Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LEGACY CAPITAL WEALTH MANAGEMENT, LLC (CIK 2071183) reported $173.9M across 61 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPMO ($15.6M, 8.98%), JAAA ($9.9M, 5.71%), SCIO ($9.5M, 5.47%), UDEC ($8.8M, 5.04%), NVDA ($7.5M, 4.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPMO | INVESCO EXCH TRADED FD TR II | $15.6M | 8.98% | 139,331 | Added |
| 2 | JAAA | JANUS DETROIT STR TR | $9.9M | 5.71% | 197,232 | Trimmed |
| 3 | SCIO | FIRST TR EXCHANGE-TRADED FD | $9.5M | 5.47% | 461,107 | Added |
| 4 | UDEC | INNOVATOR ETFS TRUST | $8.8M | 5.04% | 225,553 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $7.5M | 4.33% | 43,210 | Added |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $7.2M | 4.16% | 169,881 | Added |
| 7 | GRNY | TIDAL TRUST I | $5.0M | 2.86% | 208,368 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $4.8M | 2.78% | 7,423 | Trimmed |
| 9 | AAPL | APPLE INC | $4.7M | 2.69% | 18,428 | Added |
| 10 | AMZN | AMAZON COM INC | $4.3M | 2.47% | 20,589 | Added |
| 11 | MSFT | MICROSOFT CORP | $4.1M | 2.37% | 11,113 | Added |
| 12 | GOOG | ALPHABET INC | $4.0M | 2.30% | 13,919 | Trimmed |
| 13 | CVX | CHEVRON CORPORATION | $3.7M | 2.11% | 17,759 | Added |
| 14 | RCL | ROYAL CARIBBEAN GROUP | $3.6M | 2.07% | 13,100 | Hold |
| 15 | QQQM | INVESCO EXCH TRADED FD TR II | $3.6M | 2.07% | 15,127 | Trimmed |
| 16 | STRL | STERLING INFRASTRUCTURE INC | $3.6M | 2.05% | 8,748 | Trimmed |
| 17 | KLAC | KLA CORP | $3.5M | 2.01% | 2,372 | Trimmed |
| 18 | TJX | TJX COS INC NEW | $3.4M | 1.95% | 21,223 | Added |
| 19 | AVGO | BROADCOM INC | $3.4M | 1.94% | 10,903 | Added |
| 20 | XMMO | INVESCO EXCHANGE TRADED FD T | $3.2M | 1.86% | 22,302 | Added |
| 21 | MCK | MCKESSON CORP | $3.2M | 1.84% | 3,694 | Added |
| 22 | META | META PLATFORMS INC | $3.1M | 1.81% | 5,494 | Added |
| 23 | NEM | NEWMONT CORP | $3.1M | 1.77% | 28,444 | Trimmed |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.1M | 1.77% | 9,123 | Added |
| 25 | EME | EMCOR GROUP INC | $3.1M | 1.77% | 4,178 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31