Legacy Financial Group LLC Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$809.3B
Holdings
118
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (118 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IUSVISHARES CORE S&P US VALUE ETF | 2,713 | $290.0M | 0.04% | |
| 102 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 8,928 | $277.0M | 0.03% | |
| 103 | GEGE AEROSPACE COM NEW | 899 | $277.0M | 0.03% | |
| 104 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 8,808 | $273.0M | 0.03% | |
| 105 | METAMETA PLATFORMS INC CL A | 408 | $272.0M | 0.03% | |
| 106 | TAT&T INC COM | 9,607 | $261.0M | 0.03% | |
| 107 | KOCOCA COLA CO COM | 3,317 | $256.0M | 0.03% | |
| 108 | GNRCGENERAC HLDGS INC COM | 1,445 | $256.0M | 0.03% | |
| 109 | PEPPEPSICO INC COM | 1,514 | $251.0M | 0.03% | |
| 110 | KDPKEURIG DR PEPPER INC COM | 8,619 | $245.0M | 0.03% | |
| 111 | PGPROCTER & GAMBLE CO COM | 1,514 | $237.0M | 0.03% | |
| 112 | SLVISHARES SILVER TRUST | 2,986 | $236.0M | 0.03% | |
| 113 | JNJJOHNSON & JOHNSON COM | 986 | $231.0M | 0.03% | |
| 114 | IJKISHARES S&P MID-CAP 400 GROWTH ETF | 2,293 | $231.0M | 0.03% | |
| 115 | DGROISHARES CORE DIVIDEND GROWTH ETF | 3,161 | $230.0M | 0.03% | |
| 116 | UNPUNION PAC CORP COM | 909 | $227.0M | 0.03% | |
| 117 | SCHVSCHWAB U.S. LARGE-CAP VALUE ETF | 6,582 | $207.0M | 0.03% | |
| 118 | LNTALLIANT ENERGY CORP COM | 3,021 | $201.0M | 0.02% |
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