# EDGAR Filing Document

**Accession Number:** 0001834011
**File Stem:** 0001754960-25-000386
**Filing Date:** 2025-7
**Character Count:** 15112
**Document Hash:** 6a01f091a1efcc7ff83a996ca5f8e7c9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001754960-25-000386.hdr.sgml**: 20250715

**ACCESSION NUMBER**: 0001754960-25-000386

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250715

**DATE AS OF CHANGE**: 20250715

**EFFECTIVENESS DATE**: 20250715

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Legacy Financial Group LLC
- **CENTRAL INDEX KEY:** 0001834011

**ORGANIZATION NAME:**
- **EIN:** 320012744
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20485
- **FILM NUMBER:** 251123885

**BUSINESS ADDRESS:**
- **STREET 1:** 6000 GRAND AVE
- **STREET 2:** SUITE B
- **CITY:** DES MOINES
- **STATE:** IA
- **ZIP:** 50312
- **BUSINESS PHONE:** 5152553306

**MAIL ADDRESS:**
- **STREET 1:** 6000 GRAND AVE
- **STREET 2:** SUITE B
- **CITY:** DES MOINES
- **STATE:** IA
- **ZIP:** 50312

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Legacy Financial Group LLC<br>**Address:** 6000 GRAND AVE<br>SUITE B<br>DES MOINES, IA 50312

**Form 13F File Number:** 028-20485

**CRD Number (if applicable):** 000154927

**SEC File Number (if applicable):** 801-79803

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Aryn Sands<br>**Title:** Agent<br>**Phone:** 844-844-3453

**Signature, Place, and Date of Signing:**

Aryn Sands  Reno, NV  07-15-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 113

**Form 13F Information Table Value Total:** $716408015

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AT INC | COM | 00206R102 |  | 277916 | 9603 | SH |  | SOLE |  | 0 | 0 | 9603 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 254981 | 1437 | SH |  | SOLE |  | 0 | 0 | 1437 |
| AMAZON COM INC | COM | 023135106 |  | 3302489 | 15053 | SH |  | SOLE |  | 0 | 0 | 15053 |
| AMEREN CORP | COM | 023608102 |  | 411051 | 4280 | SH |  | SOLE |  | 0 | 0 | 4280 |
| APPLE INC | COM | 037833100 |  | 2111694 | 10292 | SH |  | SOLE |  | 0 | 0 | 10292 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 5344448 | 11002 | SH |  | SOLE |  | 0 | 0 | 11002 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 24571394 | 465015 | SH |  | SOLE |  | 0 | 0 | 465015 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 21678730 | 398067 | SH |  | SOLE |  | 0 | 0 | 398067 |
| CASEYS GEN STORES INC | COM | 147528103 |  | 4201156 | 8233 | SH |  | SOLE |  | 0 | 0 | 8233 |
| CATERPILLAR INC | COM | 149123101 |  | 448154 | 1154 | SH |  | SOLE |  | 0 | 0 | 1154 |
| COCA COLA CO | COM | 191216100 |  | 223561 | 3160 | SH |  | SOLE |  | 0 | 0 | 3159 |
| CORTEVA INC | COM | 22052L104 |  | 280680 | 3766 | SH |  | SOLE |  | 0 | 0 | 3766 |
| DEERE  CO | COM | 244199105 |  | 1946931 | 3829 | SH |  | SOLE |  | 0 | 0 | 3828 |
| EMERSON ELEC CO | COM | 291011104 |  | 456122 | 3421 | SH |  | SOLE |  | 0 | 0 | 3421 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 498867 | 4628 | SH |  | SOLE |  | 0 | 0 | 4627 |
| META PLATFORMS INC | CL A | 30303M102 |  | 289642 | 392 | SH |  | SOLE |  | 0 | 0 | 392 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U703 |  | 51363508 | 1933867 | SH |  | SOLE |  | 0 | 0 | 1933867 |
| FISERV INC | COM | 337738108 |  | 269304 | 1562 | SH |  | SOLE |  | 0 | 0 | 1562 |
| FORD MTR CO | COM | 345370860 |  | 266899 | 24599 | SH |  | SOLE |  | 0 | 0 | 24598 |
| GE AEROSPACE | COM NEW | 369604301 |  | 237739 | 924 | SH |  | SOLE |  | 0 | 0 | 923 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 |  | 2621444 | 60001 | SH |  | SOLE |  | 0 | 0 | 60001 |
| HOME DEPOT INC | COM | 437076102 |  | 557881 | 1522 | SH |  | SOLE |  | 0 | 0 | 1521 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 378417 | 686 | SH |  | SOLE |  | 0 | 0 | 685 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 601671 | 14234 | SH |  | SOLE |  | 0 | 0 | 14234 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 HG | 46138J395 |  | 14523916 | 674903 | SH |  | SOLE |  | 0 | 0 | 674903 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | 46138J452 |  | 597036 | 27076 | SH |  | SOLE |  | 0 | 0 | 27076 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 46138J460 |  | 226934 | 13524 | SH |  | SOLE |  | 0 | 0 | 13524 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | 46138J585 |  | 1533766 | 67552 | SH |  | SOLE |  | 0 | 0 | 67551 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 46138J635 |  | 16857799 | 722580 | SH |  | SOLE |  | 0 | 0 | 722580 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 |  | 15391547 | 751174 | SH |  | SOLE |  | 0 | 0 | 751173 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 |  | 15956736 | 812048 | SH |  | SOLE |  | 0 | 0 | 812047 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 HY | 46138J817 |  | 1640819 | 71123 | SH |  | SOLE |  | 0 | 0 | 71123 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2030 | 46139W841 |  | 10288670 | 395490 | SH |  | SOLE |  | 0 | 0 | 395489 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 2061871 | 33064 | SH |  | SOLE |  | 0 | 0 | 33064 |
| ISHARES TR | S 100 ETF | 464287101 |  | 6693107 | 21991 | SH |  | SOLE |  | 0 | 0 | 21991 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 4731562 | 35038 | SH |  | SOLE |  | 0 | 0 | 35038 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 402526 | 3658 | SH |  | SOLE |  | 0 | 0 | 3658 |
| ISHARES TR | CORE S ETF | 464287200 |  | 431790 | 695 | SH |  | SOLE |  | 0 | 0 | 695 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 16615858 | 150916 | SH |  | SOLE |  | 0 | 0 | 150916 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 657192 | 10596 | SH |  | SOLE |  | 0 | 0 | 10596 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 208617 | 2293 | SH |  | SOLE |  | 0 | 0 | 2293 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 13682885 | 144594 | SH |  | SOLE |  | 0 | 0 | 144593 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 54253973 | 360731 | SH |  | SOLE |  | 0 | 0 | 360731 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 5231396 | 30192 | SH |  | SOLE |  | 0 | 0 | 30192 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1022189 | 9353 | SH |  | SOLE |  | 0 | 0 | 9353 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 1134033 | 12244 | SH |  | SOLE |  | 0 | 0 | 12243 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 6679836 | 118102 | SH |  | SOLE |  | 0 | 0 | 118101 |
| ISHARES TR | MBS ETF | 464288588 |  | 5129594 | 54634 | SH |  | SOLE |  | 0 | 0 | 54634 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 18262666 | 342703 | SH |  | SOLE |  | 0 | 0 | 342703 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 5343558 | 52594 | SH |  | SOLE |  | 0 | 0 | 52594 |
| ISHARES TR | MICRO-CAP ETF | 464288869 |  | 563941 | 4418 | SH |  | SOLE |  | 0 | 0 | 4417 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 5530973 | 87129 | SH |  | SOLE |  | 0 | 0 | 87129 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 5879981 | 52500 | SH |  | SOLE |  | 0 | 0 | 52499 |
| ISHARES TR | CORE 80/20 AGGRE | 464289859 |  | 6931777 | 83115 | SH |  | SOLE |  | 0 | 0 | 83114 |
| ISHARES TR | CORE 60/40 BALAN | 464289867 |  | 1440543 | 23397 | SH |  | SOLE |  | 0 | 0 | 23396 |
| ISHARES TR | CORE 40/60 MODER | 464289875 |  | 754504 | 16388 | SH |  | SOLE |  | 0 | 0 | 16388 |
