LEGACY CAPITAL WEALTH MANAGEMENT, LLC: 13F holdings
CIK 20711832026Q2
| Positions | 80 |
|---|
| Reported value | $217.7m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 80 (+15 vs prior quarter) |
|---|
| Reported value | $217.7m (+25.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPMO INVESCO EXCH TRADED FD TR II | 161,592 | $26.1m | 12.0% |
| FIRST TR EXCHANGE-TRADED FD | 530,567 | $11.0m | 5.0% |
| UDEC INNOVATOR ETFS TRUST | 241,913 | $10.1m | 4.6% |
| JAAA JANUS DETROIT STR TR | 197,781 | $10.0m | 4.6% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 179,905 | $8.9m | 4.1% |
| NVDA NVIDIA CORPORATION | 43,569 | $8.7m | 4.0% |
| GRNY TIDAL TRUST I | 238,249 | $6.6m | 3.0% |
| KLAC KLA CORP | 20,148 | $6.1m | 2.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 7,299 | $5.5m | 2.5% |
| AAPL APPLE INC | 18,390 | $5.3m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2071183")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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