LEGACY CAPITAL WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, LEGACY CAPITAL WEALTH MANAGEMENT, LLC held in its portfolio 65 assets valued at $165,121,474 (i.e. $165.12M).
The most valuable assets in the portfolio included: INVESCO EXCH TRADED FD TR II ($16.01M), JANUS DETROIT STR TR ($11.57M), and INNOVATOR ETFS TRUST ($8.55M).
The chart below shows the top 10 valuable assets, and the table below shows the top 65 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LEGACY CAPITAL WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | 134135 | 16005030 | S&P 500 MOMNTM |
| JANUS DETROIT STR TR | 228809 | 11573136 | HENDRSON AAA CL |
| INNOVATOR ETFS TRUST | 215636 | 8547811 | US EQTY ULTRA B |
| CAPITAL GROUP DIVIDEND VALUE | 165443 | 7219933 | SHS CREATION UNI |
| NVIDIA CORPORATION | 38010 | 7088818 | COM |
| FIRST TR EXCHANGE-TRADED FD | 318966 | 6634493 | STRUCTURED CR IN |
| SPDR S&P 500 ETF TR | 7577 | 5158307 | TR UNIT |
| TIDAL TRUST I | 200068 | 4953684 | FUNDSTRAT GRANNY |
| ALPHABET INC | 15478 | 4857079 | CAP STK CL C |
| NEWMONT CORP | 40666 | 4060500 | COM |
| INVESCO EXCH TRADED FD TR II | 15546 | 3931894 | NASDAQ 100 ETF |
| APPLE INC | 13850 | 3765295 | COM |
| BROADCOM INC | 10612 | 3691881 | COM |
| AMAZON COM INC | 15372 | 3686188 | COM |
| ROYAL CARIBBEAN GROUP | 13100 | 3653852 | COM |
| KLA CORP | 2774 | 3370632 | COM NEW |
| STERLING INFRASTRUCTURE INC | 10797 | 3306365 | COM |
| MICROSOFT CORP | 6718 | 3249057 | COM |
| ELI LILLY & CO | 2944 | 3163858 | COM |
| META PLATFORMS INC | 4703 | 3104455 | CL A |
| ARISTA NETWORKS INC | 23083 | 3024565 | COM SHS |
| TJX COS INC NEW | 19646 | 3017822 | COM |
| MCKESSON CORP | 3552 | 2913670 | COM |
| PARKER-HANNIFIN CORP | 3283 | 2885626 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5598 | 2813835 | CL B NEW |
| EMCOR GROUP INC | 4492 | 2748161 | COM |
| ISHARES BITCOIN TRUST ETF | 53930 | 2677624 | SHS BEN INT |
| CHEVRON CORP NEW | 16655 | 2538421 | COM |
| OREILLY AUTOMOTIVE INC | 26831 | 2447256 | COM |
| DELL TECHNOLOGIES INC | 19138 | 2409117 | CL C |
| INVESCO EXCHANGE TRADED FD T | 17333 | 2399927 | S&P MDCP MOMNTUM |
| VERTEX PHARMACEUTICALS INC | 5043 | 2286294 | COM |
| SALESFORCE INC | 8125 | 2152394 | COM |
| COSTCO WHSL CORP NEW | 2448 | 2111018 | COM |
| TRACTOR SUPPLY CO | 42155 | 2108172 | COM |
| TESLA INC | 3325 | 1495319 | COM |
| CAPITAL GROUP GBL GROWTH EQT | 35260 | 1221759 | SHS CREATION UNI |
| PACER FDS TR | 20139 | 1211764 | US CASH COWS 100 |
| ISHARES SILVER TR | 15447 | 995096 | ISHARES |
| MICRON TECHNOLOGY INC | 3124 | 891621 | COM |
| EXXON MOBIL CORP | 6528 | 785580 | COM |
| PROSHARES TR | 12447 | 720910 | PSHS ULT S&P 500 |
| PALANTIR TECHNOLOGIES INC | 3560 | 632790 | CL A |
| VANGUARD INDEX FDS | 1834 | 614885 | TOTAL STK MKT |
| ADVANCED MICRO DEVICES INC | 2854 | 611213 | COM |
| S&P GLOBAL INC | 1076 | 562307 | COM |
| VANGUARD WORLD FD | 608 | 458298 | INF TECH ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 1508 | 458266 | SPONSORED ADS |
| INVESCO QQQ TR | 744 | 457047 | UNIT SER 1 |
| PROSHARES TR | 6063 | 426883 | PSHS ULTRA QQQ |
| BITMINE IMMERSION TECNOLOGIE | 15603 | 423621 | COM NEW |
| SPDR GOLD TR | 996 | 394725 | GOLD SHS |
| SCHWAB STRATEGIC TR | 14341 | 376164 | US BRD MKT ETF |
| VANGUARD SPECIALIZED FUNDS | 1519 | 333846 | DIV APP ETF |
| AXSOME THERAPEUTICS INC | 1785 | 326012 | COM |
| NATIXIS ETF TRUST II | 6535 | 292507 | NATIXIS LOOMIS |
| FIDELITY WISE ORIGIN BITCOIN | 3649 | 278163 | SHS |
| ORACLE CORP | 1280 | 249524 | COM |
| BAKER HUGHES COMPANY | 5437 | 247601 | CL A |
| FIRST TR EXCHANGE TRADED FD | 5485 | 227846 | DORSEYWRIGHT MOM |
| JOHNSON & JOHNSON | 1050 | 217298 | COM |
| VANGUARD INDEX FDS | 1118 | 213527 | VALUE ETF |
| ISHARES TR | 4307 | 207511 | FUTURE AI & TECH |
| TRILOGY METALS INC NEW | 43107 | 185791 | COM |
| ISHARES BITCOIN TRUST ETF | 82 | 47430 | CALL |
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