Legacy Financial Group LLC
Q2 2025 13F Holdings
- Locationdes moines, IA
- Num holdings
113
- Value ($000)
$716,408
- Date Filed07/15/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
HELO J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 | $61.09M | 9 % | 976,253 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $54.25M | 8 % | 360,731 | ||
BUFD FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U703 | $51.36M | 7 % | 1,933,867 | ||
KRE SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | $38.90M | 5 % | 286,592 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $34.03M | 5 % | 143,610 | ||
NORTHERN LTS FD TR II | ESSENTIAL 40 STO | 664925708 | $28.07M | 4 % | 1,750,561 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $26.57M | 4 % | 574,665 | ||
BINC BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | $24.57M | 3 % | 465,015 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $21.68M | 3 % | 398,067 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $20.27M | 3 % | 355,506 |
Rows Per Page
10
- 10
- 50
- 100