LEGACY CAPITAL WEALTH MANAGEMENT, LLC
Q4 2025 13F Holdings
- Locationthe woodlands, TX
- Num holdings
65
- Value ($000)
$165,121
- Date Filed02/11/2026
- Form type13F-HR
- CIK0002071183
- 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 |
|---|---|---|---|---|---|---|---|
INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | $16.01M | 10 % | 134,135 | ||
JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $11.57M | 7 % | 228,809 | ||
INNOVATOR ETFS TRUST | US EQTY ULTRA B | 45782C532 | $8.55M | 5 % | 215,636 | ||
CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $7.22M | 4 % | 165,443 | ||
NVIDIA CORPORATION | COM | 67066G104 | $7.09M | 4 % | 38,010 | ||
FIRST TR EXCHANGE-TRADED FD | STRUCTURED CR IN | 33738D770 | $6.63M | 4 % | 318,966 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.16M | 3 % | 7,577 | ||
TIDAL TRUST I | FUNDSTRAT GRANNY | 886364231 | $4.95M | 3 % | 200,068 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | $4.86M | 3 % | 15,478 | ||
NEWMONT CORP | COM | 651639106 | $4.06M | 3 % | 40,666 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100