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 CG, LLC (CIK 1904825) reported $390.6M across 45 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BBEU ($31.3M, 8.02%), HEGD ($20.0M, 5.13%), BKGI ($19.7M, 5.04%), JPST ($17.9M, 4.59%), AAPR ($17.5M, 4.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BBEU | J P MORGAN EXCHANGE TRADED F | $31.3M | 8.02% | 402,641 | Trimmed |
| 2 | HEGD | LISTED FDS TR | $20.0M | 5.13% | 751,283 | Added |
| 3 | BKGI | BNY MELLON ETF TRUST | $19.7M | 5.04% | 437,775 | Added |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $17.9M | 4.59% | 354,161 | Trimmed |
| 5 | AAPR | INNOVATOR ETFS TRUST | $17.5M | 4.48% | 592,967 | New |
| 6 | TJUL | INNOVATOR ETFS TRUST | $17.1M | 4.37% | 564,487 | Added |
| 7 | DMBS | DOUBLELINE ETF TRUST | $16.7M | 4.28% | 340,863 | Added |
| 8 | FLMI | FRANKLIN TEMPLETON ETF TR | $16.3M | 4.16% | 646,293 | Added |
| 9 | FLCO | FRANKLIN TEMPLETON ETF TR | $16.1M | 4.12% | 751,190 | Added |
| 10 | FEGE | RBB FUND TRUST | $15.0M | 3.85% | 307,601 | Added |
| 11 | AVEM | AMERICAN CENTY ETF TR | $12.2M | 3.12% | 126,193 | Added |
| 12 | SNDK | SANDISK CORP | $10.2M | 2.61% | 4,489 | New |
| 13 | AMZN | AMAZON COM INC | $10.0M | 2.56% | 41,972 | Trimmed |
| 14 | GOOG | ALPHABET INC | $9.0M | 2.31% | 25,494 | Trimmed |
| 15 | VPL | VANGUARD INTL EQUITY INDEX F | $8.7M | 2.23% | 75,193 | New |
| 16 | CARY | ANGEL OAK FUNDS TRUST | $8.6M | 2.19% | 412,073 | Added |
| 17 | FPEI | FIRST TR EXCH TRADED FD III | $8.3M | 2.13% | 431,768 | Added |
| 18 | XTWO | BONDBLOXX ETF TRUST | $7.9M | 2.03% | 161,849 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $7.9M | 2.02% | 39,464 | Trimmed |
| 20 | AVGO | BROADCOM INC | $7.8M | 2.01% | 20,750 | Trimmed |
| 21 | CVS | CVS HEALTH CORP | $7.8M | 2.01% | 75,718 | Trimmed |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.2M | 1.84% | 14,368 | Trimmed |
| 23 | ABBV | ABBVIE INC | $7.1M | 1.81% | 28,096 | Added |
| 24 | WELL | WELLTOWER INC | $7.1M | 1.81% | 31,196 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $6.4M | 1.64% | 17,172 | Added |
Source: SEC Form 13F filings · as of 2026-06-30