Holdings
Legacy Financial Group LLC
As of Jun 30, 2026, Legacy Financial Group LLC reported 38 positions worth US$43.3M. Largest: Caseys General Stores, Inc., Berkshire Hathaway Inc. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Caseys General Stores, Inc. | 9,814 | US$7.8M | +53 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 10,915 | US$5.46M | −67 | Jun 30, 2026 |
| Amazon.com, Inc. | 14,980 | US$3.57M | −203 | Jun 30, 2026 |
| Apple Inc | 10,365 | US$3M | −98 | Jun 30, 2026 |
| Microsoft Corp. | 7,615 | US$2.84M | −188 | Jun 30, 2026 |
| Deere & Company | 3,111 | US$1.97M | −39 | Jun 30, 2026 |
| Waste Management, Inc. | 7,713 | US$1.72M | −90 | Jun 30, 2026 |
| Wells Fargo & Company | 16,636 | US$1.37M | +8,410 | Jun 30, 2026 |
| Caterpillar, Inc. | 1,212 | US$1.29M | +6 | Jun 30, 2026 |
| Principal Financial Group Inc | 11,754 | US$1.27M | −14 | Jun 30, 2026 |