Legacy Financial Group LLC

13F filer · CIK 0001834011

Reported Aug 5, 2026

Net seller this quarter

13F portfolio value$888MU.S. long equity reported on 13F

Positions516 new · 4 closed

Net flow last quarter-$14.1MBuys minus sells

Top 10 positions weight7.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 202651 positions
EMXCEmax Holdings Corp	$26.2M	2.95%	Not reported	-30.3%	Q2 2024
CASYCaseys General Stores Inc	$7.8M	0.88%	0.03%	+0.5%	Q4 2020
USRTEnigma-Bulwark, Ltd.	$7.27M	0.82%	Not reported	-1.7%	Q4 2020
THROTheron Resource Group	$5.93M	0.67%	1.74%	-36.5%	Q3 2025
BRK.BBerkshire Hathaway Inc	$5.46M	0.61%	Not reported	-0.6%	Q1 2021
AMZNAmazon Com Inc	$3.57M	0.40%	0.00%	-1.3%	Q2 2022
AAPLApple Inc.	$3M	0.34%	0.00%	-0.9%	Q4 2020
MSFTMicrosoft Corp	$2.84M	0.32%	0.00%	-2.4%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$2M	0.23%	Not reported	-0.2%	Q4 2020
DEDeere & Co	$1.97M	0.22%	0.00%	-1.2%	Q3 2023
IAUIshares Gold Trust	$1.86M	0.21%	0.00%	+17.4%	Q4 2024
BSVNBank7 Corp.	$1.77M	0.20%	0.24%	-33.8%	Q2 2021
WMWaste Management Inc	$1.72M	0.19%	0.00%	-1.2%	Q3 2023
WFCWells Fargo & Company	$1.37M	0.15%	0.00%	+102.2%	Q4 2020
CATCaterpillar Inc	$1.29M	0.15%	0.00%	+0.5%	Q3 2023
PFGPrincipal Financial Group Inc	$1.27M	0.14%	0.01%	-0.1%	Q4 2020
TSLATesla, Inc.	$1.2M	0.14%	0.00%	Not reported	Q3 2023
WMTWalmart Inc.	$1.19M	0.13%	0.00%	+4.1%	Q3 2023
NVDANvidia Corp	$1.1M	0.12%	0.00%	+1.0%	Q3 2023
VOTVan Kampen Municipal Opportunity Trust II	$957K	0.11%	Not reported	Not reported	Q3 2023
TRVTravelers Companies, Inc.	$842K	0.09%	0.00%	+0.2%	Q3 2023
XOMExxonMobil Holdings Corp	$823K	0.09%	0.00%	+0.4%	Q3 2023
ORLYO Reilly Automotive Inc	$650K	0.07%	0.00%	+0.8%	Q3 2023
HDHome Depot, Inc.	$555K	0.06%	0.00%	+0.1%	Q3 2023
GLDSPDR Gold Trust	$544K	0.06%	0.00%	Not reported	Q3 2023
GOOGAlphabet Inc.	$518K	0.06%	Not reported	-0.1%	Q3 2023
EMREmerson Electric Co	$482K	0.05%	0.00%	+5.5%	Q3 2023
AEEAmeren Corp	$475K	0.05%	0.00%	Not reported	Q3 2023
INTCIntel Corp	$455K	0.05%	0.00%	Not reported	Q4 2020
XPOXPO, Inc.	$443K	0.05%	0.00%	+11.5%	Q3 2023
GNRCGenerac Holdings Inc.	$423K	0.05%	0.00%	Not reported	Q3 2023
LAMRLamar Advertising Co	$410K	0.05%	Not reported	+0.3%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$410K	0.05%	Not reported	-6.2%	Q3 2023
LPLALPL Financial Holdings Inc.	$389K	0.04%	0.00%	Not reported	Q3 2023
GOOGLAlphabet Inc.	$370K	0.04%	0.00%	+0.2%	Q3 2023
FFord Motor Co	$345K	0.04%	0.00%	+2.6%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$307K	0.03%	Not reported	Not reported	Q4 2020
KDPKeurig Dr Pepper Inc.	$282K	0.03%	0.00%	Not reported	Q3 2023
JNJJohnson & Johnson	$277K	0.03%	0.00%	+4.1%	Q3 2023
KOCoca Cola Co	$277K	0.03%	0.00%	+0.2%	Q3 2023
MUMicron Technology Inc	$274K	0.03%	0.00%	New	Q2 2026
GEGeneral Electric Co	$258K	0.03%	0.00%	-23.1%	Q3 2023
UNPUnion Pacific Corp	$250K	0.03%	0.00%	+0.4%	Q3 2023
METAMeta Platforms, Inc.	$236K	0.03%	Not reported	Not reported	Q3 2023
JPMJPMorgan Chase & Co	$231K	0.03%	0.00%	Not reported	Q3 2023
LLYELI LILLY & Co	$228K	0.03%	0.00%	Not reported	Q3 2023
PGPROCTER & GAMBLE Co	$221K	0.02%	0.00%	-0.1%	Q3 2023
LNTAlliant Energy Corp	$217K	0.02%	0.00%	Not reported	Q3 2023
GEVGE Vernova Inc.	$209K	0.02%	0.00%	-23.9%	Q1 2026
VVisa Inc.	$202K	0.02%	0.00%	Not reported	Q3 2023

