Legacy Financial Group LLC

Q1 2026 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
121
Total value ($000)
$795,079
Net value change ($000)
-14,259 (-1.8%)
New positions
7
Sold out positions
4
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
EFG 8,918 NEW
IVV 7,306 37.3%
IDEF 5,884 NEW
BLCR 5,710 NEW
GOVT 5,213 1111.5%
IUSB 1,001 4.0%
CASY 797 12.6%
VPU 500 12.9%
BSCV 500 5.5%
BAI 355 4.5%
Top Reduces (Value $000, Stocks/ETFs)
OEF -14,514 -100.0%
EMXC -4,177 -12.6%
ITA -4,126 -100.0%
DYNF -3,978 -18.8%
IAU -3,007 -62.0%
IUSG -2,808 -5.1%
IVE -2,646 -11.5%
HELO -2,309 -3.6%
SDY -1,973 -4.4%
BSJQ -1,610 -20.7%
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