Legacy Financial Group LLC
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$795.1M
Holdings
125
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
Q2 2025: Increased +6.6% (915.8k → 976.3k shares)
7.8%
02
$BUFD
FT VEST LADDERED DEEP BUFFER ETF
Q2 2025: Increased +0.9% (1.92M → 1.93M shares)
7.1%
03
$IUSG
ISHARES CORE S&P U.S. GROWTH ETF
Q2 2025: Sold 21.8% (461.3k → 360.7k shares)
6.6%
04
$SDY
STATE STREET SPDR S&P DIVIDEND ETF
Q2 2025: Sold 22.2% (368.3k → 286.6k shares)
5.3%
05
$VB
VANGUARD SMALL-CAP ETF
Q2 2025: Increased +6.5% (134.9k → 143.6k shares)
4.7%
06
$ESN
ESSENTIAL 40 STOCK ETF
Q2 2025: Increased +1318.9% (123.4k → 1.75M shares)
4.2%
07
$EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Q2 2025: Increased +0.5% (315.8k → 317.5k shares)
3.6%
08
$IVV
ISHARES CORE S&P 500 ETF
Q4 2024: New position (695 shares)
3.4%
09
$BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
Q2 2025: Increased +3.0% (451.5k → 465.0k shares)
3.4%
10
$IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
Q2 2025: Increased +5.2% (546.2k → 574.7k shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:43 UTC.