Q1 2026Reported May 4, 202649 positions
EMXCEmax Holdings Corp	$28.9M	3.63%	Not reported	-11.0%	Q2 2024
THROTheron Resource Group	$7.85M	0.99%	2.74%	+8.5%	Q3 2025
CASYCaseys General Stores Inc	$7.1M	0.89%	0.03%	+0.3%	Q4 2020
USRTEnigma-Bulwark, Ltd.	$6.59M	0.83%	Not reported	0.0%	Q4 2020
BRK.BBerkshire Hathaway Inc	$5.26M	0.66%	Not reported	+0.1%	Q1 2021
AMZNAmazon Com Inc	$3.16M	0.40%	0.00%	0.0%	Q2 2022
MSFTMicrosoft Corp	$2.89M	0.36%	0.00%	-0.4%	Q4 2020
BSVNBank7 Corp.	$2.7M	0.34%	0.36%	-7.2%	Q2 2021
AAPLApple Inc.	$2.66M	0.33%	0.00%	-0.2%	Q4 2020
IAUIshares Gold Trust	$1.85M	0.23%	0.00%	-59.9%	Q4 2024
WMWaste Management Inc	$1.79M	0.23%	0.00%	-1.1%	Q3 2023
DEDeere & Co	$1.77M	0.22%	0.00%	-0.8%	Q3 2023
SPYSPDR S&P 500 ETF Trust	$1.75M	0.22%	Not reported	0.0%	Q4 2020
WMTWalmart Inc.	$1.25M	0.16%	0.00%	+1.0%	Q3 2023
TSLATesla, Inc.	$1.06M	0.13%	0.00%	+0.7%	Q3 2023
PFGPrincipal Financial Group Inc	$1.06M	0.13%	0.01%	+3.7%	Q4 2020
XOMExxonMobil Holdings Corp	$1.02M	0.13%	0.00%	+2.0%	Q3 2023
NVDANvidia Corp	$950K	0.12%	0.00%	-1.8%	Q3 2023
CATCaterpillar Inc	$855K	0.11%	0.00%	Not reported	Q3 2023
VOTVan Kampen Municipal Opportunity Trust II	$804K	0.10%	Not reported	-7.4%	Q3 2023
TRVTravelers Companies, Inc.	$743K	0.09%	0.00%	+0.1%	Q3 2023
WFCWells Fargo & Company	$655K	0.08%	0.00%	+0.1%	Q4 2020
ORLYO Reilly Automotive Inc	$646K	0.08%	0.00%	Not reported	Q3 2023
GLDSPDR Gold Trust	$636K	0.08%	0.00%	Not reported	Q3 2023
HDHome Depot, Inc.	$517K	0.07%	0.00%	+0.1%	Q3 2023
AEEAmeren Corp	$462K	0.06%	0.00%	-1.8%	Q3 2023
GOOGAlphabet Inc.	$421K	0.05%	Not reported	+2.2%	Q3 2023
EMREmerson Electric Co	$418K	0.05%	0.00%	Not reported	Q3 2023
LPLALPL Financial Holdings Inc.	$415K	0.05%	0.00%	Not reported	Q3 2023
XPOXPO, Inc.	$376K	0.05%	0.00%	Not reported	Q3 2023
QQQInvesco QQQ Trust, Series 1	$343K	0.04%	Not reported	+8.8%	Q3 2023
LAMRLamar Advertising Co	$332K	0.04%	Not reported	Not reported	Q3 2023
GOOGLAlphabet Inc.	$297K	0.04%	0.00%	+2.2%	Q3 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$288K	0.04%	Not reported	+0.1%	Q4 2020
GNRCGenerac Holdings Inc.	$282K	0.04%	0.00%	Not reported	Q3 2023
