Institutions / Legacy Capital Wealth Management, LLC
Legacy Capital Wealth Management, LLC
CIK 2071183 · Institution · as of Dec 31, 2025
Portfolio value
$165.12M
Positions
65
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 65 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Exch Traded Fd Tr II | $16.01M | 9.7% |
| Janus Detroit Str Tr | $11.57M | 7.0% |
| Innovator Etfs Trust | $8.55M | 5.2% |
| Capital Group Dividend Value | $7.22M | 4.4% |
| NVIDIA Corp | $7.09M | 4.3% |
| First Tr Exchange-Traded Fd | $6.63M | 4.0% |
| SPDR S&P 500 ETF Tr | $5.16M | 3.1% |
| Tidal Trust I | $4.95M | 3.0% |
| Alphabet Inc. | $4.86M | 2.9% |
| Newmont Corp | $4.06M | 2.5% |
| Invesco Exch Traded Fd Tr II | $3.93M | 2.4% |
| Apple Inc. | $3.77M | 2.3% |
| Broadcom Inc. | $3.69M | 2.2% |
| Amazon.com Inc | $3.69M | 2.2% |
| Royal Caribbean Cruises Ltd | $3.65M | 2.2% |
| Kla Corp | $3.37M | 2.0% |
| Sterling Infrastructure, Inc. | $3.31M | 2.0% |
| Microsoft Corp | $3.25M | 2.0% |
| ELI LILLY & Co | $3.16M | 1.9% |
| Meta Platforms Inc | $3.10M | 1.9% |
| Arista Networks, Inc.ANET | $3.02M | 1.8% |
| TJX Cos Inc/The | $3.02M | 1.8% |
| McKesson Corp | $2.91M | 1.8% |
| Parker-Hannifin Corp | $2.89M | 1.7% |
| Warren E. Buffett | $2.81M | 1.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.