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Legacy Financial Group LLC | Tormere

Legacy Financial Group LLC

Est. AUM

$795.1M

13F long equity, this entity only

Positions

121

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	ETF	$61.8M	967024	7.77%	SOLE
2	FT VEST LADDERED DEEP BUFFER ETF	ETF	$56.2M	2007503	7.07%	SOLE
3	ISHARES CORE S&P U.S. GROWTH ETF	ETF	$52.8M	340350	6.64%	SOLE
4	STATE STREET SPDR S&P DIVIDEND ETF	ETF	$42.5M	291421	5.35%	SOLE
5	VANGUARD SMALL-CAP ETF	ETF	$37.7M	143888	4.74%	SOLE
6	ESSENTIAL 40 STOCK ETF	ETF	$33.3M	1899212	4.18%	SOLE
7	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	ETF	$28.9M	367072	3.63%	SOLE
8	ISHARES CORE S&P 500 ETF	ETF	$26.9M	41188	3.38%	SOLE
9	ISHARES FLEXIBLE INCOME ACTIVE ETF	ETF	$26.8M	516483	3.37%	SOLE
10	ISHARES CORE TOTAL USD BOND MARKET ETF	ETF	$25.8M	557960	3.24%	SOLE
11	ISHARES S&P 500 VALUE ETF	ETF	$20.4M	96778	2.57%	SOLE
12	ISHARES S&P 500 GROWTH ETF	ETF	$18.3M	161845	2.30%	SOLE
13	INVESCO BULLETSHARES 2027 CORPORATE BOND ETF	ETF	$18.2M	926547	2.29%	SOLE
14	INVESCO BULLETSHARES 2028 CORPORATE BOND ETF	ETF	$17.8M	872980	2.24%	SOLE
15	INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF	ETF	$17.7M	840770	2.22%	SOLE
16	ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF	ETF	$17.5M	414479	2.21%	SOLE
17	ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	ETF	$17.2M	296212	2.17%	SOLE
18	ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF	ETF	$17.1M	321061	2.15%	SOLE
19	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	ETF	$15.2M	183786	1.91%	SOLE
20	INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF	ETF	$14.4M	560883	1.81%	SOLE
21	ISHARES MSCI EAFE VALUE ETF	ETF	$14.1M	190167	1.78%	SOLE
22	STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF	ETF	$14.0M	247465	1.76%	SOLE
23	INVESCO BULLETSHARES 2031 CORPORATE BOND ETF	ETF	$9.7M	587420	1.22%	SOLE
24	ISHARES MSCI EAFE GROWTH ETF	ETF	$8.9M	80080	1.12%	SOLE
25	ISHARES MSCI USA QUALITY FACTOR ETF	ETF	$8.8M	45697	1.10%	SOLE
26	ISHARES A.I. INNOVATION AND TECH ACTIVE ETF	ETF	$8.3M	251729	1.04%	SOLE
27	ISHARES MSCI USA MOMENTUM FACTOR ETF	ETF	$8.1M	33679	1.02%	SOLE
28	ISHARES U.S. THEMATIC ROTATION ACTIVE ETF	ETF	$7.8M	216682	0.99%	SOLE
29	ISHARES 10-20 YEAR TREASURY BOND ETF	ETF	$7.6M	75755	0.96%	SOLE
30	CASEYS GEN STORES INC COM	Stock	$7.1M	9761	0.89%	SOLE
31	ISHARES CORE U.S. REIT ETF	ETF	$6.6M	111351	0.83%	SOLE
32	ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF	ETF	$6.6M	74362	0.83%	SOLE
33	INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF	ETF	$6.2M	266906	0.78%	SOLE
34	ISHARES MBS ETF	ETF	$6.1M	63898	0.76%	SOLE
35	ISHARES DEFENSE INDUSTRIALS ACTIVE ETF	ETF	$5.9M	179828	0.74%	SOLE
36	ISHARES LARGE CAP CORE ACTIVE ETF	ETF	$5.7M	139058	0.72%	SOLE
37	ISHARES U.S. TREASURY BOND ETF	ETF	$5.7M	248034	0.71%	SOLE
38	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$5.5M	85338	0.69%	SOLE
39	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$5.3M	37414	0.67%	SOLE
40	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$5.3M	10982	0.66%	SOLE
41	VANGUARD MID-CAP ETF	ETF	$5.2M	18131	0.65%	SOLE
42	ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	ETF	$4.4M	88287	0.56%	SOLE
43	VANGUARD UTILITIES ETF	ETF	$4.4M	22047	0.55%	SOLE
44	VANGUARD S&P 500 ETF	ETF	$3.8M	6407	0.48%	SOLE
45	AMAZON COM INC COM	Stock	$3.2M	15183	0.40%	SOLE
46	MICROSOFT CORP COM	Stock	$2.9M	7803	0.36%	SOLE
47	VANGUARD SHORT-TERM BOND ETF	ETF	$2.7M	34394	0.34%	SOLE
48	APPLE INC COM	Stock	$2.7M	10463	0.33%	SOLE
49	VANGUARD GROWTH ETF	ETF	$2.3M	5221	0.29%	SOLE
50	ISHARES GOLD TRUST	ETF	$1.8M	20928	0.23%	SOLE

1–50 of 121

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.