§ 13F · FUND PROFILE
LEGACY CAPITAL WEALTH MANAGEMENT, LLC.
AUM · $218M (13F)Positions · 80Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPMO | INVESCO EXCH TRADED FD TR II | 162K | $26M | — | — |
| 2 | SCIO | FIRST TR EXCHANGE-TRADED FD | 531K | $11M | — | — |
| 3 | UDEC | INNOVATOR ETFS TRUST | 242K | $10M | — | — |
| 4 | JAAA | JANUS DETROIT STR TR | 198K | $10M | — | — |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 180K | $9M | — | — |
| 6 | NVDA | NVIDIA CORPORATION | 44K | $9M | — | — |
| 7 | GRNY | TIDAL TRUST I | 238K | $7M | — | — |
| 8 | KLAC | KLA CORP | 20K | $6M | — | — |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 7K | $5M | — | — |
| 10 | AAPL | APPLE INC | 18K | $5M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
LEGACY CAPITAL WEALTH MANAGEMENT, LLC is a Other fund managing $218 million in assets. The fund runs a portfolio of 80 positions.
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