Legacy Capital Group California, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Legacy Capital Group California, Inc. reported 277 stock positions worth $262.8 million. Its top holding was Apple (AAPL) at 11.2% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 3.2%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 1.9%). Compared with Q4 2025, it opened 39 new positions, sold out of 98, added to 38 and reduced 197. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +8%) and the biggest sale Nvidia (NVDA, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- LOS GATOS, CA
- CIK
- 0001977092
- Portfolio Value
- $262.8M (Q1 2026)
- SEC Filing
- 0001765380-26-000145 ↗ filed May 4, 2026
Holdings Value
Holdings 277 stocks · $262.8M
| AAPL Apple Inc. | 11.24% | 116,370 | $29.5M | Reduce -8.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.24% | 92,779 | $8.5M | Add +7.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.85% | 63,615 | $4.9M | Reduce -10.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.85% | 61,455 | $4.9M | Reduce -10.9% |
| VFLO Victoryshares Free Cash Flow | 1.62% | 108,082 | $4.3M | Add +2.1% |
| LDUR PIMCO Enhanced Low Duration | 1.59% | 43,493 | $4.2M | Reduce -4.8% |
| PYLD PIMCO Multisector Bond Actv | 1.45% | 145,884 | $3.8M | Reduce -10.7% |
| TMSL T.rowe PRC Small-Mid Cap ETF | 1.23% | 87,811 | $3.2M | Add +151.0% |
| GOOGL Alphabet Inc. Class A | 1.11% | 10,185 | $2.9M | Reduce -26.8% |
| FLRN SS SPDR BB Ig Float RT ETF | 1.05% | 89,545 | $2.8M | Reduce -9.6% |
| NVDA Nvidia Corp. | 1.04% | 15,702 | $2.7M | Reduce -84.6% |
| ROE Ast US Eq WGT QLTY Kings ETF | 1.00% | 73,877 | $2.6M | Reduce -11.3% |
| MSFT Microsoft Corp. | 0.96% | 6,816 | $2.5M | Reduce -31.4% |
| C Citigroup Inc. | 0.87% | 20,092 | $2.3M | Reduce -20.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.80% | 6,246 | $2.1M | Add +41.7% |
| CAH Cardinal Health Inc. | 0.79% | 9,850 | $2.1M | Reduce -11.6% |
| NEM Newmont Corp. | 0.77% | 18,714 | $2.0M | Reduce -14.9% |
| JPM JPMorgan Chase & Co. | 0.76% | 6,771 | $2.0M | Reduce -50.5% |
| XLK SS Technology Select Sector | 0.73% | 14,438 | $1.9M | Reduce -0.5% |
| GD General Dynamics Corp. | 0.73% | 5,572 | $1.9M | Reduce -20.1% |
| EEM iShares MSCI Emerging Market | 0.69% | 32,151 | $1.8M | Add +96.3% |
| RTX RTX Corp. | 0.66% | 8,955 | $1.7M | Add +31.1% |
| ALL Allstate Corp. | 0.64% | 8,074 | $1.7M | Add +7.2% |
| JPST JPMorgan Ultra-Short Income | 0.62% | 32,236 | $1.6M | Reduce -86.3% |
| HWM Howmet Aerospace Inc. | 0.60% | 6,806 | $1.6M | Reduce -14.4% |
| CARY Angel Oak Income ETF | 0.59% | 74,327 | $1.5M | Reduce -9.8% |
| EZU iShares MSCI Eurozone ETF | 0.58% | 24,318 | $1.5M | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 0.58% | 2,644 | $1.5M | Reduce -39.3% |
| EFA iShares MSCI Eafe ETF | 0.56% | 15,104 | $1.5M | Reduce -16.7% |
| GM General Motors Co. | 0.56% | 19,692 | $1.5M | Reduce -6.3% |
| JNJ Johnson & Johnson | 0.55% | 5,960 | $1.5M | Reduce -39.5% |
| CVS CVS Health Corp. | 0.55% | 20,260 | $1.5M | Add +37.4% |
| QCOM Qualcomm Inc. | 0.54% | 10,995 | $1.4M | Reduce -6.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.52% | 28,167 | $1.4M | Reduce -25.6% |
| NTR Nutrien Ltd. | 0.51% | 17,705 | $1.3M | Add +59.1% |
| DINO HF Sinclair Corp. | 0.50% | 21,067 | $1.3M | Reduce -23.8% |
| GOOG Alphabet Inc. Class C | 0.50% | 4,577 | $1.3M | Reduce -38.6% |
