DOSSIER · 13F-HR · Q2 2026

LEGACY CAPITAL WEALTH MANAGEMENT, LLC

$218M in tracked AUM across 80 positions as of Q2 2026.

LC
CIK 0002071183 · last filed Jun 30, 2026
Total AUM
$218M
as of Q2 2026
Holdings
80
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

LEGACY CAPITAL WEALTH MANAGEMENT, LLC 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
SPMO
INVESCO EXCH TRADED FD TR II
$26M162K12.0%
02
SCIO
FIRST TR EXCHANGE-TRADED FD
$11M531K5.0%
03
UDEC
INNOVATOR ETFS TRUST
$10M242K4.6%
04
JAAA
JANUS DETROIT STR TR
$10M198K4.6%
05
CGDV
CAPITAL GROUP DIVIDEND VALUE
$9M180K4.1%
06
NVDA
NVIDIA CORPORATION
$9M44K4.0%
07
GRNY
TIDAL TRUST I
$7M238K3.0%
08
KLAC
KLA CORP
$6M20K2.8%
09
SPY
STATE STR SPDR S&P 500 ETF T
$5M7K2.5%
10
AAPL
APPLE INC
$5M18K2.4%

Filing history

2026Q2Jun 30
$218M 25.2%
80 positionsView →
2026Q1Mar 31
$174M 5.3%
65 positionsView →
2025Q4Dec 31
$165M 118.7%
70 positionsView →
2024Q4Dec 31
$76M
32 positionsLocked