Legacy-Financial-Group-Llc

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "VDE",
  "T",
  "CAT",
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  "LAMR",
  null,
  "EMXC",
  null,
  null,
  "EMR",
  null,
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  "ORLY",
  "IJR",
  "EFG",
  "PEP",
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  null,
  "LPLA",
  null,
  null,
  null,
  "IEFA",
  "GLD",
  "SPLG",
  "TRV",
  "BIV",
  "VO",
  "VOE",
  "VWO",
  "PRF",
  null,
  "VYM",
  "AEE",
  "SDY",
  "FI",
  "F",
  "WM",
  "AMZN",
  null,
  "PFG",
  null,
  null,
  null,
  "VUG",
  "VEA",
  "BNDX",
  "BND",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "WMT",
  "WFC",
  null,
  "XPO",
  "IUSG",
  null,
  null,
  "SCHD",
  "KDP",
  null,
  "MTUM",
  null,
  "IUSV",
  null,
  "SPYV",
  "BRK-B",
  null,
  "CASY",
  "KO",
  "CTVA",
  "DE",
  "QQQ",
  "GOOG",
  "XOM",
  "TSLA",
  null,
  null,
  "ITOT",
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 111
Total Value: 650113819
Accession Number: 0001754960-25-000168
Form Type: 13F-HR
CIK: legacy-financial-group-llc
Manager Name: Legacy-Financial-Group-Llc

Data Enrichment

61% identified

68 identified43 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

111 positions • $650.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78464A508

SPYV|78464A508

Shares:208.8K

Value:$10.7M

% of Portfolio:1.6% ($10.7M/$650.1M)

46434V407

Shares:247.6K

Value:$10.5M

% of Portfolio:1.6% ($10.5M/$650.1M)

464288521

Shares:116.6K

Value:$6.7M

% of Portfolio:1.0% ($6.7M/$650.1M)

921937835

BND|921937835

Shares:89.7K

Value:$6.6M

% of Portfolio:1.0% ($6.6M/$650.1M)

464289859

Shares:84.7K

Value:$6.5M

% of Portfolio:1.0% ($6.5M/$650.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:10.4K

Value:$5.5M

% of Portfolio:0.8% ($5.5M/$650.1M)

464287721

Shares:34.5K

Value:$4.8M

% of Portfolio:0.7% ($4.8M/$650.1M)

464288588

Shares:51.7K

Value:$4.8M

% of Portfolio:0.7% ($4.8M/$650.1M)

464288877

Shares:77.1K

Value:$4.5M

% of Portfolio:0.7% ($4.5M/$650.1M)

464288885

EFG|464288885

Shares:43.1K

Value:$4.3M

% of Portfolio:0.7% ($4.3M/$650.1M)

464285204

Shares:72.1K

Value:$4.2M

% of Portfolio:0.7% ($4.2M/$650.1M)

922908629

VO|922908629

Shares:16.1K

Value:$4.2M

% of Portfolio:0.6% ($4.2M/$650.1M)

46432F396

MTUM|46432F396

Shares:18.9K

Value:$3.8M

% of Portfolio:0.6% ($3.8M/$650.1M)

464287150

ITOT|464287150

Shares:31.3K

Value:$3.8M

% of Portfolio:0.6% ($3.8M/$650.1M)

464288653

Shares:36.5K

Value:$3.8M

% of Portfolio:0.6% ($3.8M/$650.1M)

464287101

Shares:13.6K

Value:$3.7M

% of Portfolio:0.6% ($3.7M/$650.1M)

CASEYS GENERAL STORES INC

CASY|147528103

Shares:8.3K

Value:$3.6M

% of Portfolio:0.6% ($3.6M/$650.1M)

MICROSOFT CORP

MSFT|594918104

Shares:8.0K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$650.1M)

AMAZON COM INC

AMZN|023135106

Shares:14.5K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$650.1M)

