Legacy Financial Group LLC

Q3 2025 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
9/30/2025
Date filed
1/6/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$764,046
Net value change ($000)
+47,638 (6.6%)
New positions
12
Sold out positions
7
Turnover %
7.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 2/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IVV 17,936 4151.9%
IVE 14,746 NEW
BSV 13,870 NEW
EFV 9,033 163.3%
BAI 7,927 NEW
THRO 7,330 NEW
OEF 7,154 106.9%
IUSG 4,726 8.7%
ITA 3,596 NEW
EMXC 3,210 16.0%
Top Reduces (Value $000, Stocks/ETFs)
VOO -15,688 -79.0%
IUSV -13,350 -97.6%
VEA -11,465 -56.6%
EFG -4,920 -83.7%
IYW -4,876 -93.2%
AIQ -2,621 -100.0%
QUAL -1,911 -10.5%
DYNF -1,301 -6.0%
IUSB -1,200 -4.5%
BSJP -833 -50.8%
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