Legacy Financial Group
DES MOINES, IAfiles as Legacy Financial Group LLC
$888m in 133 US stocks at the end of 30 June 2026. The top 10 are 50.1% of the money. It changed about 16.3% of the portfolio this quarter.
Value
$888m
Stocks
133
Top 10 share
50.1%
Turnover
16.3%
What changed this quarter
New
Bought for the first time this quarter.
- First TR Exchng Traded FD VIBUFR4.4% of the fund
- Invesco Exch TRD SLF IDX FDBSCW1.3% of the fund
- Blackrock ETF TrustCORO0.8% of the fund
- Blackrock ETF TrustIALT0.6% of the fund
- Blackrock ETF Trust IIGGOV0.4% of the fund
- ExxonMobil HoldingsXOM<0.1% of the fund
- IntelINTC<0.1% of the fund
- Ishares TREAGG<0.1% of the fund
- Ishares TRESGU<0.1% of the fund
- Micron TechnologyMU<0.1% of the fund
- Ishares TRDSI<0.1% of the fund
- Ishares TRSTIP<0.1% of the fund
- JPMorgan ChaseJPM<0.1% of the fund
- Eli LillyLLY<0.1% of the fund
- Ishares TRSUSC<0.1% of the fund
- Invesco Exch TRD SLF IDX FDBSJV<0.1% of the fund
- Ishares TRIJT<0.1% of the fund
- VisaV<0.1% of the fund
- Vanguard Specialized FundsVIG<0.1% of the fund
- PSQ HoldingsPSQH<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIUSG7.9% of the fund+10%
- Ishares TRIVV6.3% of the fund+81%
- Spdr Series TrustSDY6.1% of the fund+21%
- Northern LTS FD TR IIESN5.1% of the fund+20%
- Ishares TRIUSB4.0% of the fund+36%
- Blackrock ETF TrustDYNF2.4% of the fund+4%
- Invesco Exch TRD SLF IDX FDBSJT2.2% of the fund+9%
- Invesco Exch TRD SLF IDX FDBSCS2.2% of the fund+8%
- Ishares TRSHYG2.1% of the fund+6%
- Ishares TRIGIB2.0% of the fund+4%
- Vanguard Scottsdale FDSVCIT1.9% of the fund+13%
- Invesco Exch TRD SLF IDX FDBSJU1.9% of the fund+15%
- Invesco Exch TRD SLF IDX FDBSCV1.6% of the fund+44%
- Ishares TREFG1.2% of the fund+10%
- Blackrock ETF TrustBLCR0.9% of the fund+17%
- Blackrock ETF TrustIDEF0.8% of the fund+30%
- Ishares TRMBB0.8% of the fund+15%
- Ishares TRGOVT0.7% of the fund+15%
- Ishares Gold TRIAU0.2% of the fund+17%
- Invesco Exch TRD SLF IDX FDBSJR0.2% of the fund+2%
- Wells Fargo & CompanyWFC0.2% of the fund+102%
- WalmartWMT0.1% of the fund+4%
- Invesco Exch TRD SLF IDX FDBSJS0.1% of the fund+8%
- Ishares TRAOM<0.1% of the fund+4%
- Ssga Active ETF TRRLY<0.1% of the fund+13%
Cut
Sold some of their stake.
