Legacy Financial Group LLC
CIK 1834011 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $888.2M
- Posisi
- 133
- Per tanggal
- 30 Juni 2026
#2.643 dari 9.443 berdasarkan nilai 13F · top 28.0%
Nilai portofolio QoQ: +11.7% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 50,07%
- Bobot 25 kepemilikan teratas
- 77,51%
- Posisi di atas 1%
- 25
- Jumlah posisi efektif
- 29,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 15,9% Perkiraan pembelian $156.958.442 · penjualan $133.840.033
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 83,6% masih dipegang
- Posisi baru
- 20
- Meningkat
- 49
- Menurun
- 48
- Tertutup
- 8
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Retail
1,5%
Technology
0,9%
Industrials
0,8%
Financials
0,4%
Consumer Discretionary
0,2%
Communication Services
0,1%
Utilities
0,1%
Financial Services
0,1%
Consumer Staples
0,1%
Healthcare
0,1%
Real Estate
0,0%
Consumer products
0,0%
Lainnya/Tidak terpetakan
95,7%
Portofolio lengkap 133 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IUSG iShares Core S&P U.S. Growth ETF | $70.115.575 | 7,89% | 372.777 | $17.323.901 | Naik ×2 | ||
| IVV | $55.901.405 | 6,29% | 74.646 | $28.997.033 | Naik ×4 | ||
| SDY | $53.844.229 | 6,06% | 353.819 | $11.314.216 | Naik ×1 | ||
| BUFD | $51.701.061 | 5,82% | 1.739.605 | $-4.509.023 | Turun ×1 | ||
| ESN Essential 40 Stock ETF | $45.215.633 | 5,09% | 2.274.028 | $11.951.126 | Naik ×5 | ||
| VB | $41.735.952 | 4,70% | 137.688 | $4.048.814 | Turun ×1 | ||
| BUFR | $39.357.422 | 4,43% | 1.077.400 | Naik ×1 | |||
| IUSB iShares Core Universal USD Bond ETF | $35.139.861 | 3,96% | 761.427 | $9.367.673 | Naik ×2 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $26.160.107 | 2,95% | 255.720 | $-2.713.744 | Turun ×2 | ||
| BINC | $25.588.094 | 2,88% | 488.882 | $-1.232.878 | Turun ×2 | ||
| IVW | $22.594.331 | 2,54% | 164.287 | $4.288.097 | Naik ×3 | ||
| DYNF | $20.971.409 | 2,36% | 308.358 | $3.737.816 | Naik ×1 | ||
| BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | $19.373.499 | 2,18% | 916.872 | $1.687.899 | Naik ×4 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $19.197.146 | 2,16% | 942.654 | $1.368.280 | Naik ×4 | ||
| SHYG | $18.711.059 | 2,11% | 441.195 | $1.174.472 | Naik ×1 | ||
| IVE | $18.470.753 | 2,08% | 81.347 | $-1.963.932 | Turun ×2 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $17.679.954 | 1,99% | 332.517 | $593.073 | Naik ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $17.159.214 | 1,93% | 207.613 | $1.950.922 | Naik ×2 | ||
| BSJU Invesco BulletShares 2030 High Yield Corporate Bond ETF | $16.649.104 | 1,87% | 645.037 | $2.296.105 | Naik ×5 | ||
| SPYV | $14.558.234 | 1,64% | 239.484 | $556.648 | Turun ×1 | ||
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | $13.866.109 | 1,56% | 846.268 | $4.197.179 | Naik ×2 | ||
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | $11.646.420 | 1,31% | 567.841 | Naik ×1 | |||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $11.140.395 | 1,25% | 567.953 | $-7.043.085 | Turun ×1 | ||
| EFG | $10.947.168 | 1,23% | 87.986 | $2.028.674 | Naik ×1 | ||
| BAI | $10.731.922 | 1,21% | 203.565 | $2.437.467 | Turun ×1 | ||
