Legacy Financial Group LLC - Portfolio overview

Legacy Financial Group LLC has 134 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Financial Services.

Largest reported holdings by portfolio allocation

1. HELO - JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF, 7.63%
2. BUFD - FT VEST LADDERED DEEP BUFFER ETF, 6.94%
3. IUSG - ISHARES CORE S&P U.S. GROWTH ETF, 6.52%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.