Legacy Financial Group LLC

Q4 2025 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
118
Total value ($000)
$809,338
Net value change ($000)
+45,292 (5.9%)
New positions
7
Sold out positions
6
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VCIT 15,154 NEW
EMXC 9,796 42.1%
BSCV 9,169 NEW
IVE 8,335 56.5%
SHYG 6,738 60.7%
SDY 3,941 9.7%
VPU 3,868 NEW
ESN 3,131 10.0%
MTUM 2,816 54.8%
BSJU 2,338 19.7%
Top Reduces (Value $000, Stocks/ETFs)
BSV -10,954 -79.0%
BSJQ -9,342 -54.5%
QUAL -7,364 -45.2%
BND -5,463 -79.9%
IUSG -3,380 -5.7%
VEA -2,917 -33.1%
IGIB -1,830 -9.7%
EFG -960 -100.0%
MSFT -811 -20.0%
BSJP -808 -100.0%
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