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Disclosery

13F-HR filed by LEGACY CAPITAL WEALTH MANAGEMENT, LLC

LEGACY CAPITAL WEALTH MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-11, with 65 holding rows worth $165,121,474.

Accession
0001986152-26-000025
Filer
CIK 2071183
Filed
2026-02-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 70 entries on the cover page, a total value of $165,121,474 stated on the cover page (in dollars after the unit check, H1), rows summing to $165,121,474 with VALUE read as dollars as filed, 13F file number 028-25631. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Invesco S&P 500 Momentum ETF46138E339SHS134,135$16,005,030dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL228,809$11,573,136dollars as filed
INNOVATOR ETFS TRUST45782C532US EQTY ULTRA B215,636$8,547,811dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT165,443$7,219,933dollars as filed
NVIDIA Corp67066G104COM38,010$7,088,818dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D770STRUCTURED CR IN318,966$6,634,493dollars as filed
SPY78462F103SHS7,577$5,158,307dollars as filed
TIDAL TRUST I886364231FUND GRAN US ETF200,068$4,953,684dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM15,478$4,857,079dollars as filed
NEWMONT CORP651639106COM40,666$4,060,500dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM15,546$3,931,894dollars as filed
Apple Inc037833100COM13,850$3,765,295dollars as filed
Broadcom Inc.11135F101COM10,612$3,691,881dollars as filed
Amazon.com, Inc023135106COM15,372$3,686,188dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock13,100$3,653,852dollars as filed
KLA CORP482480100COM2,774$3,370,632dollars as filed
STERLING INFRASTRUCTURE INC COM859241101Stock10,797$3,306,365dollars as filed
Microsoft Corp594918104COM6,718$3,249,057dollars as filed
Eli Lilly and Company532457108COM2,944$3,163,858dollars as filed
META PLATFORMS INC CL A30303M102COM4,703$3,104,455dollars as filed
ARISTA NETWORKS INC040413205COM23,083$3,024,565dollars as filed
TJX Companies Inc872540109COM19,646$3,017,822dollars as filed
MCKESSON CORP COM58155Q103Stock3,552$2,913,670dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock3,283$2,885,626dollars as filed
Berkshire Hathaway Inc084670702COM5,598$2,813,835dollars as filed
EMCOR GROUP INC COM29084Q100Stock4,492$2,748,161dollars as filed
IShares Bitcoin Trust Registered46438F101SHS53,930$2,677,624dollars as filed
Chevron Corporation166764100COM16,655$2,538,421dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock26,831$2,447,256dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock19,138$2,409,117dollars as filed
Invesco S&P MidCap Momentum ETF46137V464SHS17,333$2,399,927dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM5,043$2,286,294dollars as filed
Salesforce.com, Inc79466L302COM8,125$2,152,394dollars as filed
Costco Wholesale Corporation22160K105COM2,448$2,111,018dollars as filed
TRACTOR SUPPLY CO COM892356106Stock42,155$2,108,172dollars as filed
Tesla Motors, Inc88160R101COM3,325$1,495,319dollars as filed
CAPITAL GROUP GBL GROWTH EQT14020X104SHS CREAT UNIT35,260$1,221,759dollars as filed
PACER FDS TR69374H881US CASH COWS 10020,139$1,211,764dollars as filed
iShares Silver Trust46428Q109COM15,447$995,096dollars as filed
Micron Technology,Inc.595112103COM3,124$891,621dollars as filed
EXXON MOBIL CORP30231G102COM6,528$785,580dollars as filed
PROSHARES TR74347R107PSHS ULT S&P 50012,447$720,910dollars as filed
Palantir Technologies Inc. Class A69608A108COM3,560$632,790dollars as filed
VTI922908769COM1,834$614,885dollars as filed
Advanced Micro Devices,Inc.007903107COM2,854$611,213dollars as filed
S&P Global,Inc.78409V104COM1,076$562,307dollars as filed
VGT92204A702SHS608$458,298dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,508$458,266dollars as filed
INVESCO QQQ TR46090E103COM744$457,047dollars as filed
PROSHARES TR74347R206PSHS ULTRA QQQ6,063$426,883dollars as filed
BITMINE IMMERSION TECHS INC09175A206COM NEW15,603$423,621dollars as filed
SPDR GOLD TR78463V107GOLD SHS996$394,725dollars as filed
Schwab U.S. Broad Market ETF808524102SHS14,341$376,164dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,519$333,846dollars as filed
AXSOME THERAPEUTICS INC. COM05464T104Stock1,785$326,012dollars as filed
NATIXIS ETF TRUST II63875W406CMN6,535$292,507dollars as filed
Fidelity Wise Origin Bitcoin Fund315948109SHS3,649$278,163dollars as filed
Oracle Corporation68389X105COM1,280$249,524dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock5,437$247,601dollars as filed
FIRST TR EXCHANGE TRADED FD33738R696CMN5,485$227,846dollars as filed
Johnson & Johnson478160104COM1,050$217,298dollars as filed
Vanguard Value ETF922908744SHS1,118$213,527dollars as filed
iShares Future AI & Tech ETF46435U556SHS4,307$207,511dollars as filed
TRILOGY METALS INC89621C105COMMON STOCK43,107$185,791dollars as filed
ISHARES BITCOIN TRUST ETF46438F901CALL82$47,430dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001986152-26-000025this filing2026-02-11acceptance time not in the bulk data set