Legacy Financial Group LLC
•CIK: 1834011•Filing: Q4 2025
**Legacy Financial Group LLC** manages $809M across a diversified portfolio of 118 positions. The fund exhibits significant concentration in select names, notably allocating $64.1M to HELO and $56.4M to BUFD. Further top holdings include IUSG at $55.6M, SDY at $44.5M, and VB at $39.1M, indicating a focused, high-conviction approach. This structure suggests active management targeting specific market segments through substantial, weighted exposures.
Total AUM
$809.3M
QoQ Performance
N/A
Positions
118
Top 10 Concentration
49.8%
Latest Filing
Q4 2025
Top Holdings Allocation
HELO
BUFD
IUSG
SDY
HELO7.9%
BUFD7.0%
IUSG6.9%
SDY5.5%
VB4.8%
ESN4.2%
EMXC4.1%
BINC3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.6%
ETF3.2%
Technology1.0%
Consumer0.8%
Financial0.8%
Industrial0.4%
Energy0.1%
Consumer Staples0.1%
🚪 Exited Positionssold since Q2 2025
+6 more exited positions
Changes from Q2 2025
NEW16 new positions
↑51 increased
↓44 decreased
Historical Filings
Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023