Legacy Capital Group California, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), Legacy Capital Group California, Inc. reported 327 stock positions worth $361.0 million. Its top holding was Apple (AAPL) at 7.2% of the portfolio, followed by Nvidia (NVDA, 4.6%) and Rubrik Class A (RBRK, 4.5%). Compared with Q1 2025, it opened 54 new positions, sold out of 33, added to 131 and reduced 138. The biggest buy was Nvidia (NVDA, shares +18%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- LOS GATOS, CA
- CIK
- 0001977092
- Portfolio Value
- $361.0M (Q2 2025)
- SEC Filing
- 0001765380-25-000250 ↗ filed Jul 14, 2025
Holdings Value
Holdings 327 stocks · $361.0M
| AAPL Apple Inc. | 7.18% | 126,232 | $25.9M | Reduce -2.0% |
| NVDA Nvidia Corp. | 4.60% | 105,002 | $16.6M | Add +18.0% |
| RBRK Rubrik Inc. Class A | 4.50% | 181,117 | $16.2M | No change |
| JPST JPMorgan Ultra-Short Income | 4.44% | 316,225 | $16.0M | Add +45.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.23% | 87,555 | $8.0M | Add +29.3% |
| MSFT Microsoft Corp. | 1.59% | 11,526 | $5.7M | Add +16.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.51% | 75,142 | $5.5M | Add +19.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.51% | 72,716 | $5.4M | Reduce -5.7% |
| JAAA Janus Henderson Aaa Clo ETF | 1.31% | 92,867 | $4.7M | Reduce -1.9% |
| PYLD PIMCO Multisector Bond Actv | 1.26% | 171,676 | $4.6M | Reduce -3.2% |
| LDUR PIMCO Enhanced Low Duration | 1.26% | 47,302 | $4.5M | Add +174.3% |
| JPM JPMorgan Chase & Co. | 1.19% | 14,869 | $4.3M | Add +49.7% |
| FSK FS KKR Capital Corp. | 1.15% | 199,187 | $4.1M | Add +14.2% |
| VFLO Victoryshares Free Cash Flow | 1.08% | 110,636 | $3.9M | Reduce -1.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.99% | 12,127 | $3.6M | Add +200.3% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.86% | 61,968 | $3.1M | New |
| CEG Constellation Energy | 0.84% | 9,447 | $3.0M | Add +610.3% |
| SPOT Spotify Technology SA | 0.83% | 3,896 | $3.0M | Add +110.9% |
| GOOGL Alphabet Inc. Class A | 0.83% | 16,907 | $3.0M | Add +15.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.80% | 23,412 | $2.9M | Reduce -1.4% |
| ROE Ast US Eq WGT QLTY Kings ETF | 0.78% | 87,676 | $2.8M | Reduce -4.1% |
| GS Goldman Sachs Group Inc. | 0.74% | 3,750 | $2.7M | Add +485.0% |
| AMZN Amazon.com Inc. | 0.68% | 11,212 | $2.5M | Add +146.2% |
| OKLO Oklo Inc. | 0.61% | 39,240 | $2.2M | New |
| AXON Axon Enterprise Inc. | 0.60% | 2,619 | $2.2M | Add +268.9% |
| C Citigroup Inc. | 0.59% | 25,099 | $2.1M | Reduce -2.7% |
| JNJ Johnson & Johnson | 0.58% | 13,645 | $2.1M | Reduce -1.2% |
| HOOD Robinhood Markets Inc. Class A | 0.57% | 21,878 | $2.0M | New |
| META Meta Platforms Inc. Class A | 0.55% | 2,676 | $2.0M | Add +1.6% |
