Legacy Financial Group LLC Q2 2025 Filing
Filed July 15, 2025
Portfolio Value
$716.4B
Holdings
113
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (113 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HELOJ P MORGAN EXCHANGE TRADED F | 976,253 | $61.1B | 8.53% | |
| 2 | IUSGISHARES TR | 360,731 | $54.3B | 7.57% | |
| 3 | BUFDFIRST TR EXCHNG TRADED FD VI | 1,933,867 | $51.4B | 7.17% | |
| 4 | SDYSPDR SERIES TRUST | 286,592 | $38.9B | 5.43% | |
| 5 | VBVANGUARD INDEX FDS | 143,610 | $34.0B | 4.75% | |
| 6 | ESNNORTHERN LTS FD TR II | 1,750,561 | $28.1B | 3.92% | |
| 7 | IUSBISHARES TR | 574,665 | $26.6B | 3.71% | |
| 8 | BINCBLACKROCK ETF TRUST II | 465,015 | $24.6B | 3.43% | |
| 9 | DYNFBLACKROCK ETF TRUST | 398,067 | $21.7B | 3.03% | |
| 10 | VEAVANGUARD TAX-MANAGED FDS | 355,506 | $20.3B | 2.83% | |
| 11 | EMXCISHARES INC | 317,476 | $20.0B | 2.80% | |
| 12 | VOOVANGUARD INDEX FDS | 34,965 | $19.9B | 2.77% | |
| 13 | IGIBISHARES TR | 342,703 | $18.3B | 2.55% | |
| 14 | QUALISHARES TR | 99,509 | $18.2B | 2.54% | |
| 15 | BSJQINVESCO EXCH TRD SLF IDX FD | 722,580 | $16.9B | 2.35% | |
| 16 | IVWISHARES TR | 150,916 | $16.6B | 2.32% | |
| 17 | BSCRINVESCO EXCH TRD SLF IDX FD | 812,048 | $16.0B | 2.23% | |
| 18 | BSCSINVESCO EXCH TRD SLF IDX FD | 751,174 | $15.4B | 2.15% | |
| 19 | BSJTINVESCO EXCH TRD SLF IDX FD | 674,903 | $14.5B | 2.03% | |
| 20 | IUSVISHARES TR | 144,594 | $13.7B | 1.91% | |
| 21 | BSVVANGUARD BD INDEX FDS | 171,356 | $13.5B | 1.88% | |
| 22 | SPYVSPDR SERIES TRUST | 243,837 | $12.8B | 1.78% | |
| 23 | SHYGISHARES TR | 250,077 | $10.8B | 1.51% | |
| 24 | BSJUINVESCO EXCH TRD SLF IDX FD | 395,490 | $10.3B | 1.44% | |
| 25 | AOAISHARES TR | 83,115 | $6.9B | 0.97% | |
| 26 | OEFISHARES TR | 21,991 | $6.7B | 0.93% | |
| 27 | USRTISHARES TR | 118,102 | $6.7B | 0.93% | |
| 28 | BNDVANGUARD BD INDEX FDS | 88,780 | $6.5B | 0.91% | |
| 29 | EFGISHARES TR | 52,500 | $5.9B | 0.82% | |
| 30 | EFVISHARES TR | 87,129 | $5.5B | 0.77% | |
| 31 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,002 | $5.3B | 0.75% | |
| 32 | TLHISHARES TR | 52,594 | $5.3B | 0.75% | |
| 33 | IYWISHARES TR | 30,192 | $5.2B | 0.73% | |
| 34 | MBBISHARES TR | 54,634 | $5.1B | 0.72% | |
| 35 | VOVANGUARD INDEX FDS | 17,808 | $5.0B | 0.70% | |
| 36 | ITOTISHARES TR | 35,038 | $4.7B | 0.66% | |
| 37 | MTUMISHARES TR | 19,348 | $4.6B | 0.65% | |
| 38 | MSFTMICROSOFT CORP | 8,567 | $4.3B | 0.59% | |
| 39 | CASYCASEYS GEN STORES INC | 8,233 | $4.2B | 0.59% | |
| 40 | IAGGISHARES TR | 69,731 | $3.6B | 0.50% | |
| 41 | AMZNAMAZON COM INC | 15,053 | $3.3B | 0.46% | |
| 42 | AIQGLOBAL X FDS | 60,001 | $2.6B | 0.37% | |
| 43 | VUGVANGUARD INDEX FDS | 5,272 | $2.3B | 0.32% | |
| 44 | AAPLAPPLE INC | 10,292 | $2.1B | 0.29% | |
| 45 | IAU*ISHARES GOLD TR | 33,064 | $2.1B | 0.29% | |
| 46 | DEDEERE & CO | 3,829 | $1.9B | 0.27% | |
| 47 | WMWASTE MGMT INC DEL | 8,066 | $1.8B | 0.26% | |
| 48 | SPYSPDR S&P 500 ETF TR | 2,834 | $1.8B | 0.24% | |