| FSK FS KKR Capital Corp. | 0.50% | 128,689 | $1.3M | Reduce -59.0% |
| CSCO Cisco Systems Inc. | 0.49% | 16,713 | $1.3M | Reduce -28.0% |
| MRK Merck & Co. Inc. | 0.49% | 10,684 | $1.3M | Reduce -61.6% |
| EIS iShares MSCI Israel ETF | 0.48% | 10,979 | $1.3M | Reduce -5.9% |
| UBS UBS Group AG-Reg | 0.47% | 31,802 | $1.2M | Reduce -19.4% |
| APD Air Products & Chemicals Inc. | 0.47% | 4,235 | $1.2M | Add +14.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.46% | 12,597 | $1.2M | Reduce -46.0% |
| EWI iShares MSCI Italy ETF | 0.46% | 22,540 | $1.2M | Reduce -5.6% |
| EWU iShares MSCI United Kingdom | 0.45% | 25,873 | $1.2M | Reduce -5.0% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.45% | 38,819 | $1.2M | Reduce -11.3% |
| DVN Devon Energy Corp. | 0.44% | 22,966 | $1.2M | Add +66.7% |
| TPR Tapestry Inc. | 0.44% | 8,146 | $1.1M | Reduce -21.0% |
| GLW Corning Inc. | 0.44% | 8,409 | $1.1M | Reduce -53.7% |
| MRVL Marvell Technology Inc. | 0.43% | 11,464 | $1.1M | New |
| JBL Jabil Inc. | 0.43% | 4,274 | $1.1M | Reduce -9.9% |
| EWS iShares MSCI Singapore ETF | 0.43% | 40,122 | $1.1M | Reduce -3.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.43% | 4,642 | $1.1M | Reduce -62.2% |
| AVGO Broadcom Inc. | 0.42% | 3,563 | $1.1M | Add +40.3% |
| MU Micron Technology Inc. | 0.42% | 3,263 | $1.1M | Reduce -47.6% |
| EWD iShares MSCI Sweden ETF | 0.42% | 22,558 | $1.1M | Reduce -4.6% |
| CBOE Cboe Global Markets Inc. | 0.42% | 3,888 | $1.1M | Reduce -12.7% |
| CMI Cummins Inc. | 0.41% | 2,016 | $1.1M | Reduce -25.1% |
| STX Seagate Technology Holdings | 0.41% | 2,766 | $1.1M | Reduce -50.7% |
| CTA Simplify Managed Futures St | 0.41% | 35,840 | $1.1M | New |
| LRCX Lam Research Corp. | 0.41% | 5,069 | $1.1M | Reduce -43.0% |
| PFE Pfizer Inc. | 0.41% | 38,519 | $1.1M | Add +59.2% |
| GS Goldman Sachs Group Inc. | 0.41% | 1,267 | $1.1M | Reduce -69.0% |
| AMZN Amazon.com Inc. | 0.40% | 5,039 | $1.0M | Reduce -54.0% |
| ADM Archer-Daniels-Midland Co. | 0.40% | 14,400 | $1.0M | Reduce -22.1% |
| ACN Accenture PLC Class A | 0.40% | 5,276 | $1.0M | Reduce -39.0% |
| CVX Chevron Corp. | 0.39% | 4,983 | $1.0M | Reduce -15.9% |
| EQT Eqt Corp. | 0.39% | 16,038 | $1.0M | Reduce -12.6% |
| IYY iShares Dow Jones U.S. ETF | 0.38% | 6,341 | $1.0M | Add +0.2% |
| SM SM Energy Co. | 0.37% | 31,237 | $974K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.37% | 2,180 | $973K | Reduce -12.9% |
| PDD PDD Holdings Inc. | 0.37% | 9,423 | $963K | Add +204.8% |
| CRM Salesforce Inc. | 0.37% | 5,148 | $961K | Add +6.2% |
| INTU Intuit Inc. | 0.36% | 2,210 | $955K | Add +52.8% |
| DG Dollar General Corp. | 0.36% | 8,019 | $952K | New |
| PLTR Palantir Technologies Inc. Class A | 0.36% | 6,486 | $949K | Reduce -55.6% |
| BMY Bristol-Myers Squibb Co. | 0.36% | 15,438 | $936K | Reduce -25.0% |
| MDT Medtronic PLC | 0.35% | 10,669 | $924K | Reduce -33.3% |
| FITB Fifth Third Bancorp | 0.35% | 19,890 | $924K | Add +115.3% |
| AMD Advanced Micro Devices | 0.35% | 4,462 | $908K | Reduce -87.1% |
| KLIC Kulicke & Soffa Industries | 0.35% | 13,800 | $907K | Reduce -10.1% |
| SYK Stryker Corp. | 0.34% | 2,709 | $890K | Add +81.0% |
| BCS Barclays PLC-Spons ADR | 0.34% | 41,654 | $881K | Reduce -16.0% |
| JAAA Janus Henderson Aaa Clo ETF | 0.33% | 17,342 | $874K | Reduce -80.7% |
