Legacy Financial Group LLC

Q2 2025 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
6/30/2025
Date filed
7/15/2025
Form type
13F-HR
Num holdings
113
Total value ($000)
$716,408
Net value change ($000)
—
New positions
112
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 1/6/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HELO 61,094 —
IUSG 54,254 —
BUFD 51,364 —
SDY 38,899 —
VB 34,033 —
ESN 28,074 —
IUSB 26,567 —
BINC 24,571 —
DYNF 21,679 —
VEA 20,267 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type