Legacy Capital Wealth Management

Legacy Capital Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Legacy Capital Wealth Management

Legacy Capital Wealth Management holds 65 positions in its portfolio as reported in the December 2025 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) 9.7 $16M 134k 119.32
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 7.0 $12M 229k 50.58
Innovator Etfs Trust Us Eqty Ultra B (UDEC) 5.2 $8.5M 216k 39.64
Capital Group Dividend Value Shs Creation Uni (CGDV) 4.4 $7.2M 165k 43.64
NVIDIA Corporation (NVDA) 4.3 $7.1M 38k 186.50
First Tr Exchange-traded Structured Cr In (SCIO) 4.0 $6.6M 319k 20.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $5.2M 7.6k 681.92
Tidal Trust I Fundstrat Granny (GRNY) 3.0 $5.0M 200k 24.76
Alphabet Cap Stk Cl C (GOOG) 2.9 $4.9M 16k 313.81
Newmont Mining Corporation (NEM) 2.5 $4.1M 41k 99.85
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.4 $3.9M 16k 252.92
Apple (AAPL) 2.3 $3.8M 14k 271.86
Broadcom (AVGO) 2.2 $3.7M 11k 346.10
Royal Caribbean Cruises (RCL) 2.2 $3.7M 13k 278.92
Amazon (AMZN) 2.2 $3.5M 15k 230.82
Kla Corp Com New (KLAC) 2.0 $3.4M 2.8k 1215.08
Sterling Construction Company (STRL) 2.0 $3.3M 11k 306.23
Microsoft Corporation (MSFT) 2.0 $3.2M 6.7k 483.63
Eli Lilly & Co. (LLY) 1.9 $3.2M 2.9k 1074.68
Meta Platforms Cl A (META) 1.9 $3.1M 4.7k 660.10
Arista Networks Com Shs (ANET) 1.8 $3.0M 23k 131.03
TJX Companies (TJX) 1.8 $3.0M 20k 153.61
McKesson Corporation (MCK) 1.8 $2.9M 3.6k 820.29
Parker-Hannifin Corporation (PH) 1.7 $2.9M 3.3k 878.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $2.8M 5.6k 502.65
Emcor (EME) 1.7 $2.7M 4.5k 611.79
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.6 $2.7M 54k 49.65
Chevron Corporation (CVX) 1.5 $2.5M 17k 152.41
O'reilly Automotive (ORLY) 1.5 $2.4M 27k 91.21
Dell Technologies CL C (DELL) 1.5 $2.4M 19k 125.88
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.5 $2.4M 17k 138.46
Vertex Pharmaceuticals Incorporated (VRTX) 1.4 $2.3M 5.0k 453.36
salesforce (CRM) 1.3 $2.2M 8.1k 264.91
Costco Wholesale Corporation (COST) 1.3 $2.1M 2.4k 862.34
Tractor Supply Company (TSCO) 1.3 $2.1M 42k 50.01
Tesla Motors (TSLA) 0.9 $1.5M 3.3k 449.72
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.7 $1.2M 35k 34.65
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.7 $1.2M 20k 60.17
Ishares Silver Tr Ishares (SLV) 0.6 $995k 15k 64.42
Micron Technology (MU) 0.5 $892k 3.1k 285.41
Exxon Mobil Corporation (XOM) 0.5 $786k 6.5k 120.34
Proshares Tr Pshs Ult S&p 500 (SSO) 0.4 $721k 12k 57.92
Palantir Technologies Cl A (PLTR) 0.4 $633k 3.6k 177.75
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $615k 1.8k 335.27
Advanced Micro Devices (AMD) 0.4 $611k 2.9k 214.16
S&p Global (SPGI) 0.3 $562k 1.1k 522.59
Vanguard World Inf Tech Etf (VGT) 0.3 $458k 608.00 753.78
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $458k 1.5k 303.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $457k 744.00 614.31
Proshares Tr Pshs Ultra Qqq (QLD) 0.3 $427k 6.1k 70.41
Bitmine Immersion Tecnologie Com New (BMNR) 0.3 $424k 16k 27.15
Spdr Gold Tr Gold Shs (GLD) 0.2 $395k 996.00 396.31
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $376k 14k 26.23
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $334k 1.5k 219.78
Axsome Therapeutics (AXSM) 0.2 $326k 1.8k 182.64
Natixis Etf Trust Ii Natixis Loomis (LSGR) 0.2 $293k 6.5k 44.76
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $278k 3.6k 76.23
Oracle Corporation (ORCL) 0.2 $250k 1.3k 194.94
Baker Hughes Company Cl A (BKR) 0.2 $248k 5.4k 45.54
First Tr Exchange Traded Dorseywright Mom (DDIV) 0.1 $228k 5.5k 41.54
Johnson & Johnson (JNJ) 0.1 $217k 1.1k 206.95
Vanguard Index Fds Value Etf (VTV) 0.1 $214k 1.1k 190.99
Ishares Tr Future Ai & Tech (ARTY) 0.1 $208k 4.3k 48.18
Trilogy Metals (TMQ) 0.1 $186k 43k 4.31
Ishares Bitcoin Trust Etf Call 0.0 $47k 82.00 578.41