Legacy Financial Group LLC - Portfolio Stock Holdings
Legacy Financial Group LLC disclosed 140 stock positions in a recent SEC 13F filing. $888,265,086 of stock holdings were filed, with the largest holdings including IUSG, IVV, and SDY. This filing represented positions held on June 30, 2026, and was filed on Aug. 5, 2026.We estimate the fund has a total AUM of $1,007,573,360 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
140Est. Stock Holding Value:
$888,265,086Top Stock Holdings By Sector
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Portfolio Stock Holdings - Legacy Financial Group LLC
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