- First TR Exchng Traded FD VIBUFD5.8% of the fund-13%
- Vanguard Index FDSVB4.7% of the fund-4%
- IsharesEMXC2.9% of the fund-30%
- Blackrock ETF Trust IIBINC2.9% of the fund-5%
- Ishares TRIVE2.1% of the fund-16%
- Spdr Series TrustSPYV1.6% of the fund-3%
- Invesco Exch TRD SLF IDX FDBSCR1.3% of the fund-39%
- Blackrock ETF TrustBAI1.2% of the fund-19%
- Ishares TRMTUM1.0% of the fund-25%
- J P Morgan Exchange Traded FHELO0.9% of the fund-88%
- Ishares TREFV0.7% of the fund-58%
- Ishares TRTLH0.7% of the fund-20%
- Blackrock ETF TrustTHRO0.7% of the fund-37%
- Vanguard Tax-Managed FDSVEA0.6% of the fund-6%
- Vanguard Index FDSVO0.6% of the fund-4%
- Ishares TRITOT0.6% of the fund-18%
- Vanguard Index FDSVOO0.5% of the fund-4%
- Invesco Exch TRD SLF IDX FDBSJQ0.4% of the fund-45%
- MicrosoftMSFT0.3% of the fund-2%
- Vanguard BD Index FDSBSV0.2% of the fund-34%
- Ishares TRAOR0.2% of the fund-5%
- Vanguard BD Index FDSBND0.1% of the fund-32%
- Spdr Series TrustCWB0.1% of the fund-12%
- Vanguard Index FDSVOE0.1% of the fund-5%
- Ishares TRIWC<0.1% of the fund-3%
Sold out
Sold their entire stake.
- Ishares TRIAGG-100%
- ExxonMobil HoldingsXOM-100%
- Nushares ETF TRNULV-100%
- Nushares ETF TRNUDM-100%
- AT&TT-100%
- PepsiCoPEP-100%
- Ishares Silver TRSLV-100%
- ChubbCB-100%
Holdings
- Ishares TRIUSG
- Share
- 7.9%
- Value
- $70m
- Shares
- 372,777
+10%
- Ishares TRIVV
- Share
- 6.3%
- Value
- $56m
- Shares
- 74,646
+81%
- Spdr Series TrustSDY
- Share
- 6.1%
- Value
- $54m
- Shares
- 353,819
+21%
- First TR Exchng Traded FD VIBUFD
- Share
- 5.8%
- Value
- $52m
- Shares
- 1,739,605
-13%
- Northern LTS FD TR IIESN
- Share
- 5.1%
- Value
- $45m
- Shares
- 2,274,028
+20%
- Vanguard Index FDSVB
- Share
- 4.7%
- Value
- $42m
- Shares
- 137,688
-4%
- First TR Exchng Traded FD VIBUFR
- Share
- 4.4%
- Value
- $39m
- Shares
- 1,077,400
New
- Ishares TRIUSB
- Share
- 4.0%
- Value
- $35m
- Shares
- 761,427
+36%
- IsharesEMXC
- Share
- 2.9%
- Value
- $26m
- Shares
- 255,720
-30%
- Blackrock ETF Trust IIBINC
- Share
- 2.9%
- Value
- $26m
- Shares
- 488,882
-5%
- Ishares TRIVW
- Share
- 2.5%
- Value
- $23m
- Shares
- 164,287
Held
- Blackrock ETF TrustDYNF
- Share
- 2.4%
- Value
- $21m
- Shares
- 308,358
+4%
- Invesco Exch TRD SLF IDX FDBSJT
- Share
- 2.2%
- Value
- $19m
- Shares
- 916,872
+9%
- Invesco Exch TRD SLF IDX FDBSCS
- Share
- 2.2%
- Value
- $19m
- Shares
- 942,654
+8%
- Ishares TRSHYG
- Share
- 2.1%
- Value
- $19m
- Shares
- 441,195
+6%
- Ishares TRIVE
- Share
- 2.1%
- Value
- $18m
- Shares
- 81,347
-16%
- Ishares TRIGIB
- Share
- 2.0%
- Value
- $18m
- Shares
- 332,517
