Legacy Financial Group LLC

Q3 2026 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
136
Total value ($000)
$897,697
Net value change ($000)
+9,489 (1.1%)
New positions
13
Sold out positions
10
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ACWX 10,998 NEW
CORO 6,856 92.1%
IUSB 5,442 15.5%
IVV 5,051 9.0%
BUFR 3,709 9.4%
BLCR 3,189 39.0%
BUFD 3,125 6.0%
IUSG 1,863 2.7%
ESN 1,736 3.8%
MSFT 1,702 59.9%
Top Reduces (Value $000, Stocks/ETFs)
MTUM -8,685 -100.0%
MBB -6,571 -94.6%
EMXC -6,286 -24.0%
HELO -3,173 -41.9%
VB -2,590 -6.2%
SPYV -2,173 -14.9%
EFG -2,111 -19.3%
CASY -1,840 -23.6%
BAI -1,656 -15.4%
BSJQ -1,591 -46.9%
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