Legacy CG, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Legacy CG, LLC held in its portfolio 45 assets valued at $357,244,152 (i.e. $357.24M).
The most valuable assets in the portfolio included: J P MORGAN EXCHANGE TRADED F ($30.87M), PRINCIPAL EXCHANGE TRADED FD ($20.27M), and BNY MELLON ETF TRUST ($17.84M).
The chart below shows the top 10 valuable assets, and the table below shows the top 45 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Legacy CG, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 421130 | 30868829 | BETABUILDERS EUR |
| PRINCIPAL EXCHANGE TRADED FD | 296195 | 20274548 | US MEGA CP ETF |
| BNY MELLON ETF TRUST | 442146 | 17836170 | GLOBAL INFRASCTR |
| INNOVATOR ETFS TRUST | 658204 | 17488283 | EQUITY DEF PRO 2 |
| LISTED FDS TR | 671970 | 16940364 | SWAN HEDGED EQTY |
| DOUBLELINE ETF TRUST | 330562 | 16414056 | MORTGAGE ETF |
| J P MORGAN EXCHANGE TRADED F | 308843 | 15624367 | ULTRA SHRT ETF |
| INNOVATOR ETFS TRUST | 552967 | 14790064 | EQUITY DEFINED P |
| FRANKLIN TEMPLETON ETF TR | 504427 | 12545099 | FRANKLIN DYN MUN |
| AMAZON COM INC | 48064 | 11094132 | COM |
| BONDBLOXX ETF TRUST | 219701 | 10868608 | BLOOMBERG TWO YR |
| ALPHABET INC | 30863 | 9684809 | CAP STK CL C |
| JOHN HANCOCK EXCHANGE TRADED | 446625 | 9606904 | CORPORATE BD |
| BERKSHIRE HATHAWAY INC DEL | 16683 | 8385710 | CL B NEW |
| NVIDIA CORPORATION | 40164 | 7490586 | COM |
| ANGEL OAK FUNDS TRUST | 357382 | 7442659 | INCOME ETF |
| BROADCOM INC | 21473 | 7431805 | COM |
| MICROSOFT CORP | 15029 | 7268325 | COM |
| WALMART INC | 57378 | 6392483 | COM |
| VISA INC | 18168 | 6371699 | COM CL A |
| ABBVIE INC | 27647 | 6317063 | COM |
| CVS HEALTH CORP | 78832 | 6256108 | COM |
| JPMORGAN CHASE & CO. | 18744 | 6039692 | COM |
| AMERICAN CENTY ETF TR | 78004 | 6007868 | AVANTIS EMGMKT |
| WELLTOWER INC | 31964 | 5932838 | COM |
| ORACLE CORP | 29215 | 5694296 | COM |
| MOTOROLA SOLUTIONS INC | 14062 | 5390246 | COM NEW |
| HILTON WORLDWIDE HLDGS INC | 18716 | 5376171 | COM |
| APPLE INC | 19707 | 5357545 | COM |
| META PLATFORMS INC | 7410 | 4891267 | CL A |
| NUCOR CORP | 27083 | 4417508 | COM |
| DEVON ENERGY CORP NEW | 119887 | 4391461 | COM |
| JOHNSON CTLS INTL PLC | 35589 | 4261783 | SHS |
| BONDBLOXX ETF TRUST | 84323 | 4176940 | BLOOMBERG ONE YR |
| UBER TECHNOLOGIES INC | 50260 | 4106745 | COM |
| NEXTERA ENERGY INC | 50446 | 4049805 | COM |
| INVESCO EXCH TRD SLF IDX FD | 191762 | 4003032 | BULLETSHS 2032 |
| INVESCO EXCH TRD SLF IDX FD | 239712 | 4001992 | BULETSHS 2031 CP |
| INVESCO EXCH TRD SLF IDX FD | 236454 | 4000802 | INVSCO 30 CORP |
| PEPSICO INC | 25210 | 3618139 | COM |
| AMERICAN CENTY ETF TR | 23202 | 2657093 | US QUALITY GROW |
| VANGUARD INDEX FDS | 1747 | 585717 | TOTAL STK MKT |
| J P MORGAN EXCHANGE TRADED F | 4910 | 326171 | HEDGED EQUITY LA |
| SPDR SERIES TRUST | 9178 | 310308 | STATE STREET SPD |
| AFLAC INC | 2304 | 254062 | COM |
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