Legacy Financial Group Llc Portfolio Shifts: Strategic Moves in Bonds and ETFs During Q3 2026

As part of its investment strategy for the third quarter of 2026, Legacy Financial Group Llc has made notable adjustments to its holdings. The firm's portfolio is dominated by exchange-traded funds (ETFs), with a focus on core US stocks and fixed-income securities.

Prominent Purchases This Quarter

Legacy Financial Group demonstrated significant buying activity during Q3 2026, most notably through its investments in laddered buffer ETFs. The firm acquired substantial positions in the FT Vest Laddered Buffer ETF (BUFR) and FT Vest Laddered Deep Buffer ETF (BUFD), although BUFD saw a reduction from previous quarters.

Specifically, Legacy purchased 1077400 shares of BUFR, representing an unprecedented 100% increase in its position. This ETF allocation now stands at approximately 4.43% of the total portfolio value.

Additionally, the firm significantly increased its holdings in several BulletShares corporate bond ETFs:

• BSCW, a 2032 maturity bond fund, saw an increase of 567841 shares.
• The BSCV (2031) ETF gained 258848 shares.
• Holdings in the longer-dated BSCS (2028) increased by 69674 shares.

The investor also bolstered its position in the widely held Vanguadard ETF, ISHARES CORE S&P 500 ETF (IVV), acquiring an additional 33458 shares. This brings IVV's allocation to around 6.29% of the portfolio.

Furthermore, Legacy purchased a significant number of shares in VANGUARD S&P 500 GROWTH ETF (VUG), adding to its existing holdings. The firm also increased its stake in the dividend-focused SPDR fund, acquiring more shares of SPDR S&P Dividend ETF (SDY).

Notable Sales and Reductions

Conversely, Legacy Financial Group Llc also engaged in selling activities during the quarter. The firm divested a substantial portion of its holdings in hedged equity laddered overlay funds.

In particular, the investment fund sold off almost all of its position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO), reducing shares by 854893 or -88.4%, leaving just a trace amount at approximately 0.85% allocation.

Legacy also disposed of its position in the emerging markets fund, ISHARES MSCI Emerging Markets ex-China ETF (EMXC), selling off -111352 shares or reducing by 30.34%. This action resulted in EMXC being completely removed from the active holdings list.

Additionally, the firm sold its position in ISHARES MSCI EAFE Value ETF (EFV), reducing shares by -109514 or 57.59%, leaving only a negligible allocation of about 0.7%.

Legacy also shed its position in high-yield corporate bond funds, selling off INVESCO BulletShares High Yield Corp Bond ETF (BSJQ) entirely (-44.6%) and partially reducing holdings in other BulletShares bonds.

Overall Portfolio Dynamics

The changes observed reflect a dynamic investment approach focused on rebalancing fixed-income exposure, particularly through laddered buffer strategies designed for specific yield targets or risk profiles associated with certain maturities.

Despite these adjustments, the core structure of Legacy Financial Group's portfolio remains largely intact. The firm continues to hold substantial positions in US growth and value stocks via IUSG, IVW, and the main SPDR fund, SDY.

Legacy also maintains a significant allocation to US bonds through the core bond ETF, IUSB. The firm's overall strategy appears balanced between equities and fixed income, with specific adjustments made within these broad categories during Q3 2026.