Legacy Financial Group LLC

CIK

1834011

Location

DES MOINES, IA

Portfolio Value

Micro $42,822,844

Diversification

Diversified

Filing Date

Global Rank

#7,022 / 8,603 ▲ 86 · as of Mar 2026

Top Industry

Specialty Retail 18.7%

3Y Alpha vs SPY

+0.8%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+80.1%

SPY

+76.0%

Annualised alpha

+1.0%

Max drawdown

−13.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

41 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.6%

+4.1 pts

Top 5

49.2%

−1.8 pts

Top 10

68.9%

−3.0 pts

HHI

686

Diversified+15

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	29.8%	$12,771,125	6
Financial Services	19.5%	$8,341,548	6
Technology	15.2%	$6,493,971	3
Industrials	14.4%	$6,179,739	9
Unclassified	11.2%	$4,785,281	5
Consumer Defensive	5.1%	$2,182,379	5
Communication Services	1.9%	$814,705	3
Utilities	1.6%	$665,939	2
Real Estate	0.8%	$332,229	1
Healthcare	0.6%	$255,928	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
PFG	Principal Financial Group Inc	+421	11,768	$1,060,414
SLV	iShares Silver Trust	+199	3,185	$217,025
WMT	Walmart Inc.	+99	10,096	$1,254,730
KO	Coca Cola Co	+80	3,397	$258,341
JNJ	Johnson & Johnson	+61	1,047	$255,928
QQQ	Invesco Qqq Trust, Series 1	+48	594	$342,844
CASY	Caseys General Stores Inc	+24	9,761	$7,104,641
GOOGL	Alphabet Inc.	+22	1,033	$297,049
TSLA	Tesla, Inc.	+21	2,856	$1,061,718
META	Meta Platforms, Inc.	+10	418	$239,150
BRK-B	Berkshire Hathaway Inc	+10	10,982	$5,262,574
WFC	Wells Fargo & Company/Mn	+7	8,226	$654,871
UNP	Union Pacific Corp	+6	915	$221,997
AMZN	Amazon Com Inc	+4	15,183	$3,162,163
TRV	Travelers Companies, Inc.	+3	2,547	$742,908
HD	Home Depot, Inc.	+1	1,572	$517,015
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−31,286	20,928	$1,845,012
F	Ford Motor Co	−1,395	24,213	$279,418
LNT	Alliant Energy Corp	−182	2,839	$203,726
NVDA	Nvidia Corp	−102	5,448	$950,131
WM	Waste Management Inc	−88	7,803	$1,793,051
AEE	Ameren Corp	−75	4,205	$462,213
PEP	Pepsico Inc	−65	1,449	$225,015
MSFT	Microsoft Corp	−30	7,803	$2,888,436
DE	Deere & Co	−24	3,150	$1,774,395
AAPL	Apple Inc.	−17	10,463	$2,655,404
PG	PROCTER & GAMBLE Co	−9	1,505	$217,382
SPY	Spdr S&P 500 ETF Trust	−1	2,683	$1,744,862
KDP	Keurig Dr Pepper Inc.	−1	8,618	$226,911
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
LAMR	Lamar Advertising Co/New	2,623	$332,229
CB	Chubb Ltd	630	$205,335
GEV	GE Vernova Inc.	234	$204,258
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

41 positions · $42,822,844 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive 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	9,761	+24	$7,104,641	+32.0%	16.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	10,982	+10	$5,262,574	−4.6%	12.29%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,183	+4	$3,162,163	−9.7%	7.38%
MSFT	Microsoft Corp Technology	Reduced	7,803	-30	$2,888,436	−23.8%	6.75%
AAPL	Apple Inc. Technology	Reduced	10,463	-17	$2,655,404	−6.8%	6.20%
IAU	Ishares Gold Trust	Reduced	20,928	-31,286	$1,845,012	−56.5%	4.31%
WM	Waste Management Inc Industrials	Reduced	7,803	-88	$1,793,051	+3.4%	4.19%
DE	Deere & Co Industrials	Reduced	3,150	-24	$1,774,395	+20.1%	4.14%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,683	-1	$1,744,862	−4.7%	4.07%
WMT	Walmart Inc. Consumer Defensive	Added	10,096	+99	$1,254,730	+12.7%	2.93%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,856	+21	$1,061,718	−16.7%	2.48%
PFG	Principal Financial Group Inc Financial Services	Added	11,768	+421	$1,060,414	+5.9%	2.48%
NVDA	Nvidia Corp Technology	Reduced	5,448	-102	$950,131	−8.2%	2.22%
CAT	Caterpillar Inc Industrials	Held	1,206	0	$854,402	+23.7%	2.00%
TRV	Travelers Companies, Inc. Financial Services	Added	2,547	+3	$742,908	+0.7%	1.73%
WFC	Wells Fargo & Company/Mn Financial Services	Added	8,226	+7	$654,871	−14.5%	1.53%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Held	7,000	0	$646,170	+1.2%	1.51%
GLD	Spdr Gold Trust	Held	1,477	0	$635,538	+8.6%	1.48%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,572	+1	$517,015	−4.4%	1.21%
AEE	Ameren Corp Utilities	Reduced	4,205	-75	$462,213	+8.1%	1.08%
EMR	Emerson Electric Co Industrials	Held	3,189	0	$417,822	−1.3%	0.98%
LPLA	LPL Financial Holdings Inc. Financial Services	Held	1,381	0	$415,446	−15.8%	0.97%
XPO	XPO, Inc. Industrials	Held	1,935	0	$376,454	+43.1%	0.88%
QQQ	Invesco Qqq Trust, Series 1	Added	594	+48	$342,844	+2.2%	0.80%
LAMR	Lamar Advertising Co/New Real Estate	NEW	2,623	NEW	$332,229	NEW	0.78%
GOOGL	Alphabet Inc. Communication Services	Added	1,033	+22	$297,049	−6.1%	0.69%
GNRC	Generac Holdings Inc. Industrials	Held	1,445	0	$282,251	+43.2%	0.66%
F	Ford Motor Co Consumer Cyclical	Reduced	24,213	-1,395	$279,418	−16.8%	0.65%
T	At&T Inc. Communication Services	Held	9,607	0	$278,506	+16.7%	0.65%
KO	Coca Cola Co Consumer Defensive	Added	3,397	+80	$258,341	+11.4%	0.60%
JNJ	Johnson & Johnson Healthcare	Added	1,047	+61	$255,928	+25.4%	0.60%
GE	General Electric Co Industrials	Held	899	0	$255,109	−7.9%	0.60%
META	Meta Platforms, Inc. Communication Services	Added	418	+10	$239,150	−11.2%	0.56%
KDP	Keurig Dr Pepper Inc. Consumer Defensive	Reduced	8,618	-1	$226,911	−6.0%	0.53%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,449	-65	$225,015	+3.6%	0.53%
UNP	Union Pacific Corp Industrials	Added	915	+6	$221,997	+5.6%	0.52%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,505	-9	$217,382	+0.2%	0.51%
SLV	iShares Silver Trust	Added	3,185	+199	$217,025	+12.8%	0.51%
CB	Chubb Ltd Financial Services	NEW	630	NEW	$205,335	NEW	0.48%
GEV	GE Vernova Inc. Industrials	NEW	234	NEW	$204,258	NEW	0.48%
LNT	Alliant Energy Corp Utilities	Reduced	2,839	-182	$203,726	+3.7%	0.48%