Legacy Financial Group
Legacy Financial Group reported 133 stocks worth $888M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are IUSG (7.9%), IVV (6.3%) and SDY (6.1%). Compared with Q1 2026, the fund opened new positions in BUFR, BSCW and CORO, added to IUSG, IVV and SDY, trimmed BUFD, VB and EMXC and sold out of IAGG, XOM and NULV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IUSG Ishares TR | $70.1M | 7.9% | 373K | +32K (+10%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $55.9M | 6.3% | 75K | +33K (+81%) | 7 of 8 | |
| 3 |  SDY State Street Spdr S&P Div ETF | $53.8M | 6.1% | 354K | +62K (+21%) | 8 of 8 | |
| 4 |  BUFD First Trust | $51.7M | 5.8% | 1.7M | −268K (−13%) | 8 of 8 | |
| 5 |  ESN Northern Lts FD TR II | $45.2M | 5.1% | 2.3M | +375K (+20%) | 7 of 8 | |
| 6 |  VB Vanguard Index Fds | $41.7M | 4.7% | 138K | −6,200 (−4%) | 8 of 8 | |
| 7 |  BUFR First Trust | $39.4M | 4.4% | 1.1M | New position | 1 of 8 | |
| 8 |  IUSB Ishares Core | $35.1M | 4.0% | 761K | +203K (+36%) | 8 of 8 | |
| 9 |  EMXC Ishares Msci Emerging Markets EX China ETF | $26.2M | 3.0% | 256K | −111K (−30%) | 8 of 8 | |
| 10 |  BINC Blackrock ETF Trust II | $25.6M | 2.9% | 489K | −28K (−5%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IAGG Ishares TR | $4.4M | 88K |
 XOM Exxon Mobil Corp | $1M | 5,996 |
 NULV Nushares ETF TR | $330K | 7,248 |
 NUDM Nuveen Esg International Developed Markets Equity ETF | $291K | 8,061 |
 T At&T Inc | $279K | 9,607 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Legacy Financial Group 13F FAQ
What does Legacy Financial Group own?
Legacy Financial Group reported 133 stocks worth $888M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are IUSG (7.9%), IVV (6.3%) and SDY (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did Legacy Financial Group buy and sell in Q2 2026?
Compared with Q1 2026: 20 new positions, 48 added to, 47 trimmed and 8 sold out. New positions include BUFR, BSCW and CORO. It sold all of IAGG, XOM and NULV.
When will Legacy Financial Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Legacy Financial Group's portfolio worth?
The Q2 2026 filing reports $888M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.