Filer Snapshot

Legacy Financial Group LLC

CIK 0001834011. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

1

Latest filing

04 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$793.99M

121 holdings for Q1 2026

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Largest parsed holding

Jpmorgan Hedged Equity Laddered Overlay Etf

$61.8M reported value

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13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 04 May 2026 for CIK 0001834011.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$793.99M

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$793.99M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF FT VEST LADDERED DEEP BUFFER ETF ISHARES CORE S&P U.S. GROWTH ETF STATE STREET SPDR S&P DIVIDEND ETF VANGUARD SMALL-CAP ETF
+15 moreESSENTIAL 40 STOCK ETF ISHARES MSCI EMERGING MARKETS EX CHINA ETF ISHARES CORE S&P 500 ETF ISHARES FLEXIBLE INCOME ACTIVE ETF ISHARES CORE TOTAL USD BOND MARKET ETF ISHARES S&P 500 VALUE ETF ISHARES S&P 500 GROWTH ETF INVESCO BULLETSHARES 2027 CORPORATE BOND ETF INVESCO BULLETSHARES 2028 CORPORATE BOND ETF INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF FT VEST LADDERED DEEP BUFFER ETF ISHARES CORE S&P U.S. GROWTH ETF STATE STREET SPDR S&P DIVIDEND ETF VANGUARD SMALL-CAP ETF ESSENTIAL 40 STOCK ETF ISHARES MSCI EMERGING MARKETS EX CHINA ETF ISHARES CORE S&P 500 ETF
+12 moreISHARES FLEXIBLE INCOME ACTIVE ETF ISHARES CORE TOTAL USD BOND MARKET ETF ISHARES S&P 500 VALUE ETF ISHARES S&P 500 GROWTH ETF INVESCO BULLETSHARES 2027 CORPORATE BOND ETF INVESCO BULLETSHARES 2028 CORPORATE BOND ETF INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
6000 Grand Ave, Suite B, Des Moines, IA, 50312
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 1 profile field available
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Legacy Financial Group LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $793.99M across 121 reported holdings for Q1 2026.
  • Largest parsed 13F holding: JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF at $61.8M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 121 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 04 May 2026

Top 5 concentration

32%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$251.02M

Compared with $793.99M total 13F value.

Top 5 net change

$0

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Jpmorgan Hedged Equity Laddered Overlay Etf Ft Vest Laddered Deep Buffer Etf Ishares Core S&P U.S. Growth Etf State Street Spdr S&P Dividend Etf Vanguard Small Cap Etf Other holdings

Latest update

What changed recently for Legacy Financial Group LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

04 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 04 May 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Legacy Financial Group LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001834011 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
1
First seen
04 May 2026
Latest filing
04 May 2026
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

Legacy Financial Group LLC SEC filings Legacy Financial Group LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 1 of 1 SEC filings for Legacy Financial Group LLC.

13F-HR

13F-HR filing

Filing date
04 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
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