§ 13F · FUND PROFILE
Legacy CG, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $355M (13F)Positions · 46Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$53M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BBEU | J P MORGAN EXCHANGE TRADED F | 431K | $31M | 8.7% | +2% |
| 2 | BKGI | BNY MELLON ETF TRUST | 436K | $19M | 5.4% | −1% |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | 380K | $19M | 5.3% | +23% |
| 4 | AOCT | INNOVATOR ETFS TRUST | 672K | $18M | 4.9% | +2% |
| 5 | HEGD | LISTED FDS TR | 687K | $17M | 4.7% | +2% |
| 6 | DMBS | DOUBLELINE ETF TRUST | 334K | $17M | 4.6% | +1% |
| 7 | TJUL | INNOVATOR ETFS TRUST | 552K | $16M | 4.5% | NEW |
| 8 | FLCO | FRANKLIN TEMPLETON ETF TR | 734K | $16M | 4.4% | NEW |
| 9 | FLMI | FRANKLIN TEMPLETON ETF TR | 633K | $16M | 4.4% | +26% |
| 10 | FEGE | RBB FUND TRUST | 286K | $13M | 3.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy CG, LLC is a Other fund managing $355 million in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed