Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Legacy Financial Group LLC (CIK 1834011) reported $795.1M across 121 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HELO ($61.8M, 7.77%), BUFD ($56.2M, 7.07%), IUSG ($52.8M, 6.64%), SDY ($42.5M, 5.35%), VB ($37.7M, 4.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $61.8M | 7.77% | 967,024 | Added |
| 2 | BUFD | FT VEST LADDERED DEEP BUFFER ETF | $56.2M | 7.07% | 2.0M | Added |
| 3 | IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $52.8M | 6.64% | 340,350 | Added |
| 4 | SDY | STATE STREET SPDR S&P DIVIDEND ETF | $42.5M | 5.35% | 291,421 | Trimmed |
| 5 | VB | VANGUARD SMALL-CAP ETF | $37.7M | 4.74% | 143,888 | Added |
| 6 | ESN | ESSENTIAL 40 STOCK ETF | $33.3M | 4.18% | 1.9M | Added |
| 7 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $28.9M | 3.63% | 367,072 | Trimmed |
| 8 | IVV | ISHARES CORE S&P 500 ETF | $26.9M | 3.38% | 41,188 | Added |
| 9 | BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $26.8M | 3.37% | 516,483 | Trimmed |
| 10 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $25.8M | 3.24% | 557,960 | Added |
| 11 | IVE | ISHARES S&P 500 VALUE ETF | $20.4M | 2.57% | 96,778 | Trimmed |
| 12 | IVW | ISHARES S&P 500 GROWTH ETF | $18.3M | 2.30% | 161,845 | Added |
| 13 | BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $18.2M | 2.29% | 926,547 | Added |
| 14 | BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $17.8M | 2.24% | 872,980 | Added |
| 15 | BSJT | INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | $17.7M | 2.22% | 840,770 | Added |
| 16 | SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $17.5M | 2.21% | 414,479 | Trimmed |
| 17 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $17.2M | 2.17% | 296,212 | Trimmed |
| 18 | IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $17.1M | 2.15% | 321,061 | Added |
| 19 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $15.2M | 1.91% | 183,786 | Added |
| 20 | BSJU | INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF | $14.4M | 1.81% | 560,883 | Added |
| 21 | EFV | ISHARES MSCI EAFE VALUE ETF | $14.1M | 1.78% | 190,167 | Trimmed |
| 22 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $14.0M | 1.76% | 247,465 | Added |
| 23 | BSCV | INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | $9.7M | 1.22% | 587,420 | Added |
| 24 | EFG | ISHARES MSCI EAFE GROWTH ETF | $8.9M | 1.12% | 80,080 | New |
| 25 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $8.8M | 1.10% | 45,697 | Added |
Source: SEC Form 13F filings · as of 2026-03-31