1y return+15.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $123 against $133 in the S&P 500.2
Legacy Financial Group LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IUSGIshares Core S&p U.s. Growth Etf | $70.1M | 7.9% | +9.5% |
| IVVIshares Core S&p 500 Etf | $55.9M | 6.3% | +81.2% |
| SDYState Street Spdr S&p Dividend Etf | $53.8M | 6.1% | +21.4% |
| BUFDFt Vest Laddered Deep Buffer Etf | $51.7M | 5.8% | −13.3% |
| ESNEssential 40 Stock Etf | $45.2M | 5.1% | +19.7% |
| VBVanguard Morningstar Small-cap Etf | $41.7M | 4.7% | −4.3% |
| BUFRFt Vest Laddered Buffer Etf | $39.4M | 4.4% | New |
| IUSBIshares Core Total Usd Bond Market Etf | $35.1M | 4.0% | +36.5% |
| EMXCIshares Msci Emerging Markets Ex China Etf | $26.2M | 2.9% | −30.3% |
| BINCIshares Flexible Income Active Etf | $25.6M | 2.9% | −5.3% |
| IVWIshares S&p 500 Growth Etf | $22.6M | 2.5% | +1.5% |
| DYNFIshares U.s. Equity Factor Rotation Active Etf | $21.0M | 2.4% | +4.1% |
| BSJTInvesco Bulletshares 2029 High Yield Corporate Bond Etf | $19.4M | 2.2% | +9.1% |
| BSCSInvesco Bulletshares 2028 Corporate Bond Etf | $19.2M | 2.2% | +8.0% |
| SHYGIshares 0-5 Year High Yield Corporate Bond Etf | $18.7M | 2.1% | +6.4% |
| IVEIshares S&p 500 Value Etf | $18.5M | 2.1% | −15.9% |
| IGIBIshares 5-10 Year Investment Grade Corporate Bond Etf | $17.7M | 2.0% | +3.6% |
| VCITVanguard Intermediate-term Corporate Bond Etf | $17.2M | 1.9% | +13.0% |
| BSJUInvesco Bulletshares 2030 High Yield Corporate Bond Etf | $16.6M | 1.9% | +15.0% |
| SPYVState Street Spdr Portfolio S&p 500 Value Etf | $14.6M | 1.6% | −3.2% |
| BSCVInvesco Bulletshares 2031 Corporate Bond Etf | $13.9M | 1.6% | +44.1% |
| BSCWInvesco Bulletshares 2032 Corporate Bond Etf | $11.6M | 1.3% | New |
| BSCRInvesco Bulletshares 2027 Corporate Bond Etf | $11.1M | 1.3% | −38.7% |
| EFGIshares Msci Eafe Growth Etf | $10.9M | 1.2% | +9.9% |
| BAIIshares A.i. Innovation And Tech Active Etf | $10.7M | 1.2% | −19.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| IUSGIshares Core S&p U.s. Growth Etf | December 31, 2020 | +112.1% | $70.1M |
| CASYCaseys Gen Stores Inc Com | December 31, 2024 | +100.6% | $7.8M |
| EMXCIshares Msci Emerging Markets Ex China Etf | June 30, 2024 | +72.8% | $26.2M |
| MTUMIshares Msci Usa Momentum Factor Etf | December 31, 2024 | +65.7% | $8.7M |
| IVWIshares S&p 500 Growth Etf | March 31, 2024 | +62.9% | $22.6M |
| VOVanguard Morningstar Mid-cap Etf | December 31, 2020 | +55.9% | $5.6M |
| VBVanguard Morningstar Small-cap Etf | December 31, 2020 | +55.7% | $41.7M |
| BAIIshares A.i. Innovation And Tech Active Etf | September 30, 2025 | +54.3% | $10.7M |
| DYNFIshares U.s. Equity Factor Rotation Active Etf | March 31, 2024 | +53.2% | $21.0M |
| VEAVanguard Ftse Developed Markets Etf | December 31, 2020 | +50.9% | $5.7M |
Sold off last quarter
- IAGGIshares Core International Aggregate Bond Etf was $4.4M
- Exxon Mobil Corp ComCUSIP 30231G102 was $1.0M
- NULVNuveen Esg Large-cap Value Etf was $330K
- NUDMNuveen Esg International Developed Markets Equity Etf was $291K
- TAt&t Inc Com was $279K
- PEPPepsico Inc Com was $225K
- SLVIshares Silver Trust was $217K
- Chubb Ltd Switz ComCUSIP H1467J104 was $205K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.6% | +14.8% |
| March 31, 2026 | −1.0% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +4.8% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| December 31, 2024 | −1.3% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +1.3% | +4.0% |
| March 31, 2024 | +5.5% | +10.0% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +2.4% | +8.3% |
| March 31, 2023 | +3.2% | +7.0% |
| December 31, 2022 | +5.1% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −11.4% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
| December 31, 2021 | +4.4% | +10.7% |
| September 30, 2021 | −1.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Legacy Financial Group LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1834011&type=13F-HR&dateb=&owner=include&count=40CIK 1834011
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1834011/000176538026000289/Filed August 5, 2026 · accession 0001765380-26-000289