Legacy Financial Group LLC holds a focused book of 133 stocks worth $888.2M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened FT Vest Lad Buffervetf-Usd I and trimmed FT VST Lad Deep Buf ETF-Usdi. Their largest long position is Ishares Core S&P U.S. Growth at 8% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Legacy Financial Group LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Steward Partners Investment Advisory, LLC | 78 / 80 | $4.8B |
| Integrated Wealth Concepts LLC | 78 / 80 | $4.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $18.8B |
| CWM, LLC | 77 / 80 | $10.6B |
| Kestra Advisory Services, LLC | 77 / 80 | $7.1B |
| Farther Finance Advisors, LLC | 77 / 80 | $3.0B |
| Aptus Capital Advisors, LLC | 77 / 80 | $2.4B |
| HARBOUR INVESTMENTS, INC. | 77 / 80 | $1.4B |
Ranked by how many of Legacy Financial Group LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Core S&P U.S. Growth ETF ETF | $70.1M | 372.8K | 7.9% | ▲+9.5% Added · +32K sh | |
| 2 | Ishares Core S&P 500 ETF ETF | $55.9M | 74.6K | 6.3% | ▲+81% Added · +33K sh | |
| 3 | State Street SPDR S&P Dividend ETF ETF | $53.8M | 353.8K | 6.1% | ▲+21% Added · +62K sh | |
| 4 | FT Vest Laddered Deep Buffer ETF ETF | $51.7M | 1.74M | 5.8% | ▼−13% Reduced · −268K sh | |
| 5 | Essential 40 Stock ETF ETF | $45.2M | 2.27M | 5.1% | ▲+20% Added · +375K sh | |
| 6 | Vanguard Morningstar Small-Cap ETF ETF | $41.7M | 137.7K | 4.7% | ▼−4.3% Reduced · −6K sh | |
| 7 | FT Vest Laddered Buffer ETF ETF | $39.4M | 1.08M | 4.4% | ▲New New position | |
| 8 | Ishares Core Total Usd Bond Market ETF ETF | $35.1M | 761.4K | 4.0% | ▲+36% Added · +203K sh | |
| 9 | Ishares Msci Emerging Markets Ex China ETF ETF | $26.2M | 255.7K | 2.9% | ▼−30% Reduced · −111K sh | |
| 10 | Ishares Flexible Income Active ETF ETF | $25.6M | 488.9K | 2.9% | ▼−5.3% Reduced · −28K sh | |
| 11 | Ishares S&P 500 Growth ETF ETF | $22.6M | 164.3K | 2.5% | ▲+1.5% Added · +2K sh | |
| 12 | Ishares U.S. Equity Factor Rotation Active ETF ETF | $21.0M | 308.4K | 2.4% | ▲+4.1% Added · +12K sh | |
| 13 | Invesco Bulletshares 2029 High Yield Corporate Bond ETF ETF | $19.4M | 916.9K | 2.2% | ▲+9.1% Added · +76K sh | |
| 14 | Invesco Bulletshares 2028 Corporate Bond ETF ETF | $19.2M | 942.7K | 2.2% | ▲+8.0% Added · +70K sh | |
| 15 | Ishares 0-5 Year High Yield Corporate Bond ETF ETF | $18.7M | 441.2K | 2.1% | ▲+6.4% Added · +27K sh | |
| 16 | Ishares S&P 500 Value ETF ETF | $18.5M | 81.3K | 2.1% | ▼−16% Reduced · −15K sh | |
| 17 | Ishares 5-10 Year Investment Grade Corporate Bond ETF ETF | $17.7M | 332.5K | 2.0% | ▲+3.6% Added · +11K sh | |
| 18 | Vanguard Intermediate-Term Corporate Bond ETF ETF | $17.2M | 207.6K | 1.9% | ▲+13% Added · +24K sh | |
| 19 | Invesco Bulletshares 2030 High Yield Corporate Bond ETF ETF | $16.6M | 645.0K | 1.9% | ▲+15% Added · +84K sh | |
| 20 | State Street SPDR Portfolio S&P 500 Value ETF ETF | $14.6M | 239.5K | 1.6% | ▼−3.2% Reduced · −8K sh | |
| 21 | Invesco Bulletshares 2031 Corporate Bond ETF ETF | $13.9M | 846.3K | 1.6% | ▲+44% Added · +259K sh | |
