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 $217.7M across 72 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPMO ($26.1M, 11.99%), SCIO ($11.0M, 5.04%), UDEC ($10.1M, 4.63%), JAAA ($10.0M, 4.59%), CGDV ($8.9M, 4.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPMO | INVESCO EXCH TRADED FD TR II | $26.1M | 11.99% | 161,592 | Added |
| 2 | SCIO | FIRST TR EXCHANGE-TRADED FD | $11.0M | 5.04% | 530,567 | Added |
| 3 | UDEC | INNOVATOR ETFS TRUST | $10.1M | 4.63% | 241,913 | Added |
| 4 | JAAA | JANUS DETROIT STR TR | $10.0M | 4.59% | 197,781 | Added |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $8.9M | 4.07% | 179,905 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $8.7M | 4.01% | 43,569 | Added |
| 7 | GRNY | TIDAL TRUST I | $6.6M | 3.03% | 238,249 | Added |
| 8 | KLAC | KLA CORP | $6.1M | 2.79% | 20,148 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $5.5M | 2.50% | 7,299 | Trimmed |
| 10 | AAPL | APPLE INC | $5.3M | 2.44% | 18,390 | Trimmed |
| 11 | STRL | STERLING INFRASTRUCTURE INC | $5.1M | 2.32% | 6,017 | Trimmed |
| 12 | GOOG | ALPHABET INC | $4.9M | 2.25% | 13,849 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $4.8M | 2.22% | 20,249 | Trimmed |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.5M | 2.09% | 9,521 | Added |
| 15 | QQQM | INVESCO EXCH TRADED FD TR II | $4.5M | 2.09% | 14,997 | Trimmed |
| 16 | AVGO | BROADCOM INC | $4.5M | 2.04% | 11,781 | Added |
| 17 | ANET | ARISTA NETWORKS INC | $4.3M | 1.98% | 25,399 | Added |
| 18 | MSFT | MICROSOFT CORP | $4.3M | 1.97% | 11,483 | Added |
| 19 | RCL | ROYAL CARIBBEAN GROUP | $4.2M | 1.91% | 13,100 | Hold |
| 20 | XMMO | INVESCO EXCHANGE TRADED FD T | $3.9M | 1.81% | 23,187 | Added |
| 21 | ATI | ATI INC | $3.9M | 1.80% | 19,903 | Added |
| 22 | LLY | ELI LILLY & CO | $3.9M | 1.79% | 3,241 | Added |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.7M | 1.68% | 7,324 | Added |
| 24 | VRTX | VERTEX PHARMACEUTICALS INC | $3.6M | 1.67% | 7,333 | Added |
| 25 | EME | EMCOR GROUP INC | $3.6M | 1.67% | 4,391 | Added |
Source: SEC Form 13F filings · as of 2026-06-30