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

Legacy Capital Group California, Inc.

Legacy California's holding co. based in Boston, MA — $263M in tracked AUM across 277 positions as of Q1 2026.

LC
Legacy California·Boston, MA·Holding Co.
CIK 0001977092 · last filed Mar 31, 2026
Total AUM
$263M
▲ 9.8%
vs prior
Holdings
277
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
43% weight
concentration
AI Analysis · Q1 2026 · 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

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