| CTSH Cognizant Tech Solutions-A | 0.33% | 14,090 | $864K | New |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.33% | 10,476 | $864K | Reduce -15.4% |
| AGG iShares Core U.S. Aggregate | 0.33% | 8,609 | $855K | Add +0.6% |
| HPE Hewlett Packard Enterprise | 0.32% | 35,543 | $846K | Reduce -10.1% |
| AMGN Amgen Inc. | 0.32% | 2,395 | $843K | Reduce -24.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 1,758 | $842K | Reduce -37.3% |
| FIX Comfort Systems USA Inc. | 0.32% | 603 | $832K | New |
| VOD Vodafone Group PLC-SP ADR | 0.32% | 55,332 | $831K | Reduce -15.1% |
| GLD SPDR Gold Shares | 0.32% | 1,929 | $830K | Reduce -31.4% |
| APA Apa Corp. | 0.32% | 19,550 | $830K | New |
| HLT Hilton Worldwide Holdings Inc. | 0.31% | 2,718 | $826K | Reduce -12.8% |
| TTE Totalenergies SE | 0.31% | 8,997 | $819K | Reduce -10.0% |
| ABT Abbott Laboratories | 0.31% | 7,883 | $809K | Add +32.0% |
| ALB Albemarle Corp. | 0.31% | 4,490 | $806K | Reduce -26.1% |
| CAT Caterpillar Inc. | 0.31% | 1,136 | $805K | Reduce -44.5% |
Portfolio Sells Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Reduce -84.6% | 1.04% | −3.57 |
| RBRK Rubrik Inc. Class A | Sold out | 0.00% | −3.36 |
| JPST JPMorgan Ultra-Short Income | Reduce -86.3% | 0.62% | −2.27 |
| AMD Advanced Micro Devices | Reduce -87.1% | 0.35% | −1.44 |
| CEG Constellation Energy | Sold out | 0.00% | −0.83 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -80.7% | 0.33% | −0.77 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.66 |
| FSK FS KKR Capital Corp. | Reduce -59.0% | 0.50% | −0.63 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.59 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.59 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.50 |
| RKLB Rocket Lab Corp. | Sold out | 0.00% | −0.47 |
| GS Goldman Sachs Group Inc. | Reduce -69.0% | 0.41% | −0.46 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.45 |
| IBM Intl Business Machines Corp. | Reduce -62.2% | 0.43% | −0.45 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −0.43 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.42 |
| GE General Electric | Reduce -81.6% | 0.15% | −0.41 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.41 |
| WGS Genedx Holdings Corp. | Sold out | 0.00% | −0.38 |
| THC Tenet Healthcare Corp. | Reduce -85.4% | 0.10% | −0.37 |
| VSAT Viasat Inc. | Sold out | 0.00% | −0.35 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.35 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.33 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.32 |
| LMND Lemonade Inc. | Sold out | 0.00% | −0.32 |
| JPM JPMorgan Chase & Co. | Reduce -50.5% | 0.76% | −0.31 |
| BE Bloom Energy Corp. Class A | Sold out | 0.00% | −0.29 |
| EWG iShares MSCI Germany ETF | Sold out | 0.00% | −0.29 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.27 |
| PLTR Palantir Technologies Inc. Class A | Reduce -55.6% | 0.36% | −0.27 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Sold out | 0.00% | −0.26 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.26 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.26 |
| WMT Walmart Inc. | Reduce -76.4% | 0.18% | −0.25 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.24 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.23 |
| MRK Merck & Co. Inc. | Reduce -61.6% | 0.49% | −0.22 |
| TSLA Tesla Inc. | Reduce -59.9% | 0.24% | −0.22 |
