Institutional Fund
Legacy Financial Group LLC
Des Moines, IACIK 18340115 filings on record
Portfolio Value
$795.08M
Q1 2026
Holdings
121
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-1.8%
from $809.34M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F7.8%
- First Tr Exchng Traded Fd Vi7.1%
- Ishares Tr6.6%
- Spdr Series Trust5.3%
- Vanguard Index Fds4.7%
- Northern Lts Fd Tr II4.2%
- Other64.2%
Portfolio Holdings
121 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 967.0K | $61.80M | 7.8% | +6.4K | Added |
| 2 | First Tr Exchng Traded Fd Vi | 2.01M | $56.21M | 7.1% | +19.9K | Added |
| 3 | Ishares Tr | 340.4K | $52.79M | 6.6% | +1.8K | Added |
| 4 | Spdr Series Trust | 291.4K | $42.53M | 5.3% | −113 | Reduced |
| 5 | Vanguard Index Fds | 143.9K | $37.69M | 4.7% | +270 | Added |
| 6 | Northern Lts Fd Tr II | 1.90M | $33.26M | 4.2% | +7.6K | Added |
| 7 | Ishares Inc | 367.1K | $28.87M | 3.6% | −45.4K | Reduced |
| 8 | Ishares Tr | 41.2K | $26.90M | 3.4% | +12.8K | Added |
| 9 | Blackrock ETF Trust II | 516.5K | $26.82M | 3.4% | −14.8K | Reduced |
| 10 | Ishares Tr | 558.0K | $25.77M | 3.2% | +24.7K | Added |
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