account_balance
Investment manager · 13F filer · SEC CIK 1977092
Legacy Capital Group California, Inc.
Reported value$335Mas of Sep 30, 2026
Positions318 48 new, 27 sold out
Top 10 weight26.8%AAPL alone is 13%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
13.2%Added +14%
BILSPDR Series Trust
2.3%
NVDANVIDIA Corp
1.6%Added +10%
SPYMSPDR Series Trust
1.6%
SPTMSPDR Series Trust
1.5%
GOOGLAlphabet Inc.
1.4%
VFLOVictory Portfolios II
1.4%Trimmed −8%
JPSTJ P Morgan Exchange Traded F
1.3%Trimmed −62%
IBRXImmunityBio, Inc.
1.3%
PYLDPimco ETF Tr
1.2%
TMSLT Rowe Price Exchange-Traded
1.0%−3%
EEMiShares Tr
1.0%
AAPLApple Inc.
13.2%Added +14%
BILSPDR Series Trust
2.3%
NVDANVIDIA Corp
1.6%
SPYMSPDR Series Trust
1.6%
SPTMSPDR Series Trust
1.5%
VFLO1.4%
JPST1.3%
IBRX1.3%PYLD1.2%
TMSL
EEM1.0%
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
AAPL Apple Inc. 13.2% Added +14%
BIL SPDR Series Trust 2.3% Held
NVDA NVIDIA Corp 1.6% Added +10%SPYM SPDR Series Trust 1.6% Held
SPTM SPDR Series Trust 1.5% Held
GOOGL Alphabet Inc. 1.4% HeldVFLO Victory Portfolios II 1.4% Trimmed −8%
JPST J P Morgan Exchange Traded F 1.3% Trimmed −62%
IBRX ImmunityBio, Inc. 1.3% HeldPYLD Pimco ETF Tr 1.2% Added +3%
TMSL T Rowe Price Exchange-Traded 1.0% Trimmed −3%
EEM iShares Tr 1.0% Held
What changed
Biggest moves since Jun 30, 2026
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