StockDriftsStockDriftsTop 50 Legacy Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 7.89% | 372.8K | $70.1M | +9.53%(+32.43K) | $115.71(+67.89%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 6.29% | 74.6K | $55.9M | +81.23%(+33.46K) | $668.87(+16.45%) | 2026-06-30 | |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 6.06% | 353.8K | $53.8M | +21.41%(+62.40K) | $131.27(+19.84%) | 2026-06-30 | |
| BUFD | FT VEST LADDERED DEEP BUFFER ETF | 5.82% | 1.74M | $51.7M | -13.34%(-267.90K) | $25.28(+19.85%) | 2026-06-30 | |
| ESN | ESSENTIAL 40 STOCK ETF | 5.09% | 2.27M | $45.2M | +19.74%(+374.82K) | $16.15(+28.41%) | 2026-06-30 | |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | 4.7% | 137.7K | $41.7M | -4.31%(-6.20K) | $220.31(+40.01%) | 2026-06-30 | |
| BUFR | FT VEST LADDERED BUFFER ETF | 4.43% | 1.08M | $39.4M | new | $34.83(+7.45%) | 2026-06-30 | |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 3.96% | 761.4K | $35.1M | +36.47%(+203.47K) | $45.96(-1.09%) | 2026-06-30 | |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 2.95% | 255.7K | $26.2M | -30.34%(-111.35K) | $61.20(+62.44%) | 2026-06-30 | |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 2.88% | 488.9K | $25.6M | -5.34%(-27.60K) | $52.80(-1.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.23% | +37.63% | +4.91% | +27.09% |
| Top 20 Holdings Unweighted | +9.23% | +30.32% | +3.60% | +19.33% |
Legacy Financial Group LLC reports $888.21M in US-listed equity holdings across 133 positions in its most recent 13F filing. Its largest disclosed positions are IUSG (7.9%), IVV (6.3%) and SDY (6.1%). The top 20 holdings account for 70.93% of reported assets. Its disclosed equity book has returned +37.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Legacy Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1834011). View Legacy Financial Group LLC’s 13F filings on SEC