Legacy Capital Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Legacy Capital Wealth Management, LLC reported 65 stock positions worth $165.1 million. Its top holding was Invesco S&P 500 Momentum ETF (SPMO) at 9.7% of the portfolio, followed by Janus Henderson Aaa Clo ETF (JAAA, 7.0%) and Innovator U.S. Equity Ultra (UDEC, 5.2%).
- Most Recent 13F
- Q2 2026
- Location
- THE WOODLANDS, TX
- CIK
- 0002071183
- Portfolio Value
- $165.1M (Q4 2025)
- SEC Filing
- 0001986152-26-000025 ↗ filed Feb 11, 2026
Holdings Value
Holdings 65 stocks · $165.1M
| SPMO Invesco S&P 500 Momentum ETF | 9.69% | 134,135 | $16.0M | — |
| JAAA Janus Henderson Aaa Clo ETF | 7.01% | 228,809 | $11.6M | — |
| UDEC Innovator U.S. Equity Ultra | 5.18% | 215,636 | $8.5M | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 4.37% | 165,443 | $7.2M | — |
| NVDA Nvidia Corp. | 4.29% | 38,010 | $7.1M | — |
| SCIO FT Struct Credit Inc. Opp ETF | 4.02% | 318,966 | $6.6M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.12% | 7,577 | $5.2M | — |
| GRNY Fundstr Gran SH US LRG Cap | 3.00% | 200,068 | $5.0M | — |
| GOOG Alphabet Inc. Class C | 2.94% | 15,478 | $4.9M | — |
| NEM Newmont Corp. | 2.46% | 40,666 | $4.1M | — |
| QQQM Invesco Nasdaq 100 ETF | 2.38% | 15,546 | $3.9M | — |
| AAPL Apple Inc. | 2.28% | 13,850 | $3.8M | — |
| AVGO Broadcom Inc. | 2.24% | 10,612 | $3.7M | — |
| AMZN Amazon.com Inc. | 2.23% | 15,372 | $3.7M | — |
| RCL Royal Caribbean Cruises Ltd. | 2.21% | 13,100 | $3.7M | — |
| KLAC KLA Corp. | 2.04% | 2,774 | $3.4M | — |
| STRL Sterling Infrastructure Inc. | 2.00% | 10,797 | $3.3M | — |
| MSFT Microsoft Corp. | 1.97% | 6,718 | $3.2M | — |
| LLY Eli Lilly & Co. | 1.92% | 2,944 | $3.2M | — |
| META Meta Platforms Inc. Class A | 1.88% | 4,703 | $3.1M | — |
| ANET Arista Networks Inc. | 1.83% | 23,083 | $3.0M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.83% | 19,646 | $3.0M | — |
| MCK McKesson Corp. | 1.76% | 3,552 | $2.9M | — |
| PH Parker Hannifin Corp. | 1.75% | 3,283 | $2.9M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.70% | 5,598 | $2.8M | — |
| EME Emcor Group Inc. | 1.66% | 4,492 | $2.7M | — |
| IBIT iShares Bitcoin Trust ETF | 1.62% | 53,930 | $2.7M | — |
| CVX Chevron Corp. | 1.54% | 16,655 | $2.5M | — |
| ORLY O'reilly Automotive Inc. | 1.48% | 26,831 | $2.4M | — |
| DELL Dell Technologies -C | 1.46% | 19,138 | $2.4M | — |
| XMMO Invesco S&P Midcap Momentum | 1.45% | 17,333 | $2.4M | — |
| VRTX Vertex Pharmaceuticals Inc. | 1.38% | 5,043 | $2.3M | — |
| CRM Salesforce Inc. | 1.30% | 8,125 | $2.2M | — |
| COST Costco Wholesale Corp. | 1.28% | 2,448 | $2.1M | — |
| TSCO Tractor Supply Company | 1.28% | 42,155 | $2.1M | — |
| TSLA Tesla Inc. | 0.91% | 3,325 | $1.5M | — |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.74% | 35,260 | $1.2M | — |
| COWZ Pacer US Cash Cows 100 ETF | 0.73% | 20,139 | $1.2M | — |
| SLV iShares Silver Trust | 0.60% | 15,447 | $995K | — |
| MU Micron Technology Inc. | 0.54% | 3,124 | $892K | — |
| XOM Exxon Mobil Corp. | 0.48% | 6,528 | $786K | — |
| SSO Proshares Ultra S&P500 | 0.44% | 12,447 | $721K | — |
| PLTR Palantir Technologies Inc. Class A | 0.38% | 3,560 | $633K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 1,834 | $615K | — |
| AMD Advanced Micro Devices | 0.37% | 2,854 | $611K | — |
| SPGI S&P Global Inc. | 0.34% | 1,076 | $562K | — |
| VGT Vanguard Info Tech ETF | 0.28% | 608 | $458K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.28% | 1,508 | $458K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 744 | $457K | — |
| QLD Proshares Ultra QQQ | 0.26% | 6,063 | $427K | — |
| BMNR Bitmine Immersion Technologi | 0.26% | 15,603 | $424K | — |
| GLD SPDR Gold Shares | 0.24% | 996 | $395K | — |
| SCHB Schwab US Broad Market ETF | 0.23% | 14,341 | $376K | — |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 1,519 | $334K | — |
| AXSM Axsome Therapeutics Inc. | 0.20% | 1,785 | $326K | — |
| LSGR Natixis Loomis Focused Grwth | 0.18% | 6,535 | $293K | — |
| FBTC Fidelity Wise Origin Bitcoin | 0.17% | 3,649 | $278K | — |
| ORCL Oracle Corp. | 0.15% | 1,280 | $250K | — |
| BKR Baker Hughes Co. | 0.15% | 5,437 | $248K | — |
| DDIV First Trust Dorsey Wright Mo | 0.14% | 5,485 | $228K | — |
| JNJ Johnson & Johnson | 0.13% | 1,050 | $217K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.13% | 1,118 | $214K | — |
| ARTY iShares Future AI & Tech ETF | 0.13% | 4,307 | $208K | — |
| TMQ Trilogy Metals Inc. | 0.11% | 43,107 | $186K | — |
| ISHARES BITCOIN TRUST ETF | 0.03% | 82 | $47K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.