13F Insight
DOSSIER · 13F-HR · Q1 2026

Legacy Capital Group California, Inc.

$263M in tracked AUM across 277 positions as of Q1 2026.

LC
CIK 0001977092 · last filed Mar 31, 2026
Total AUM
$263M
as of Q1 2026
Holdings
277
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Legacy Capital Group California, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$30M116K11.2%02
BIL
SPDR SERIES TRUST
$9M93K3.2%03
SPYM
SPDR SERIES TRUST
$5M64K1.9%04
SPTM
SPDR SERIES TRUST
$5M61K1.8%05
VFLO
VICTORY PORTFOLIOS II
$4M108K1.6%06
LDUR
PIMCO ETF TR
$4M43K1.6%07
PYLD
PIMCO ETF TR
$4M146K1.5%08
TMSL
T ROWE PRICE ETF INC
$3M88K1.2%09
GOOGL
ALPHABET INC
$3M10K1.1%10
FLRN
SPDR SERIES TRUST
$3M90K1.0%

Filing history

2026Q1Mar 31
$263M▼ 36.3%
277 positionsView →2025Q4Dec 31
$413M▲ 5.1%
336 positionsView →2025Q3Sep 30
$393M▲ 8.8%
328 positionsView →2025Q2Jun 30
$361M▲ 25.7%
327 positionsLocked2025Q1Mar 31
$287M▼ 12.5%
306 positionsLocked2024Q4Dec 31
$328M▲ 9.1%
331 positionsLocked2024Q3Sep 30
$301M▲ 8.4%
312 positionsLocked2024Q2Jun 30
$277M▲ 2.3%
307 positionsLocked2024Q1Mar 31
$271M▲ 4.8%
300 positionsLocked2023Q4Dec 31
$259M▲ 11.1%
272 positionsLocked2023Q3Sep 30
$233M▼ 4.2%
267 positionsLocked2023Q2Jun 30
$243M▲ 18.7%
262 positionsLocked
Showing 12 of 13