Legacy Financial Group LLC has filed its quarterly holdings report, revealing a total value of approximately $897.7 million as of September 30, 2026. This update is significant as it provides insights into the company’s investment strategy and positions in various exchange-traded funds (ETFs) and stocks.

As a financial services entity, Legacy Financial Group operates within an industry that is constantly evolving. The report reflects how firms are adapting their investment strategies in response to market conditions, which is crucial for maintaining competitive advantage.

According to the recent filing (accession number 0001765380-26-000463), the report includes a comprehensive overview of the company's holdings. The filing indicates a total of 136 entries, showcasing a diversified portfolio across various sectors.

Some of the notable holdings include:

  • iShares Core S&P U.S. Growth ETF, valued at approximately $71.98 million
  • iShares Core S&P 500 ETF, valued at around $60.95 million
  • FT Vest Laddered Deep Buffer ETF, with a value of about $54.83 million
  • State Street SPDR S&P Dividend ETF, valued at approximately $52.28 million
  • Essential 40 Stock ETF, valued at around $46.95 million

Additionally, Legacy Financial Group holds significant positions in major companies, including:

  • Apple Inc., valued at approximately $3.68 million
  • Microsoft Corp., valued at around $4.54 million
  • Amazon.com Inc., valued at about $3.69 million
  • NVIDIA Corporation, valued at approximately $1.19 million
  • Walmart Inc., valued at around $1.05 million

This diverse portfolio indicates a strategic approach to investment, focusing on both growth and stability through a mix of ETFs and individual stocks.

The filing does not specify what actions will follow this report, but it serves as a crucial update for stakeholders interested in the company's financial health and investment direction.

In conclusion, Legacy Financial Group's quarterly holdings report provides valuable insights into its investment strategies and positions, reflecting the broader trends within the financial services industry.