Legacy Financial Group LLC
Legacy Financial Group LLC reported 133 holdings worth US$888M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Legacy Financial Group LLC reported 133 holdings worth US$888M as of Jun 30, 2026. Largest: Caseys General Stores, Inc., Berkshire Hathaway Inc. and Amazon.com, Inc. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 133
- Value as reported
- US$888M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Caseys General Stores, Inc. | 9,814 | US$7.8M | 0.88% |
| Berkshire Hathaway Inc. | 10,915 | US$5.46M | 0.61% |
| Amazon.com, Inc. | 14,980 | US$3.57M | 0.40% |
| Apple Inc | 10,365 | US$3M | 0.34% |
| Microsoft Corp. | 7,615 | US$2.84M | 0.32% |
| Deere & Company | 3,111 | US$1.97M | 0.22% |
| Waste Management, Inc. | 7,713 | US$1.72M | 0.19% |
| Wells Fargo & Company | 16,636 | US$1.37M | 0.15% |
| Caterpillar, Inc. | 1,212 | US$1.29M | 0.15% |
| Principal Financial Group Inc | 11,754 | US$1.27M | 0.14% |
| Tesla, Inc. | 2,856 | US$1.2M | 0.14% |
| Walmart Inc. | 10,507 | US$1.19M | 0.13% |
| Nvidia Corporation | 5,504 | US$1.1M | 0.12% |
| Alphabet Inc (google) Class C | 2,484 | US$888K | 0.10% |
| The Travelers Companies, Inc. | 2,551 | US$842K | 0.09% |
| O'reilly Automotive, Inc. | 7,053 | US$650K | 0.07% |
| Home Depot, Inc. (the) | 1,574 | US$555K | 0.06% |
| Emerson Electric Company | 3,364 | US$482K | 0.05% |
| Ameren Corporation | 4,205 | US$475K | 0.05% |
| Intel Corporation | 3,262 | US$455K | 0.05% |
| Xpo, Inc. | 2,157 | US$443K | 0.05% |
| Generac Holdings Inc. | 1,445 | US$423K | 0.05% |
| Lamar Advertising Company | 2,631 | US$410K | 0.05% |
| Lpl Financial Holdings Inc. | 1,381 | US$389K | 0.04% |
| Ford Mtr Co Del | 24,839 | US$345K | 0.04% |
| Keurig Dr Pepper Inc. | 8,618 | US$282K | 0.03% |
| Johnson & Johnson | 1,090 | US$277K | 0.03% |
| Coca-cola Company (the) | 3,403 | US$277K | 0.03% |
| Micron Technology, Inc. | 237 | US$274K | 0.03% |
| Ge Aerospace | 691 | US$258K | 0.03% |
| Union Pacific Corporation | 919 | US$250K | 0.03% |
| Meta Platforms, Inc. | 418 | US$236K | 0.03% |
| Jp Morgan Chase & Co. | 704 | US$231K | 0.03% |
| Eli Lilly And Company | 190 | US$228K | 0.03% |
| Procter & Gamble Company (the) | 1,504 | US$221K | 0.02% |
| Alliant Energy Corporation | 2,839 | US$217K | 0.02% |
| Ge Vernova Inc. | 178 | US$209K | 0.02% |
| Visa Inc. | 590 | US$202K | 0.02% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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