FFord Motor Co	$279K	0.04%	0.00%	-5.5%	Q4 2020
TAt&T Inc.	$279K	0.04%	0.00%	Not reported	Q4 2020
KOCoca Cola Co	$258K	0.03%	0.00%	+2.4%	Q3 2023
JNJJohnson & Johnson	$256K	0.03%	0.00%	+6.2%	Q3 2023
GEGeneral Electric Co	$255K	0.03%	0.00%	Not reported	Q3 2023
METAMeta Platforms, Inc.	$239K	0.03%	Not reported	+2.5%	Q3 2023
KDPKeurig Dr Pepper Inc.	$227K	0.03%	0.00%	0.0%	Q3 2023
PEPPepsico Inc	$225K	0.03%	0.00%	-4.3%	Q3 2023
UNPUnion Pacific Corp	$222K	0.03%	0.00%	+0.7%	Q3 2023
PGPROCTER & GAMBLE Co	$217K	0.03%	0.00%	-0.6%	Q3 2023
SLViShares Silver Trust	$217K	0.03%	0.00%	+6.7%	Q1 2021
CBChubb Ltd	$205K	0.03%	0.00%	Not reported	Q3 2023
GEVGE Vernova Inc.	$204K	0.03%	0.00%	New	Q1 2026
LNTAlliant Energy Corp	$204K	0.03%	0.00%	-6.0%	Q3 2023
Q4 2025Reported Feb 5, 202646 positions
EMXCEmax Holdings Corp	$33.1M	4.08%	Not reported	+19.7%	Q2 2024
THROTheron Resource Group	$7.64M	0.94%	2.53%	+3.2%	Q3 2025
USRTEnigma-Bulwark, Ltd.	$6.6M	0.82%	Not reported	-7.3%	Q4 2020
CASYCaseys General Stores Inc	$6.31M	0.78%	0.03%	+20.3%	Q4 2020
BRK.BBerkshire Hathaway Inc	$5.53M	0.68%	Not reported	+1.1%	Q1 2021
IAUIshares Gold Trust	$4.85M	0.60%	0.01%	-6.4%	Q4 2024
AMZNAmazon Com Inc	$3.54M	0.44%	0.00%	-0.6%	Q2 2022
MSFTMicrosoft Corp	$3.24M	0.40%	0.00%	+0.1%	Q4 2020
BSVNBank7 Corp.	$2.92M	0.36%	0.39%	-78.9%	Q2 2021
AAPLApple Inc.	$2.9M	0.36%	0.00%	-0.3%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$1.84M	0.23%	Not reported	-4.0%	Q4 2020
DEDeere & Co	$1.8M	0.22%	0.00%	0.0%	Q3 2023
WMWaste Management Inc	$1.79M	0.22%	0.00%	-0.4%	Q3 2023
WMTWalmart Inc.	$1.28M	0.16%	0.00%	-1.1%	Q3 2023
TSLATesla, Inc.	$1.15M	0.14%	0.00%	-1.3%	Q3 2023
PFGPrincipal Financial Group Inc	$1.09M	0.14%	0.01%	+3.5%	Q4 2020
NVDANvidia Corp	$967K	0.12%	0.00%	+0.9%	Q3 2023
VOTVan Kampen Municipal Opportunity Trust II	$916K	0.11%	Not reported	-1.0%	Q3 2023
XOMExxonMobil Holdings Corp	$867K	0.11%	0.00%	+7.0%	Q3 2023
CATCaterpillar Inc	$834K	0.10%	0.00%	+4.4%	Q3 2023
WFCWells Fargo & Company	$765K	0.09%	0.00%	-2.3%	Q4 2020
TRVTravelers Companies, Inc.	$751K	0.09%	0.00%	-2.5%	Q3 2023
ORLYO Reilly Automotive Inc	$677K	0.08%	0.00%	-2.8%	Q3 2023
