Legacy Financial Group LLC
All 13F Filings
- Location
- Des Moines, IA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 809,338
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 118 | 809,338 | 13F-HR | Legacy Financial Group LLC |
| Q3 2025 | 1/6/2026 | 117 | 764,046 | 13F-HR | Legacy Financial Group LLC |
| Q2 2025 | 7/15/2025 | 113 | 716,408 | 13F-HR | Legacy Financial Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.82 K | 4.9% | 2.74 K | 0 | 2.74 K |
| ETFs | 769.5 K | 95.1% | 42.55 K | 0 | 42.55 K |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
809,338
Holdings
118
QoQ value change ($000)
45,292
(5.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.