| XLK SS Technology Select Sector | 0.53% | 7,605 | $1.9M | Reduce -2.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.52% | 39,602 | $1.9M | Reduce -1.1% |
| COF Capital One Financial Corp. | 0.50% | 8,563 | $1.8M | Add +422.8% |
| MRK Merck & Co. Inc. | 0.50% | 22,804 | $1.8M | Reduce -28.2% |
| APPS Digital Turbine Inc. | 0.50% | 305,550 | $1.8M | New |
| CARY Angel Oak Income ETF | 0.49% | 85,472 | $1.8M | New |
| CELH Celsius Holdings Inc. | 0.48% | 37,272 | $1.7M | New |
| QCOM Qualcomm Inc. | 0.47% | 10,635 | $1.7M | Reduce -2.6% |
| NFLX Netflix Inc. | 0.46% | 1,239 | $1.7M | Reduce -1.0% |
| PWR Quanta Services Inc. | 0.45% | 4,286 | $1.6M | Add +359.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.44% | 3,104 | $1.6M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 3,227 | $1.6M | Add +3.3% |
| WMT Walmart Inc. | 0.43% | 15,865 | $1.6M | Reduce -33.2% |
| CVNA Carvana Co. | 0.42% | 4,549 | $1.5M | New |
| GE General Electric filed as GE AEROSPACE | 0.42% | 5,891 | $1.5M | New |
| ALL Allstate Corp. | 0.42% | 7,501 | $1.5M | Add +86.1% |
| ORCL Oracle Corp. | 0.41% | 6,823 | $1.5M | Reduce -8.8% |
| GOOG Alphabet Inc. Class C | 0.41% | 8,380 | $1.5M | Add +0.2% |
| SHOP Shopify Inc. Class A | 0.41% | 12,741 | $1.5M | New |
| THC Tenet Healthcare Corp. | 0.40% | 8,273 | $1.5M | New |
| BA The Boeing Co. | 0.40% | 6,930 | $1.5M | New |
| HWM Howmet Aerospace Inc. | 0.40% | 7,793 | $1.5M | Reduce -3.7% |
| UBER Uber Technologies Inc. | 0.40% | 15,396 | $1.4M | New |
| MNST Monster Beverage Corp. | 0.38% | 22,006 | $1.4M | New |
| CHWY Chewy Inc. Class A | 0.38% | 32,231 | $1.4M | New |
| GLW Corning Inc. | 0.38% | 25,987 | $1.4M | Reduce -2.9% |
| UPST Upstart Holdings Inc. | 0.37% | 20,803 | $1.3M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.37% | 5,914 | $1.3M | Add +1.9% |
| UL Unilever PLC | 0.37% | 21,723 | $1.3M | Add +1.9% |
| PLMR Palomar Holdings Inc. | 0.37% | 8,590 | $1.3M | New |
| LOPE Grand Canyon Education Inc. | 0.37% | 7,010 | $1.3M | New |
| NEM Newmont Corp. | 0.37% | 22,699 | $1.3M | Reduce -28.7% |
| MSI Motorola Solutions Inc. | 0.37% | 3,140 | $1.3M | Reduce -1.4% |
| BROS Dutch Bros Inc. Class A | 0.36% | 19,183 | $1.3M | New |
| UBS UBS Group AG-Reg | 0.36% | 38,708 | $1.3M | Add +2.2% |
| EZU iShares MSCI Eurozone ETF | 0.36% | 22,000 | $1.3M | Add +28.2% |
| ROOT Root Inc./Oh Class A | 0.36% | 10,220 | $1.3M | New |
| BMY Bristol-Myers Squibb Co. | 0.36% | 27,795 | $1.3M | Add +97.2% |
| STX Seagate Technology Holdings | 0.35% | 8,773 | $1.3M | Reduce -2.7% |
| LRCX Lam Research Corp. | 0.35% | 12,913 | $1.3M | Reduce -41.3% |
| TPR Tapestry Inc. | 0.35% | 14,261 | $1.3M | Reduce -1.8% |
| MDT Medtronic PLC | 0.33% | 13,838 | $1.2M | Add +0.2% |
| TMSL T.rowe PRC Small-Mid Cap ETF | 0.33% | 36,774 | $1.2M | Add +2.0% |
