SEC 13F Intelligence

Managers / Q1 2026

LEGACY CAPITAL WEALTH MANAGEMENT, LLC

CIK 0002071183 · 1725 HUGHES LANDING BLVD., SUITE 830, THE WOODLANDS, TX, 77380 · 281-595-1996

Reported Value
$174M
Q1 2026
Positions
65
Filings on Record
3
2019–present window
Filed
May 7, 2026
original filing

Summary

Legacy Capital Wealth Management, LLC reported $174M in U.S.-listed holdings across 65 positions for Q1 2026.

Its largest position, Invesco Exch Traded Fd Tr II, represents 9.0% of the portfolio.

Compared with Q4 2025, the fund opened 10 new positions and exited 10.

Portfolio Metrics

Turnover
+10.7%
vs prior filed quarter
Top-10 Concentration
+44.5%
share of reported value
Largest Position
+9.0%
Invesco Exch Traded Fd Tr II
New / Exited
10 / 10
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’25: $101MQ2 ’25Q4 ’25: $165MQ4 ’25Q1 ’26: $174MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 51.8%ETP: 42.7%Other: 3.7%ADR: 1.8%
  • Common Stock · 51.8% · $90M
  • ETP · 42.7% · $74M
  • Other · 3.7% · $6M
  • ADR · 1.8% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AEPAMERICAN ELEC PWR CO INCNEW+21.9K21.9K+$3M$3M
JPMJPMORGAN CHASE & CONEW+9.6K9.6K+$3M$3M
ATDATI INCNEW+19.3K19.3K+$3M$3M
STATE STR SPDR S&P 500 ETF TNEW+1.9K1.9K+$1M$1M
STATE STR SPDR S&P 500 ETF TNEW+1.6K1.6K+$1M$1M
GOOGLALPHABET INCNEW+1.7K1.7K+$489,427$489,427
CSCOCISCO SYS INCNEW+4.4K4.4K+$343,336$343,336
ONDSONDAS INCNEW+26.6K26.6K+$240,102$240,102

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

46 positions
#IssuerClass% PortfolioValueShares
1INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM · NASDAQ 100 ETF11.05%$19M154.5K
2JANUS DETROIT STR TRHENDRSON AAA CL5.71%$10M197.2K
3FIRST TR EXCHANGE-TRADED FDSTRUCTURED CR IN5.47%$10M461.1K
4INNOVATOR ETFS TRUSTUS EQTY ULTRA B5.04%$9M225.6K
5NVDANVIDIA CORPORATIONhistory →COM4.33%$8M43.2K
6CGDVUSDCAPITAL GROUP DIVIDEND VALUEhistory →SHS CREATION UNI4.16%$7M169.9K
7TIDAL TRUST IFUNDSTRAT GRANNY2.86%$5M208.4K
8STATE STR SPDR S&P 500 ETF TTR UNIT2.78%$5M7.4K
9AAPLAPPLE INChistory →COM2.69%$5M18.4K
10GOOGALPHABET INChistory →CAP STK CL C · CAP STK CL A2.58%$4M15.6K
11AMZNAMAZON COM INChistory →COM2.47%$4M20.6K
12MSFTMICROSOFT CORPhistory →COM2.37%$4M11.1K
13CHVCHEVRON CORPORATIONhistory →COM2.11%$4M17.8K
14ROYAL CARIBBEAN GROUPCOM2.07%$4M13.1K
15UAOSTERLING INFRASTRUCTURE INChistory →COM2.05%$4M8.7K
16KLACKLA CORPhistory →COM NEW2.01%$3M2.4K
17TJXTJX COS INC NEWhistory →COM1.95%$3M21.2K
18AVGOBROADCOM INChistory →COM1.94%$3M10.9K
19INVESCO EXCHANGE TRADED FD TS&P MDCP MOMNTUM1.86%$3M22.3K
20MCKMCKESSON CORPhistory →COM1.84%$3M3.7K
21METAMETA PLATFORMS INChistory →CL A1.81%$3M5.5K
22EMEEMCOR GROUP INChistory →COM1.77%$3M4.2K
23TSMTAIWAN SEMICONDUCTOR MANUFAChistory →SPONSORED ADS1.77%$3M9.1K
24NEMNEWMONT CORPhistory →COM1.77%$3M28.4K
25ANETARISTA NETWORKS INChistory →COM SHS1.76%$3M24.9K
26BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.74%$3M6.3K
27PHPARKER-HANNIFIN CORPhistory →COM1.69%$3M3.3K
28AEPAMERICAN ELEC PWR CO INChistory →COM1.65%$3M21.9K
29ORLYOREILLY AUTOMOTIVE INChistory →COM1.64%$3M31.0K
30LLYELI LILLY & COhistory →COM1.64%$3M3.1K
31JPMJPMORGAN CHASE & COhistory →COM1.63%$3M9.6K
32ATDATI INChistory →COM1.61%$3M19.3K
33COSTCOSTCO WHOLESALE CORPORATIONhistory →COM1.61%$3M2.8K
34VRTXVERTEX PHARMACEUTICALS INChistory →COM1.50%$3M5.8K
35PACER FDS TRUS CASH COWS 1000.72%$1M20.0K
36CGGOUSDCAPITAL GROUP GBL GROWTH EQTSHS CREATION UNI0.68%$1M35.2K
37EXMOCEXXON MOBIL CORPCOM0.67%$1M6.9K
38MUMICRON TECHNOLOGY INCCOM0.55%$950,0062.8K
39TSLATESLA INCCOM0.54%$930,1192.5K
40PROSHARES TRPSHS ULT S&P 5000.34%$585,19111.3K
41VANGUARD INDEX FDSTOTAL STK MKT0.32%$555,9641.7K
42PLTRPALANTIR TECHNOLOGIES INCCL A0.30%$522,3663.6K
43AMDADVANCED MICRO DEVICES INCCOM0.28%$493,9282.4K
44SLVISHARES SILVER TRISHARES0.27%$466,0096.8K
45SPGIS&P GLOBAL INCCOM0.26%$446,1821.0K
46GQ9SPDR GOLD TRGOLD SHS0.25%$428,569996

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$174M65May 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$165M70Feb 11, 202613F-HRchanges · EDGAR ↗
Q2 2025$101M51Jun 4, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.