| ISHARES TR | CORE 30/70 CONSE | 464289883 |  | 335298 | 8582 | SH |  | SOLE |  | 0 | 0 | 8581 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 387650 | 16869 | SH |  | SOLE |  | 0 | 0 | 16869 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 384678 | 3738 | SH |  | SOLE |  | 0 | 0 | 3738 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 18192226 | 99509 | SH |  | SOLE |  | 0 | 0 | 99508 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 4649613 | 19348 | SH |  | SOLE |  | 0 | 0 | 19347 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 395696 | 4740 | SH |  | SOLE |  | 0 | 0 | 4740 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 20045419 | 317476 | SH |  | SOLE |  | 0 | 0 | 317475 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 10788340 | 250077 | SH |  | SOLE |  | 0 | 0 | 250077 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 26566779 | 574665 | SH |  | SOLE |  | 0 | 0 | 574665 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 3562557 | 69731 | SH |  | SOLE |  | 0 | 0 | 69731 |
| ISHARES TR | TOP 20 U S STOCK | 46438G570 |  | 443801 | 16262 | SH |  | SOLE |  | 0 | 0 | 16262 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 329774 | 5801 | SH |  | SOLE |  | 0 | 0 | 5800 |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 |  | 61093933 | 976253 | SH |  | SOLE |  | 0 | 0 | 976253 |
| KEURIG DR PEPPER INC | COM | 49271V100 |  | 284944 | 8619 | SH |  | SOLE |  | 0 | 0 | 8619 |
| LPL FINL HLDGS INC | COM | 50212V100 |  | 517838 | 1381 | SH |  | SOLE |  | 0 | 0 | 1381 |
| LAMAR ADVERTISING CO NEW | CL A | 512816109 |  | 314105 | 2588 | SH |  | SOLE |  | 0 | 0 | 2588 |
| MICROSOFT CORP | COM | 594918104 |  | 4261224 | 8567 | SH |  | SOLE |  | 0 | 0 | 8566 |
| NORTHERN LTS FD TR II | ESSENTIAL 40 STO | 664925708 |  | 28074445 | 1750561 | SH |  | SOLE |  | 0 | 0 | 1750560 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 857305 | 5426 | SH |  | SOLE |  | 0 | 0 | 5426 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 |  | 589066 | 6270 | SH |  | SOLE |  | 0 | 0 | 6270 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 |  | 463748 | 11064 | SH |  | SOLE |  | 0 | 0 | 11064 |
| NUSHARES ETF TR | NUVEEN ESG INTL | 67092P805 |  | 409980 | 11552 | SH |  | SOLE |  | 0 | 0 | 11552 |
| NUSHARES ETF TR | ESG HI TLD CRP | 67092P854 |  | 218071 | 10045 | SH |  | SOLE |  | 0 | 0 | 10045 |
| NUSHARES ETF TR | NUVEEN ESG US | 67092P870 |  | 698296 | 31370 | SH |  | SOLE |  | 0 | 0 | 31370 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 648936 | 7200 | SH |  | SOLE |  | 0 | 0 | 7200 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 |  | 850942 | 10713 | SH |  | SOLE |  | 0 | 0 | 10713 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 243441 | 1528 | SH |  | SOLE |  | 0 | 0 | 1528 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1751031 | 2834 | SH |  | SOLE |  | 0 | 0 | 2834 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 417312 | 1369 | SH |  | SOLE |  | 0 | 0 | 1369 |
| SPDR SERIES TRUST | BBG CONV SEC ETF | 78464A359 |  | 808373 | 9779 | SH |  | SOLE |  | 0 | 0 | 9779 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 |  | 12762417 | 243837 | SH |  | SOLE |  | 0 | 0 | 243836 |
| SPDR SERIES TRUST | S DIVID ETF | 78464A763 |  | 38899114 | 286592 | SH |  | SOLE |  | 0 | 0 | 286591 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 429279 | 5906 | SH |  | SOLE |  | 0 | 0 | 5905 |
| SSGA ACTIVE ETF TR | MULT ASS RLRTN | 78467V103 |  | 597112 | 20526 | SH |  | SOLE |  | 0 | 0 | 20526 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 382767 | 13833 | SH |  | SOLE |  | 0 | 0 | 13833 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 233412 | 8808 | SH |  | SOLE |  | 0 | 0 | 8808 |
| TESLA INC | COM | 88160R101 |  | 927257 | 2919 | SH |  | SOLE |  | 0 | 0 | 2919 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 692230 | 2587 | SH |  | SOLE |  | 0 | 0 | 2587 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 220419 | 2850 | SH |  | SOLE |  | 0 | 0 | 2850 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 13485730 | 171356 | SH |  | SOLE |  | 0 | 0 | 171356 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 6536872 | 88780 | SH |  | SOLE |  | 0 | 0 | 88780 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 20267422 | 355506 | SH |  | SOLE |  | 0 | 0 | 355506 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 258999 | 1943 | SH |  | SOLE |  | 0 | 0 | 1942 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 339853 | 6871 | SH |  | SOLE |  | 0 | 0 | 6871 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 19861378 | 34965 | SH |  | SOLE |  | 0 | 0 | 34965 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 804266 | 4890 | SH |  | SOLE |  | 0 | 0 | 4890 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 969770 | 3410 | SH |  | SOLE |  | 0 | 0 | 3410 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 4983185 | 17808 | SH |  | SOLE |  | 0 | 0 | 17807 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 2311246 | 5272 | SH |  | SOLE |  | 0 | 0 | 5272 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 544713 | 3082 | SH |  | SOLE |  | 0 | 0 | 3082 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 34032580 | 143610 | SH |  | SOLE |  | 0 | 0 | 143609 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 640381 | 2107 | SH |  | SOLE |  | 0 | 0 | 2107 |
| WALMART INC | COM | 931142103 |  | 1005884 | 10287 | SH |  | SOLE |  | 0 | 0 | 10287 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 1845763 | 8066 | SH |  | SOLE |  | 0 | 0 | 8066 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 685341 | 8554 | SH |  | SOLE |  | 0 | 0 | 8553 |
| WISDOMTREE TR | EM EX ST-OWNED | 97717X578 |  | 599097 | 17375 | SH |  | SOLE |  | 0 | 0 | 17375 |
| XPO INC | COM | 983793100 |  | 250433 | 1983 | SH |  | SOLE |  | 0 | 0 | 1983 |

---