+4%
- Vanguard Scottsdale FDSVCIT
- Share
- 1.9%
- Value
- $17m
- Shares
- 207,613
+13%
- Invesco Exch TRD SLF IDX FDBSJU
- Share
- 1.9%
- Value
- $17m
- Shares
- 645,037
+15%
- Spdr Series TrustSPYV
- Share
- 1.6%
- Value
- $15m
- Shares
- 239,484
-3%
- Invesco Exch TRD SLF IDX FDBSCV
- Share
- 1.6%
- Value
- $14m
- Shares
- 846,268
+44%
- Invesco Exch TRD SLF IDX FDBSCW
- Share
- 1.3%
- Value
- $12m
- Shares
- 567,841
New
- Invesco Exch TRD SLF IDX FDBSCR
- Share
- 1.3%
- Value
- $11m
- Shares
- 567,953
-39%
- Ishares TREFG
- Share
- 1.2%
- Value
- $11m
- Shares
- 87,986
+10%
- Blackrock ETF TrustBAI
- Share
- 1.2%
- Value
- $11m
- Shares
- 203,565
-19%
- Ishares TRMTUM
- Share
- 1.0%
- Value
- $9m
- Shares
- 25,332
-25%
- Blackrock ETF TrustBLCR
- Share
- 0.9%
- Value
- $8m
- Shares
- 162,345
+17%
- J P Morgan Exchange Traded FHELO
- Share
- 0.9%
- Value
- $8m
- Shares
- 112,131
-88%
- Blackrock ETF TrustCORO
- Share
- 0.8%
- Value
- $7m
- Shares
- 203,423
New
- Blackrock ETF TrustIDEF
- Share
- 0.8%
- Value
- $7m
- Shares
- 233,931
+30%
- Ishares TRUSRT
- Share
- 0.8%
- Value
- $7m
- Shares
- 109,467
Held
- Ishares TRAOA
- Share
- 0.8%
- Value
- $7m
- Shares
- 72,975
Held
- Ishares TRMBB
- Share
- 0.8%
- Value
- $7m
- Shares
- 73,512
+15%
- Ishares TRGOVT
- Share
- 0.7%
- Value
- $7m
- Shares
- 285,832
+15%
- Ishares TREFV
- Share
- 0.7%
- Value
- $6m
- Shares
- 80,653
-58%
- Ishares TRTLH
- Share
- 0.7%
- Value
- $6m
- Shares
- 60,819
-20%
- Blackrock ETF TrustTHRO
- Share
- 0.7%
- Value
- $6m
- Shares
- 137,517
-37%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.6%
- Value
- $6m
- Shares
- 80,147
-6%
- Vanguard Index FDSVO
- Share
- 0.6%
- Value
- $6m
- Shares
- 69,800
-4%
- Ishares TRITOT
- Share
- 0.6%
- Value
- $5m
- Shares
- 30,512
-18%
- Blackrock ETF TrustIALT
- Share
- 0.6%
- Value
- $5m
- Shares
- 175,743
New
- Vanguard World FDVPU
- Share
- 0.5%
- Value
- $4m
- Shares
- 22,171
Held
- Vanguard Index FDSVOO
- Share
- 0.5%
- Value
- $4m
- Shares
- 6,165
-4%
- Blackrock ETF Trust IIGGOV
- Share
- 0.4%
- Value
- $4m
- Shares
- 77,503
New
- Invesco Exch TRD SLF IDX FDBSJQ
- Share
- 0.4%
- Value
- $3m
- Shares
- 147,878
-45%
- Vanguard Index FDSVUG
- Share
- 0.3%
- Value
- $3m
- Shares
- 31,261
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $2m
- Shares
- 2,679
Held
- Ishares Gold TRIAU
- Share
- 0.2%
- Value
- $2m
- Shares
- 24,569
+17%
- Vanguard BD Index FDSBSV
- Share
- 0.2%
- Value
- $2m
- Shares
- 22,782
-34%
- Ishares TRAOR
- Share
- 0.2%
- Value
- $2m
- Shares
- 23,885
-5%
- Invesco Exch TRD SLF IDX FDBSJR
- Share
- 0.2%
- Value