GLDSPDR Gold Trust	$671K	0.08%	0.00%	+1.5%	Q3 2023
HDHome Depot, Inc.	$608K	0.08%	0.00%	+0.1%	Q3 2023
LPLALPL Financial Holdings Inc.	$537K	0.07%	0.00%	Not reported	Q3 2023
EMREmerson Electric Co	$502K	0.06%	0.00%	-4.0%	Q3 2023
GOOGAlphabet Inc.	$479K	0.06%	Not reported	+0.1%	Q3 2023
AEEAmeren Corp	$448K	0.06%	0.00%	Not reported	Q3 2023
FFord Motor Co	$354K	0.04%	0.00%	+2.2%	Q4 2020
XPOXPO, Inc.	$347K	0.04%	0.00%	-2.4%	Q3 2023
GOOGLAlphabet Inc.	$337K	0.04%	0.00%	+9.9%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$331K	0.04%	Not reported	+3.4%	Q3 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$297K	0.04%	Not reported	+0.1%	Q4 2020
GEGeneral Electric Co	$277K	0.03%	0.00%	Not reported	Q3 2023
METAMeta Platforms, Inc.	$273K	0.03%	Not reported	+3.8%	Q3 2023
TAt&T Inc.	$262K	0.03%	0.00%	-0.4%	Q4 2020
KOCoca Cola Co	$257K	0.03%	0.00%	+0.3%	Q3 2023
GNRCGenerac Holdings Inc.	$256K	0.03%	0.00%	+7.4%	Q3 2023
PEPPepsico Inc	$252K	0.03%	0.00%	Not reported	Q3 2023
KDPKeurig Dr Pepper Inc.	$245K	0.03%	0.00%	Not reported	Q3 2023
PGPROCTER & GAMBLE Co	$238K	0.03%	0.00%	-0.9%	Q3 2023
SLViShares Silver Trust	$236K	0.03%	0.00%	Not reported	Q1 2021
JNJJohnson & Johnson	$231K	0.03%	0.00%	Not reported	Q3 2023
UNPUnion Pacific Corp	$227K	0.03%	0.00%	+0.6%	Q3 2023
LNTAlliant Energy Corp	$202K	0.02%	0.00%	Not reported	Q3 2023
Q3 2025Reported Jan 6, 202647 positions
EMXCEmax Holdings Corp	$23.3M	3.04%	Not reported	+8.5%	Q2 2024
BSVNBank7 Corp.	$13.9M	1.82%	1.86%	+2.6%	Q2 2021
THROTheron Resource Group	$7.33M	0.96%	2.45%	New	Q3 2025
USRTEnigma-Bulwark, Ltd.	$7.06M	0.92%	Not reported	+1.8%	Q4 2020
BRK.BBerkshire Hathaway Inc	$5.46M	0.71%	Not reported	-1.3%	Q1 2021
CASYCaseys General Stores Inc	$4.57M	0.60%	0.02%	-1.7%	Q4 2020
IAUIshares Gold Trust	$4.06M	0.53%	0.01%	+68.7%	Q4 2024
MSFTMicrosoft Corp	$4.05M	0.53%	0.00%	-8.6%	Q4 2020
AMZNAmazon Com Inc	$3.35M	0.44%	0.00%	+1.5%	Q2 2022
AAPLApple Inc.	$2.68M	0.35%	0.00%	+2.1%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$1.86M	0.24%	Not reported	-1.3%	Q4 2020
WMWaste Management Inc	$1.75M	0.23%	0.00%	-1.8%	Q3 2023
