account_balance

Investment manager · 13F filer · SEC CIK 1904825

Legacy CG, LLC

Reported value$397Mas of Sep 30, 2026
Positions48 11 new, 8 sold out
Top 10 weight48.4%JPST alone is 8%
FiledOct 3030 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
JPST J P Morgan Exchange Traded F 7.8% Added +73%
BBEU J P Morgan Exchange Traded F 7.6% Held
HEGD Listed FDS Tr 5.3% Added +4%
BKGI Bny Mellon ETF Trust 4.8% Added +3%
AAPR Innovator Etfs Trust 4.5% Held
AJUL Innovator Etfs Trust 4.2% New
CARY Angel Oak Funds Trust 4.0% Added +89%
CGMU Capital GRP Fixed Incm ETF T 3.9% New
VCSH Vanguard Scottsdale FDS 3.2% New
VPL Vanguard Intl Equity Index F 3.2% Added +46%
AVEM American Centy ETF Tr 3.2% Added +6%
PSC Principal Exchange Traded Fd 3.0% Added +205%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • AJUL $16.8M
  • CGMU $15.4M
  • VCSH $12.8M
  • SPTI $6.84M
arrow_upwardAdded
  • PSC +205%
  • RBIL +204%
  • CARY +89%
  • JPST +73%
arrow_downwardTrimmed
remove_circleSold out
  • TJUL $17.1M
  • FLMI $16.3M
  • FLCO $16.1M
  • FEGE $15M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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