| BA The Boeing Co. | Reduce -72.7% | 0.14% | −0.22 |
| AMZN Amazon.com Inc. | Reduce -54.0% | 0.40% | −0.21 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.21 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.20 |
| MSFT Microsoft Corp. | Reduce -31.4% | 0.96% | −0.20 |
| DIS The Walt Disney Co. | Reduce -46.0% | 0.46% | −0.18 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.18 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.18 |
| ACN Accenture PLC Class A | Reduce -39.0% | 0.40% | −0.16 |
| FXI iShares China Large-Cap ETF | Sold out | 0.00% | −0.14 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.14 |
Portfolio Buys Q4 2025 → Q1 2026
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +7.8% | 3.24% | +1.33 |
| TMSL T.rowe PRC Small-Mid Cap ETF | Add +151.0% | 1.23% | +0.92 |
| VFLO Victoryshares Free Cash Flow | Add +2.1% | 1.62% | +0.61 |
| TSM Taiwan Semiconductor-SP ADR | Add +41.7% | 0.80% | +0.48 |
| EEM iShares MSCI Emerging Market | Add +96.3% | 0.69% | +0.48 |
| MRVL Marvell Technology Inc. | New | 0.43% | +0.43 |
| CTA Simplify Managed Futures St | New | 0.41% | +0.41 |
| SM SM Energy Co. | New | 0.37% | +0.37 |
| DG Dollar General Corp. | New | 0.36% | +0.36 |
| RTX RTX Corp. | Add +31.1% | 0.66% | +0.35 |
| NTR Nutrien Ltd. | Add +59.1% | 0.51% | +0.34 |
| CTSH Cognizant Tech Solutions-A | New | 0.33% | +0.33 |
| DVN Devon Energy Corp. | Add +66.7% | 0.44% | +0.32 |
| FIX Comfort Systems USA Inc. | New | 0.32% | +0.32 |
| APA Apa Corp. | New | 0.32% | +0.32 |
| TDW Tidewater Inc. | New | 0.29% | +0.29 |
| NOW ServiceNow Inc. | New | 0.28% | +0.28 |
| PDD PDD Holdings Inc. | Add +204.8% | 0.37% | +0.28 |
| VEEV Veeva Systems Inc. Class A | New | 0.28% | +0.28 |
| CVS CVS Health Corp. | Add +37.4% | 0.55% | +0.27 |
| PFE Pfizer Inc. | Add +59.2% | 0.41% | +0.27 |
| ALL Allstate Corp. | Add +7.2% | 0.64% | +0.26 |
| EWZ iShares MSCI Brazil ETF | New | 0.25% | +0.25 |
| APD Air Products & Chemicals Inc. | Add +14.8% | 0.47% | +0.25 |
| FITB Fifth Third Bancorp | Add +115.3% | 0.35% | +0.25 |
| AR Antero Resources Corp. | New | 0.24% | +0.24 |
| B Barrick Mining Corp. | New | 0.24% | +0.24 |
| ZS Zscaler Inc. | New | 0.23% | +0.23 |
| EWW iShares MSCI Mexico ETF | New | 0.22% | +0.22 |
| SYK Stryker Corp. | Add +81.0% | 0.34% | +0.21 |
| AVGO Broadcom Inc. | Add +40.3% | 0.42% | +0.21 |
| KMB Kimberly-Clark Corp. | Add +121.5% | 0.29% | +0.20 |
| SU Suncor Energy Inc. | New | 0.20% | +0.20 |
| BIIB Biogen Inc. | New | 0.20% | +0.20 |
| CCJ Cameco Corp. | Add +60.7% | 0.28% | +0.19 |
| TGT Target Corp. | Add +54.1% | 0.25% | +0.17 |
| COR Cencora Inc. | Add +193.3% | 0.21% | +0.16 |
| XLE SS Energy Select Sector | Add +21.8% | 0.26% | +0.16 |
| SLB SLB Ltd. | New | 0.16% | +0.16 |
| KR Kroger Co. | Add +36.1% | 0.27% | +0.16 |
| NOC Northrop Grumman Corp. | New | 0.16% | +0.16 |
| VLUE iShares MSCI USA Value Facto | New | 0.15% | +0.15 |
| F Ford Motor Co. | New | 0.14% | +0.14 |
| FN Fabrinet | New | 0.14% | +0.14 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +21.4% | 0.30% | +0.14 |
| PBR Petroleo Brasileiro-Spon ADR | New | 0.14% | +0.14 |
| CCL Carnival Corp. | New | 0.14% | +0.14 |
| SAP Sap SE-Sponsored ADR | New | 0.14% | +0.14 |
| CF CF Industries Holdings Inc. | New | 0.14% | +0.14 |
| MGA Magna International Inc. | New | 0.14% | +0.14 |
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 |