| DUOL Duolingo | 0.33% | 2,930 | $1.2M | New |
| JBL Jabil Inc. | 0.33% | 5,469 | $1.2M | Reduce -3.4% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.33% | 45,872 | $1.2M | Add +2.6% |
| EWG iShares MSCI Germany ETF | 0.32% | 27,707 | $1.2M | Add +3.7% |
| GD General Dynamics Corp. | 0.32% | 4,010 | $1.2M | Reduce -1.9% |
| INTU Intuit Inc. | 0.32% | 1,462 | $1.2M | Add +0.1% |
| EWI iShares MSCI Italy ETF | 0.32% | 23,868 | $1.1M | Reduce -0.5% |
| DINO HF Sinclair Corp. | 0.31% | 27,611 | $1.1M | Reduce -1.4% |
| CTA Simplify Managed Futures St | 0.31% | 41,792 | $1.1M | Add +0.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.31% | 20,708 | $1.1M | Reduce -0.5% |
| AVGO Broadcom Inc. | 0.30% | 3,954 | $1.1M | Reduce -4.0% |
| CSCO Cisco Systems Inc. | 0.30% | 15,382 | $1.1M | Add +3.5% |
| XLF SS Financial Select Sector | 0.30% | 20,373 | $1.1M | Add +11.4% |
| AFL Aflac Inc. | 0.29% | 10,088 | $1.1M | Add +3.6% |
| EFA iShares MSCI Eafe ETF | 0.29% | 11,763 | $1.1M | Add +5.0% |
| RTX RTX Corp. | 0.29% | 7,143 | $1.0M | Reduce -50.4% |
| APD Air Products & Chemicals Inc. | 0.29% | 3,683 | $1.0M | Reduce -2.6% |
| EWS iShares MSCI Singapore ETF | 0.29% | 39,756 | $1.0M | Add +6.1% |
| CBOE Cboe Global Markets Inc. | 0.28% | 4,387 | $1.0M | Add +5.3% |
| GEN Gen Digital Inc. | 0.28% | 34,669 | $1.0M | Reduce -2.5% |
| CVS CVS Health Corp. | 0.28% | 14,717 | $1.0M | Reduce -2.5% |
| EWU iShares MSCI United Kingdom | 0.28% | 25,466 | $1.0M | Add +4.8% |
| EWD iShares MSCI Sweden ETF | 0.28% | 22,037 | $1.0M | Add +4.9% |
| TEL Te Connectivity PLC | 0.27% | 5,878 | $991K | Reduce -2.9% |
| EEM iShares MSCI Emerging Market | 0.27% | 20,472 | $988K | Add +5.0% |
| CAT Caterpillar Inc. | 0.27% | 2,499 | $970K | Reduce -2.7% |
| NRG NRG Energy Inc. | 0.27% | 6,039 | $970K | Reduce -15.7% |
| AMD Advanced Micro Devices | 0.26% | 6,604 | $937K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -2.0% | 7.18% | −2.79 |
| XONE Bondbloxx BBG 1 Dur US Treas | Reduce -90.8% | 0.08% | −1.00 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −0.72 |
| LONZ PIMCO Senior Loan Active ETF | Reduce -88.2% | 0.07% | −0.63 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Sold out | 0.00% | −0.53 |
| MRK Merck & Co. Inc. | Reduce -28.2% | 0.50% | −0.49 |
| RTX RTX Corp. | Reduce -50.4% | 0.29% | −0.38 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -1.9% | 1.31% | −0.37 |
| PYLD PIMCO Multisector Bond Actv | Reduce -3.2% | 1.26% | −0.37 |
| BNY Bank of New York Mellon Corp. | Reduce -63.6% | 0.16% | −0.35 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.33 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.33 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -5.7% | 1.51% | −0.32 |
