StockDriftsStockDriftsTop 50 Legacy Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 7.77% | 967.0K | $61.8M | +0.67%(+6.40K) | $88.35(-23.30%) | 2026-03-31 | |
| BUFD | FT VEST LADDERED DEEP BUFFER ETF | 7.07% | 2.01M | $56.2M | +1.00%(+19.94K) | $25.28(+16.35%) | 2026-03-31 | |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 6.64% | 340.4K | $52.8M | +0.53%(+1.80K) | $110.67(+69.43%) | 2026-03-31 | |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 5.35% | 291.4K | $42.5M | -0.04%(-113) | $127.61(+15.25%) | 2026-03-31 | |
| VB | VANGUARD SMALL-CAP ETF | 4.74% | 143.9K | $37.7M | +0.19%(+270) | $220.31(+29.66%) | 2026-03-31 | |
| ESN | ESSENTIAL 40 STOCK ETF | 4.18% | 1.90M | $33.3M | +0.40%(+7.59K) | $980.18(-98.02%) | 2026-03-31 | |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 3.63% | 367.1K | $28.9M | -11.01%(-45.40K) | $61.20(+57.08%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 3.38% | 41.2K | $26.9M | +44.86%(+12.76K) | $650.16(+14.70%) | 2026-03-31 | |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 3.37% | 516.5K | $26.8M | -2.78%(-14.77K) | $52.80(-1.04%) | 2026-03-31 | |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 3.24% | 558.0K | $25.8M | +4.63%(+24.67K) | $45.90(+0.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.79% | +28.74% |
| Top 20 Holdings Unweighted | +7.10% | +22.85% |
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