Legacy Financial Group LLC ETF holdings
Des Moines, IA
Reported $844.1M in 92 ETFs in its Form 13F for June 30, 2026.
ETF value
$844.1M
ETFs held
92
Change from prior quarter
+11.7%
With price moves
ETFs as a share of its 13F
95.0%
of $888.2M
Top 10 of 92 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IUSG | iShares Core S&P U.S. Growth ETF | $70.1M | 372,777 | +32,427 shares |
| IVV | iShares Core S&P 500 ETF | $55.9M | 74,646 | +33,458 shares |
| SDY | State Street SPDR S&P Dividend ETF | $53.8M | 353,819 | +62,398 shares |
| BUFD | FT Vest Laddered Deep Buffer ETF | $51.7M | 1,739,605 | −267,898 shares |
| ESN | Essential 40 Stock ETF | $45.2M | 2,274,028 | +374,816 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $41.7M | 137,688 | −6,200 shares |
| BUFR | FT Vest Laddered Buffer ETF | $39.4M | 1,077,400 | New position |
| IUSB | iShares Core Universal USD Bond ETF | $35.1M | 761,427 | +203,467 shares |
| EMXC | iShares MSCI Emerging Markets ex China ETF | $26.2M | 255,720 | −111,352 shares |
| BINC | iShares Flexible Income Active ETF | $25.6M | 488,882 | −27,601 shares |
82 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001834011. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Legacy Financial Group LLC own?
Legacy Financial Group LLC reported 92 ETF positions worth $844.1M in its Form 13F for June 30, 2026. The largest was IUSG, at $70.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.