StockDriftsStockDriftsTop 50 Legacy Capital Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | 12.14% | 161.6K | $26.1M | +15.98%(+22.26K) | $122.04(+25.14%) | 2026-06-30 | |
| SCIO | FIRST TR EXCHANGE-TRADED FD | 5.1% | 530.6K | $11.0M | +15.06%(+69.46K) | $20.74(-0.57%) | 2026-06-30 | |
| UDEC | INNOVATOR ETFS TRUST | 4.69% | 241.9K | $10.1M | +7.25%(+16.36K) | $39.08(+9.02%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 4.64% | 197.8K | $10.0M | +0.28%(+549) | $50.75(-0.34%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.12% | 179.9K | $8.9M | +5.90%(+10.02K) | $42.98(+19.68%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.05% | 43.6K | $8.7M | +0.83%(+359) | $160.76(+40.15%) | 2026-06-30 | |
| GRNY | TIDAL TRUST I | 3.06% | 238.2K | $6.6M | +14.34%(+29.88K) | $24.92(+13.19%) | 2026-06-30 | |
| KLAC | KLA CORP | 2.83% | 20.1K | $6.1M | -15.06%(-3.57K) | $85.45(+138.40%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.54% | 7.3K | $5.5M | -1.67%(-124) | $579.92(+34.14%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.47% | 18.4K | $5.3M | -0.21%(-38) | $239.92(+27.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.47% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.17% |
Legacy Capital Wealth Management LLC reports $217.66M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are SPMO (12.1%), SCIO (5.1%) and UDEC (4.7%). The top 20 holdings account for 66.56% of reported assets. Its disclosed equity book has returned +16.47% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Legacy Capital Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2071183). View Legacy Capital Wealth Management LLC’s 13F filings on SEC