46138J817

Shares:119.0K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$650.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPYVcusip78464A508)	208.8K	QoQ +5.44% (-10.8K) YoY NEW(+208.8K)	All Managers (Combined)	$10.7M	1.6% ($10.7M/$650.1M)	QoQ -99.89% (-$10114.7M) YoY NEW(+$10.7M)
(cusip46434V407)✕	247.6K	QoQ +0.68% (-1.7K) YoY +49.30% (+81.8K)	All Managers (Combined)	$10.5M	1.6% ($10.5M/$650.1M)	QoQ -99.89% (-$10469.2M) YoY +49.20% (+$3.5M)
(cusip464288521)✕	116.6K	QoQ -2.03% (-2.4K) YoY -54.03% (-137.1K)	All Managers (Combined)	$6.7M	1.0% ($6.7M/$650.1M)	QoQ -99.90% (-$6817.2M) YoY -50.79% (-$6.9M)
(BNDcusip921937835)	89.7K	QoQ +1.64% (-1.4K) YoY +14.72% (+11.5K)	All Managers (Combined)	$6.6M	1.0% ($6.6M/$650.1M)	QoQ -99.89% (-$6343.0M) YoY +16.02% (+$910.5K)
(cusip464289859)✕	84.7K	QoQ -6.72% (-6.1K) YoY +17.61% (+12.7K)	All Managers (Combined)	$6.5M	1.0% ($6.5M/$650.1M)	QoQ -99.90% (-$6948.8M) YoY +22.48% (+$1.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	10.4K	QoQ -4.23% (-458) YoY -0.64% (-67)	All Managers (Combined)	$5.5M	0.8% ($5.5M/$650.1M)	QoQ -99.88% (-$4900.3M) YoY +25.83% (-$1.1M)
(cusip464287721)✕	34.5K	QoQ +3.48% (-1.2K) YoY -9.70% (-3.7K)	All Managers (Combined)	$4.8M	0.7% ($4.8M/$650.1M)	QoQ -99.90% (-$5314.0M) YoY -6.11% (-$315.4K)
(cusip464288588)✕	51.7K	QoQ -20.94% (-13.7K) YoY -8.86% (-5.0K)	All Managers (Combined)	$4.8M	0.7% ($4.8M/$650.1M)	QoQ -99.91% (-$5987.0M) YoY -7.52% (-$394.1K)
(cusip464288877)✕	77.1K	QoQ -28.94% (-31.4K) YoY +8.03% (+5.7K)	All Managers (Combined)	$4.5M	0.7% ($4.5M/$650.1M)	QoQ -99.92% (-$5687.0M) YoY +17.05% (+$661.8K)
(EFGcusip464288885)	43.1K	QoQ -28.31% (-17.0K) YoY +6.11% (+2.5K)	All Managers (Combined)	$4.3M	0.7% ($4.3M/$650.1M)	QoQ -99.92% (-$5822.4M) YoY +2.24% (+$94.6K)
(cusip464285204)✕	72.1K	QoQ +39.75% (-20.5K) YoY NEW(+72.1K)	All Managers (Combined)	$4.2M	0.7% ($4.2M/$650.1M)	QoQ -99.83% (-$2548.5M) YoY NEW(+$4.2M)
(VOcusip922908629)	16.1K	QoQ +4.25% (-655) YoY -0.74% (-121)	All Managers (Combined)	$4.2M	0.6% ($4.2M/$650.1M)	QoQ -99.89% (-$4063.0M) YoY +2.73% (-$110.4K)
(MTUMcusip46432F396)	18.9K	QoQ +2.24% (-415) YoY NEW(+18.9K)	All Managers (Combined)	$3.8M	0.6% ($3.8M/$650.1M)	QoQ -99.90% (-$3819.7M) YoY NEW(+$3.8M)
(ITOTcusip464287150)	31.3K	QoQ +0.83% (-259) YoY +11.36% (+3.2K)	All Managers (Combined)	$3.8M	0.6% ($3.8M/$650.1M)	QoQ -99.90% (-$3985.6M) YoY +17.84% (+$577.8K)
(cusip464288653)✕	36.5K	QoQ NEW(+36.5K) YoY NEW(+36.5K)	All Managers (Combined)	$3.8M	0.6% ($3.8M/$650.1M)	QoQ NEW(+$3.8M) YoY NEW(+$3.8M)
(cusip464287101)✕	13.6K	QoQ NEW(+13.6K) YoY NEW(+13.6K)	All Managers (Combined)	$3.7M	0.6% ($3.7M/$650.1M)	QoQ NEW(+$3.7M) YoY NEW(+$3.7M)
CASEYS GENERAL STORES INC(CASYcusip147528103)	8.3K	QoQ -6.20% (-552) YoY -8.63% (-789)	All Managers (Combined)	$3.6M	0.6% ($3.6M/$650.1M)	QoQ -99.89% (-$3522.5M) YoY +24.52% (-$713.6K)
MICROSOFT CORP(MSFTcusip594918104)	8.0K	QoQ -7.81% (-674) YoY -7.50% (-645)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$650.1M)	QoQ -99.91% (-$3632.6M) YoY -17.46% (-$631.6K)
AMAZON COM INC(AMZNcusip023135106)	14.5K	QoQ -8.26% (-1.3K) YoY -4.71% (-715)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$650.1M)	QoQ -99.92% (-$3454.2M) YoY +0.50% (-$13.8K)
(cusip46138J817)✕	119.0K	QoQ -39.73% (-78.5K) YoY -81.06% (-509.5K)	All Managers (Combined)	$2.7M	0.4% ($2.7M/$650.1M)	QoQ -99.93% (-$4553.1M) YoY -80.98% (-$11.7M)