Legacy Capital Group California, Inc.
Q3 2025 13F Holdings
- Locationlos gatos, CA
- Num holdings
328
- Value ($000)
$392,551
- Date Filed 11/12/2025
- Form type13F-HR
- CIK 0001977092
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
A APPLE INC | COM | 037833100 | $32.51M | 8 % | 127,693 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $20.18M | 5 % | 108,180 | ||
RUBRIK INC. | CL A | 781154109 | $14.90M | 4 % | 181,117 | ||
J J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $11.35M | 3 % | 223,826 | ||
K SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $7.72M | 2 % | 84,188 | ||
M MICROSOFT CORP | COM | 594918104 | $6.68M | 2 % | 12,890 | ||
K SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $5.81M | 2 % | 74,207 | ||
SPDR SERIES TRUST | PORTFOLI S&P1500 | 78464A805 | $5.79M | 2 % | 71,781 | ||
J JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $4.71M | 1 % | 92,759 | ||
P PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $4.58M | 1 % | 170,479 |
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