Legacy Capital Wealth Management
Latest statistics and disclosures from Legacy Capital Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPMO, JAAA, SCIO, UDEC, NVDA, and represent 29.55% of Legacy Capital Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCIO, AEP, JPM, ATI, TSM, MSFT, Spdr S&p 500 Etf Tr option, AAPL, AMZN, Spdr S&p 500 Etf Tr option.
- Started 10 new stock positions in AEP, Amazon Com Inc option, ATI, Spdr S&p 500 Etf Tr option, Spdr S&p 500 Etf Tr option, WMT, CSCO, JPM, ONDS, GOOGL.
- Reduced shares in these 10 stocks: IBIT, DELL, , TSCO, JAAA, NEM, STRL, KLAC, SLV, GOOG.
- Sold out of its positions in AXSM, BMNR, DELL, FBTC, DDIV, ARTY, IBIT, CRM, TSCO, VTV.
- Legacy Capital Wealth Management was a net buyer of stock by $11M.
- Legacy Capital Wealth Management has $174M in assets under management (AUM), dropping by 5.38%.
- Central Index Key (CIK): 0002071183
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Portfolio Holdings for Legacy Capital Wealth Management
Legacy Capital Wealth Management holds 65 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 9.0 | $16M | +3% | 139k | 112.11 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 5.7 | $9.9M | -13% | 197k | 50.37 |
|
| First Tr Exchange-traded Structured Cr In (SCIO) | 5.5 | $9.5M | +44% | 461k | 20.64 |
|
| Innovator Etfs Trust Us Eqty Ultra B (UDEC) | 5.0 | $8.8M | +4% | 226k | 38.84 |
|
| NVIDIA Corporation (NVDA) | 4.3 | $7.5M | +13% | 43k | 174.40 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 4.2 | $7.2M | +2% | 170k | 42.54 |
|
| Tidal Trust I Fundstrat Granny (GRNY) | 2.9 | $5.0M | +4% | 208k | 23.87 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.8 | $4.8M | -2% | 7.4k | 650.34 |
|
| Apple (AAPL) | 2.7 | $4.7M | +33% | 18k | 253.78 |
|
| Amazon (AMZN) | 2.5 | $4.3M | +33% | 21k | 208.27 |
|
| Microsoft Corporation (MSFT) | 2.4 | $4.1M | +65% | 11k | 370.18 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $4.0M | -10% | 14k | 286.87 |
|
| Chevron Corporation (CVX) | 2.1 | $3.7M | +6% | 18k | 206.90 |
|
| Royal Caribbean Cruises (RCL) | 2.1 | $3.6M | 13k | 275.18 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 2.1 | $3.6M | -2% | 15k | 237.62 |
|
| Sterling Construction Company (STRL) | 2.0 | $3.6M | -18% | 8.7k | 407.27 |
|
| Kla Corp Com New (KLAC) | 2.0 | $3.5M | -14% | 2.4k | 1472.15 |
|
| TJX Companies (TJX) | 1.9 | $3.4M | +8% | 21k | 159.70 |
|
| Broadcom (AVGO) | 1.9 | $3.4M | +2% | 11k | 309.52 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 1.9 | $3.2M | +28% | 22k | 145.02 |
|
| McKesson Corporation (MCK) | 1.8 | $3.2M | +3% | 3.7k | 865.36 |
|
| Meta Platforms Cl A (META) | 1.8 | $3.1M | +16% | 5.5k | 572.11 |
|
| Emcor (EME) | 1.8 | $3.1M | -6% | 4.2k | 738.31 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.8 | $3.1M | +504% | 9.1k | 337.95 |
|
| Newmont Mining Corporation (NEM) | 1.8 | $3.1M | -30% | 28k | 108.25 |
|
| Arista Networks Com Shs (ANET) | 1.8 | $3.1M | +7% | 25k | 122.78 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $3.0M | +12% | 6.3k | 479.20 |
|
| Parker-Hannifin Corporation (PH) | 1.7 | $2.9M | 3.3k | 895.26 |
