account_balance

Investment manager · 13F filer · SEC CIK 1834011

Legacy Financial Group LLC

Reported value$898Mas of Sep 30, 2026

Positions136 13 new, 10 sold out

Top 10 weight51.1%IUSG alone is 8%

FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IUSGiShares Core S&P U.S. Growth ETF

8.0%

IVViShares Core S&P 500 ETF

6.8%Added +7%

BUFDFt Vest Laddered Deep Buffer ETF

6.1%Added +4%

SDYState Street SPDR S&P Dividend ETF

5.8%

ESNEssential 40 Stock ETF

5.2%

BUFRFt Vest Laddered Buffer ETF

4.8%Added +7%

IUSBiShares Core Total Usd Bond Market ETF

4.5%Added +21%

VBVanguard Morningstar Small-Cap ETF

4.4%

BINCiShares Flexible Income Active ETF

2.8%

IVWiShares S&P 500 Growth ETF

2.7%+2%

DYNFiShares U.S. Equity Factor Rotation Active ETF

2.4%

EMXCiShares MSCI Emerging Markets Ex China ETF

2.2%−22%

IUSGiShares Core S&P U.S. Growth ETF

8.0%

IVViShares Core S&P 500 ETF

6.8%Added +7%

BUFDFt Vest Laddered Deep Buffer ETF

6.1%Added +4%

SDYState Street SPDR S&P Dividend ETF

5.8%

ESNEssential 40 Stock ETF

5.2%

BUFRFt Vest Laddered Buffer ETF

4.8%

IUSBiShares Core Total Usd Bond Market ETF

4.5%

VBVanguard Morningstar Small-Cap ETF

4.4%

BINC2.8%

IVW2.7%

DYNF

EMXC

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IUSG iShares Core S&P U.S. Growth ETF 8.0% Held

IVV iShares Core S&P 500 ETF 6.8% Added +7%

BUFD Ft Vest Laddered Deep Buffer ETF 6.1% Added +4%

SDY State Street SPDR S&P Dividend ETF 5.8% Held

ESN Essential 40 Stock ETF 5.2% Held

BUFR Ft Vest Laddered Buffer ETF 4.8% Added +7%

IUSB iShares Core Total Usd Bond Market ETF 4.5% Added +21%

VB Vanguard Morningstar Small-Cap ETF 4.4% Held

BINC iShares Flexible Income Active ETF 2.8% Held

IVW iShares S&P 500 Growth ETF 2.7% Added +2%

DYNF iShares U.S. Equity Factor Rotation Active ETF 2.4% Held

EMXC iShares MSCI Emerging Markets Ex China ETF 2.2% Trimmed −22%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 5, 2026 filing

add_circleNew

ACWX $11M
AVGO $476K
SPTM $413K
MBBA $397K

arrow_upwardAdded

CORO +93%
BLCR +43%
GGOV +24%
IUSB +21%

arrow_downwardTrimmed

BSJQ −47%
HELO −43%
EMXC −22%
EFG −16%

remove_circleSold out

MTUM $8.68M
LAMR $410K
NUBD $264K
IUSV $255K

Legacy Financial Group LLC

Where the money is

Biggest moves since Jun 30, 2026

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