Legacy Financial Group LLC - Q12026 Holdings

Legacy Financial Group LLC holds 121 stocks with a total portfolio value of $ 795.08M as of Q12026. In Q12026, Legacy Financial Group LLC added 7 new positions, increased stakes in 55 stocks, reduced 43 holdings, and fully exited 4 positions. The largest holding is Jpmorgan Hedged Equity Laddered Overlay Etf (HELO), representing 7.77% of the total portfolio.