Legacy Financial Group LLC
All 13F Filings
- Location
- Des Moines, IA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 795,079
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/4/2026 | 121 | 795,079 | 13F-HR | Legacy Financial Group LLC |
| 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 | 39.47 K | 5.0% | 0 | 347 | -347 |
| ETFs | 755.6 K | 95.0% | 0 | 13.92 K | -13.92 K |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
795,079
Holdings
121
QoQ value change ($000)
-14,259
(-1.8%)
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.