account_balance
Investment manager · 13F filer · SEC CIK 2071183
Legacy Capital Wealth Management, LLC
Reported value$226Mas of Sep 30, 2026
Positions75 6 new, 3 sold out
Top 10 weight45.0%SPMO alone is 11%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPMOInvesco Exch Traded Fd Tr II
10.7%
UDECInnovator Etfs Trust
5.0%Added +10%
SCIOFirst Tr Exchange-Traded Fd
4.9%Added +6%
NVDANVIDIA Corp
4.6%Added +6%
JAAAJanus Detroit STR Tr
4.4%
CGDVCapital Group Dividend Value
4.2%Added +9%
GRNYTidal Trust I
3.2%Added +9%
MSFTMicrosoft Corp
2.7%Added +4%
AAPLApple Inc.
2.7%
ANETArista Networks, Inc.
2.4%+3%
SPYSPDR S&P 500 ETF Trust
2.3%Trimmed −5%
AMZNAmazon.com Inc
2.3%Added +5%
SPMOInvesco Exch Traded Fd Tr II
10.7%
UDECInnovator Etfs Trust
5.0%
SCIOFirst Tr Exchange-Traded Fd
4.9%Added +6%
NVDANVIDIA Corp
4.6%Added +6%
JAAAJanus Detroit STR Tr
4.4%
CGDVCapital Group Dividend Value
4.2%
GRNYTidal Trust I
3.2%
MSFTMicrosoft Corp
2.7%
AAPLApple Inc.
2.7%
ANET2.4%SPY2.3%AMZN2.3%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
SPMO Invesco Exch Traded Fd Tr II 10.7% Held
UDEC Innovator Etfs Trust 5.0% Added +10%
SCIO First Tr Exchange-Traded Fd 4.9% Added +6%
NVDA NVIDIA Corp 4.6% Added +6%JAAA Janus Detroit STR Tr 4.4% Held
CGDV Capital Group Dividend Value 4.2% Added +9%
GRNY Tidal Trust I 3.2% Added +9%
MSFT Microsoft Corp 2.7% Added +4%AAPL Apple Inc. 2.7% HeldANET Arista Networks, Inc. 2.4% Added +3%SPY SPDR S&P 500 ETF Trust 2.3% Trimmed −5%AMZN Amazon.com Inc 2.3% Added +5%What changed
Biggest moves since Jun 30, 2026
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