DEDeere & Co	$1.45M	0.19%	0.00%	-17.1%	Q3 2023
TSLATesla, Inc.	$1.28M	0.17%	0.00%	-1.6%	Q3 2023
WMTWalmart Inc.	$1.04M	0.14%	0.00%	-1.8%	Q3 2023
NVDANvidia Corp	$1.03M	0.13%	0.00%	+1.4%	Q3 2023
VOTVan Kampen Municipal Opportunity Trust II	$1M	0.13%	Not reported	Not reported	Q3 2023
PFGPrincipal Financial Group Inc	$909K	0.12%	0.01%	+2.3%	Q4 2020
ORLYO Reilly Automotive Inc	$776K	0.10%	0.00%	Not reported	Q3 2023
TRVTravelers Companies, Inc.	$729K	0.10%	0.00%	+0.9%	Q3 2023
WFCWells Fargo & Company	$705K	0.09%	0.00%	-1.7%	Q4 2020
HDHome Depot, Inc.	$636K	0.08%	0.00%	+3.2%	Q3 2023
XOMExxonMobil Holdings Corp	$619K	0.08%	0.00%	+18.7%	Q3 2023
CATCaterpillar Inc	$551K	0.07%	0.00%	+0.1%	Q3 2023
GLDSPDR Gold Trust	$517K	0.07%	0.00%	+6.3%	Q3 2023
LPLALPL Financial Holdings Inc.	$459K	0.06%	0.00%	Not reported	Q3 2023
AEEAmeren Corp	$447K	0.06%	0.00%	Not reported	Q3 2023
EMREmerson Electric Co	$436K	0.06%	0.00%	-2.9%	Q3 2023
GOOGAlphabet Inc.	$350K	0.05%	Not reported	-0.1%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$317K	0.04%	Not reported	-23.0%	Q3 2023
FFord Motor Co	$300K	0.04%	0.00%	+1.9%	Q4 2020
METAMeta Platforms, Inc.	$288K	0.04%	Not reported	+0.3%	Q3 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$274K	0.04%	Not reported	Not reported	Q4 2020
TAt&T Inc.	$272K	0.04%	0.00%	+0.5%	Q4 2020
GEGeneral Electric Co	$270K	0.04%	0.00%	-2.7%	Q3 2023
XPOXPO, Inc.	$256K	0.03%	0.00%	Not reported	Q3 2023
CTVACorteva, Inc.	$255K	0.03%	0.00%	Not reported	Q3 2023
PGPROCTER & GAMBLE Co	$235K	0.03%	0.00%	Not reported	Q3 2023
GNRCGenerac Holdings Inc.	$225K	0.03%	0.00%	Not reported	Q3 2023
GOOGLAlphabet Inc.	$224K	0.03%	0.00%	Not reported	Q3 2023
KDPKeurig Dr Pepper Inc.	$220K	0.03%	0.00%	Not reported	Q3 2023
KOCoca Cola Co	$219K	0.03%	0.00%	+4.7%	Q3 2023
UNPUnion Pacific Corp	$214K	0.03%	0.00%	Not reported	Q3 2023
PEPPepsico Inc	$213K	0.03%	0.00%	Not reported	Q3 2023
CEGConstellation Energy Corp	$205K	0.03%	0.00%	Not reported	Q3 2023
LNTAlliant Energy Corp	$204K	0.03%	0.00%	Not reported	Q3 2023
FISVFiserv Inc	$201K	0.03%	0.00%	Not reported	Q3 2023

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