| 22 | Invesco Bulletshares 2032 Corporate Bond ETF ETF | $11.6M | 567.8K | 1.3% | ▲New New position | |
| 23 | Invesco Bulletshares 2027 Corporate Bond ETF ETF | $11.1M | 568.0K | 1.3% | ▼−39% Reduced · −359K sh | |
| 24 | Ishares Msci Eafe Growth ETF ETF | $10.9M | 88.0K | 1.2% | ▲+9.9% Added · +8K sh | |
| 25 | Ishares A.I. Innovation And Tech Active ETF ETF | $10.7M | 203.6K | 1.2% | ▼−19% Reduced · −48K sh | |
| 26 | Ishares Msci USA Momentum Factor ETF ETF | $8.7M | 25.3K | 1.0% | ▼−25% Reduced · −8K sh | |
| 27 | Ishares Large Cap Core Active ETF ETF | $8.2M | 162.3K | 0.9% | ▲+17% Added · +23K sh | |
| 28 | Caseys Gen Stores Inc Com Stock | $7.8M | 9.8K | 0.9% | ▲+0.5% Added · +53 sh | |
| 29 | JPMorgan Hedged Equity Laddered Overlay ETF ETF | $7.6M | 112.1K | 0.9% | ▼−88% Reduced · −855K sh | |
| 30 | Ishares International Country Rotation Active ETF ETF | $7.4M | 203.4K | 0.8% | ▲New New position | |
| 31 | Ishares Defense Industrials Active ETF ETF | $7.4M | 233.9K | 0.8% | ▲+30% Added · +54K sh | |
| 32 | Ishares Core U.S. REIT ETF ETF | $7.3M | 109.5K | 0.8% | ▼−1.7% Reduced · −2K sh | |
| 33 | Ishares Core 80/20 Aggressive Allocation ETF ETF | $7.1M | 73.0K | 0.8% | ▼−1.9% Reduced · −1K sh | |
| 34 | Ishares MBS ETF ETF | $6.9M | 73.5K | 0.8% | ▲+15% Added · +10K sh | |
| 35 | Ishares U.S. Treasury Bond ETF ETF | $6.5M | 285.8K | 0.7% | ▲+15% Added · +38K sh | |
| 36 | Ishares Msci Eafe Value ETF ETF | $6.2M | 80.7K | 0.7% | ▼−58% Reduced · −110K sh | |
| 37 | Ishares 10-20 Year Treasury Bond ETF ETF | $6.1M | 60.8K | 0.7% | ▼−20% Reduced · −15K sh | |
| 38 | Ishares U.S. Thematic Rotation Active ETF ETF | $5.9M | 137.5K | 0.7% | ▼−37% Reduced · −79K sh | |
| 39 | Vanguard Ftse Developed Markets ETF ETF | $5.7M | 80.1K | 0.6% | ▼−6.1% Reduced · −5K sh | |
| 40 | Vanguard Morningstar Mid-Cap ETF ETF | $5.6M | 69.8K | 0.6% | ▲+285% Added · +52K sh | |
| 41 | Berkshire Hathaway Inc Del CL B New Stock | $5.5M | 10.9K | 0.6% | ▼−0.6% Reduced · −67 sh | |
| 42 | Ishares Core S&P Total U.S. Stock Market ETF ETF | $5.0M | 30.5K | 0.6% | ▼−18% Reduced · −7K sh | |
| 43 | Ishares Systematic Alternatives Active ETF ETF | $4.9M | 175.7K | 0.6% | ▲New New position | |
| 44 | Vanguard Utilities ETF ETF | $4.3M | 22.2K | 0.5% | ▲+0.6% Added · +124 sh | |
| 45 | Vanguard S&P 500 ETF ETF | $4.2M | 6.2K | 0.5% | ▼−3.8% Reduced · −242 sh | |
| 46 | Ishares Global Government Bond Usd Hedged Active ETF ETF | $3.9M | 77.5K | 0.4% | ▲New New position | |
| 47 | Amazon Com Inc Com Stock | $3.6M | 15.0K | 0.4% | ▼−1.3% Reduced · −203 sh | |
| 48 | Invesco Bulletshares 2026 High Yield Corp Bond ETF ETF | $3.4M | 147.9K | 0.4% | ▼−45% Reduced · −119K sh | |
| 49 | Apple Inc Com Stock | $3.0M | 10.4K | 0.3% | ▼−0.9% Reduced · −98 sh | |
| 50 | Microsoft Corp Com Stock | $2.8M | 7.6K | 0.3% | ▼−2.4% Reduced · −188 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1834011/holdings"
Use Arkolith to show Legacy Financial Group LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.