- $2m
- Shares
- 71,490
+2%
- Ishares TRIJR
- Share
- 0.2%
- Value
- $1m
- Shares
- 9,362
Held
- Invesco Exch TRD SLF IDX FDBSJS
- Share
- 0.1%
- Value
- $1m
- Shares
- 46,330
+8%
- Vanguard BD Index FDSBND
- Share
- 0.1%
- Value
- $982,079
- Shares
- 13,378
-32%
- Vanguard Index FDSVOT
- Share
- 0.1%
- Value
- $956,881
- Shares
- 3,124
Held
- Spdr Series TrustCWB
- Share
- 0.1%
- Value
- $911,647
- Shares
- 8,455
-12%
- Vanguard Index FDSVOE
- Share
- 0.1%
- Value
- $900,266
- Shares
- 4,556
-5%
- Ishares TRAOM
- Share
- <0.1%
- Value
- $872,780
- Shares
- 17,494
+4%
- Wisdomtree TRXSOE
- Share
- <0.1%
- Value
- $849,311
- Shares
- 17,269
Held
- Ishares TRIWC
- Share
- <0.1%
- Value
- $826,199
- Shares
- 4,130
-3%
- Ishares TRIJH
- Share
- <0.1%
- Value
- $782,316
- Shares
- 10,145
Held
- Invesco Exchange Traded FD TPRF
- Share
- <0.1%
- Value
- $769,063
- Shares
- 14,234
Held
- Ssga Active ETF TRRLY
- Share
- <0.1%
- Value
- $734,060
- Shares
- 21,271
+13%
- Vanguard Index FDSVTI
- Share
- <0.1%
- Value
- $721,578
- Shares
- 1,950
Held
- Ishares TRQUAL
- Share
- <0.1%
- Value
- $695,152
- Shares
- 3,168
-93%
- Vanguard Index FDSVTV
- Share
- <0.1%
- Value
- $660,764
- Shares
- 3,032
Held
- Spdr Series TrustSPYM
- Share
- <0.1%
- Value
- $627,189
- Shares
- 7,137
-3%
- Ishares TRTOPT
- Share
- <0.1%
- Value
- $607,668
- Shares
- 18,459
Held
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $544,097
- Shares
- 1,477
Held
- Ishares Core 30/70AOK
- Share
- <0.1%
- Value
- $458,377
- Shares
- 11,051
+6%
- Invesco QQQ TRQQQ
- Share
- <0.1%
- Value
- $410,093
- Shares
- 557
-6%
- Ishares TRIEFA
- Share
- <0.1%
- Value
- $378,172
- Shares
- 3,916
-25%
- Vanguard Intl Equity Index FVWO
- Share
- <0.1%
- Value
- $376,584
- Shares
- 6,309
-5%
- Blackrock ETF TrustLCTU
- Share
- <0.1%
- Value
- $359,999
- Shares
- 4,491
+53%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIUSG | 7.9% | $70m | 372,777 | +10% |
| Ishares TRIVV | 6.3% | $56m | 74,646 | +81% |
| Spdr Series TrustSDY | 6.1% | $54m | 353,819 | +21% |
| First TR Exchng Traded FD VIBUFD | 5.8% | $52m | 1,739,605 | -13% |
| Northern LTS FD TR IIESN | 5.1% | $45m | 2,274,028 | +20% |
| Vanguard Index FDSVB | 4.7% | $42m | 137,688 | -4% |
| First TR Exchng Traded FD VIBUFR | 4.4% | $39m | 1,077,400 | New |
| Ishares TRIUSB | 4.0% | $35m | 761,427 | +36% |
| IsharesEMXC | 2.9% | $26m | 255,720 | -30% |
| Blackrock ETF Trust IIBINC | 2.9% | $26m | 488,882 | -5% |
| Ishares TRIVW | 2.5% | $23m | 164,287 | Held |
| Blackrock ETF TrustDYNF | 2.4% | $21m | 308,358 | +4% |
| Invesco Exch TRD SLF IDX FDBSJT | 2.2% | $19m | 916,872 | +9% |
