Legacy Financial Group LLC

Q2 2025 13F Holdings

  • Location
    des moines, IA
  • Num holdings

    113

  • Value ($000)

    $716,408

  • Date Filed
    07/15/2025
  • Form type
    13F-HR
  • CIK
    0001834011
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
H
HELO

J P MORGAN EXCHANGE TRADED F

HEDGED EQUITY LA
46654Q724
$61.09M
9 %

976,253

I
IUSG

ISHARES TR

CORE S&P US GWT
464287671
$54.25M
8 %

360,731

B
BUFD

FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED
33740U703
$51.36M
7 %

1,933,867

K
KRE

SPDR SERIES TRUST

S&P DIVID ETF
78464A763
$38.90M
5 %

286,592

V
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

I
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$26.57M
4 %

574,665

B
BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
092528603
$24.57M
3 %

465,015

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$21.68M
3 %

398,067

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$20.27M
3 %

355,506

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