Legacy Financial Group LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    des moines, IA
  • CIK
    0001834011
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

111

$617.65M
IUSG, HELO, KRE, VOO
13F-HR
Jan 21, 2025
000175496025000054

56

$519.91M
IUSG, KRE, VOO, VB
13F-HR
Oct 15, 2024
000175496024000501

107

$508.41M
IUSG, KRE, VOO, VB
13F-HR
Jul 17, 2024
000175496024000269

107

$493.94M
IUSG, KRE, VOO, VB
13F-HR
Apr 10, 2024
000175496024000123

29

$22.05M
KRE, IUSG, VOO, VB
13F-HR
Jan 22, 2024
000175496024000049

553

$425.16M
KRE, IUSG, VOO, VB
13F-HR
Oct 24, 2023
000175496023000299

48

$387.99M
KRE, IUSG, VOO, VB
13F-HR
Jul 24, 2023
000175496023000203

47

$365.28M
KRE, IUSG, VB, IGIB
13F-HR
Apr 21, 2023
000175496023000121

45

$333.76M
KRE, IUSG, VB, IGIB
13F-HR
Jan 26, 2023
000175496023000039

38

$299.48M
KRE, IUSG, VB, IGIB
13F-HR
Oct 13, 2022
000175496022000241

41

$316.94M
KRE, IUSG, VB, IGIB
13F-HR
Jul 8, 2022
000175496022000161

45

$341.11M
KRE, IUSG, VB, IGIB
13F-HR
Apr 12, 2022
000175496022000084

34

$232.59M
IUSG, KRE, VB, VO
13F-HR
Jan 20, 2022
000175496022000032

59

$334.31M
IUSG, KRE, VB, IGIB
13F-HR
Oct 22, 2021
000087015621000053

64

$331.09M
IUSG, KRE, VB, IGIB
13F-HR
Jul 20, 2021
000087015621000037

60

$287.76M
IUSG, KRE, VB, IGIB
13F-HR
Apr 26, 2021
000087015621000024

57

$260.06M
IUSG, IGIB, VB, KRE
13F-HR
Jan 28, 2021
000087015621000008
Legacy Financial Group Llc 13F Filings