Legacy Financial Group LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 136 distinct positions held by the firm, with a total portfolio value reported as $89,769,706,666.
The portfolio is heavily diversified across various asset classes, with a significant allocation to exchange-traded funds (ETFs). The top holdings include the iShares Core S&P U.S. Growth ETF, which holds 371,507 shares, and the iShares Core S&P 500 ETF, which holds 79,586 shares. Other notable ETF positions include the FT Vest Laddered Deep Buffer ETF, the State Street SPDR S&P Dividend ETF, and the Essential 40 Stock ETF.
Legacy Financial Group also holds individual common stocks, with Berkshire Hathaway Inc. Class B New being the largest stock holding at 11,001 shares. Other individual stock positions include Microsoft (8,858 shares), Amazon (14,816 shares), Apple (11,045 shares), and Costco Wholesale (9,795 shares). The firm also holds smaller positions in companies such as NVIDIA (5,217 shares), Tesla (2,814 shares), and Caterpillar Inc. (1,212 shares).
The filing was signed by Michelle McCarthy, the Chief Compliance Officer of Legacy Financial Group LLC, based in Des Moines, Iowa.
