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LEGACY CAPITAL WEALTH MANAGEMENT, LLC

Q1 2026 13F Holdings

  • Location
    the woodlands, TX
  • Num holdings

    65

  • Value ($000)

    $173,851

  • Date Filed
    05/07/2026
  • Form type
    13F-HR
  • CIK
    0002071183
  • 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
S
SPMO

INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM
46138E339
$15.62M
9 %

139,331

J
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
47103U845
$9.93M
6 %

197,232

S
SCIO

FIRST TR EXCHANGE-TRADED FD

STRUCTURED CR IN
33738D770
$9.52M
6 %

461,107

U
UDEC

INNOVATOR ETFS TRUST

US EQTY ULTRA B
45782C532
$8.76M
5 %

225,553

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$7.54M
4 %

43,210

C
CGDV

CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI
14020W106
$7.23M
4 %

169,881

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TIDAL TRUST I

FUNDSTRAT GRANNY
886364231
$4.97M
3 %

208,368

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$4.83M
3 %

7,423

A
AAPL

APPLE INC

COM
037833100
$4.68M
3 %

18,428

A
AMZN

AMAZON COM INC

COM
023135106
$4.29M
3 %

20,589

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