Legacy CG, LLC
Q4 2025 13F Holdings
- Locationplano, TX
- Num holdings
46
- Value ($000)
$357,244
- Date Filed01/26/2026
- Form type13F-HR
- CIK0001904825
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED F | BETABUILDERS EUR | 46641Q191 | $30.87M | 9 % | 421,130 | ||
PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | 74255Y870 | $20.27M | 6 % | 296,195 | ||
BNY MELLON ETF TRUST | GLOBAL INFRASCTR | 09661T826 | $17.84M | 5 % | 442,146 | ||
INNOVATOR ETFS TRUST | EQUITY DEF PRO 2 | 45784N601 | $17.49M | 5 % | 658,204 | ||
LISTED FDS TR | SWAN HEDGED EQTY | 53656F599 | $16.94M | 5 % | 671,970 | ||
DOUBLELINE ETF TRUST | MORTGAGE ETF | 25861R402 | $16.41M | 5 % | 330,562 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $15.62M | 4 % | 308,843 | ||
FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 35473P868 | $12.55M | 4 % | 504,427 | ||
AMAZON COM INC | COM | 023135106 | $11.09M | 3 % | 48,064 | ||
BONDBLOXX ETF TRUST | BLOOMBERG TWO YR | 09789C853 | $10.87M | 3 % | 219,701 |
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