|
|
| American Electric Power Company (AEP) | 1.6 | $2.9M | NEW | 22k | 131.08 |
|
| O'reilly Automotive (ORLY) | 1.6 | $2.9M | +15% | 31k | 92.31 |
|
| Eli Lilly & Co. (LLY) | 1.6 | $2.9M | +5% | 3.1k | 919.73 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $2.8M | NEW | 9.6k | 294.16 |
|
| Allegheny Technologies Incorporated (ATI) | 1.6 | $2.8M | NEW | 19k | 145.46 |
|
| Costco Wholesale Corporation (COST) | 1.6 | $2.8M | +14% | 2.8k | 996.45 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.5 | $2.6M | +15% | 5.8k | 446.54 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.7 | $1.2M | 20k | 62.56 |
|
|
| State Str Spdr S&p 500 Etf T Call Call Option | 0.7 | $1.2M | NEW | 1.9k | 650.34 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.7 | $1.2M | 35k | 33.37 |
|
|
| Exxon Mobil Corporation (XOM) | 0.7 | $1.2M | +5% | 6.9k | 169.65 |
|
| State Str Spdr S&p 500 Etf T Put Put Option | 0.6 | $1.0M | NEW | 1.6k | 650.34 |
|
| Micron Technology (MU) | 0.5 | $950k | -9% | 2.8k | 337.84 |
|
| Tesla Motors (TSLA) | 0.5 | $930k | -24% | 2.5k | 371.75 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.3 | $585k | -9% | 11k | 51.88 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $556k | -5% | 1.7k | 320.81 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $522k | 3.6k | 146.28 |
|
|
| Advanced Micro Devices (AMD) | 0.3 | $494k | -14% | 2.4k | 203.43 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $489k | NEW | 1.7k | 287.56 |
|
| Ishares Silver Tr Ishares (SLV) | 0.3 | $466k | -55% | 6.8k | 68.14 |
|
| S&p Global (SPGI) | 0.3 | $446k | -2% | 1.0k | 425.34 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $429k | 996.00 | 430.29 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $427k | 739.00 | 577.18 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $424k | 608.00 | 697.72 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $369k | +2% | 15k | 25.10 |
|
| Cisco Systems (CSCO) | 0.2 | $343k | NEW | 4.4k | 77.59 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $336k | +2% | 1.6k | 215.06 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.2 | $333k | -9% | 5.5k | 61.00 |
|
| Baker Hughes Company Cl A (BKR) | 0.2 | $332k | 5.4k | 61.05 |
|
|
| Ishares Bitcoin Trust Etf Call Call Option | 0.2 | $315k | +9900% | 8.2k | 38.42 |
|
| Johnson & Johnson (JNJ) | 0.2 | $309k | +20% | 1.3k | 244.44 |
|
| Oracle Corporation (ORCL) | 0.2 | $270k | +43% | 1.8k | 147.13 |
|
| Ondas Com New (ONDS) | 0.1 | $240k | NEW | 27k | 9.04 |
|
| Natixis Etf Trust Ii Natixis Loomis (LSGR) | 0.1 | $223k | -13% | 5.7k | 39.39 |
|
| Wal-Mart Stores (WMT) | 0.1 | $212k | NEW | 1.7k | 124.29 |
|
| Amazon Call Call Option | 0.1 | $208k | NEW | 1.0k | 208.27 |
|
| Trilogy Metals (TMQ) | 0.1 | $158k | +2% | 44k | 3.59 |
|
Past Filings by Legacy Capital Wealth Management
SEC 13F filings are viewable for Legacy Capital Wealth Management going back to 2024
- Legacy Capital Wealth Management 2026 Q1 filed May 7, 2026
- Legacy Capital Wealth Management 2025 Q4 filed Feb. 11, 2026
- Legacy Capital Wealth Management 2024 Q4 filed June 4, 2025