Legacy Financial Group LLC

CIK 0001834011 · Q2 2026

13F Equity AUM

$888.2M

+11.7% QoQ

Positions

133

-121 QoQ

AUM Rank

#3,606

Top 29%

Skill Alpha (FF)

-3.1%/yr

Underperformer

Rank #6,394 · Top 78%

vs S&P -5.5%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 31.2%Top 10: 50.1%Top 20: 70.9%

IUSG7.9%

IVV6.3%

SDY6.1%

BUFD5.8%

ESN5.1%

VB4.7%

BUFR4.4%

IUSB4.0%

EMXC3.0%

BINC2.9%

Others (123)49.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 133Median: 0.11%Avg: 0.75%

0–0.5%

90(9.0%)

0.5–1%

18(13.5%)

1–3%

17(33.3%)

3–5%

3(13.1%)

5%+

5(31.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 133vs 20 funds

0%Low

133

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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