Legacy Capital Wealth Management

Legacy Capital Wealth Management as of March 31, 2026

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 139k 112.11
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 5.7 $9.9M 197k 50.37
First Tr Exchange-traded Structured Cr In (SCIO) 5.5 $9.5M 461k 20.64
Innovator Etfs Trust Us Eqty Ultra B (UDEC) 5.0 $8.8M 226k 38.84
NVIDIA Corporation (NVDA) 4.3 $7.5M 43k 174.40
Capital Group Dividend Value Shs Creation Uni (CGDV) 4.2 $7.2M 170k 42.54
Tidal Trust I Fundstrat Granny (GRNY) 2.9 $5.0M 208k 23.87
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.8 $4.8M 7.4k 650.34
Apple (AAPL) 2.7 $4.7M 18k 253.78
Amazon (AMZN) 2.5 $4.3M 21k 208.27
Microsoft Corporation (MSFT) 2.4 $4.1M 11k 370.18
Alphabet Cap Stk Cl C (GOOG) 2.3 $4.0M 14k 286.87
Chevron Corporation (CVX) 2.1 $3.7M 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 15k 237.62
Sterling Construction Company (STRL) 2.0 $3.6M 8.7k 407.27
Kla Corp Com New (KLAC) 2.0 $3.5M 2.4k 1472.15
TJX Companies (TJX) 1.9 $3.4M 21k 159.70
Broadcom (AVGO) 1.9 $3.4M 11k 309.52
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.9 $3.2M 22k 145.02
McKesson Corporation (MCK) 1.8 $3.2M 3.7k 865.36
Meta Platforms Cl A (META) 1.8 $3.1M 5.5k 572.11
Emcor (EME) 1.8 $3.1M 4.2k 738.31
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.8 $3.1M 9.1k 337.95
Newmont Mining Corporation (NEM) 1.8 $3.1M 28k 108.25
Arista Networks Com Shs (ANET) 1.8 $3.1M 25k 122.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $3.0M 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 22k 131.08
O'reilly Automotive (ORLY) 1.6 $2.9M 31k 92.31
Eli Lilly & Co. (LLY) 1.6 $2.9M 3.1k 919.73
JPMorgan Chase & Co. (JPM) 1.6 $2.8M 9.6k 294.16
Allegheny Technologies Incorporated (ATI) 1.6 $2.8M 19k 145.46
Costco Wholesale Corporation (COST) 1.6 $2.8M 2.8k 996.45
Vertex Pharmaceuticals Incorporated (VRTX) 1.5 $2.6M 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 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 6.9k 169.65
State Str Spdr S&p 500 Etf T Put Put Option 0.6 $1.0M 1.6k 650.34
Micron Technology (MU) 0.5 $950k 2.8k 337.84
Tesla Motors (TSLA) 0.5 $930k 2.5k 371.75
Proshares Tr Pshs Ult S&p 500 (SSO) 0.3 $585k 11k 51.88
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $556k 1.7k 320.81
Palantir Technologies Cl A (PLTR) 0.3 $522k 3.6k 146.28
Advanced Micro Devices (AMD) 0.3 $494k 2.4k 203.43
Alphabet Cap Stk Cl A (GOOGL) 0.3 $489k 1.7k 287.56
Ishares Silver Tr Ishares (SLV) 0.3 $466k 6.8k 68.14
S&p Global (SPGI) 0.3 $446k 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 15k 25.10
Cisco Systems (CSCO) 0.2 $343k 4.4k 77.59
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $336k 1.6k 215.06
Proshares Tr Pshs Ultra Qqq (QLD) 0.2 $333k 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 8.2k 38.42
Johnson & Johnson (JNJ) 0.2 $309k 1.3k 244.44
Oracle Corporation (ORCL) 0.2 $270k 1.8k 147.13
Ondas Com New (ONDS) 0.1 $240k 27k 9.04
Natixis Etf Trust Ii Natixis Loomis (LSGR) 0.1 $223k 5.7k 39.39
Wal-Mart Stores (WMT) 0.1 $212k 1.7k 124.29
Amazon Call Call Option 0.1 $208k 1.0k 208.27
Trilogy Metals (TMQ) 0.1 $158k 44k 3.59