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Legacy CG, LLC

Q1 2026 13F Holdings

  • Location
    plano, TX
  • Num holdings

    45

  • Value ($000)

    $360,049

  • Date Filed
    05/05/2026
  • Form type
    13F-HR
  • CIK
    0001904825
  • 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
B
BBEU

J P MORGAN EXCHANGE TRADED F

BETABUILDERS EUR
46641Q191
$31.22M
9 %

431,203

B
BKGI

BNY MELLON ETF TRUST

GLOBAL INFRASCTR
09661T826
$19.41M
5 %

435,775

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$19.22M
5 %

379,800

---

INNOVATOR ETFS TRUST

EQUITY DEF PRO 2
45784N601
$17.79M
5 %

672,374

H
HEGD

LISTED FDS TR

SWAN HEDGED EQTY
53656F599
$16.96M
5 %

686,712

D
DMBS

DOUBLELINE ETF TRUST

MORTGAGE ETF
25861R402
$16.5M
5 %

334,150

T
TJUL

INNOVATOR ETFS TRUST

EQUITY DEF PROTN
45783Y541
$16.21M
5 %

551,992

F
FLCO

FRANKLIN TEMPLETON ETF TR

INVT GRADE CORPT
35473P603
$15.71M
4 %

733,605

---

FRANKLIN TEMPLETON ETF TR

FRANKLIN DYN MUN
35473P868
$15.7M
4 %

633,482

---

RBB FUND TRUST

FIRST EAGLE GBL
75526L886
$13.45M
4 %

286,244

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