Notify me when Legacy Financial Group LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 118 | $809,338,398 | +$69,065,476 | -$49,828,856 | +$19,236,620 | HELO, BUFD, IUSG, SDY, VB | 13F-HR | 05 Feb 2026, 09:36 |
| Q3 2025 | 117 | $764,046,120 | +$85,593,155 | -$71,626,310 | +$13,966,845 | HELO, IUSG, BUFD, SDY, VB | 13F-HR | 06 Jan 2026, 13:15 |
| Q2 2025 | 113 | $716,408,015 | +$77,005,902 | -$52,464,194 | +$24,541,708 | HELO, IUSG, BUFD, SDY, VB | 13F-HR | 15 Jul 2025, 12:07 |
| Q1 2025 | 111 | $650,113,819 | +$68,184,365 | -$24,878,139 | +$43,306,226 | IUSG, HELO, SDY, BUFD, VOO | 13F-HR | 09 Apr 2025, 20:40 |
| Q4 2024 | 111 | $2,471,221,124 | +$1,977,728,284 | -$19,426,710 | +$1,958,301,574 | ESN, IUSG, HELO, SDY, VOO | 13F-HR | 21 Jan 2025, 21:18 |
| Q3 2024 | 56 | $519,911,663 | +$46,992,920 | -$62,143,932 | -$15,151,012 | IUSG, SDY, VOO, VB, IUSB | 13F-HR | 15 Oct 2024, 16:17 |
| Q2 2024 | 107 | $508,412,014 | +$49,416,477 | -$41,016,378 | +$8,400,099 | IUSG, SDY, VOO, VB, IUSB | 13F-HR | 17 Jul 2024, 10:07 |
| Q1 2024 | 107 | $493,942,707 | +$470,900,047 | -$226,000 | +$470,674,047 | IUSG, SDY, VOO, VB, IUSB | 13F-HR | 10 Apr 2024, 14:55 |
| Q4 2023 | 29 | $22,048,000 | +$116,924 | -$521,946,496 | -$521,829,572 | SDY, IUSG, VOO, VB, IGIB | 13F-HR | 22 Jan 2024, 15:35 |
| Q3 2023 | 553 | $515,119,898 | +$169,330,218 | -$27,439,642 | +$141,890,576 | SDY, IUSG, FLQS, VOO, VB | 13F-HR | 24 Oct 2023, 16:02 |
| Q2 2023 | 48 | $387,991,819 | +$47,783,309 | -$33,887,645 | +$13,895,664 | SDY, IUSG, VOO, VB, XSOE | 13F-HR | 24 Jul 2023, 16:35 |
| Q1 2023 | 47 | $365,283,652 | +$43,192,896 | -$22,526,694 | +$20,666,202 | SDY, IUSG, VB, IGIB, VOO | 13F-HR | 21 Apr 2023, 15:09 |
| Q4 2022 | 45 | $333,762,540 | +$40,989,657 | -$21,548,771 | +$19,440,886 | SDY, IUSG, VB, IGIB, SHYG | 13F-HR | 26 Jan 2023, 16:56 |
| Q3 2022 | 38 | $299,477,000 | +$12,178,589 | -$14,246,756 | -$2,068,167 | SDY, IUSG, VB, IGIB, VO | 13F-HR | 13 Oct 2022, 13:44 |
| Q2 2022 | 41 | $316,939,000 | +$26,449,703 | -$13,391,392 | +$13,058,311 | SDY, IUSG, VB, IGIB, VO | 13F-HR | 08 Jul 2022, 13:33 |
| Q1 2022 | 45 | $341,111,000 | +$122,523,196 | -$5,375,834 | +$117,147,362 | SDY, IUSG, VB, IGIB, VO | 13F-HR | 12 Apr 2022, 15:41 |
| Q4 2021 | 34 | $232,588,000 | +$13,025,222 | -$122,975,779 | -$109,950,557 | IUSG, SDY, VB, VO, IGIB | 13F-HR | 20 Jan 2022, 14:13 |
| Q3 2021 | 59 | $334,305,000 | +$23,057,350 | -$14,992,121 | +$8,065,229 | IUSG, SDY, VB, IGIB, SHYG | 13F-HR | 22 Oct 2021, 16:54 |
| Q2 2021 | 64 | $331,089,000 | +$55,240,627 | -$24,305,125 | +$30,935,502 | IUSG, SDY, VB, IGIB, SHYG | 13F-HR | 20 Jul 2021, 10:45 |
| Q1 2021 | 60 | $287,757,000 | +$39,361,946 | -$20,966,855 | +$18,395,091 | IUSG, SDY, VB, IGIB, SHYG | 13F-HR | 26 Apr 2021, 10:23 |
| Q4 2020 | 57 | $260,063,000 | $0 | $0 | $0 | IUSG, IGIB, VB, SDY, SHYG | 13F-HR | 28 Jan 2021, 16:47 |