Legacy Financial Group LLC

CIK

1834011

Location

DES MOINES, IA

Portfolio Value

Micro $48,943,439

Diversification

Diversified

Filing Date

Global Rank

#6,975 / 8,517 ▼ 1668

Top Industry

Specialty Retail 17.7%

3Y Alpha vs SPY

+2.7%

Period ended 46 days ago

Filed Aug 5, 2026 · 10d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+89.2%

SPY

+75.3%

Annualised alpha

+3.1%

Max drawdown

−16.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

44 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.9%

−11.9 pts

Top 5

46.3%

−22.2 pts

Top 10

64.6%

−18.3 pts

HHI

625

Diversified−897

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	28.9%	$14,121,525	6
Financial Services	20.0%	$9,767,400	7
Technology	15.7%	$7,674,185	6
Industrials	14.4%	$7,047,947	9
Unclassified	9.8%	$4,810,072	4
Consumer Defensive	4.0%	$1,969,196	4
Communication Services	2.3%	$1,123,313	2
Energy	1.7%	$822,780	1
Utilities	1.4%	$691,920	2
Healthcare	1.0%	$504,718	2
Real Estate	0.8%	$410,383	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company/Mn	+8,410	16,636	$1,374,799
IAU	Ishares Gold Trust	+3,641	24,569	$1,855,205
F	Ford Motor Co	+626	24,839	$345,262
WMT	Walmart Inc.	+411	10,507	$1,190,022
XPO	XPO, Inc.	+222	2,157	$442,810
EMR	Emerson Electric Co	+175	3,364	$481,556
NVDA	Nvidia Corp	+56	5,504	$1,101,295
ORLY	O Reilly Automotive Inc	+53	7,053	$649,510
CASY	Caseys General Stores Inc	+53	9,814	$7,800,069
JNJ	Johnson & Johnson	+43	1,090	$276,827
XOM	ExxonMobil Holdings Corp	+22	6,018	$822,780
LAMR	Lamar Advertising Co/New	+8	2,631	$410,383
CAT	Caterpillar Inc	+6	1,212	$1,290,658
KO	Coca Cola Co	+6	3,403	$276,561
UNP	Union Pacific Corp	+4	919	$249,968
TRV	Travelers Companies, Inc.	+4	2,551	$842,136
HD	Home Depot, Inc.	+2	1,574	$555,118
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
GE	General Electric Co	−208	691	$258,247
AMZN	Amazon Com Inc	−203	14,980	$3,570,333
MSFT	Microsoft Corp	−188	7,615	$2,840,547
AAPL	Apple Inc.	−98	10,365	$2,999,216
WM	Waste Management Inc	−90	7,713	$1,719,073
BRK-B	Berkshire Hathaway Inc	−67	10,915	$5,461,756
GEV	GE Vernova Inc.	−56	178	$209,125
DE	Deere & Co	−39	3,111	$1,973,400
QQQ	Invesco Qqq Trust, Series 1	−37	557	$410,174
PFG	Principal Financial Group Inc	−14	11,754	$1,266,846
SPY	Spdr S&P 500 ETF Trust	−4	2,679	$2,000,596
PG	PROCTER & GAMBLE Co	−1	1,504	$220,546
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	3,262	$455,473
MU	Micron Technology Inc	237	$273,566
JPM	Jpmorgan Chase & Co	704	$230,440
LLY	ELI LILLY & Co	190	$227,891
V	Visa Inc.	590	$202,423
PSQH	PSQ Holdings, Inc.	10,146	$4,088
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	143,888	$37,687,144
ESN	Essential 40 Stock ETF	1,899,212	$33,264,698
BAI	iShares A.I. Innovation and Tech Active ETF	251,729	$8,294,470
AOA	iShares Core 80/20 Aggressive Allocation ETF	74,362	$6,580,293
VEA	Vanguard FTSE Developed Markets ETF	85,338	$5,468,459
T	At&T Inc.	9,607	$278,506
PEP	Pepsico Inc	1,449	$225,015
SLV	iShares Silver Trust	3,185	$217,025
CB	Chubb Ltd	630	$205,335
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 tracked positions · $48,943,439 total · filing declares 133 positions · $888,207,919 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CASY	Caseys General Stores Inc Consumer Cyclical	Added	9,814	+53	$7,800,069	+9.8%	15.94%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	10,915	-67	$5,461,756	+3.8%	11.16%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	14,980	-203	$3,570,333	+12.9%	7.29%
