Holdings of Legacy Financial Group LLC
103 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 55.4 % of the equity sleeve
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 classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 103 | 617.4M $ | 100.00 % |
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 $ |