Legend Capital Advisors
Latest statistics and disclosures from Legend Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SNOW, NU, META, GOOGL, AMD, and represent 62.35% of Legend Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: PANW, LLY, CRWD, VISN, FIGR, NVDA, AMD, GOOGL, GOOG, AVGO.
- Started 1 new stock position in VISN.
- Reduced shares in these 10 stocks: SNOW (-$16M), TU, AR, NOC, TSLA, SDY, Honeywell International, LHX, GM, CEG.
- Sold out of its positions in ARKK, ABT, COR, AMP, AMGN, AR, ALV, BKKT, BDX, BGC.
- Legend Capital Advisors was a net seller of stock by $-20M.
- Legend Capital Advisors has $184M in assets under management (AUM), dropping by 14.88%.
- Central Index Key (CIK): 0002111719
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Portfolio Holdings for Legend Capital Advisors
Legend Capital Advisors holds 62 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Snowflake Com Shs (SNOW) | 34.8 | $64M | -19% | 251k | 254.50 |
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| Nu Hldgs Ord Shs Cl A (NU) | 10.1 | $19M | 1.4M | 13.36 |
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| Meta Platforms Cl A (META) | 8.4 | $16M | 28k | 563.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $9.2M | 26k | 357.38 |
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| Advanced Micro Devices (AMD) | 4.0 | $7.3M | 13k | 580.96 |
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| Tesla Motors (TSLA) | 3.2 | $5.9M | -3% | 14k | 420.62 |
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| Apple (AAPL) | 3.1 | $5.7M | 20k | 289.37 |
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| Warner Bros Discovery Com Ser A (WBD) | 2.6 | $4.7M | 176k | 26.66 |
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| NVIDIA Corporation (NVDA) | 2.4 | $4.4M | +3% | 22k | 200.09 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.9 | $3.5M | +9% | 4.5k | 763.14 |
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| Amazon (AMZN) | 1.8 | $3.4M | 14k | 238.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $3.2M | 9.0k | 353.33 |
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| Eli Lilly & Co. (LLY) | 1.6 | $3.0M | +29% | 2.5k | 1199.88 |
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| Palo Alto Networks (PANW) | 1.6 | $2.9M | +419% | 8.5k | 341.02 |
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| Tmc The Metals Company (TMC) | 1.5 | $2.7M | -4% | 613k | 4.43 |
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| Microsoft Corporation (MSFT) | 1.2 | $2.2M | 6.0k | 373.03 |
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| Franklin Resources (BEN) | 1.2 | $2.2M | 67k | 33.27 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $1.4M | -4% | 10k | 136.72 |
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| Telus Ord (TU) | 0.7 | $1.4M | -22% | 66k | 20.70 |
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| Spdr Series Trust State Street Spd (SDY) | 0.7 | $1.3M | -14% | 8.6k | 152.18 |
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| Palantir Technologies Cl A (PLTR) | 0.7 | $1.2M | 10k | 116.67 |
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| Figure Technology Solutio Com Cl A (FIGR) | 0.6 | $1.1M | +21% | 37k | 30.71 |
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| UnitedHealth (UNH) | 0.6 | $1.1M | 2.7k | 415.71 |
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| SPDR S&P 500 ETF TR Tr Unit (SPY) | 0.6 | $1.0M | 1.4k | 746.77 |
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| Ishares Tr S&P 500 GRWT ETF (IVW) | 0.5 | $966k | 7.0k | 137.53 |
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| Netflix (NFLX) | 0.5 | $862k | +2% | 12k | 71.40 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $853k | 5.4k | 158.03 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $817k | 1.6k | 500.39 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $777k | 2.4k | 327.33 |
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| Cisco Systems (CSCO) | 0.4 | $713k | 6.1k | 117.46 |
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| Broadcom (AVGO) | 0.4 | $668k | +4% | 1.8k | 377.75 |
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| Wal-Mart Stores (WMT) | 0.4 | $651k | 5.8k | 113.26 |
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| American Express Company (AXP) | 0.3 | $594k | 1.8k | 338.25 |
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| Goldman Sachs (GS) | 0.3 | $594k | -14% | 587.00 | 1011.37 |
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| Pimco High Income Com Shs (PHK) | 0.3 | $542k | +2% | 116k | 4.66 |
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| Costco Wholesale Corporation (COST) | 0.3 | $525k | 561.00 | 935.47 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $492k | 1.6k | 300.45 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $472k | 237.00 | 1990.30 |
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| Ishares Tr S&P 500 VAL ETF (IVE) | 0.2 | $448k | 2.0k | 227.06 |
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| Antero Midstream Corp antero midstream (AM) | 0.2 | $399k | 18k | 22.75 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $392k | 1.2k | 334.82 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $390k | 2.1k | 189.73 |
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| Invesco Exchange Traded Fd T S&P500 EQL WGT (RSP) | 0.2 | $385k | 1.8k | 212.77 |
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| Sofi Technologies (SOFI) | 0.2 | $378k | -17% | 21k | 17.93 |
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| Dell Technologies CL C (DELL) | 0.2 | $365k | 847.00 | 431.46 |
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| Johnson & Johnson (JNJ) | 0.2 | $350k | 1.4k | 253.97 |
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| Visa Com Cl A (V) | 0.2 | $326k | 951.00 | 343.09 |
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| McDonald's Corporation (MCD) | 0.2 | $324k | 1.2k | 270.31 |
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| Verizon Communications (VZ) | 0.2 | $313k | -3% | 5.5k | 56.98 |
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| W.W. Grainger (GWW) | 0.2 | $303k | 223.00 | 1360.40 |
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| Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A) | 0.2 | $303k | 21k | 14.64 |
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| Wells Fargo & Company (WFC) | 0.1 | $273k | 3.3k | 82.64 |
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| Howmet Aerospace (HWM) | 0.1 | $264k | 981.00 | 268.86 |
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| Commscope Hldg (VISN) | 0.1 | $256k | NEW | 20k | 12.78 |
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| Chevron Corporation (CVX) | 0.1 | $240k | -20% | 1.5k | 165.76 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $239k | 606.00 | 393.96 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $230k | 946.00 | 242.99 |
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| Starbucks Corporation (SBUX) | 0.1 | $225k | 2.2k | 102.19 |
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| Merck & Co (MRK) | 0.1 | $225k | 1.8k | 128.50 |
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| FedEx Corporation (FDX) | 0.1 | $219k | 700.00 | 313.13 |
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| Coca-Cola Company (KO) | 0.1 | $203k | 2.5k | 81.27 |
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| Pony Ai Sponsored Ads (PONY) | 0.1 | $153k | 22k | 6.95 |
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Past Filings by Legend Capital Advisors
SEC 13F filings are viewable for Legend Capital Advisors going back to 2026
- Legend Capital Advisors 2026 Q2 filed Aug. 14, 2026
- Legend Capital Advisors 2026 Q1 filed May 15, 2026