§ 13F · FUND PROFILE
LEGACY CAPITAL WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 70Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$165.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPMO | INVESCO EXCH TRADED FD TR II | 134K | $16.0T | 9.7% | NEW |
| 2 | JAAA | JANUS DETROIT STR TR | 229K | $11.6T | 7.0% | NEW |
| 3 | UDEC | INNOVATOR ETFS TRUST | 216K | $8.5T | 5.2% | NEW |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 165K | $7.2T | 4.4% | NEW |
| 5 | NVDA | NVIDIA CORPORATION | 38K | $7.1T | 4.3% | NEW |
| 6 | SCIO | FIRST TR EXCHANGE-TRADED FD | 319K | $6.6T | 4.0% | NEW |
| 7 | SPY | SPDR S&P 500 ETF TR | 8K | $5.2T | 3.1% | NEW |
| 8 | GRNY | TIDAL TRUST I | 200K | $5.0T | 3.0% | NEW |
| 9 | GOOG | ALPHABET INC | 15K | $4.9T | 2.9% | NEW |
| 10 | NEM | NEWMONT CORP | 41K | $4.1T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
LEGACY CAPITAL WEALTH MANAGEMENT, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed