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Legacy Capital Group California, Inc.

Q2 2026 13F Holdings

  • Location
    los gatos, CA
  • Num holdings

    299

  • Value ($000)

    $331,753

  • Date Filed
    07/29/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$33.56M
10 %

115,979

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$11.57M
4 %

228,759

K
KRE

SPDR SERIES TRUST

ST STR BLO 1 ETF
78468R663
$7.84M
2 %

85,499

K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$5.19M
2 %

59,104

---

SPDR SERIES TRUST

ST STR PR SP1500
78464A805
$5.17M
2 %

56,993

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$4.85M
2 %

13,572

L
LDUR

PIMCO ETF TR

ENHNCD LW DUR AC
72201R718
$4.49M
1 %

46,974

V
VFLO

VICTORY PORTFOLIOS II

SHS FR CA FL ETF
92647X830
$4.45M
1 %

97,216

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$4.38M
1 %

21,913

P
PYLD

PIMCO ETF TR

MULTISECTOR BD
72201R585
$4.17M
1 %

157,121

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