LC

Legacy Capital Wealth Management, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$173.9M

Reporting period: 2026-03-31 · Number of holdings: 65

LEGACY CAPITAL WEALTH MANAGEMENT, LLC disclosed 65 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $173.9M and a quarterly turnover rate of 26.6%.

Personality snowflake

Concentration
12.98
Portfolio Stability
26.6
Momentum/Contrarian
100
Sector conviction
52.89
Diversification
100
Sizing Uniformity
89.39

Recent moves

  • Add TSM

    +505.0%　$2.6M

  • Add SCIO

    +44.6%　$2.9M

  • Trim JAAA

    -13.8%　-$1.6M

  • Trim SPMO

    +3.9%　-$384.6K

  • Trim NEM

    -30.1%　-$981.4K

  • Trim GOOG

    -10.1%　-$864.1K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SPMOInvesco S&p 500 Momentum ETFETF-Large Cap & Growth8.98%-0.71%+3.87%
2JAAAJanus Henderson Aaa Clo ETFETF-Other5.71%-1.30%-13.80%
3SCIOFt Struct Credit INC Opp ETFETF-Other5.47%+1.45%+44.56%
4UDECInnovator U.s. Equity UltraETF-Other5.04%-0.14%+4.60%
5NVDANvidia CORPStock-Tech4.33%+0.04%+13.68%
6CGDVCap Group Dividend ValueETF-Other4.16%—+2.68%
7GRNYFundstr Gran Sh US Lrg CapETF-Other2.86%—+4.15%
8SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth2.78%-0.34%-2.03%
9AAPLApple INCStock-Tech2.69%+0.41%+33.05%
10AMZNAmazon.com INCStock-Consumer Disc2.47%+0.24%+33.94%
11MSFTMicrosoft CORPStock-Tech2.37%+0.40%+65.42%
12GOOGAlphabet Inc-cl CStock-Comm Services2.30%-0.64%-10.07%
13CVXChevron CORPStock-Energy2.11%+0.57%+6.63%
14RCLRoyal Caribbean Cruises Ltd.Stock-Consumer Disc2.07%——
15QQQMInvesco Nasdaq 100 ETFETF-Tech2.07%-0.31%-2.70%
16STRLSterling Infrastructure INCStock-Industrials2.05%+0.05%-18.98%
17KLACKla CORPStock-Tech2.01%—-14.49%
18TJXTjx Companies INCStock-Consumer Disc1.95%+0.12%+8.03%
19AVGOBroadcom INCStock-Tech1.94%-0.30%+2.74%
20XMMOInvesco S&p Midcap MomentumETF-Other1.86%+0.41%+28.67%
21MCKMckesson CORPStock-Healthcare1.84%+0.08%+4.00%
22METAMeta Platforms Inc-class AStock-Comm Services1.81%—+16.82%
23EMEEmcor Group INCStock-Industrials1.77%+0.11%-6.99%
24TSMTaiwan Semiconductor-sp AdrStock-Tech1.77%+1.49%+504.97%
25NEMNewmont CORPStock-Materials1.77%-0.69%-30.05%
26ANETArista Networks INCStock-Tech1.76%—+7.97%
27BRK-BBerkshire Hathaway Inc-cl BStock-Other1.74%+0.04%+12.47%
28PHParker Hannifin CORPStock-Industrials1.69%—-0.30%
29AEPAmerican Electric PowerStock-Utilities1.65%+1.65%NEW
30ORLYO'reilly Automotive INCStock-Consumer Disc1.64%+0.16%+15.42%
31LLYEli Lilly & CoStock-Healthcare1.64%-0.28%+5.43%
32JPMJpmorgan Chase & CoStock-Financials1.63%+1.63%NEW
33ATIAti INCStock-Industrials1.61%+1.61%NEW
34COSTCostco Wholesale CORPStock-Consumer Staples1.61%+0.33%+14.87%
35VRTXVertex Pharmaceuticals INCStock-Healthcare1.50%+0.12%+15.98%
36COWZPacer US Cash Cows 100 ETFETF-Other0.72%—-0.83%
37SPYState Street SPDR S&P 500 ETF TrustETF-Large Cap & Growth0.71%+0.71%NEW
38CGGOCap Group Global GrowthETF-Other0.68%—-0.08%
39XOMExxon Mobil CORPStock-Energy0.67%+0.19%+5.41%
40✓ Spdr S&p 500 ETF TrETF-Large Cap & Growth0.60%+0.60%NEW
41MUMicron Technology INCStock-Tech0.55%—-9.99%
42TSLATesla INCStock-Consumer Disc0.54%-0.37%-24.75%
43SSOProshares Ultra S&p500ETF-Other0.34%-0.10%-9.38%
44VTIVanguard Total Stock Mkt ETFETF-Other0.32%—-5.51%
45PLTRPalantir Technologies Inc-aStock-Tech0.30%—+0.31%
46AMDAdvanced Micro DevicesStock-Tech0.28%—-14.93%
47GOOGLAlphabet Inc-cl AStock-Comm Services0.28%+0.28%NEW
48SLVIshares Silver TrustETF-Commodities0.27%-0.33%-55.73%
49SPGIS&p Global INCStock-Financials0.26%—-2.51%
50GLDSpdr Gold SharesETF-Commodities0.25%——
1–50 of 65

Holding changes this quarter

Legacy Capital Wealth Management, LLC's most significant position changes for 2026-03-31: New buy: American Electric Power (AEP); New buy: Jpmorgan Chase & Co (JPM); New buy: Ati INC (ATI); Sold out: Ishares Bitcoin Trust ETF (IBIT); Sold out: Dell Technologies -c (DELL).