| WMT Walmart Inc. | Reduce -33.2% | 0.43% | −0.30 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −0.29 |
| VFLO Victoryshares Free Cash Flow | Reduce -1.7% | 1.08% | −0.26 |
| MCO Moody's Corp. | Reduce -73.0% | 0.08% | −0.25 |
| CCL Carnival Corp. | Sold out | 0.00% | −0.24 |
| JNJ Johnson & Johnson | Reduce -1.2% | 0.58% | −0.22 |
| PNC PNC Financial Services Group | Reduce -63.3% | 0.10% | −0.21 |
| FITB Fifth Third Bancorp | Reduce -61.0% | 0.10% | −0.21 |
| LRCX Lam Research Corp. | Reduce -41.3% | 0.35% | −0.21 |
| DLR Digital Realty Trust Inc. | Reduce -49.3% | 0.20% | −0.21 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.21 |
| ADBE Adobe Inc. | Reduce -34.2% | 0.23% | −0.21 |
| MU Micron Technology Inc. | Reduce -69.7% | 0.10% | −0.20 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.19 |
| RVTY Revvity Inc. | Sold out | 0.00% | −0.18 |
| NEM Newmont Corp. | Reduce -28.7% | 0.37% | −0.17 |
| IOT Samsara Inc. Class A | Sold out | 0.00% | −0.17 |
| SN Sharkninja Inc. | Sold out | 0.00% | −0.16 |
| SCYB Schwab High Yield Bond ETF | Sold out | 0.00% | −0.15 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.15 |
| ROE Ast US Eq WGT QLTY Kings ETF | Reduce -4.1% | 0.78% | −0.15 |
| OKE Oneok Inc. | Reduce -28.8% | 0.13% | −0.15 |
| EWM iShares MSCI Malaysia ETF | Sold out | 0.00% | −0.15 |
| EWT iShares MSCI Taiwan ETF | Sold out | 0.00% | −0.14 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -22.3% | 0.21% | −0.13 |
| DE Deere & Co. | Reduce -25.7% | 0.23% | −0.13 |
| MAN Manpowergroup Inc. | Reduce -2.0% | 0.15% | −0.13 |
| XLV SS Health Care Select Sector | Reduce -40.1% | 0.10% | −0.13 |
| NKE Nike Inc. Class B | Reduce -59.3% | 0.07% | −0.13 |
| MSI Motorola Solutions Inc. | Reduce -1.4% | 0.37% | −0.12 |
| QCOM Qualcomm Inc. | Reduce -2.6% | 0.47% | −0.11 |
| TAP Molson Coors Beverage Co. Class B | Reduce -3.3% | 0.18% | −0.11 |
| TMUS T-Mobile US Inc. | Reduce -3.0% | 0.24% | −0.11 |
| AMGN Amgen Inc. | Reduce -1.8% | 0.25% | −0.11 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.10 |
| FLG Flagstar Bank NA | Sold out | 0.00% | −0.10 |
| KOF Coca-Cola Femsa Sab-SP ADR | Sold out | 0.00% | −0.10 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +18.0% | 4.60% | +1.24 |
| XHLF Bondbloxx BBG 6 MTH US Treas | New | 0.86% | +0.86 |
| CEG Constellation Energy | Add +610.3% | 0.84% | +0.75 |
| LDUR PIMCO Enhanced Low Duration | Add +174.3% | 1.26% | +0.68 |
| IBM Intl Business Machines Corp. | Add +200.3% | 0.99% | +0.64 |
| GS Goldman Sachs Group Inc. | Add +485.0% | 0.74% | +0.61 |
| OKLO Oklo Inc. | New | 0.61% | +0.61 |
| JPST JPMorgan Ultra-Short Income | Add +45.3% | 4.44% | +0.60 |
| HOOD Robinhood Markets Inc. Class A | New | 0.57% | +0.57 |
| APPS Digital Turbine Inc. | New | 0.50% | +0.50 |
