Legacy Capital Wealth Management

Legacy Capital Wealth Management as of June 30, 2026

Portfolio Holdings for Legacy Capital Wealth Management

Legacy Capital Wealth Management holds 80 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
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 12.0 $26M 162k 161.54
First Tr Exchange-traded Structured Cr In (SCIO) 5.0 $11M 531k 20.67
Innovator Etfs Trust Us Eqty Ultra B (UDEC) 4.6 $10M 242k 41.68
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 4.6 $10M 198k 50.49
Capital Group Dividend Value Shs Creat Unit (CGDV) 4.1 $8.9M 180k 49.28
NVIDIA Corporation (NVDA) 4.0 $8.7M 44k 200.09
Tidal Trust I Fund Gran Us Etf (GRNY) 3.0 $6.6M 238k 27.65
Kla Corp Com New (KLAC) 2.8 $6.1M 20k 301.71
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.5 $5.5M 7.3k 746.78
Apple (AAPL) 2.4 $5.3M 18k 289.36
Sterling Construction Company (STRL) 2.3 $5.1M 6.0k 839.36
Alphabet Cap Stk Cl C (GOOG) 2.2 $4.9M 14k 353.33
Amazon (AMZN) 2.2 $4.8M 20k 238.34
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 2.1 $4.5M 9.5k 477.57
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.1 $4.5M 15k 302.98
Broadcom (AVGO) 2.0 $4.5M 12k 377.74
Arista Networks Com Shs (ANET) 2.0 $4.3M 25k 169.88
Microsoft Corporation (MSFT) 2.0 $4.3M 12k 373.01
Royal Caribbean Cruises (RCL) 1.9 $4.2M 13k 317.53
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.8 $3.9M 23k 170.14
Allegheny Technologies Incorporated (ATI) 1.8 $3.9M 20k 197.10
Eli Lilly & Co. (LLY) 1.8 $3.9M 3.2k 1199.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $3.7M 7.3k 500.39
Emcor (EME) 1.7 $3.6M 4.4k 829.96
Vertex Pharmaceuticals Incorporated (VRTX) 1.7 $3.6M 7.3k 496.73
Parker-Hannifin Corporation (PH) 1.6 $3.6M 3.7k 978.04
O'reilly Automotive (ORLY) 1.6 $3.5M 38k 92.09
Newmont Mining Corporation (NEM) 1.6 $3.5M 38k 93.40
JPMorgan Chase & Co. (JPM) 1.6 $3.4M 10k 327.32
TJX Companies (TJX) 1.5 $3.4M 22k 151.50
Meta Platforms Cl A (META) 1.5 $3.4M 5.9k 563.28
American Electric Power Company (AEP) 1.5 $3.3M 24k 136.81
Chevron Corporation (CVX) 1.5 $3.3M 20k 165.76
McKesson Corporation (MCK) 1.5 $3.3M 4.3k 755.52
Costco Wholesale Corporation (COST) 1.4 $3.2M 3.4k 935.46
Proshares Tr Ultrapro Qqq (TQQQ) 0.8 $1.8M 23k 81.00
Micron Technology (MU) 0.8 $1.7M 1.5k 1154.29
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) 0.7 $1.5M 35k 42.33
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.6 $1.2M 19k 62.20
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $985k 1.3k 736.40
Exxon Mobil Corporation (XOM) 0.4 $943k 6.9k 136.73
Cisco Systems (CSCO) 0.3 $722k 6.1k 117.46
Tesla Motors (TSLA) 0.3 $716k 1.7k 420.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $641k 1.7k 370.04
Alphabet Cap Stk Cl A (GOOGL) 0.3 $639k 1.8k 357.37
Advanced Micro Devices (AMD) 0.3 $618k 1.1k 580.91
Vanguard World Inf Tech Etf (VGT) 0.3 $581k 4.9k 119.52
Meta Platforms Put Put Option 0.3 $563k 1.0k 563.29
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $560k 19k 28.96
Proshares Tr Pshs Ult S&p 500 (SSO) 0.3 $555k 8.2k 67.38
Bloom Energy Corp Com Cl A (BE) 0.2 $515k 1.7k 302.70
Invesco Qqq Tr Put Put Option 0.2 $442k 600.00 736.40
Invesco Qqq Tr Call Call Option 0.2 $442k 600.00 736.40
S&p Global Com Shs 0.2 $427k 1.0k 407.26
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $359k 1.5k 236.62
Palantir Technologies Cl A (PLTR) 0.2 $346k 3.0k 116.67
Ishares Silver Tr Ishares (SLV) 0.2 $343k 6.4k 53.47
Ondas Com New (ONDS) 0.2 $336k 41k 8.24
Ishares Tr Core S&p500 Etf (IVV) 0.1 $318k 425.00 748.89
Johnson & Johnson (JNJ) 0.1 $313k 1.2k 253.97
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $310k 3.2k 98.30
Broadcom Call Call Option 0.1 $302k 800.00 377.75
Applied Optoelectronics (AAOI) 0.1 $282k 1.9k 148.16
Baker Hughes Company Cl A (BKR) 0.1 $267k 4.8k 55.50
Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $262k 2.7k 96.76
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $241k 991.00 242.88
Natixis Etf Trust Ii Natixis Loomis (LSGR) 0.1 $235k 5.6k 42.13
UnitedHealth (UNH) 0.1 $232k 557.00 415.63
Tjx Cos Call Call Option 0.1 $227k 1.5k 151.50
State Str Spdr S&p 500 Etf T Call Call Option 0.1 $224k 300.00 746.77
State Str Spdr S&p 500 Etf T Put Put Option 0.1 $224k 300.00 746.77
Ishares Bitcoin Trust Etf Call Call Option 0.1 $220k 6.6k 33.29
First Tr Exchange Traded Dorseywright Mom (DDIV) 0.1 $213k 4.7k 45.09
Amphenol Corp Cl A (APH) 0.1 $212k 1.2k 176.32
Spdr Gold Tr Gold Shs (GLD) 0.1 $212k 574.00 368.38
Western Midstream Partners L Com Unit Lp Int (WES) 0.1 $209k 4.8k 43.76
Ouster Com New (OUST) 0.1 $204k 3.3k 62.52
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $204k 557.00 365.89
Trilogy Metals (TMQ) 0.1 $155k 44k 3.51
Eightco Holdings (ORBS) 0.0 $19k 28k 0.70