- Date Filed02/05/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | ETF | 46654Q724 | $64.11M | 8 % | 960,623 | ||
FT VEST LADDERED DEEP BUFFER ETF | ETF | 33740U703 | $56.41M | 7 % | 1,987,567 | ||
ISHARES CORE S&P U.S. GROWTH ETF | ETF | 464287671 | $55.6M | 7 % | 338,551 | ||
STATE STREET SPDR S&P DIVIDEND ETF | ETF | 78464A763 | $44.5M | 6 % | 291,534 | ||
VANGUARD SMALL-CAP ETF | ETF | 922908751 | $39.09M | 5 % | 143,618 | ||
ESSENTIAL 40 STOCK ETF | ETF | 664925708 | $34.38M | 4 % | 1,891,621 | ||
ISHARES MSCI EMERGING MARKETS EX CHINA ETF | ETF | 46434G764 | $33.05M | 4 % | 412,470 | ||
ISHARES FLEXIBLE INCOME ACTIVE ETF | ETF | 092528603 | $28.08M | 4 % | 531,250 | ||
ISHARES CORE TOTAL USD BOND MARKET ETF | ETF | 46434V613 | $24.77M | 3 % | 533,293 | ||
ISHARES S&P 500 VALUE ETF | ETF | 464287408 | $23.08M | 3 % | 104,426 |
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