LEGACY CAPITAL WEALTH MANAGEMENT, LLC
13F Portfolio Filings
Most recent 13F
Q4 2025
Location
The Woodlands, TX
CIK
0002071183
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2025
65
165,121
SPMO, JAAA, UDEC, CGDV
13F-HR
2/11/2026
000198615226000025
Q4 2024
51
100,714
SPY, QQQM, JAAA, COWZ
13F-HR
6/4/2025
000121465925008822