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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 2026-03-31, filed 2026-05-07, with 65 holding rows worth $171,078,337.

Accession
0001986152-26-000065
Filer
CIK 2071183
Filed
2026-05-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 65 entries on the cover page, a total value of $171,078,337 stated on the cover page (in dollars after the unit check, H1), rows summing to $173,851,426 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 ETF46138E339SHS139,331$15,620,445dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL197,232$9,934,576dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D770STRUCTURED CR IN461,107$9,517,244dollars as filed
INNOVATOR ETFS TRUST45782C532US EQTY ULTRA B225,553$8,760,479dollars as filed
NVIDIA Corp67066G104COM43,210$7,535,823dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT169,881$7,226,738dollars as filed
TIDAL TRUST I886364231FUND GRAN US ETF208,368$4,973,744dollars as filed
SPY78462F103SHS7,423$4,827,474dollars as filed
Apple Inc037833100COM18,428$4,676,749dollars as filed
Amazon.com, Inc023135106COM20,589$4,288,071dollars as filed
Microsoft Corp594918104COM11,113$4,113,809dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM13,919$3,992,934dollars as filed
Chevron Corporation166764100COM17,759$3,674,370dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock13,100$3,604,858dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM15,127$3,594,519dollars as filed
STERLING INFRASTRUCTURE INC COM859241101Stock8,748$3,562,798dollars as filed
KLA CORP482480100COM2,372$3,491,929dollars as filed
TJX Companies Inc872540109COM21,223$3,389,241dollars as filed
Broadcom Inc.11135F101COM10,903$3,374,737dollars as filed
Invesco S&P MidCap Momentum ETF46137V464SHS22,302$3,234,303dollars as filed
MCKESSON CORP COM58155Q103Stock3,694$3,196,640dollars as filed
META PLATFORMS INC CL A30303M102COM5,494$3,143,175dollars as filed
EMCOR GROUP INC COM29084Q100Stock4,178$3,084,679dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS9,123$3,083,118dollars as filed
NEWMONT CORP651639106COM28,444$3,079,054dollars as filed
ARISTA NETWORKS INC040413205COM24,922$3,059,923dollars as filed
Berkshire Hathaway Inc084670702COM6,296$3,017,043dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock3,273$2,930,172dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock21,852$2,864,360dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock30,969$2,858,748dollars as filed
Eli Lilly and Company532457108COM3,104$2,854,836dollars as filed
JPMorgan Chase & Co46625H100COM9,625$2,831,290dollars as filed
ATI INC COM01741R102Stock19,271$2,803,160dollars as filed
Costco Wholesale Corporation22160K105COM2,812$2,802,009dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM5,849$2,611,812dollars as filed
PACER FDS TR69374H881US CASH COWS 10019,972$1,249,448dollars as filed
STATE STR SPDR S&P 500 ETF T78462F903CALL1,900$1,235,646dollars as filedcall
CAPITAL GROUP GBL GROWTH EQT14020X104SHS CREAT UNIT35,232$1,175,692dollars as filed
EXXON MOBIL CORP30231G102COM6,881$1,167,370dollars as filed
SPDR S&P 500 ETF TR78462F953PUT1,600$1,040,544dollars as filedput
Micron Technology,Inc.595112103COM2,812$950,006dollars as filed
Tesla Motors, Inc88160R101COM2,502$930,119dollars as filed
PROSHARES TR74347R107PSHS ULT S&P 50011,280$585,191dollars as filed
VTI922908769COM1,733$555,964dollars as filed
Palantir Technologies Inc. Class A69608A108COM3,571$522,366dollars as filed
Advanced Micro Devices,Inc.007903107COM2,428$493,928dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,702$489,427dollars as filed
iShares Silver Trust46428Q109COM6,839$466,009dollars as filed
S&P Global,Inc.78409V104COM1,049$446,182dollars as filed
SPDR GOLD TR78463V107GOLD SHS996$428,569dollars as filed
INVESCO QQQ TR46090E103COM739$426,536dollars as filed
VGT92204A702SHS608$424,214dollars as filed
Schwab U.S. Broad Market ETF808524102SHS14,718$369,422dollars as filed
Cisco Systems,Inc.17275R102COM4,425$343,336dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,563$336,139dollars as filed
PROSHARES TR74347R206PSHS ULTRA QQQ5,459$332,988dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock5,437$331,929dollars as filed
ISHARES BITCOIN TRUST ETF46438F901CALL8,200$315,044dollars as filedcall
Johnson & Johnson478160104COM1,263$308,728dollars as filed
Oracle Corporation68389X105COM1,835$269,986dollars as filed
ONDAS HLDGS INC68236H204COM NEW26,560$240,102dollars as filed
NATIXIS ETF TRUST II63875W406CMN5,659$222,908dollars as filed
Walmart Inc.931142103COM1,707$212,159dollars as filed
AMAZON COM INC023135906CALL1,000$208,270dollars as filedcall
TRILOGY METALS INC89621C105COMMON STOCK44,107$158,344dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001986152-26-000065this filing2026-05-07acceptance time not in the bulk data set