DOSSIER · 13F-HR · Q2 2026

Legacy CG, LLC

$391M in tracked AUM across 45 positions as of Q2 2026.

LC
CIK 0001904825 · last filed Jun 30, 2026
Total AUM
$391M
as of Q2 2026
Holdings
45
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Legacy CG, 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
BBEU
J P MORGAN EXCHANGE TRADED F
$31M403K8.0%
02
HEGD
LISTED FDS TR
$20M751K5.1%
03
BKGI
BNY MELLON ETF TRUST
$20M438K5.0%
04
JPST
J P MORGAN EXCHANGE TRADED F
$18M354K4.6%
05
AAPR
INNOVATOR ETFS TRUST
$17M593K4.5%
06
TJUL
INNOVATOR ETFS TRUST
$17M564K4.4%
07
DMBS
DOUBLELINE ETF TRUST
$17M341K4.3%
08
FLMI
FRANKLIN TEMPLETON ETF TR
$16M646K4.2%
09
FLCO
FRANKLIN TEMPLETON ETF TR
$16M751K4.1%
10
FEGE
RBB FUND TRUST
$15M308K3.9%

Filing history

2026Q2Jun 30
$391M 8.5%
45 positionsView →
2026Q1Mar 31
$360M 0.8%
45 positionsView →
2025Q4Dec 31
$357M 24.8%
46 positionsView →
2025Q3Sep 30
$286M 14.7%
33 positionsView →
2025Q2Jun 30
$336M 8.4%
51 positionsLocked
2025Q1Mar 31
$310M 5.1%
45 positionsLocked
2024Q4Dec 31
$326M 6.6%
54 positionsLocked
2024Q3Sep 30
$306M 4.1%
52 positionsLocked
2024Q2Jun 30
$294M 6.5%
53 positionsLocked
2024Q1Mar 31
$276M 4.7%
42 positionsLocked
2023Q4Dec 31
$263M 22.5%
37 positionsLocked
2023Q3Sep 30
$215M 0.9%
37 positionsLocked
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