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Legacy Capital Group California, Inc.

Q1 2026 13F Holdings

  • Location
    los gatos, CA
  • Num holdings

    277

  • Value ($000)

    $262,766

  • Date Filed
    05/04/2026
  • Form type
    13F-HR
  • CIK
    0001977092
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$29.53M
11 %

116,370

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R663
$8.5M
3 %

92,779

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$4.87M
2 %

63,615

---

SPDR SERIES TRUST

STATE STREET SPD
78464A805
$4.86M
2 %

61,455

V
VFLO

VICTORY PORTFOLIOS II

SHARES FREE CASH
92647X830
$4.27M
2 %

108,082

L
LDUR

PIMCO ETF TR

ENHNCD LW DUR AC
72201R718
$4.17M
2 %

43,493

P
PYLD

PIMCO ETF TR

MULTISECTOR BD
72201R585
$3.82M
2 %

145,884

T
TMSL

T ROWE PRICE ETF INC

SMALL MID CAP
87283Q826
$3.22M
1 %

87,811

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$2.93M
1 %

10,185

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R200
$2.76M
1 %

89,545

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