| 49 | BSJPINVESCO EXCH TRD SLF IDX FD | 71,123 | $1.6B | 0.23% | |
| 50 | BSJRINVESCO EXCH TRD SLF IDX FD | 67,552 | $1.5B | 0.21% | |
| 51 | AORISHARES TR | 23,397 | $1.4B | 0.20% | |
| 52 | EMBISHARES TR | 12,244 | $1.1B | 0.16% | |
| 53 | IJRISHARES TR | 9,353 | $1.0B | 0.14% | |
| 54 | WMTWALMART INC | 10,287 | $1.0B | 0.14% | |
| 55 | VOTVANGUARD INDEX FDS | 3,410 | $969.8M | 0.14% | |
| 56 | TSLATESLA INC | 2,919 | $927.3M | 0.13% | |
| 57 | NVDANVIDIA CORPORATION | 5,426 | $857.3M | 0.12% | |
| 58 | PG4PRINCIPAL FINANCIAL GROUP IN | 10,713 | $850.9M | 0.12% | |
| 59 | CWBSPDR SERIES TRUST | 9,779 | $808.4M | 0.11% | |
| 60 | VOEVANGUARD INDEX FDS | 4,890 | $804.3M | 0.11% | |
| 61 | AOMISHARES TR | 16,388 | $754.5M | 0.11% | |
| 62 | NUBDNUSHARES ETF TR | 31,370 | $698.3M | 0.10% | |
| 63 | TRVTRAVELERS COMPANIES INC | 2,587 | $692.2M | 0.10% | |
| 64 | WFCWELLS FARGO CO NEW | 8,554 | $685.3M | 0.10% | |
| 65 | IJHISHARES TR | 10,596 | $657.2M | 0.09% | |
| 66 | ORLYOREILLY AUTOMOTIVE INC | 7,200 | $648.9M | 0.09% | |
| 67 | VTIVANGUARD INDEX FDS | 2,107 | $640.4M | 0.09% | |
| 68 | PRFINVESCO EXCHANGE TRADED FD T | 14,234 | $601.7M | 0.08% | |
| 69 | XSOEWISDOMTREE TR | 17,375 | $599.1M | 0.08% | |
| 70 | RLYSSGA ACTIVE ETF TR | 20,526 | $597.1M | 0.08% | |
| 71 | BSJSINVESCO EXCH TRD SLF IDX FD | 27,076 | $597.0M | 0.08% | |
| 72 | NULGNUSHARES ETF TR | 6,270 | $589.1M | 0.08% | |
| 73 | IWCISHARES TR | 4,418 | $563.9M | 0.08% | |
| 74 | HDHOME DEPOT INC | 1,522 | $557.9M | 0.08% | |
| 75 | VTVVANGUARD INDEX FDS | 3,082 | $544.7M | 0.08% | |
| 76 | LPLALPL FINL HLDGS INC | 1,381 | $517.8M | 0.07% | |
| 77 | XOMEXXON MOBIL CORP | 4,628 | $498.9M | 0.07% | |
| 78 | NULVNUSHARES ETF TR | 11,064 | $463.7M | 0.06% | |
| 79 | EMREMERSON ELEC CO | 3,421 | $456.1M | 0.06% | |
| 80 | CATCATERPILLAR INC | 1,154 | $448.2M | 0.06% | |
| 81 | AQLTISHARES TR | 16,262 | $443.8M | 0.06% | |
| 82 | IVVISHARES TR | 695 | $431.8M | 0.06% | |
| 83 | SPYMSPDR SERIES TRUST | 5,906 | $429.3M | 0.06% | |
| 84 | GQ9SPDR GOLD TR | 1,369 | $417.3M | 0.06% | |
| 85 | AEEAMEREN CORP | 4,280 | $411.1M | 0.06% | |
| 86 | NUDMNUSHARES ETF TR | 11,552 | $410.0M | 0.06% | |
| 87 | TIPISHARES TR | 3,658 | $402.5M | 0.06% | |
| 88 | AQLTISHARES TR | 4,740 | $395.7M | 0.06% | |
| 89 | AQLTISHARES TR | 16,869 | $387.6M | 0.05% | |
| 90 | STIPISHARES TR | 3,738 | $384.7M | 0.05% | |
| 91 | SCHVSCHWAB STRATEGIC TR | 13,833 | $382.8M | 0.05% | |
| 92 | NDQINVESCO QQQ TR | 686 | $378.4M | 0.05% | |
| 93 | VWOVANGUARD INTL EQUITY INDEX F | 6,871 | $339.9M | 0.05% | |
| 94 | AOKISHARES TR | 8,582 | $335.3M | 0.05% | |
| 95 | JEPIJ P MORGAN EXCHANGE TRADED F | 5,801 | $329.8M | 0.05% | |
| 96 | LAMRLAMAR ADVERTISING CO NEW | 2,588 | $314.1M | 0.04% | |
| 97 | METAMETA PLATFORMS INC | 392 | $289.6M | 0.04% | |
| 98 | KDPKEURIG DR PEPPER INC | 8,619 | $284.9M | 0.04% | |
| 99 | CTVACORTEVA INC | 3,766 | $280.7M | 0.04% | |
| 100 | TAT&T INC | 9,603 | $277.9M | 0.04% |
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