| MTUM | $8.684.722 | 0,98% | 25.332 | $602.078 | Turun ×1 | ||
| BLCR iShares Large Cap Core Active ETF | $8.177.337 | 0,92% | 162.345 | $2.467.616 | Naik ×1 | ||
| CASY Caseys General Stores, Inc. - Common Stock | $7.799.967 | 0,88% | 9.814 | $695.673 | Naik ×3 | ||
| HELO | $7.577.815 | 0,85% | 112.131 | $-54.224.705 | Turun ×1 | ||
| CORO iShares International Country Rotation Active ETF | $7.445.282 | 0,84% | 203.423 | Naik ×1 | |||
| IDEF iShares Defense Industrials Active ETF | $7.434.326 | 0,84% | 233.931 | $1.550.354 | Naik ×1 | ||
| USRT | $7.274.092 | 0,82% | 109.467 | $683.197 | Turun ×3 | ||
| AOA | $7.122.313 | 0,80% | 72.975 | $542.012 | Turun ×2 | ||
| MBB iShares MBS ETF | $6.948.341 | 0,78% | 73.512 | $881.207 | Naik ×5 | ||
| GOVT | $6.511.248 | 0,73% | 285.832 | $828.796 | Naik ×5 | ||
| EFV | $6.173.988 | 0,70% | 80.653 | $-7.964.939 | Turun ×3 | ||
| TLH | $6.103.145 | 0,69% | 60.819 | $-1.526.917 | Turun ×1 | ||
| THRO | $5.928.360 | 0,67% | 137.517 | $-1.919.867 | Turun ×1 | ||
| VEA | $5.710.481 | 0,64% | 80.147 | $242.006 | Turun ×4 | ||
| VO | $5.623.824 | 0,63% | 69.800 | $416.917 | Naik ×1 | ||
| BRKB | $5.461.764 | 0,61% | 10.915 | $199.183 | Turun ×1 | ||
| ITOT | $5.012.268 | 0,56% | 30.512 | $-316.624 | Turun ×1 | ||
| IALT iShares Systematic Alternatives Active ETF | $4.929.596 | 0,56% | 175.743 | Naik ×1 | |||
| VPU | $4.339.591 | 0,49% | 22.171 | $-28.890 | Naik ×2 | ||
| VOO | $4.234.405 | 0,48% | 6.165 | $406.164 | Turun ×2 | ||
| GGOV | $3.897.626 | 0,44% | 77.503 | Naik ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $3.570.346 | 0,40% | 14.980 | $408.172 | Turun ×1 | ||
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $3.394.530 | 0,38% | 147.878 | $-2.791.010 | Turun ×3 | ||
| AAPL Apple Inc. - Common Stock | $2.999.220 | 0,34% | 10.365 | $343.814 | Turun ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $2.840.600 | 0,32% | 7.615 | $-47.797 | Turun ×2 | ||
| VUG | $2.692.850 | 0,30% | 31.261 | $412.575 | Naik ×1 | ||
| SPY SPY | $2.000.535 | 0,23% | 2.679 | $255.491 | Turun ×4 | ||
| DE Deere & Company Common Stock | $1.973.281 | 0,22% | 3.111 | $198.939 | Turun ×2 | ||
| IAU | $1.855.205 | 0,21% | 24.569 | $10.193 | Naik ×1 | ||
| BSV | $1.774.911 | 0,20% | 22.782 | $-921.933 | Turun ×3 | ||
| WM Waste Management, Inc. Common Stock | $1.719.143 | 0,19% | 7.713 | $-73.840 | Turun ×4 | ||
| AOR | $1.659.988 | 0,19% | 23.885 | $49.420 | Turun ×2 | ||
| BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $1.597.496 | 0,18% | 71.490 | $36.461 | Naik ×1 | ||
| IJR | $1.388.478 | 0,16% | 9.362 | $224.688 | |||
| WFC Wells Fargo & Company Common Stock | $1.374.828 | 0,15% | 16.636 | $719.980 | Naik ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $1.290.316 | 0,15% | 1.212 | $435.716 | Naik ×1 | ||
| PFG Principal Financial Group Inc - Common Stock | $1.266.880 | 0,14% | 11.754 | $206.438 | Turun ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1.201.244 | 0,14% | 2.856 | $139.517 | |||
| WMT Walmart Inc. - Common Stock | $1.190.028 | 0,13% | 10.507 | $-64.673 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.101.333 | 0,12% | 5.504 | $151.212 | Naik ×1 | ||
| BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $1.007.447 | 0,11% | 46.330 | $74.037 | Naik ×6 | ||
| BND Vanguard Total Bond Market ETF | $982.079 | 0,11% | 13.378 | $-458.415 | Turun ×1 | ||
| VOT | $956.881 | 0,11% | 3.124 | $152.920 | |||
| CWB | $911.647 | 0,10% | 8.455 | $34.163 | Turun ×2 | ||
| VOE | $900.266 | 0,10% | 4.556 | $14.335 | Turun ×1 | ||
| AOM | $872.780 | 0,10% | 17.494 | $72.888 | Naik ×3 | ||
| XSOE | $849.311 | 0,10% | 17.269 | $155.748 | Turun ×3 | ||
| TRV The Travelers Companies, Inc. Common Stock | $842.057 | 0,09% | 2.551 | $99.016 | Naik ×2 | ||
| IWC | $826.199 | 0,09% | 4.130 | $146.155 | Turun ×1 | ||
| Penerbit tidak dikenal (CUSIP: 30233Q108) | $822.807 | 0,09% | 6.018 | Naik ×1 | |||
| IJH | $782.316 | 0,09% | 10.145 | $97.193 | |||
| PRF | $769.063 | 0,09% | 14.234 | $92.521 | |||
| RLY | $734.060 | 0,08% | 21.271 | $55.665 | Naik ×1 | ||
| VTI | $721.578 | 0,08% | 1.950 | $87.337 | Turun ×1 | ||
| QUAL | $695.152 | 0,08% | 3.168 | $-8.069.972 | Turun ×1 | ||
| VTV | $660.764 | 0,07% | 3.032 | $71.379 | Naik ×1 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $649.511 | 0,07% | 7.053 | $3.341 | Naik ×1 | ||
| SPYM | $627.189 | 0,07% | 7.137 | $65.673 | Turun ×1 | ||
| TOPT | $607.668 | 0,07% | 18.459 | $88.627 | Naik ×5 | ||
| HD Home Depot, Inc. (The) Common Stock | $555.088 | 0,06% | 1.574 | $37.915 | Naik ×6 | ||
| GLD | $544.097 | 0,06% | 1.477 | $-91.441 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $517.845 | 0,06% | 1.466 | $96.858 | Turun ×1 | ||
| EMR Emerson Electric Company Common Stock | $481.557 | 0,05% | 3.364 | $63.734 | Naik ×1 | ||
| AEE Ameren Corporation Common Stock | $475.333 | 0,05% | 4.205 | $13.119 | |||
| AOK | $458.377 | 0,05% | 11.051 | $42.468 | Naik ×3 | ||
| INTC Intel Corporation - Common Stock | $455.473 | 0,05% | 3.262 | Naik ×1 | |||
| XPO XPO, Inc. Common Stock | $442.811 | 0,05% | 2.157 | $66.357 | Naik ×1 | ||
| GNRC Generac Holdlings Inc. Common Stock | $423.110 | 0,05% | 1.445 | $140.858 | |||
| LAMR Lamar Advertising Company - Class A Common Stock | $410.380 | 0,05% | 2.631 | $78.184 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $410.093 | 0,05% | 557 | $67.464 | Turun ×1 | ||
| LPLA LPL Financial Holdings Inc. - Common Stock | $389.019 | 0,04% | 1.381 | $-26.443 | |||
| IEFA | $378.172 | 0,04% | 3.916 | $-92.411 | Turun ×2 | ||
| VWO | $376.584 | 0,04% | 6.309 | $18.069 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $369.943 | 0,04% | 1.035 | $72.863 | Naik ×3 | ||
| LCTU | $359.999 | 0,04% | 4.491 | $154.427 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| IVV | $55.901.405 | 6,29% | naik ×4 |
| ESN | $45.215.633 | 5,09% | naik ×5 |
| IVW | $22.594.331 | 2,54% | naik ×3 |
| BSJT | $19.373.499 | 2,18% | naik ×4 |
| BSCS | $19.197.146 | 2,16% | naik ×4 |
| BSJU | $16.649.104 | 1,87% | naik ×5 |
| CASY | $7.799.967 | 0,88% | naik ×3 |
| MBB | $6.948.341 | 0,78% | naik ×5 |
| GOVT | $6.511.248 | 0,73% | naik ×5 |
| BSJS | $1.007.447 | 0,11% | naik ×6 |
| AOM | $872.780 | 0,10% | naik ×3 |
| TOPT | $607.668 | 0,07% | naik ×5 |
| HD | $555.088 | 0,06% | naik ×6 |
| AOK | $458.377 | 0,05% | naik ×3 |