| CARY Angel Oak Income ETF | New | 0.49% | +0.49 |
| CELH Celsius Holdings Inc. | New | 0.48% | +0.48 |
| SPOT Spotify Technology SA | Add +110.9% | 0.83% | +0.47 |
| AXON Axon Enterprise Inc. | Add +268.9% | 0.60% | +0.47 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.44% | +0.44 |
| CVNA Carvana Co. | New | 0.42% | +0.42 |
| GE General Electric | New | 0.42% | +0.42 |
| SHOP Shopify Inc. Class A | New | 0.41% | +0.41 |
| THC Tenet Healthcare Corp. | New | 0.40% | +0.40 |
| COF Capital One Financial Corp. | Add +422.8% | 0.50% | +0.40 |
| BA The Boeing Co. | New | 0.40% | +0.40 |
| UBER Uber Technologies Inc. | New | 0.40% | +0.40 |
| MNST Monster Beverage Corp. | New | 0.38% | +0.38 |
| CHWY Chewy Inc. Class A | New | 0.38% | +0.38 |
| AMZN Amazon.com Inc. | Add +146.2% | 0.68% | +0.38 |
| UPST Upstart Holdings Inc. | New | 0.37% | +0.37 |
| LOPE Grand Canyon Education Inc. | New | 0.37% | +0.37 |
| PLMR Palomar Holdings Inc. | New | 0.37% | +0.37 |
| PWR Quanta Services Inc. | Add +359.9% | 0.45% | +0.37 |
| BROS Dutch Bros Inc. Class A | New | 0.36% | +0.36 |
| ROOT Root Inc./Oh Class A | New | 0.36% | +0.36 |
| JPM JPMorgan Chase & Co. | Add +49.7% | 1.19% | +0.35 |
| DUOL Duolingo | New | 0.33% | +0.33 |
| MSFT Microsoft Corp. | Add +16.8% | 1.59% | +0.30 |
| ANET Arista Networks Inc. | New | 0.25% | +0.25 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.23% | +0.23 |
| LH Labcorp Holdings Inc. | New | 0.19% | +0.19 |
| DHR Danaher Corp. | New | 0.18% | +0.18 |
| BCS Barclays PLC-Spons ADR | Add +207.3% | 0.25% | +0.17 |
| USB US Bancorp | New | 0.17% | +0.17 |
| USFD US Foods Holding Corp. | New | 0.15% | +0.15 |
| EWH iShares MSCI Hong Kong ETF | New | 0.14% | +0.14 |
| UAE iShares MSCI Uae ETF | New | 0.14% | +0.14 |
| ISRG Intuitive Surgical Inc. | New | 0.14% | +0.14 |
| ARGT Global X MSCI Argentina ETF | New | 0.13% | +0.13 |
| SPLV Invesco S&P 500 Low Volatili | New | 0.13% | +0.13 |
| ALL Allstate Corp. | Add +86.1% | 0.42% | +0.13 |
| BRKR Bruker Corp. | New | 0.12% | +0.12 |
| CVGW Calavo Growers Inc. | New | 0.11% | +0.11 |
| VIPS Vipshop Holdings Ltd. - ADR | New | 0.10% | +0.10 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 297 | $331.5M | AAPL, JPST, BIL, SPYM, SPTM |
| Q1 2026 | 277 | $262.8M | AAPL, BIL, SPYM, SPTM, VFLO |
| Q4 2025 | 336 | $412.7M | AAPL, NVDA, RBRK, JPST, BIL |
| Q3 2025 | 328 | $392.6M | AAPL, NVDA, RBRK, JPST, BIL |
| Q2 2025 | 327 | $361.0M | AAPL, NVDA, RBRK, JPST, BIL |
| Q1 2025 | 306 | $287.1M | AAPL, RBRK, JPST, NVDA, BIL |
| Q4 2024 | 331 | $328.0M | AAPL, JPST, NVDA, RBRK, BIL |
| Q3 2024 | 312 | $300.6M | AAPL, JPST, MSFT, BIL, FLRN |
| Q2 2024 | 307 | $277.3M | AAPL, JPST, MSFT, BIL, JAAA |
| Q1 2024 | 300 | $271.0M | AAPL, JPST, MSFT, JAAA, FLRN |