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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 2 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF 846,268.0 $13.9M 1.56% NEW $16.39 -0.6%
22 BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF 567,841.0 $11.6M 1.31% NEW $20.51 -0.9%
23 BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 567,953.0 $11.1M 1.25% NEW $19.61 +0.2%
24 EFG ISHARES MSCI EAFE GROWTH ETF 87,986.0 $10.9M 1.23% NEW $124.42 +0.6%
25 BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 203,565.0 $10.7M 1.21% NEW $52.72 -16.1%
26 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 25,332.0 $8.7M 0.98% NEW $342.84 -10.7%
27 BLCR ISHARES LARGE CAP CORE ACTIVE ETF 162,345.0 $8.2M 0.92% NEW $50.37 -1.6%
28 CASY CASEYS GEN STORES INC COM Consumer Cyclical 9,814.0 $7.8M 0.88% NEW $794.78 +5.3%
29 HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 112,131.0 $7.6M 0.85% NEW $67.58 +3.0%
30 ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF 203,423.0 $7.4M 0.84% NEW $36.60
31 ISHARES DEFENSE INDUSTRIALS ACTIVE ETF 233,931.0 $7.4M 0.84% NEW $31.78
32 USRT ISHARES CORE U.S. REIT ETF 109,467.0 $7.3M 0.82% NEW $66.45 +0.4%
33 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 72,975.0 $7.1M 0.80% NEW $97.60 +1.4%
34 MBB ISHARES MBS ETF 73,512.0 $6.9M 0.78% NEW $94.52 -1.3%
35 GOVT ISHARES U.S. TREASURY BOND ETF 285,832.0 $6.5M 0.73% NEW $22.78 -1.3%
36 EFV ISHARES MSCI EAFE VALUE ETF 80,653.0 $6.2M 0.69% NEW $76.55 +6.3%
37 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 60,819.0 $6.1M 0.69% NEW $100.35 -3.1%
38 THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 137,517.0 $5.9M 0.67% NEW $43.11 +2.0%
39 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 80,147.0 $5.7M 0.64% NEW $71.25 +2.0%
40 VO VANGUARD MORNINGSTAR MID-CAP ETF 69,800.0 $5.6M 0.63% NEW $80.57 +3.4%
Page 2 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 33.1%
Financial Services 21.4%
Technology 18.0%
Industrials 16.0%
Consumer Defensive 4.6%
Communication Services 2.6%
Utilities 2.1%
Healthcare 1.2%
Real Estate 1.0%