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Home > Institutional Investor > Legacy Financial Group Llc > Profile

Instuitional Investor - Legacy Financial Group Llc

Fund Profile
Filing Period:
Fund Name: Legacy Financial Group Llc
Portfolio Value $888,207,919
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 372,777 $70,115,575 7.89%
2.
Ishares Trust
 IEF 74,646 $55,901,405 6.29%
3.
Spdr Series Trust
 KRE 353,819 $53,844,229 6.06%
4.
Ft Vest Laddered Deep Buffer Etf - ETF
 1,739,605 $51,701,061 5.82%
5.
Essential 40 Stock Etf - ETF
 2,274,028 $45,215,633 5.09%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.