AAPL	Apple Inc. Technology	Reduced	10,365	-98	$2,999,216	+12.9%	6.13%
MSFT	Microsoft Corp Technology	Reduced	7,615	-188	$2,840,547	−1.7%	5.80%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,679	-4	$2,000,596	+14.7%	4.09%
DE	Deere & Co Industrials	Reduced	3,111	-39	$1,973,400	+11.2%	4.03%
IAU	Ishares Gold Trust	Added	24,569	+3,641	$1,855,205	+0.6%	3.79%
WM	Waste Management Inc Industrials	Reduced	7,713	-90	$1,719,073	−4.1%	3.51%
WFC	Wells Fargo & Company/Mn Financial Services	Added	16,636	+8,410	$1,374,799	+109.9%	2.81%
CAT	Caterpillar Inc Industrials	Added	1,212	+6	$1,290,658	+51.1%	2.64%
PFG	Principal Financial Group Inc Financial Services	Reduced	11,754	-14	$1,266,846	+19.5%	2.59%
TSLA	Tesla, Inc. Consumer Cyclical	Held	2,856	0	$1,201,233	+13.1%	2.45%
WMT	Walmart Inc. Consumer Defensive	Added	10,507	+411	$1,190,022	−5.2%	2.43%
NVDA	Nvidia Corp Technology	Added	5,504	+56	$1,101,295	+15.9%	2.25%
GOOGL	Alphabet Inc. Communication Services	Held	2,501	0	$887,858	+23.6%	1.81%
TRV	Travelers Companies, Inc. Financial Services	Added	2,551	+4	$842,136	+13.4%	1.72%
XOM	ExxonMobil Holdings Corp Energy	Added	6,018	+22	$822,780	−19.1%	1.68%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	7,053	+53	$649,510	+0.5%	1.33%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,574	+2	$555,118	+7.4%	1.13%
GLD	Spdr Gold Trust	Held	1,477	0	$544,097	−14.4%	1.11%
EMR	Emerson Electric Co Industrials	Added	3,364	+175	$481,556	+15.3%	0.98%
AEE	Ameren Corp Utilities	Held	4,205	0	$475,333	+2.8%	0.97%
INTC	Intel Corp Technology	NEW	3,262	NEW	$455,473	NEW	0.93%
XPO	XPO, Inc. Industrials	Added	2,157	+222	$442,810	+17.6%	0.90%
GNRC	Generac Holdings Inc. Industrials	Held	1,445	0	$423,110	+49.9%	0.86%
LAMR	Lamar Advertising Co/New Real Estate	Added	2,631	+8	$410,383	+23.5%	0.84%
QQQ	Invesco Qqq Trust, Series 1	Reduced	557	-37	$410,174	+19.6%	0.84%
LPLA	LPL Financial Holdings Inc. Financial Services	Held	1,381	0	$389,000	−6.4%	0.79%
F	Ford Motor Co Consumer Cyclical	Added	24,839	+626	$345,262	+23.6%	0.71%
KDP	Keurig Dr Pepper Inc. Consumer Defensive	Held	8,618	0	$282,067	+24.3%	0.58%
JNJ	Johnson & Johnson Healthcare	Added	1,090	+43	$276,827	+8.2%	0.57%
KO	Coca Cola Co Consumer Defensive	Added	3,403	+6	$276,561	+7.1%	0.57%
MU	Micron Technology Inc Technology	NEW	237	NEW	$273,566	NEW	0.56%
GE	General Electric Co Industrials	Reduced	691	-208	$258,247	+1.2%	0.53%
UNP	Union Pacific Corp Industrials	Added	919	+4	$249,968	+12.6%	0.51%
META	Meta Platforms, Inc. Communication Services	Held	418	0	$235,455	−1.5%	0.48%
JPM	Jpmorgan Chase & Co Financial Services	NEW	704	NEW	$230,440	NEW	0.47%
LLY	ELI LILLY & Co Healthcare	NEW	190	NEW	$227,891	NEW	0.47%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,504	-1	$220,546	+1.5%	0.45%
LNT	Alliant Energy Corp Utilities	Held	2,839	0	$216,587	+6.3%	0.44%
GEV	GE Vernova Inc. Industrials	Reduced	178	-56	$209,125	+2.4%	0.43%
V	Visa Inc. Financial Services	NEW	590	NEW	$202,423	NEW	0.41%
PSQH	PSQ Holdings, Inc. Technology	NEW	10,146	NEW	$4,088	NEW	0.01%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.