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LEGACY CAPITAL WEALTH MANAGEMENT, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    the woodlands, TX
  • CIK
    0002071183
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

65

$173.85M
SPMO, JAAA, SCIO, UDEC
13F-HR
May 7, 2026
000198615226000065

65

$165.12M
SPMO, JAAA, UDEC, CGDV
13F-HR
Feb 11, 2026
000198615226000025

102

$100.72M
SPY, SPY, QQQM, QQQM
13F-HR
Jun 4, 2025
000121465925008822