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Legacy Capital Group California, Inc.

Portfolio Manager
Legacy Capital Group California, Inc.
Performance
-9.19% (2026 Q1)
AUM (13F)
$262.77M
# of Holdings
277
Performance Rank
Allocation (Top 20)
34.68%

Legacy Capital Group California, Inc. Holdings Map

Top 50 Legacy Capital Group California, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
11.24%116.4K$29.5M
-8.16%(-10.34K)
2025-Q1: 128.8K shares2025-Q2: 126.2K shares2025-Q3: 127.7K shares2025-Q4: 126.7K shares2026-Q1: 116.4K shares
$155.94(+91.65%)
2026-03-31
BIL
SPDR SERIES TRUST
3.24%92.8K$8.5M
+7.85%(+6.76K)
2025-Q1: 67.7K shares2025-Q2: 87.6K shares2025-Q3: 84.2K shares2025-Q4: 86.0K shares2026-Q1: 92.8K shares
$91.67(-0.20%)
2026-03-31
SPYM
SPDR SERIES TRUST
1.85%63.6K$4.9M
-10.76%(-7.67K)
2025-Q1: 63.0K shares2025-Q2: 75.1K shares2025-Q3: 74.2K shares2025-Q4: 71.3K shares2026-Q1: 63.6K shares
$50.20(+74.04%)
2026-03-31
SPTM
SPDR SERIES TRUST
1.85%61.5K$4.9M
-10.88%(-7.50K)
2025-Q1: 77.1K shares2025-Q2: 72.7K shares2025-Q3: 71.8K shares2025-Q4: 69.0K shares2026-Q1: 61.5K shares
$61.27(+46.72%)
2026-03-31
VFLO
VICTORY PORTFOLIOS II
1.62%108.1K$4.3M
+2.15%(+2.28K)
2025-Q1: 112.5K shares2025-Q2: 110.6K shares2025-Q3: 109.6K shares2025-Q4: 105.8K shares2026-Q1: 108.1K shares
$33.07(+29.26%)
2026-03-31
LDUR
PIMCO ETF TR
1.59%43.5K$4.2M
-4.77%(-2.18K)
2025-Q1: 17.2K shares2025-Q2: 47.3K shares2025-Q3: 47.0K shares2025-Q4: 45.7K shares2026-Q1: 43.5K shares
$95.76(-0.32%)
2026-03-31
PYLD
PIMCO ETF TR
1.45%145.9K$3.8M
-10.67%(-17.42K)
2025-Q1: 177.3K shares2025-Q2: 171.7K shares2025-Q3: 170.5K shares2025-Q4: 163.3K shares2026-Q1: 145.9K shares
$25.83(+1.98%)
2026-03-31
TMSL
T ROWE PRICE ETF INC
1.23%87.8K$3.2M
+151.04%(+52.83K)
2025-Q1: 36.0K shares2025-Q2: 36.8K shares2025-Q3: 36.3K shares2025-Q4: 35.0K shares2026-Q1: 87.8K shares
$34.70(+17.88%)
2026-03-31
GOOGL
ALPHABET INC
1.11%10.2K$2.9M
-26.77%(-3.72K)
2025-Q1: 14.7K shares2025-Q2: 16.9K shares2025-Q3: 14.0K shares2025-Q4: 13.9K shares2026-Q1: 10.2K shares
$132.03(+204.95%)
2026-03-31
FLRN
SPDR SERIES TRUST
1.05%89.5K$2.8M
-9.58%(-9.49K)
2025-Q1: 8.4K shares2025-Q2: 7.8K shares2025-Q3: 7.8K shares2025-Q4: 99.0K shares2026-Q1: 89.5K shares
$30.78(-0.01%)
2026-03-31

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