Holdings of Legacy Financial Group LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 103 in 1 countries
- Top ten
- 55.4 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | GE Vernova Inc | 234 | 204.3K $ | |
| 102 | Alliant Energy Corp | 2,839 | 203.7K $ | |
| 103 | Schwab Strategic Trust | 6,612 | 201.7K $ |
Sector breakdown
- Funds 15.6 %
- Consumer discretionary 2.1 %
- Financials 1.1 %
- Technology 1.1 %
- Industrials 1.0 %
- Consumer staples 0.4 %
- Communication 0.2 %
- Energy 0.2 %
- Utilities 0.1 %
- Unattributed 78.3 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 100.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 103 | 617.4M $ | 100.00 % |
Cite this page
Titelia. "Holdings of Legacy Financial Group LLC". https://titelia.com/en/funds/US13F1834011