| Invesco Exch TRD SLF IDX FDBSCS | 2.2% | $19m | 942,654 | +8% |
| Ishares TRSHYG | 2.1% | $19m | 441,195 | +6% |
| Ishares TRIVE | 2.1% | $18m | 81,347 | -16% |
| Ishares TRIGIB | 2.0% | $18m | 332,517 | +4% |
| Vanguard Scottsdale FDSVCIT | 1.9% | $17m | 207,613 | +13% |
| Invesco Exch TRD SLF IDX FDBSJU | 1.9% | $17m | 645,037 | +15% |
| Spdr Series TrustSPYV | 1.6% | $15m | 239,484 | -3% |
| Invesco Exch TRD SLF IDX FDBSCV | 1.6% | $14m | 846,268 | +44% |
| Invesco Exch TRD SLF IDX FDBSCW | 1.3% | $12m | 567,841 | New |
| Invesco Exch TRD SLF IDX FDBSCR | 1.3% | $11m | 567,953 | -39% |
| Ishares TREFG | 1.2% | $11m | 87,986 | +10% |
| Blackrock ETF TrustBAI | 1.2% | $11m | 203,565 | -19% |
| Ishares TRMTUM | 1.0% | $9m | 25,332 | -25% |
| Blackrock ETF TrustBLCR | 0.9% | $8m | 162,345 | +17% |
| Caseys General StoresCASY | 0.9% | $8m | 9,814 | Held |
| J P Morgan Exchange Traded FHELO | 0.9% | $8m | 112,131 | -88% |
| Blackrock ETF TrustCORO | 0.8% | $7m | 203,423 | New |
| Blackrock ETF TrustIDEF | 0.8% | $7m | 233,931 | +30% |
| Ishares TRUSRT | 0.8% | $7m | 109,467 | Held |
| Ishares TRAOA | 0.8% | $7m | 72,975 | Held |
| Ishares TRMBB | 0.8% | $7m | 73,512 | +15% |
| Ishares TRGOVT | 0.7% | $7m | 285,832 | +15% |
| Ishares TREFV | 0.7% | $6m | 80,653 | -58% |
| Ishares TRTLH | 0.7% | $6m | 60,819 | -20% |
| Blackrock ETF TrustTHRO | 0.7% | $6m | 137,517 | -37% |
| Vanguard Tax-Managed FDSVEA | 0.6% | $6m | 80,147 | -6% |
| Vanguard Index FDSVO | 0.6% | $6m | 69,800 | -4% |
| Berkshire HathawayBRK-B | 0.6% | $5m | 10,915 | Held |
| Ishares TRITOT | 0.6% | $5m | 30,512 | -18% |
| Blackrock ETF TrustIALT | 0.6% | $5m | 175,743 | New |
| Vanguard World FDVPU | 0.5% | $4m | 22,171 | Held |
| Vanguard Index FDSVOO | 0.5% | $4m | 6,165 | -4% |
| Blackrock ETF Trust IIGGOV | 0.4% | $4m | 77,503 | New |
| Amazon.comAMZN | 0.4% | $4m | 14,980 | Held |
| Invesco Exch TRD SLF IDX FDBSJQ | 0.4% | $3m | 147,878 | -45% |
| AppleAAPL | 0.3% | $3m | 10,365 | Held |
| MicrosoftMSFT | 0.3% | $3m | 7,615 | -2% |
| Vanguard Index FDSVUG | 0.3% | $3m | 31,261 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $2m | 2,679 | Held |
| DeereDE | 0.2% | $2m | 3,111 | Held |
| Ishares Gold TRIAU | 0.2% | $2m | 24,569 | +17% |
| Vanguard BD Index FDSBSV | 0.2% | $2m | 22,782 | -34% |
| Waste ManagementWM | 0.2% | $2m | 7,713 | Held |
| Ishares TRAOR | 0.2% | $2m | 23,885 | -5% |
| Invesco Exch TRD SLF IDX FDBSJR | 0.2% | $2m | 71,490 | +2% |
| Ishares TRIJR | 0.2% | $1m | 9,362 | Held |
| Wells Fargo & CompanyWFC | 0.2% | $1m | 16,636 | +102% |
