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Michelle McCarthy

Legacy Financial Group Llc

Assets Managed
$795.079M
Holdings
121
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
-1.76%(2Q avg: 2.09%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Financial Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 121 positions.

Assets under management

The assets under management (AUM) of Legacy Financial Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 795.079M in assets, with a quarterly growth rate of -1.76% and a 2-quarter average growth rate of 2.09%. The portfolio is managed by Michelle McCarthy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
HELO
Jpmorgan Hedged Equity Etf
Recent Activity
Increased 0.67%
7.78%
$61.803M
967,024 shares@ $63.92 avg price
BUFD
Ft Vst Lad Deep Buf Etf-usdi
Recent Activity
Increased 1.01%
7.07%
$56.21M
2.008M shares@ $28.0 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Increased 0.54%
6.64%
$52.792M
340,350 shares@ $155.11 avg price
SDY
Spdr S&p Dividend Etf
Recent Activity
Decreased -0.03%
5.35%
$42.53M
291,421 shares@ $145.95 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 0.19%
4.75%
$37.687M
143,888 shares@ $261.92 avg price
ESN
Essential 40 Stock Etf
Recent Activity
Increased 0.41%
4.19%
$33.265M
1.899M shares@ $17.52 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Decreased -11%
3.64%
$28.874M
367,072 shares@ $78.66 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 44.87%
3.39%
$26.904M
41,188 shares@ $653.21 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Decreased -2.77%
3.38%
$26.821M
516,483 shares@ $51.94 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 4.63%
3.25%
$25.772M
557,960 shares@ $46.2 avg price

1-10 of 121