DOSSIER · 13F-HR · Q1 2026

LEGACY CAPITAL WEALTH MANAGEMENT, LLC

$174M in tracked AUM across 65 positions as of Q1 2026.

LC
CIK 0002071183 · last filed Mar 31, 2026
Total AUM
$174M
as of Q1 2026
Holdings
65
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

LEGACY CAPITAL WEALTH MANAGEMENT, LLC 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
SPMO
INVESCO EXCH TRADED FD TR II
$16M139K9.0%
02
JAAA
JANUS DETROIT STR TR
$10M197K5.7%
03
SCIO
FIRST TR EXCHANGE-TRADED FD
$10M461K5.5%
04
UDEC
INNOVATOR ETFS TRUST
$9M226K5.0%
05
NVDA
NVIDIA CORPORATION
$8M43K4.3%
06
CGDV
CAPITAL GROUP DIVIDEND VALUE
$7M170K4.2%
07
GRNY
TIDAL TRUST I
$5M208K2.9%
08
SPY
STATE STR SPDR S&P 500 ETF T
$5M7K2.8%
09
AAPL
APPLE INC
$5M18K2.7%
10
AMZN
AMAZON COM INC
$4M21K2.5%

Filing history

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