BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Legacy Financial Group LLC

· CIK 0001834011
13F Portfolio $888M AUM 133 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 133 New
Page 5 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VTV VANGUARD MORNINGSTAR VALUE ETF 3,032.0 $661K 0.07% NEW $217.93 +4.0%
82 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 7,053.0 $650K 0.07% NEW $92.09 -3.1%
83 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 7,137.0 $627K 0.07% NEW $87.88 +2.8%
84 TOPT ISHARES TOP 20 U.S. STOCKS ETF 18,459.0 $608K 0.07% NEW $32.92 +1.6%
85 HD HOME DEPOT INC COM Consumer Cyclical 1,574.0 $555K 0.06% NEW $352.66 -4.5%
86 GLD SPDR GOLD SHARES Financial Services 1,477.0 $544K 0.06% NEW $368.38 +14.9%
87 GOOG ALPHABET INC CAP STK CL C 1,466.0 $518K 0.06% NEW $353.24
88 EMR EMERSON ELEC CO COM Industrials 3,364.0 $482K 0.05% NEW $143.15 +9.3%
89 AEE AMEREN CORP COM Utilities 4,205.0 $475K 0.05% NEW $113.04 -5.1%
90 AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF 11,051.0 $458K 0.05% NEW $41.48 -0.4%
91 INTC INTEL CORP COM Technology 3,262.0 $455K 0.05% NEW $139.63 -35.1%
92 XPO XPO INC COM Industrials 2,157.0 $443K 0.05% NEW $205.29 -4.2%
93 GNRC GENERAC HLDGS INC COM Industrials 1,445.0 $423K 0.05% NEW $292.81 -29.8%
94 LAMR LAMAR ADVERTISING CO CL A Real Estate 2,631.0 $410K 0.05% NEW $155.98 -4.2%
95 QQQ INVESCO QQQ TRUST SERIES I Financial Services 557.0 $410K 0.05% NEW $736.25 -2.9%
96 LPLA LPL FINL HLDGS INC COM Financial Services 1,381.0 $389K 0.04% NEW $281.69 +28.4%
97 IEFA ISHARES CORE MSCI EAFE ETF 3,916.0 $378K 0.04% NEW $96.57 +4.5%
98 VWO VANGUARD FTSE EMERGING MARKETS ETF 6,309.0 $377K 0.04% NEW $59.69 +1.4%
99 GOOGL ALPHABET INC CAP STK CL A Communication Services 1,035.0 $370K 0.04% NEW $357.43 -3.5%
100 ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF 4,491.0 $360K 0.04% NEW $80.16
Page 5 of 7  ·  133 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 33.5%
Financial Services 21.6%
Technology 18.2%
Industrials 16.2%
Consumer Defensive 4.7%
Utilities 2.1%
Communication Services 1.4%
Healthcare 1.2%
Real Estate 1.0%