Legacy Financial Group LLC

CIK

1834011

Location

DES MOINES, IA

Portfolio Value

Micro $6,493,971

Diversification

Diversified

Filing Date

Global Rank

#6,646 / 8,232 ▲ 223

Top Industry

Specialty Retail 18.2%

3Y Alpha vs SPY

+1.9%

Period ended 2 months ago

Filed May 4, 2026 · 41d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+84.7%

SPY

+76.3%

Annualised alpha

+1.9%

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

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

Top Position

16.2%

+3.9 pts

Top 5

48.1%

−2.1 pts

Top 10

67.3%

−3.4 pts

HHI

660

Diversified+7

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	29.1%	$12,771,125	6
Financial Services	19.0%	$8,341,548	6
Technology	14.8%	$6,493,971	3
Industrials	14.1%	$6,179,739	9
Unclassified	10.9%	$4,785,281	5
Consumer Defensive	5.0%	$2,182,379	5
Energy	2.3%	$1,017,281	1
Communication Services	1.9%	$814,705	3
Utilities	1.5%	$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

17 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
XOM	Exxon Mobil Corp	+120	5,996	$1,017,281
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

3 positions · $6,493,971 total · Technology only · as of Mar 31, 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
MSFT	Microsoft Corp Technology	Reduced	7,803	-30	$2,888,436	−23.8%	44.48%
AAPL	Apple Inc. Technology	Reduced	10,463	-17	$2,655,404	−6.8%	40.89%
NVDA	Nvidia Corp Technology	Reduced	5,448	-102	$950,131	−8.2%	14.63%