| CaterpillarCAT | 0.1% | $1m | 1,212 | Held |
| Principal Financial GroupPFG | 0.1% | $1m | 11,754 | Held |
| TeslaTSLA | 0.1% | $1m | 2,856 | Held |
| WalmartWMT | 0.1% | $1m | 10,507 | +4% |
| NvidiaNVDA | 0.1% | $1m | 5,504 | Held |
| Invesco Exch TRD SLF IDX FDBSJS | 0.1% | $1m | 46,330 | +8% |
| Vanguard BD Index FDSBND | 0.1% | $982,079 | 13,378 | -32% |
| Vanguard Index FDSVOT | 0.1% | $956,881 | 3,124 | Held |
| Spdr Series TrustCWB | 0.1% | $911,647 | 8,455 | -12% |
| Vanguard Index FDSVOE | 0.1% | $900,266 | 4,556 | -5% |
| Ishares TRAOM | <0.1% | $872,780 | 17,494 | +4% |
| Wisdomtree TRXSOE | <0.1% | $849,311 | 17,269 | Held |
| Travelers CompaniesTRV | <0.1% | $842,057 | 2,551 | Held |
| Ishares TRIWC | <0.1% | $826,199 | 4,130 | -3% |
| ExxonMobil HoldingsXOM | <0.1% | $822,807 | 6,018 | New |
| Ishares TRIJH | <0.1% | $782,316 | 10,145 | Held |
| Invesco Exchange Traded FD TPRF | <0.1% | $769,063 | 14,234 | Held |
| Ssga Active ETF TRRLY | <0.1% | $734,060 | 21,271 | +13% |
| Vanguard Index FDSVTI | <0.1% | $721,578 | 1,950 | Held |
| Ishares TRQUAL | <0.1% | $695,152 | 3,168 | -93% |
| Vanguard Index FDSVTV | <0.1% | $660,764 | 3,032 | Held |
| O'Reilly AutomotiveORLY | <0.1% | $649,511 | 7,053 | Held |
| Spdr Series TrustSPYM | <0.1% | $627,189 | 7,137 | -3% |
| Ishares TRTOPT | <0.1% | $607,668 | 18,459 | Held |
| Home DepotHD | <0.1% | $555,088 | 1,574 | Held |
| Spdr Gold TRGLD | <0.1% | $544,097 | 1,477 | Held |
| AlphabetGOOG | <0.1% | $517,845 | 1,466 | Held |
| Emerson ElectricEMR | <0.1% | $481,557 | 3,364 | +5% |
| AmerenAEE | <0.1% | $475,333 | 4,205 | Held |
| Ishares Core 30/70AOK | <0.1% | $458,377 | 11,051 | +6% |
| IntelINTC | <0.1% | $455,473 | 3,262 | New |
| XPOXPO | <0.1% | $442,811 | 2,157 | +11% |
| Generac HoldingsGNRC | <0.1% | $423,110 | 1,445 | Held |
| Lamar AdvertisingLAMR | <0.1% | $410,380 | 2,631 | Held |
| Invesco QQQ TRQQQ | <0.1% | $410,093 | 557 | -6% |
| LPL Financial HoldingsLPLA | <0.1% | $389,019 | 1,381 | Held |
| Ishares TRIEFA | <0.1% | $378,172 | 3,916 | -25% |
| Vanguard Intl Equity Index FVWO | <0.1% | $376,584 | 6,309 | -5% |
| AlphabetGOOGL | <0.1% | $369,943 | 1,035 | Held |
| Blackrock ETF TrustLCTU | <0.1% | $359,999 | 4,491 | +53% |
Showing the largest 100 of 133.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 24.0% since 30 June 2025.
Where the money is
Everyday goods1.1%
Financial services1.1%
Technology0.9%
Industrials0.8%
Retail & consumer0.7%
Media & telecom0.1%
Energy0.1%
Utilities0.1%
Health care0.1%
Real estate0.0%
Other95.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.