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CIK: 0002111719
Total reported value
$183.8M
$183.8M
159 檔
52.2%
The Q1 2026 SEC filing reveals that Legend Capital Advisors LLC held a total portfolio value of $183.8M, covering 159 public equity positions.
In Q1 2026, Legend Capital Advisors LLC displayed an active expansion posture, initiating 105 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SNOW | Snowflake Inc | Stock-Tech | 29.60% | +5.21% | -0.05% | |
| 2 | NU | Nu Holdings Ltd. | Stock-Financials | 12.51% | -2.38% | — | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 9.85% | -1.41% | -0.19% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.60% | +0.41% | +1.94% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.41% | -0.17% | +9.02% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.14% | -0.03% | -0.19% | |
| 7 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 3.03% | -0.47% | +50.66% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | +0.08% | -1.05% | |
| 9 | TMC | Tmc THE Metals Co Inc | Stock-Other | 1.88% | -0.40% | +778.22% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | — | -16.07% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.59% | +0.14% | -26.99% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 1.57% | +2.39% | +0.22% | |
| 13 | TU | Telus CORP | Stock-Other | 1.55% | -0.81% | +30.41% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | -0.18% | -34.82% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.13% | -0.37% | -0.33% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +0.52% | +0.88% | |
| 17 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.01% | +0.87% | +2.38% | |
| 18 | BEN | Franklin Resources Inc | Stock-Financials | 0.99% | +0.23% | — | |
| 19 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.94% | -0.29% | -7.37% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.92% | -0.20% | — | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 0.71% | -0.24% | -0.21% | |
| 22 | FIGR | Figure Technology Solut-cl A | Stock-Other | 0.65% | -0.03% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | — | — | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | -0.04% | -13.41% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.50% | +0.03% | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.05% | -1.03% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.16% | +0.04% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.10% | — | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.02% | — | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.36% | -0.04% | -1.29% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.06% | — | |
| 32 | AXP | American Express Co | Stock-Financials | 0.33% | -0.01% | -2.01% | |
| 33 | PHK | Pimco High Income Fund | Stock-Other | 0.33% | -0.03% | — | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.03% | +9.60% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.29% | +0.10% | — | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.26% | -0.02% | — | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.25% | +0.02% | — | |
| 38 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.25% | -0.04% | -1.93% | |
| 39 | AM | Antero Midstream CORP | Stock-Energy | 0.25% | -0.03% | — | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.25% | -0.04% | — | |
| 41 | PBR-A | Petroleo Brasil-sp Pref Adr | Stock-Other | 0.24% | -0.08% | — | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.23% | -0.10% | -0.33% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.23% | -0.05% | — | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.22% | -0.01% | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | -0.02% | — | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.20% | +0.06% | — | |
| 47 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.18% | +0.03% | — | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.18% | — | -5.84% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.17% | — | — | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.16% | -0.01% | -3.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TMC | Tmc THE Metals Co Inc | +1.6% | +778.22% | Add |
| 2 | WBD | Warner Bros Discovery Inc | +1.2% | +50.66% | Add |
| 3 | TU | Telus CORP | +0.6% | +30.41% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.4% | -0.33% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.94% | Add |
| 6 | AAPL | Apple Inc | +0.1% | -0.19% | Trim |
| 7 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | — | Unchanged |
| 8 | PBR-A | Petroleo Brasil-sp Pref Adr | +0.1% | — | Unchanged |
| 9 | AMD | Advanced Micro Devices | +0.1% | +0.22% | Add |
| 10 | NVDA | Nvidia CORP | +0.1% | -1.05% | Trim |
| 11 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 12 | NFLX | Netflix Inc | +0.1% | -0.21% | Trim |
| 13 | CVX | Chevron CORP | +0.1% | -0.33% | Trim |
| 14 | COST | Costco Wholesale CORP | +0.1% | — | Unchanged |
| 15 | ASML | ASML Holding N.V. | +0.1% | — | Unchanged |
| 16 | JNJ | Johnson & Johnson | +0.1% | — | Unchanged |
| 17 | FDX | Fedex CORP | +0.1% | -1.41% | Trim |
| 18 | TSLA | Tesla Inc | 0% | +9.02% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 20 | RTX | Rtx CORP | 0% | — | Unchanged |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.03% | Trim |
| 22 | HWM | Howmet Aerospace Inc | 0% | — | Unchanged |
| 23 | AVGO | Broadcom Inc | 0% | +9.60% | Add |
| 24 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 25 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 26 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 27 | IVE | Ishares S&p 500 Value ETF | 0% | — | Unchanged |
| 28 | RSP | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 29 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Unchanged |
| 30 | GS | Goldman Sachs Group Inc | 0% | -1.29% | Trim |
| 31 | GWW | Ww Grainger Inc | 0% | — | Unchanged |
| 32 | VBR | Vanguard Small-cap Value ETF | 0% | — | Unchanged |
| 33 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 34 | PANW | Palo Alto Networks Inc | 0% | +13.91% | Add |
| 35 | VYM | Vanguard High Dvd Yield ETF | — | -13.41% | Trim |
| 36 | VZ | Verizon Communications Inc | — | — | Unchanged |
| 37 | DIS | Walt Disney Co/the | — | -0.50% | Trim |
| 38 | GM | General Motors Co | — | — | Unchanged |
| 39 | V | Visa Inc-class A Shares | 0% | -5.84% | Trim |
| 40 | WFC | Wells Fargo & Co | 0% | -3.59% | Trim |
| 41 | CEG | Constellation Energy | 0% | — | Unchanged |
| 42 | LLY | Eli Lilly & Co | 0% | +0.88% | Add |
| 43 | CRWD | Crowdstrike Holdings Inc - A | 0% | +2.38% | Add |
| 44 | UNH | Unitedhealth Group Inc | 0% | +0.04% | Add |
| 45 | AXP | American Express Co | 0% | -2.01% | Trim |
| 46 | PONY | Pony Ai Inc | -0.1% | — | Unchanged |
| 47 | SOFI | Sofi Technologies Inc | -0.1% | -1.93% | Trim |
| 48 | PLTR | Palantir Technologies Inc-a | -0.2% | -7.37% | Trim |
| 49 | META | Meta Platforms Inc-class A | -0.3% | -0.19% | Trim |
| 50 | AMZN | Amazon.com Inc | -0.3% | -16.07% | Trim |
According to official SEC Form 13F filings, Legend Capital Advisors LLC reported a total U.S. public equity portfolio value of $183.8M across 159 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SNOW, NU, META) accounted for 52.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
BEN
市值: $1.6M
Top Position Liquidated / Trimmed
CHYM
前期市值: $321.7K
During Q1 2026, Legend Capital Advisors LLC's top holdings by market value included SNOW (29.6%)、NU (12.5%)、META (9.8%). The largest single position, SNOW, represented 29.6% of total portfolio value.
In Q1 2026, Legend Capital Advisors LLC made 138 total portfolio adjustments, initiating 105 new buys, adding to 11 positions, trimming 20 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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