13F Insight
DOSSIER · 13F-HR · Q2 2026

Legacy Capital Group California, Inc.

$332M in tracked AUM across 299 positions as of Q2 2026.

LC
CIK 0001977092 · last filed Jun 30, 2026
Total AUM
$332M
as of Q2 2026
Holdings
299
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Legacy Capital Group California, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$34M116K10.1%02
JPST
J P MORGAN EXCHANGE TRADED F
$12M229K3.5%03
BIL
SPDR SERIES TRUST
$8M85K2.4%04
SPYM
SPDR SERIES TRUST
$5M59K1.6%05
SPTM
SPDR SERIES TRUST
$5M57K1.6%06
GOOGL
ALPHABET INC
$5M14K1.5%07
LDUR
PIMCO ETF TR
$4M47K1.4%08
VFLO
VICTORY PORTFOLIOS II
$4M97K1.3%09
NVDA
NVIDIA CORPORATION
$4M22K1.3%10
PYLD
PIMCO ETF TR
$4M157K1.3%

Filing history

2026Q2Jun 30
$332M▲ 26.3%
299 positionsView →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 positionsLocked
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