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LEGACY FINANCIAL GROUP, INC.
LEGACY FINANCIAL GROUP, INC. is an institution, managing $364.1M across 91 long positions as of Q3 2025 with 89% ETF concentration and 62% concentrated in top 10 holdings.
- Portfolio Value
- $364.1M
- Positions
- 91
- Top Holding
- VUG at 9.92%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LEGACY FINANCIAL GROUP, INC.'s portfolio (61.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $36.1M | 9.92% | -$892.1K Sold | — 75.3K shares | |
ETF ETF | $35.8M | 9.82% | +$2.3M Bought | — 329.1K shares | |
ETF ETF | $21.6M | 5.92% | -$554.9K Sold | — 559.2K shares | |
ETF ETF | $20.8M | 5.71% | -$23.1K Sold | — 571.8K shares | |
ETF ETF | $20.7M | 5.68% | +$351.9K Bought | — 462.5K shares | |
ETF ETF | $20.4M | 5.62% | +$607.1K Bought | — 424.3K shares | |
ETF ETF | $19.8M | 5.44% | +$253.6K Bought | — 631.8K shares | |
ETF ETF | $17.6M | 4.83% | +$653.5K Bought | — 465.6K shares | |
ETF ETF | $16.3M | 4.47% | +$617.8K Bought | — 224.5K shares | |
ETF ETF | $15.2M | 4.18% | +$238.6K Bought | — 332.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LEGACY FINANCIAL GROUP, INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-34.79% |
Analytics
Portfolio insights and performance metrics for LEGACY FINANCIAL GROUP, INC.
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