Position changes disclosed by Legacy Capital Wealth Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1TSMTaiwan Semiconductor-sp Adr+1.5%+504.97%Add
2SCIOFt Struct Credit INC Opp ETF+1.5%+44.56%Add
3CVXChevron CORP+0.6%+6.63%Add
4AAPLApple INC+0.4%+33.05%Add
5XMMOInvesco S&p Midcap Momentum+0.4%+28.67%Add
6MSFTMicrosoft CORP+0.4%+65.42%Add
7COSTCostco Wholesale CORP+0.3%+14.87%Add
8AMZNAmazon.com INC+0.2%+33.94%Add
9XOMExxon Mobil CORP+0.2%+5.41%Add
10ORLYO'reilly Automotive INC+0.2%+15.42%Add
11IBITiShares Bitcoin Trust ETF+0.2%+9900.00%Add
12TJXTjx Companies INC+0.1%+8.03%Add
13VRTXVertex Pharmaceuticals INC+0.1%+15.98%Add
14EMEEmcor Group INC+0.1%-6.99%Trim
15MCKMckesson CORP+0.1%+4.00%Add
16STRLSterling Infrastructure INC+0.1%-18.98%Trim
17NVDANvidia CORP0%+13.68%Add
18BRK-BBerkshire Hathaway Inc-cl B0%+12.47%Add
19SSOProshares Ultra S&p500-0.1%-9.38%Trim
20UDECInnovator U.s. Equity Ultra-0.1%+4.60%Add
21LLYEli Lilly & Co-0.3%+5.43%Add
22AVGOBroadcom INC-0.3%+2.74%Add
23QQQMInvesco Nasdaq 100 ETF-0.3%-2.70%Trim
24SLVIshares Silver Trust-0.3%-55.73%Trim
25SPYSs Spdr S&p 500 ETF Trust-us-0.3%-2.03%Trim
26TSLATesla INC-0.4%-24.75%Trim
27GOOGAlphabet Inc-cl C-0.6%-10.07%Trim
28NEMNewmont CORP-0.7%-30.05%Trim
29SPMOInvesco S&p 500 Momentum ETF-0.7%+3.87%Add
30JAAAJanus Henderson Aaa Clo ETF-1.3%-13.80%Trim
31AEPAmerican Electric Power—NEWNew buy
32JPMJpmorgan Chase & Co—NEWNew buy
33ATIAti INC—NEWNew buy
34IBITIshares Bitcoin Trust ETF—EXITSold out
35DELLDell Technologies -c—EXITSold out
36CRMSalesforce INC—EXITSold out
37TSCOTractor Supply Company—EXITSold out
38SPYState Street SPDR S&P 500 ETF Trust—NEWNew buy
39✓ Spdr S&p 500 ETF Tr—NEWNew buy
40GOOGLAlphabet Inc-cl A—NEWNew buy
41BMNRBitmine Immersion Technologi—EXITSold out
42CSCOCisco Systems INC—NEWNew buy
43AXSMAxsome Therapeutics INC—EXITSold out
44FBTCFidelity Wise Origin Bitcoin—EXITSold out
45ONDSOndas INC—NEWNew buy
46DDIVFirst Trust Dorsey Wright Mo—EXITSold out
47VTVVanguard Value ETF—EXITSold out
48WMTWalmart INC—NEWNew buy
49✓ Amazon Com INC—NEWNew buy
50ARTYIshares Future Ai & Tech ETF—EXITSold out

FAQ

What is Legacy Capital Wealth Management, LLC and what type of investor is it?
Legacy Capital Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $173.9M, spread across 65 disclosed positions.
What are Legacy Capital Wealth Management, LLC's largest equity positions?
Based on the latest 13F filing, Legacy Capital Wealth Management, LLC's top holdings by market value are: 1. Invesco S&p 500 Momentum ETF (SPMO) — $15.6M (9.0%) 2. Janus Henderson Aaa Clo ETF (JAAA) — $9.9M (5.7%) 3. Ft Struct Credit INC Opp ETF (SCIO) — $9.5M (5.5%) 4. Innovator U.s. Equity Ultra (UDEC) — $8.8M (5.0%) 5. Nvidia CORP (NVDA) — $7.5M (4.3%)
What changes did Legacy Capital Wealth Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Legacy Capital Wealth Management, LLC made 50 notable position adjustments: 10 new positions were initiated, 20 existing holdings were added to, 10 positions were partially reduced, and 10 were completely exited. The largest of these moves: New buy: American Electric Power (AEP); New buy: Jpmorgan Chase & Co (JPM); New buy: Ati INC (ATI); Sold out: Ishares Bitcoin Trust ETF (IBIT); Sold out: Dell Technologies -c (DELL)
What sectors does Legacy Capital Wealth Management, LLC focus on?
Legacy Capital Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 33.3% • Consumer Discretionary: 15.6% • Industrials: 12.8% • Health Care: 9.3% • Communication Services: 7.9% • Financials: 6.5%