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

Page 6 of 6

Sort by:

PEPSICO INC

PEP|713448108

Shares:1.5K

Value:$227.0K

% of Portfolio:0.0% ($227.0K/$650.1M)

COCA COLA CO

KO|191216100

Shares:3.2K

Value:$226.1K

% of Portfolio:0.0% ($226.1K/$650.1M)

Meta Platforms, Inc.

META|30303M102

Shares:392

Value:$226.0K

% of Portfolio:0.0% ($226.0K/$650.1M)

46138J460

Shares:13.4K

Value:$221.7K

% of Portfolio:0.0% ($221.7K/$650.1M)

921937819

BIV|921937819

Shares:2.9K

Value:$218.2K

% of Portfolio:0.0% ($218.2K/$650.1M)

Alphabet Inc.

GOOG|02079K107

Shares:1.4K

Value:$214.0K

% of Portfolio:0.0% ($214.0K/$650.1M)

XPO, Inc.

XPO|983793100

Shares:2.0K

Value:$213.3K

% of Portfolio:0.0% ($213.3K/$650.1M)

78464A854

SPLG|78464A854

Shares:3.2K

Value:$213.3K

% of Portfolio:0.0% ($213.3K/$650.1M)

67092P854

Shares:10.0K

Value:$212.0K

% of Portfolio:0.0% ($212.0K/$650.1M)

FORD MOTOR CO

F|345370860

Shares:20.0K

Value:$201.0K

% of Portfolio:0.0% ($201.0K/$650.1M)

46438G570

Shares:8.4K

Value:$200.6K

% of Portfolio:0.0% ($200.6K/$650.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PEPSICO INC(PEPcusip713448108)	1.5K	QoQ +4.92% (-71) YoY +6.77% (-96)	All Managers (Combined)	$227.0K	0.0% ($227.0K/$650.1M)	QoQ -99.89% (-$219.3M) YoY -8.52% (-$21.2K)
COCA COLA CO(KOcusip191216100)	3.2K	QoQ NEW(+3.2K) YoY -5.28% (-176)	All Managers (Combined)	$226.1K	0.0% ($226.1K/$650.1M)	QoQ NEW(+$226.1K) YoY +10.90% (-$22.2K)
Meta Platforms, Inc.(METAcusip30303M102)	392	QoQ 0.00% (-0) YoY -13.65% (-62)	All Managers (Combined)	$226.0K	0.0% ($226.0K/$650.1M)	QoQ -99.90% (-$229.3M) YoY +2.51% (-$5.5K)
(cusip46138J460)✕	13.4K	QoQ +1.11% (-148) YoY NEW(+13.4K)	All Managers (Combined)	$221.7K	0.0% ($221.7K/$650.1M)	QoQ -99.89% (-$216.1M) YoY NEW(+$221.7K)
(BIVcusip921937819)	2.9K	QoQ 0.00% (-0) YoY NEW(+2.9K)	All Managers (Combined)	$218.2K	0.0% ($218.2K/$650.1M)	QoQ -99.89% (-$212.8M) YoY NEW(+$218.2K)
Alphabet Inc.(GOOGcusip02079K107)	1.4K	QoQ -4.32% (-62) YoY +1.70% (+23)	All Managers (Combined)	$214.0K	0.0% ($214.0K/$650.1M)	QoQ -99.92% (-$272.6M) YoY +4.36% (+$8.9K)
XPO, Inc.(XPOcusip983793100)	2.0K	QoQ 0.00% (-0) YoY +18.38% (+308)	All Managers (Combined)	$213.3K	0.0% ($213.3K/$650.1M)	QoQ -99.91% (-$259.9M) YoY +4.36% (+$8.9K)
(SPLGcusip78464A854)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$213.3K	0.0% ($213.3K/$650.1M)	QoQ NEW(+$213.3K) YoY NEW(+$213.3K)
(cusip67092P854)✕	10.0K	QoQ +0.32% (-32) YoY -5.72% (-608)	All Managers (Combined)	$212.0K	0.0% ($212.0K/$650.1M)	QoQ -99.89% (-$210.6M) YoY -5.46% (-$12.3K)
FORD MOTOR CO(Fcusip345370860)	20.0K	QoQ +8.70% (-1.6K) YoY +8.29% (-1.5K)	All Managers (Combined)	$201.0K	0.0% ($201.0K/$650.1M)	QoQ -99.88% (-$182.3M) YoY -18.20% (-$44.7K)
(cusip46438G570)✕	8.4K	QoQ NEW(+8.4K) YoY NEW(+8.4K)	All Managers (Combined)	$200.6K	0.0% ($200.6K/$650.1M)	QoQ NEW(+$200.6K) YoY NEW(+$200.6K)