| GOOGL | $369.943 | 0,04% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| BUFR | $39.357.422 | 1.077.400 | 4,43% |
| BSCW | $11.646.420 | 567.841 | 1,31% |
| CORO | $7.445.282 | 203.423 | 0,84% |
| IALT | $4.929.596 | 175.743 | 0,56% |
| GGOV | $3.897.626 | 77.503 | 0,44% |
| Penerbit tidak dikenal (CUSIP: 30233Q108) | $822.807 | 6.018 | 0,09% |
| INTC | $455.473 | 3.262 | 0,05% |
| EAGG | $353.536 | 7.457 | 0,04% |
| ESGU | $322.103 | 1.968 | 0,04% |
| MU | $273.567 | 237 | 0,03% |
| DSI | $253.027 | 1.777 | 0,03% |
| STIP | $232.108 | 2.272 | 0,03% |
| JPM | $230.568 | 704 | 0,03% |
| LLY | $227.710 | 190 | 0,03% |
| SUSC | $227.069 | 9.808 | 0,03% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Beli lebih banyak | +33K | +$29.0M |
| IUSG | Beli lebih banyak | +32K | +$17.3M |
| ESN | Beli lebih banyak | +375K | +$12.0M |
| SDY | Beli lebih banyak | +62K | +$11.3M |
| IUSB | Beli lebih banyak | +203K | +$9.4M |
| EFV | Dipangkas | -110K | -$8.0M |
| BSCR | Dipangkas | -359K | -$7.0M |
| BUFD | Dipangkas | -268K | -$4.5M |
| IVW | Beli lebih banyak | +2K | +$4.3M |
| BSCV | Beli lebih banyak | +259K | +$4.2M |
2 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| TLT | 31 Maret 2025 | 29.721 | $2.595.563.000 | |
| IFRA | 31 Maret 2025 | 32.540 | $1.506.296.000 | Tidak lagi dilacak |
| SPLB | 31 Maret 2025 | 12.811 | $284.789.000 | Tidak lagi dilacak |
| GNRC | 31 Maret 2025 | 1.540 | $238.777.000 | 64,6% |
| IJK | 31 Maret 2025 | 2.293 | $208.502.000 | Tidak lagi dilacak |
| LNT | 31 Maret 2025 | 3.455 | $204.310.000 | 9,5% |
| OEF | 31 Maret 2026 | 42.654 | $14.514.178 | Tidak lagi dilacak |
| IAGG | 30 Juni 2026 | 88.287 | $4.417.857 | Tidak lagi dilacak |
| ITA | 31 Maret 2026 | 18.098 | $4.126.344 | Tidak lagi dilacak |
| AIQ | 30 Sep. 2025 | 60.001 | $2.621.444 | |
| EMB | 31 Maret 2026 | 12.857 | $1.236.870 | |
| XOM | 30 Juni 2026 | 5.996 | $1.017.287 | 22,5% |
| EFG | 31 Des. 2025 | 8.431 | $960.135 | Tidak lagi dilacak |
| BSJP | 31 Des. 2025 | 35.051 | $808.285 | Tidak lagi dilacak |
| STIP | 31 Des. 2025 | 4.371 | $451.794 | Tidak lagi dilacak |
| VDE | 30 Juni 2025 | 3.151 | $408.719 | Tidak lagi dilacak |
| SCHV | 30 Sep. 2025 | 13.833 | $382.767 | Tidak lagi dilacak |
| NULV | 30 Juni 2026 | 7.248 | $329.784 | Tidak lagi dilacak |
| JEPI | 30 Sep. 2025 | 5.801 | $329.774 | Tidak lagi dilacak |
| LAMR | 30 Sep. 2025 | 2.588 | $314.105 | 25,9% |
| TIP | 31 Maret 2026 | 2.739 | $301.975 | Tidak lagi dilacak |
| NUDM | 30 Juni 2026 | 8.061 | $291.083 | Tidak lagi dilacak |
| T | 30 Juni 2026 | 9.607 | $278.515 | 22,0% |
| BNDX | 30 Juni 2025 | 5.422 | $264.702 | |
| CTVA | 31 Des. 2025 | 3.766 | $254.695 | 21,6% |
| PEP | 30 Juni 2025 | 1.514 | $227.009 | 7,7% |
| BSCU | 30 Sep. 2025 | 13.524 | $226.934 | |
| PEP | 30 Juni 2026 | 1.449 | $225.015 | 5,0% |
| BIV | 30 Sep. 2025 | 2.850 | $220.419 | Tidak lagi dilacak |
| NUHY | 30 Sep. 2025 | 10.045 | $218.071 | Tidak lagi dilacak |
| SLV | 30 Juni 2026 | 3.185 | $217.026 | Tidak lagi dilacak |
| CB | 30 Juni 2026 | 630 | $205.223 | 0,4% |
| CEG | 31 Des. 2025 | 623 | $205.131 | -22,1% |
| FISV | 31 Des. 2025 | 1.562 | $201.389 | -23,5% |