Legacy Financial Group LLC Portfolio Holdings

Legacy Financial Group LLC

  • $591 Million
  • Q2 2025

Legacy Financial Group LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $591 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S Growth Et with a value of $54.3M, First Tr Exc Trd Fd Viii Ft Cb with a value of $51.4M, Spdr Series Tr Spdr S&P Divide with a value of $38.9M, Vanguard Small Cap ETF with a value of $34M, and Ishares Core Total Usd Bond Ma with a value of $26.6M.

Examining the 13F form we can see an increase of $23.7M in the current position value, from $567M to 591M.

Below you can find more details about Legacy Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $591 Million
ETFs: $556 Million
Consumer Cyclical: $9.9 Million
Financial Services: $8.09 Million
Technology: $7.42 Million
Industrials: $5.18 Million
Consumer Defensive: $1.76 Million
Communication Services: $820,000
Energy: $498,000
Other: $1.01 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$589,000 0.1% of portfolio
6,270
Q2 2025 Reduced 5.64%
$0
$564,000 0.1% of portfolio
4,418
Q2 2025 Reduced 2.0%
$0
$599,000 0.1% of portfolio
17,375
Q2 2025 Reduced 7.31%
$0
$597,000 0.1% of portfolio
27,076
Q2 2025 Added 6.28%
$0
$601,000 0.1% of portfolio
14,234
Q1 2025 Reduced 1.62%
$0
$544,000 0.09% of portfolio
3,082
Q1 2025 Added 2.19%
$0
$463,000 0.08% of portfolio
11,064
Q2 2025 Reduced 1.08%
$0
$402,000 0.07% of portfolio
3,658
Q2 2025 Reduced 24.09%
$0
$431,000 0.07% of portfolio
695
Q4 2024 New
$0
$429,000 0.07% of portfolio
5,906
Q2 2025 Added 82.12%
$0
$387,000 0.07% of portfolio
16,869
Q2 2025 Added 16.71%
$106B
$417,000 0.07% of portfolio
1,369
Q2 2025 Added 10.31%
$0
$395,000 0.07% of portfolio
4,740
Q2 2025 Added 7.56%
$0
$409,000 0.07% of portfolio
11,552
Q2 2025 Reduced 3.71%
$0
$339,000 0.06% of portfolio
6,871
Q2 2025 Added 0.56%
$0
$378,000 0.06% of portfolio
686
Q2 2025 Added 29.68%
$0
$382,000 0.06% of portfolio
13,833
Q2 2025 Reduced 1.05%
$0
$329,000 0.06% of portfolio
5,801
Q2 2025 Reduced 36.49%
$0
$384,000 0.06% of portfolio
3,738
Q2 2025 New
$0
$259,000 0.04% of portfolio
1,943
Q2 2025 Reduced 3.33%
$0
$218,000 0.04% of portfolio
10,045
Q2 2025 Added 0.37%
$0
$208,000 0.04% of portfolio
2,293
Q2 2025 New
$0
$233,000 0.04% of portfolio
8,808
Q4 2024 New
$0
$220,000 0.04% of portfolio
2,850
Q4 2024 New
$0
$226,000 0.04% of portfolio
13,524
Q2 2025 Added 1.2%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $591 Million
  • Prior Value $567 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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