Legacy Financial Group LLC

Q2 2026 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
133
Total value ($000)
$888,208
Net value change ($000)
+93,129 (11.7%)
New positions
20
Sold out positions
8
Turnover %
8.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BUFR 39,357 NEW
IVV 28,997 107.8%
IUSG 17,324 32.8%
ESN 11,951 35.9%
BSCW 11,646 NEW
SDY 11,314 26.6%
IUSB 9,368 36.3%
CORO 7,445 NEW
IALT 4,930 NEW
IVW 4,288 23.4%
Top Reduces (Value $000, Stocks/ETFs)
HELO -54,225 -87.7%
QUAL -8,070 -92.1%
EFV -7,965 -56.3%
BSCR -7,043 -38.7%
BUFD -4,509 -8.0%
IAGG -4,418 -100.0%
BSJQ -2,791 -45.1%
EMXC -2,714 -9.4%
IVE -1,964 -9.6%
THRO -1,920 -24.5%
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